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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: In your response to Garry this morning you stated "In real estate, it (BPY.UN) and TCN would be our main Canadian choices." Are these currently your top choices in REITs overall, or only in context of Garry's question?
Read Answer Asked by Dennis on November 22, 2019
Q: Just wandering why you do not include very many reits in any of your portfolios? Some of the reits seemed to have had a pretty good year so far in 2019.
Keep up the good work.
Read Answer Asked by Jacques on November 21, 2019
Q: Would you consider the mind boggling selling , accusittions and new developments of the variety of REIT types in US and Canada of benefit for the investors in this company? I have invested in this REIT , in part because of stable dividends but the report makes me wonder if they are playing with too many variables.
Read Answer Asked by Miroslaw on November 18, 2019
Q: Hello,
I see what looks like some very good news concerning my holding of Starlight U.S. Multi-Family Class A units. I would however appreciate your thoughts on their announcement of what I believe is to be a redemption of all my outstanding units at a price of $12.35 CDN per share.

I'd also appreciate your opinion or insight into why the shares are only trading at $11.10 CDN as I write this but it looks to me as though they are to be acquired at $12.35 in January of 2020. Should I back up the truck and buy more or is the discount evidence of a very strong opinion the deal might not go through for some reason?

Thank you!
Read Answer Asked by Richard on November 18, 2019
Q: I am considering a $US pay reit, and am looking at these two. Could you provide the payout ratio/dividend sustainability, debt levels and debt due timeframe as well as any other relevant financials. Industrial reits and apartment reits have done very well for me, but do you have a preference between the two based on the current economic forecast? Lastly, could you identify the pros and cons of Canadian domiciled companies holding virtually all US assets?
Thank-you
Read Answer Asked by grant on November 18, 2019
Q: I currently do not have any REITs in my portfolio and was looking to start a position in HR or REI (or other). Can I get your thoughts on these as well as suggestions for other REITs? Thanks.
Read Answer Asked by Dan on November 15, 2019
Q: Can you comment on their recent quarter please. I’ve been following this stock for a very long time. Are things potentially turning here? On a likely completely unrelated note. I just saw home capital group (another darling Real-estate finance company from 5+ years ago break out). Obviously TII is a micro cap. But do your think these results are sustainable near term?
Read Answer Asked by Scott on November 15, 2019
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