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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: Looking for a REIT & am trying to decide between the industrial REIT WIR.UN & BPY.Un .Which would you suggest or are both good stocks or neither & you'd suggest something else? I had AAR.UN which was great but was bought out & at this point have only NWT.UN for REIT exposure at 2%. I believe with falling interest rates that this is a good time for REITS . Your valued opinion would be appreciated.
Dave
Read Answer Asked by Dave on September 06, 2019
Q: I have never owned property reits because I owned apartments but are in process of selling them. I brought a small position in BPY.UN, I like dividend and own another Brookfield company BIP.UN for ten years and only 3% of my holding. I was wondering what other property Reits u recommend or just stay Brookfield. i plan to add about 3 or 4% of my holding. 62 no debt and no penision...
Read Answer Asked by brian on September 05, 2019
Q: In your opinion, what are the largest factors in preventing Sienna Senior Living from trading at higher multiples? Is there that much of a difference between the retirement home business and apartment reits? Apartment Reits seem to be trading at multiples in the 20s and above while, according to Scotia, SIA is trading at a 2019 FFO multiple of less than 14.

Thanks for your insight.

John
Read Answer Asked by john on September 05, 2019
Q: What securities would you recommend for an investment in apartments or multi residential in Canada. Any that offer better relative value? Thanks.
Read Answer Asked by Albert on September 04, 2019
Q: I'm interested in 2 lo-volatility stocks, with some dividend and some momentum for a minimum of 2 years. Most of these REITs mentioned have lots of hold recommendations, but very few buys despite their recent outperformance?? Are they overbought? Can you pick 1 or 2 US REITS for me and 2 CDN reits as well?
Read Answer Asked by Graeme on August 30, 2019
Q: I am a retired conservative dividend income investor. I've held Sentry Global REIT for years (love the 6% distribution) and have been monitoring its performance as compared to ZRE and XRE. I didn't mind paying the 2.4% MER as long as it was outperforming. However, on a total return basis, Sentry has lagged significantly and I have sold it today.

With interest rates appearing to be on the decline and, more importantly, for portfolio asset allocation, I still want to have REIT exposure. I am leaning towards ZRE, due to the equal weight nature (as opposed to XRE).

I am normally a long term buy-and-hold investor. ZRE has had a good run recently, but I think the future still looks good, due to the macro environment. Your thoughts?

My target REIT allocation is 7.5%. I also have a position in CSH.

Thanks for your help...Steve
Read Answer Asked by Stephen on August 30, 2019
Q: Good Day Team,
Presently I have no REITSs in my portfolio, so hoping to add some.
What is the best step to take?
Put equal amounts in all 6 stocks listed or put in priority order with certain percentage in each. I have $5000. to invest in REITs.
Secondly, what order would you put them in, from best to the lowest.
Lastly, is there any REIT that you would change or add that may be better.
Please use extra credits as needed.
Thank You,
John G.
Read Answer Asked by John on August 29, 2019
Q: I saw Samir Manji from Sandpiper Group on with A. McCreath on BNN on Fri. He made an interesting case for HBC but that is not what I want to ask about. I noticed his Co. also took a position in EXE. It looks like the stock made a comeback off of that purchase. Given how he finds hidden value in these companies I was wondering if you could speculate about what he sees in EXE and how much more value there is. I am attracted undervalued divvy plays by predilection.
Read Answer Asked by Gerald on August 27, 2019
Q: I have held XRE for over 10 yr. in RRSP - so, with dividends I am up over 400%. I was thinking of selling this ETF and buying BPY.UN because the latter regularly increases dividends and is a broader based property/real estate holding company. I did not think it prudent to own both: either would be a very small holding in the portfolio.
Read Answer Asked by James on August 27, 2019
Q: I am planning to hold both of these securities, but would like to put one in a cash account and one in a registered account. I would like to know which, based on recent history, provides the highest ROC. I would place that in my cash account. thanks for all the great info you, all your crew and fellow members offer. Thanks, Bill
Read Answer Asked by Bill on August 27, 2019
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