Investment Q&A

• Timbercreek Financial Corp. (TF)
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Q: What is your current view of Timbercreek Financial? Is it worth holding for income? It trend is not comforting. Thanks. cheers

Upvote 2

Read Answer Asked by Hans on April 18, 2024

Q: Does the increasing tax rate on capital gains meaningfully affect residential real estate companies with mainly Canadian properties? This might also affect grocery-anchored REIT's since they often build apartments on their properties.
John

Upvote 2

Read Answer Asked by John on April 18, 2024

• Granite Real Estate Investment Trust (GRT.UN)
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Q: what is the reason for the price drop today and recently? Is it a buy at this price? Thanks

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Read Answer Asked by Francis on April 18, 2024

• VICI Properties Inc. (VICI)
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Q: Would you please give me your updated opinion on VICI, is it a buy/hold/sell ?
thank you

Upvote 3

Read Answer Asked by Fernando on April 16, 2024

• Mainstreet Equity Corp. (MEQ)
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Q: To what extent, if any, does the current Canadian housing crisis serve as a tail wind for MEQ. A recent BNN commentator was quite bullish on the company going forward. Do you share this bullish view? If yes, what would be a good entry point.

Thanks

Upvote 1

Read Answer Asked by Greg on April 15, 2024

• Tricon Residential Inc. (TCN)
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Q: Is the sudden brief deep drop today with recovery indicative of any problem with the take over by Blackstone? Thank you.

Upvote 1

Read Answer Asked by Francis on April 13, 2024

• BMO Equal Weight REITs Index ETF (ZRE)
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• iShares S&P/TSX Capped REIT Index ETF (XRE)
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Q: Hi, In my prior question, the breakdown for ZRE is far from 100%. Is "residential" missing? Could be a private question. Thanks.

Upvote 2

Read Answer Asked by Denise on April 09, 2024

• Dream Office Real Estate Investment Trust (D.UN)
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Q: Hi 5i, D.UN seems to be hopping last few days. Any reason?

Upvote 1

Read Answer Asked by Ryan on April 09, 2024

• BMO Equal Weight REITs Index ETF (ZRE)
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• iShares S&P/TSX Capped REIT Index ETF (XRE)
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Q: I hold both ZRE and XRE. I selected two ETF because their Top10 holdings looked different enough. ZRE has also a better yield. Do you see a better growth from one of them?
Would you have on-hand a breakdown of their holdings (industrials, residential, retail, office). Could these ETF have private holdings? Thanks a million.

Upvote 2

Read Answer Asked by Denise on April 09, 2024

• Plaza Retail REIT (PLZ.UN)
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Q: I am considering small cap real estate if we do see interest rates subside.

What is your opinion of PLZ.UN?

Thank you

Upvote 1

Read Answer Asked by kim on April 08, 2024

• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: Do you feel comfortable establishing a position in this REIT now?

Upvote 6

Read Answer Asked by David on April 05, 2024

• Granite Real Estate Investment Trust (GRT.UN)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: If only one of the above Industrial REITs could be owned, which one would you choose and why? Thanks for your insight.

Upvote 8

Read Answer Asked by Jerry on April 04, 2024

• StorageVault Canada Inc. (SVI)
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• Granite Real Estate Investment Trust (GRT.UN)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: If you held 5 or 6 real estate type positions in a diversified portfolio, and wanted to consolidate a bit, would you be in favour of selling a smallish position in SVI and add to medium sized positions in DIR.UN and/or GRT.UN. If yes, would you add to both or just DIR.UN?

Upvote 5

Read Answer Asked by Dan on April 04, 2024

• American Hotel Income Properties REIT LP (HOT.UN)
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Q: I owned this yeas ago as an income source. Sold yrs ago
I have not look at the price in ages and am shocked it has fallen so much
It seems to be on the way to bankruptcy, maybe not.
I do like turn arounds and could see myself buying 10-20k shares .
It or bitcoin , what do you suggest

Upvote 3

Read Answer Asked by Leon on April 03, 2024

• SmartCentres Real Estate Investment Trust (SRU.UN)
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• First Capital Real Estate Investment Trust (FCR.UN)
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Q: Hi guys.
For a grocery anchored REIT looking at total return 5 years out which company, FCR.UN or SRU.UN, do you favor?

Much thanks

Stuart

Upvote 5

Read Answer Asked by Stuart on April 03, 2024

• SmartCentres Real Estate Investment Trust (SRU.UN)
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Q: My last question asked about dividends for this company. You answered “ SRU.UN pays a 'distribution' now yielding 8.1%. Keep in mind this is taxed differently than a Canadian dividend, and the tax breakdown can vary yearly. ”. Can you provide some insight on the two points in the last sentence. Thank you.

Upvote 2

Read Answer Asked by Walter on April 02, 2024

• Flagship Communities Real Estate Investment Trust (MHC.UN)
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Q: In January you stated a concern about MHC.UN's P/CF of 17. TD shows the current P/E of 5.5x and a P/CF of 4.1x. May I please have an opinion update on this stock?
With appreciation,
Ed

Upvote 1

Read Answer Asked by Ed on April 02, 2024

• Canadian Net Real Estate Investment Trus (NET.UN)
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Q: I am sitting on some of this at a higher ACB and have had it for some time. I like the income, but the price has been in a decline. The culprit high interest rates with them being heavily leveraged, looks like they aren't growing enough to overcome. Looks like they will not be increasing the dividend this year which is not a good sign given their history. I do have patience and some cash. I also think they have a solid tenant base, the business seems to make sense. Would you buy down hanging on hope of interest rate cuts or would you dump and look at another name?

Upvote 2

Read Answer Asked by Ken on April 02, 2024

• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: Dir.un is one of u favourites in the REIT sector.Mar 28 closed at $13.08,1yr H $15.13,1yr L 11.53.On Mar 27,A Moffs,real estate specialist, on Market Call picked it as a Top Pick,citing 27% discount to NAV,very low 36% debt/asset and strong growth etc.Please comment.Buy,Add or Hold. What is a good entry price?Txs for u usual great services & views.

Upvote 6

Read Answer Asked by Peter on April 01, 2024

• Agree Realty Corporation (ADC)
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Q: Hi 5i
Could I have your thoughts on ADC:US
Thx
Gerry

Upvote 1

Read Answer Asked by Gerry on April 01, 2024