Investment Q&A

• Nexus Industrial REIT (NXR.UN $7.74)
  • $7.74 Cap: $767M
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Q: Peter; Any news younsee on it Re the huge volume? Thanks. Rod

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Read Answer Asked by Rodney on March 14, 2019

• BSR Real Estate Investment Trust Trust Units (HOM.U $11.82)
  • $11.82 Cap: $471M
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Q: Would appreciate your view and outlook for BSR REIT.

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Read Answer Asked by ken on March 14, 2019

• Summit Industrial Income REIT (SMU.UN $23.48)
  • $23.48 P/E (TTM): 0.6X Cap: $4.46B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.06)
  • $12.06 P/E (TTM): 25.6X Cap: $3.56B
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Q: Peter; I own both and so watch them closely. It seems that they are basically trading in lock step re volume and price appreciation.Are there any interlocking directors and/or management connections that you know of. Would a combined entity be a possibility? Thanks. Rod

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Read Answer Asked by Rodney on March 13, 2019

• SmartCentres Real Estate Investment Trust (SRU.UN $26.12)
  • $26.12 P/E (TTM): 15.98X Cap: $4.65B
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Q: May I have your opinion on Smart Centers Reit for income and some Capital appreciation.

Thanks Valter

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Read Answer Asked by Valter on March 13, 2019

Q: Hi there,

My questions is about xlre and SRET and the degree of risk associated with these 2 stocks. I currently have xlre and was thinking taking 20% of my position and investing in SRET - 1. for the higher dividend and 2. for the international exposure. Both would be held in a 401K and i only pay 2.95 a trade so taxes and trading fees aren't really a consideration.

Thanks

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Read Answer Asked by kelly on March 12, 2019

• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $4.97)
  • $4.97 Cap: $1.23B
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Q: What do you think of this company going forward and what do you think of their latest earnings.

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Read Answer Asked by don on March 12, 2019

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.06)
  • $12.06 P/E (TTM): 25.6X Cap: $3.56B
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Q: Hi Peter and Staff
My question is about industrial REITS- I have been slow to replace Pure Industrial - most of your recommendations have been Dir.un.
I bought that last week after you had given a slight preference to Summitt over it - yesterday you were asked to recommend one and you picked WPT - what’s up?

Thanks for all you do
Dennis

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Read Answer Asked by Dennis on March 12, 2019

• WPT Industrial Real Estate Investment Trust (WIR.U $21.77)
  • $21.77 P/E (TTM): 4.06X Cap: $1.83B
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Q: I would like to add an Industrial REIT to my TFSA. Which would you choose today. I like a balance of growth and dividend.

Thank you.

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Read Answer Asked by Donna on March 09, 2019

• H&R Real Estate Investment Trust (HR.UN $11.30)
  • $11.30 Cap: $3.11B
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Q: My Technicals tell me this is in a very bullish pattern. BUT my senses tell me when looking at the charts it is overbought, is hitting 5 year highs and has certainly broken the 5 year pattern channel between 18 and 21.

Bit confused if this chart looks like a buy to you at this point?

Thanks

Sheldon

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Read Answer Asked by Sheldon on March 07, 2019

Q: What is a better investment in the long term - real estate (as a hard asset) or the S&P 500?

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Read Answer Asked by Mike on March 07, 2019

• American Hotel Income Properties REIT LP (HOT.U $0.27)
  • $0.27 Cap: $21M
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Q: Hello,
Could you please comments on HOT.UN earning result, outlook and its valuation at this price. Should I switch to other REIT?
Thanks
Victor

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Read Answer Asked by Victor on March 07, 2019

• Bridgemarq Real Estate Services Inc. Restricted Voting Shares (BRE $13.83)
  • $13.83 Cap: $217M
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Q: Comments on results please. Thank you

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Read Answer Asked by Gordon on March 06, 2019

• H&R Real Estate Investment Trust (HR.UN $11.30)
  • $11.30 Cap: $3.11B
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Q: Hi!
I'v heard that there are Reits that pay dividends from renting commercial real estate, while the principal remains intact.
Is that right and what Reits would you recommend me, and will these dividends greatly affect my GIS pension?
Thank you!

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Read Answer Asked by mark on March 06, 2019

• Invesque Inc. (IVQ.U $0.09)
  • $0.09 Cap: $81M
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Q: What do you think of invesque( ivq.un )for income and some growth.

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Read Answer Asked by don on March 05, 2019

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: TCN's shares have been acting well recently. What are the risks in continuing holding the shares for 3-5 years?

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Read Answer Asked by Liping on March 05, 2019

• Equinix Inc. (EQIX $800.60)
  • $800.60 P/E (TTM): 79.56X Cap: $78.34B
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Q: Hi Peter, my question is on eqix. How would you buy, hold or sell. Is the div safe. When do they report? Thanks Alnoor

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Read Answer Asked by Alnoor on March 05, 2019

• Artis Real Estate Investment Trust (AX.UN $6.01)
  • $6.01 Cap: $588M
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Q: Hello
Could you comment on Artis reit earnings and give opinion on outlook?

Thank you very much
Stephane

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Read Answer Asked by Stephane on March 04, 2019

• Ravelin Properties REIT (SOT.UN $0.42)
  • $0.42 Cap: $35M
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Q: Hi All at 5i! I have held SOT for several years...it pays a good ( hopefully sustainable) dividend, but its price has meandered down over the years. It being a REIT ( mall rental) I don’t except miracle growth ...but maybe a little. What are your thoughts on it. Are there better Reits to switch to.? Cheers, Tamara

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Read Answer Asked by Tamara on March 04, 2019

• Ravelin Properties REIT (SOT.UN $0.42)
  • $0.42 Cap: $35M
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Q: Hi can you comment on SOT.UN's results today? Still worth holding with the dividend cut?

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Read Answer Asked by Kimberely on March 04, 2019

• BMO Equal Weight REITs Index ETF (ZRE $22.04)
  • $22.04 P/E (TTM): 19.26X Cap: $586M
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• CI Canadian REIT ETF (RIT $16.83)
  • $16.83 P/E (TTM): 51.23X Cap: $422M
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Q: These ETF's have done well in the recovery. Too bad I missed it! Do you think they can keep going or should one wait for a pull back? Or would it be better to buy 2 or 3 specific reits? Wife's RRSP 5-10 year hold. Thanks

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Read Answer Asked by John on March 04, 2019