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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: The general objective for my portfolio is quality, dividend growth. Thinking about the REIT portion of my portfolio and recognizing that REIT dividends do not present the best growth opportunity, I am reviewing H&R REIT and Riocan REIT, both of which appear to be in repositioning mode. I could just hang in with them. Or I could sell one and buy an industrial REIT. Qs:
- should I hang in on both? (I am in the money on both).
- if I were selling one, which would you sell?
- of the Canadian industrial REITs, is Dream Industrial your favourite?
- would you consider Dream Industrial (or your preferred industrial REIT) of equivalent quality to H&R and Riocan?
Read Answer Asked by Carl on May 16, 2019
Q: I would like to add a second real estate position for an income portfolio. Currently, I hold CSH.UN which is earmarked to the Health Care sector and BPY.UN, allocated to the real estate sector. Please provide a one or two real estate companies that would compliment/balance with BPY.UN......that will be held for the long term.
......Thanks.....Tom
Read Answer Asked by Tom on May 15, 2019
Q: Good Afternoon,
I am a very diversified investor. having stock in almost every sector and not over invested in each sector. In the sector of real estate I am only 5% invested and I am looking to add one stock out the 5 that I have mentioned. I understand that BRE is more of a service company in real estate but it is still class in the real estate sector. Can you recommend me which one of the 5 should I invest in?
Thank You.

Paul
Read Answer Asked by Paul on May 14, 2019
Q: I know that you like Chartwell, but I am not certain why your strong endorsement.. Looking at the share price performance the shares currently sell at the same price as 3 years ago; so other than the dividend there has been no growth over the past 3 years. Not looking for a lot but some small token growth would be nice to instill some confidence in the company's management team. I own the shares, have done so for some time, but am now thinking that there are better income opportunities out there. Can you provide me with some rationale for not parting with my shares in Chartwell?
Read Answer Asked by John on May 14, 2019
Q: RWO Global REIT Index...do you see a place in a conservative portfolio ?
Read Answer Asked by Martin on May 14, 2019
Q: Hi 5I,
I have held Boardwalk for a long time (perhaps to long) and watched the stock pickup momentum in the summer of 2018 only to sell off and not recover.
Is this worth holding? Or move on to another income name that you could recommend. My thesis to own Boardwalk was that is was best of breed and carried a conservative payout with a fair REIT growth profile until the energy slide occur. I thought perhaps Boardwalk stock would start to return to a cover (or at least return some of the slide), but the energy climate seems to continue to impact the investor sentiment.

The recommendation does not have to be a REIT, and I have been looking at topping up CSH & NWC (not sure if this is too small cap to compare) to a 5i weighting %.

If selling BEI is the best option should I wait past May 15-19 earning release? Might get a bit more of clarity or hope of improvement (could be worse as well).
Read Answer Asked by Dean on May 13, 2019
Q: Hi team,

What do you think of Colliers recent investment in Harrison Street? When I see the words 'transformational" in a headline, it gets my attention. ;)
What will it add to the top and bottom line...if anything?
It has dropped around 10% in the last few months and is about 25% off its highs.
Time to step in for a 1/3 position?

Cheers,
Steve
Read Answer Asked by Stephen on May 13, 2019
Q: I'm about to add a bit of money to my portfolio and have been starting to look at REI.UN, NWH.UN, HR.UN, TNT.UN. I currently have only BTB.UN as a REIT in my portfolio. I'm looking to supplement my monthly income. Any advice as I start the research process into these companies is much appreciated.
Read Answer Asked by Owen on May 10, 2019
Q: Asked last year about this one alongside CBL. I did not buy either but just read an interesting article from Rida Morwa on seeking alpha and would love another analysis of WPG for a contrarian iinvestment. Do you beleive they can cover the 23% dividend and if they cut it do you think the price would flop or rise. I know its a flier but just fishing.
Thanks Gary
Read Answer Asked by Gary on May 08, 2019
Q: I would like to invest in a REIT geared toward residential apartment rentals and have narrowed it down to CAR.UN and MRG.UN. With a smaller market cap and lower payout ratio, would you agree MRG.UN has a larger runway for growth?
Thanks,
Curtis Q
Read Answer Asked by Curtis on May 08, 2019
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