skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 2 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have held RUF for a few years, bought mainly for income with the view that the apartment space should be somewhat stable (?). With the buyout offer last spring I sold half and bought SRU (which has done well). Now that RUF has no offers, the price took a dive and the yield is back up. I am considering selling SRU and putting the funds back into RUF. These are held in an RSP, so taxes are not an issue. Could you comment on the following for both RUF and SRU:
1) the payout percentage
2) the debt levels and how they compare to their peers
3) the price to NAV
I like that SRU has a large Walmart base as well as some of their proposals to reduce retail exposure - but execution is a factor, and it will take time. Based on my "stable income" orientation would you suggest selling SRU and buying back RUF, or just sit tight? Or something else?
Thank-you
Read Answer Asked by grant on August 28, 2018
Q: Hi 5i team :
reading the analyst's report I noted their reluctancy to get too optimistic about Kevan Gorrie turning around the company for a better value. Their report cited execution risks due to a hot competitive industrial market. Kevan was the CEO of Pure Industrial before blackstone bought it. Is execution risk due to overpaying for land and labour or when buying smaller companies ? or something else ? Thanks
Read Answer Asked by Alejandro (Alex) on August 27, 2018
Q: Hi,

In a diversified portfolio, what is a prudent allocation to REITs? If I wanted to be more aggressive, what would be the maximum exposure you would recommend? Finally, is it okay to focus this exposure on what sector in the REIT space, i.e. multi-family properties?

Thank you,
Jason
Read Answer Asked by Jason on August 24, 2018
Q: Hi 5i - I’ve come across this real estate related firm in some research. I’ve never heard of it, and I’m not sure why not, because it’s performance has been excellent. Could you please dig into the fundamentals and tell me what you think. Could you also explain what exactly they do. Thanks.
Read Answer Asked by Noel on August 21, 2018
Q: What stocks do you see as the best opportunity in the industrial/e.commerce space trading on the TSX but with property anywhere?

Thanks so much for all of your great advice.
Read Answer Asked by Amy on August 20, 2018
Q: What do you think of the mix of REITS I am planning to buy to represent the real estate portion of my portfolio which would be 5% total? Any suggested changes?
Read Answer Asked by Carla on August 17, 2018
Q: Instead of purchasing a piece of real estate, am thinking of REITs . Could you recommend a few for a 5+ years hold, both Canadian & US. Thank you. Fooklin
Read Answer Asked by Fooklin on August 15, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!