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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: Hi. I have some funds to invest. I already own IIP.UN in a diversified portfolio. Would adding RIT or BPYP-PR.A be a good diversification addition or would you recommend just staying with IIP.UN? Thank you.
Read Answer Asked by Paul on June 27, 2024
Q: I don’t have any REIT exposure at the moment and am looking at DIR.UN. Although the yield is good and revenue is growing fast, it doesn’t appear to have a great track record on growing either earnings or the distribution. Forecast EPS is expected to rise significantly from current levels, however the ’24 and ’25 forecasts are still only about 1/3 of what was earned in 2021/22. The payout appears to have not increased since 2013(!) What needs to change for this REIT to restore earnings to past levels and to grow the distribution? Recent high rates I expect were/are part of the problem but likely are not the entire story.
Read Answer Asked by Paul on June 24, 2024
Q: Your thoughts on Smart Centres please?
Will this and another REITS do well as rates move lower? Nice Yield.
Thanks
Read Answer Asked by Carlo on June 19, 2024
Q: A cursory look suggests CAP REIT, in spite of its fall in price, still trades at a high multiple to FFO. How much of an impediment is this to the recovery of this stock? I have held CAP through a tough multi-year stretch, liking its conservative approach, being in residential (vs other sectors), its selling non-core properties to invest in newer buildings, etc. Interest rates have hurt, but that trend line may be changing. What does 5i think of CAP here. Is it worth holding in a TFSA for better days?
Read Answer Asked by Edward on June 17, 2024
Q: I own STAG and it had a nice run at the end of 2023 but has come down a bit since, and it’s share price is about the same from a year ago. It’s in a stable real estate sector and I don’t mind holding onto it if it has some decent growth potential (by REIT standards), but if you think it’s struggling to grow, I may look for a better REIT. Thoughts?
Read Answer Asked by Brendan on June 14, 2024
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