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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 and thank you for your exceptional service. I am retired and dividends and other distributions are a necessary part of my income. In an environment such as we currently live in without inflation and with historically low interest rates. Aren't REITs a valid alternative to bonds and GICs? I own 15% in GICs, no bonds and I'm currently overweight at 9% in Real estate and wonder if my strategy is correct in your opinion. Should I remove some REITs exposure, which would you trim first and in what order from the list above. Where would you put the money instead? Thank you.
Read Answer Asked by Yves on July 04, 2019
Q: How do the above Reits differ in asset allocation, rate of return and fees?
Read Answer Asked by Lorraine on July 02, 2019
Q: Could I have your opinion on the quality of management and long term prospects of these companies. Thanks
Read Answer Asked by Lawrence on July 02, 2019
Q: What would be your top picks of the above reits? Would you switch any of them out for DIR.UN or CAR.UN or DRG.UN?
Read Answer Asked by Lorraine on July 02, 2019
Q: I don't see any questions yet on the recently announced buyout of Pure. Kind of odd, I thought. For myself, I had a fairly sizable investment in this one and sold off almost as soon as the offer was announced. I felt that Pure has had ample time since the last offer from this same company to find a better offer and doesn't appear to have yet. Kind of taking a bird in the hand rather than two in the bush. What's your opinion on this?
Read Answer Asked by Larry on June 28, 2019
Q: Allied Properties had an equity offering on June 10th and since the initial drop, has in my opinion, shown some volatility and is down about 2.5% today. All of this is probably not outside what could reasonably be expected but I wonder if you have any news, insight or comments. Other REITS/Trusts have fared better with equity offerings very recently.
Read Answer Asked by James on June 28, 2019
Q: I’m very confused with the movement in Tricon’s share price despite beating analyst expectations and generally performing well financially for years it seems to only trade sideways. I’ve also noticed that the REIT sector has broken out as a whole (ex. XRE) but Tricon can’t catch a bid. I know the business isn’t quite the same but I’ve heard analysts make analogies to Brookfield and Blackstone and yet the share price just goes sideways. What gives? Also would Tricon be an attractive take out for Brookfield or some other private equity? Thanks
Read Answer Asked by Scott on June 21, 2019
Q: What are your thoughts on the Zillow Group as a (longish term) investment ? Would this be a good way to get a toehold in the Real Estate sector in the US? .. or are there better ways?

ZG seemed to have started out well enough, but then took quite a dive last fall; now it seems to have stabilized and is back on the rise. Was the dive from general market unease, or something fundamental in the company?

Thank you.
Read Answer Asked by Sylvia on June 20, 2019
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