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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: Hello Peter,
Can I have your opinion on this ETF. I like the holdings & sector weightings.
I am considering it instead of ZLB. Yes, it is smaller & hasn't performed as well as ZLB, but it has a slightly lower MER and a higher dividend yield, which I like.
What is the max portfolio weighting you would recommend?
I am also considering bumping up the reit weighting with REIT and would appreciate your opinion on this ETF also.
Thank you,
Martin
Read Answer Asked by Martin on November 06, 2019
Q: Two questions re: Granite reit.
They have a normal course issuer bid in place. Why would they buy back their own shares while going to the market to issue more shares?
These units are referred to as stapled units IE one trust unit and one common share. What is the significance of this arrangement. Thanks.
Read Answer Asked by Terry on November 06, 2019
Q: Looking to more reit exposure I am thinking above three mentioned, either all three or combination. Any thoughts, or opinions would be welcomed, also, please rank in order of preference
Read Answer Asked by John on November 06, 2019
Q: Peter,

Please provide a list of your favourite REITS for a taxable account. The main focus being on stable, increasing, sustainable payouts as opposed to a high current yield.


Thank you

Paul
Read Answer Asked by paul on November 05, 2019
Q: Hi,
Looking for a REIT with momentum, good growth, reasonable dividend at a fair price.
Would Starwood Property (stwd), Brixmor Property (brx) or Realty Income (o) fit the bill ? Or any other you think would better achieve the purpose ?
With many thanks,

Jacques, Mtl
Read Answer Asked by Jacques on November 05, 2019
Q: Just a comment on pros and cons of receiving distributions as return of capital. While a nice problem to have I believe if the ROC results in the capital cost base going negative the ROC is taxed as income.
Read Answer Asked by Lynda on November 04, 2019
Q: Please explain the pros and cons of receiving distributions as return of capital. Also does this differ for non- registered, RRSPs and TFSAs?
Read Answer Asked by bill on November 04, 2019
Q: Both down significantly and I own neither, but have been watching FSV and to a lesser degree, CIGI.

For exposure in real estate and seeking growth (not income) would you prefer one over the other, or are these close enough to equal as far as 5i is concerned? Any guesses as to which one bounces back faster?

Thx.
Read Answer Asked by Cameron on November 01, 2019
Q: In the Real Estate Investment Trust sector rank them from best first on down? Interrent, Riocan, Granite, Broadwalk, and H&R Also give some color why they would be better than the others?
Read Answer Asked by Herbert on October 29, 2019
Q: I am considering adding BPY.UN to REITs already owned in my RRSP..This would raise my allocation from 11% to 14%. Do you like this move? Thanks for your great service.
Read Answer Asked by Allen on October 29, 2019
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