Investment Q&A

• Uniti Group Inc. (UNIT $7.92)
  • $7.92 P/E (TTM): 1.68X Cap: $1.81B
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Q: Can you please tell me why the stock price of UNIT has gone down? Thanks
Marilyn

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Read Answer Asked by Marilyn on February 22, 2019

• Brookfield Property Partners L.P. (BPY.UN $23.29)
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Q: Company has announced a re-purchase program using a "modified Dutch auction". As I understand it, unit holders must "opt-in" to the program to participate. Please discuss the offer, the process, and provide thoughts on whether unit holders should tender units for sale. Thank you.

IslandJohn

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Read Answer Asked by John on February 22, 2019

• Sienna Senior Living Inc. (SIA $22.79)
  • $22.79 P/E (TTM): 47.33X Cap: $2.28B
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Q: What do you think of sienna's quarterly results.

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Read Answer Asked by don on February 21, 2019

• Brookfield Property Partners L.P. (BPY.UN $23.29)
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Q: Hi Peter and Staff
You have been generally positive on BPY.UN -when it got down near $20 I averaged down and with the price jump have been feeling good about that - I have looked at scotia’s recent analysis of the most recent quarter . I own a lot of different REITS and it is the only one they show with an AFFO payout ratio of over 100% up to and including 2020- I know you can calculate things differently but assuming they use the same metrics on all REITS this is the worst one? Comments and analysis are appreciated
Thanks for all you do
Dennis

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Read Answer Asked by Dennis on February 20, 2019

Q: I am disappointed in the lower returns of Canadian apartment reits, and can't bring myself to buy Pure Multifamily (RUF.UN) because of the high payout ratio. Are there any US apartment reits that you might suggest I have a look at? I am targeting a dividend of 5% or more.
Thanks!

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Read Answer Asked by Paul on February 15, 2019

• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
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Q: Any thoughts on their planned conversion to a REIT and effect on the way they view their business, future interest rate increases, etc. Will it likely become another H&R style REIT?

Thanks for your expertise.

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Read Answer Asked by Stephen on February 14, 2019

• Saputo Inc. (SAP $41.98)
  • $41.98 Cap: $17.27B
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• RioCan Real Estate Investment Trust (REI.UN $19.07)
  • $19.07 P/E (TTM): 86.74X Cap: $5.71B
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• Killam Apartment Real Estate Investment Trust (KMP.UN $16.08)
  • $16.08 P/E (TTM): 7.05X Cap: $2B
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Q: Hello, could you comment on REI and KMP reits, and Saputo earnings?
Thank you
Stephane

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Read Answer Asked by Stephane on February 14, 2019

• Brookfield Property REIT Inc. (BPR)
  • P/E (TTM): 0.5X
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• Brookfield Property Partners L.P. (BPY $18.59)
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Q: Which one is a better buy ? BPY or BPR

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Read Answer Asked by Qurban on February 14, 2019

• Slate Grocery REIT Unit Cl U (SRT.UN)
  • P/E (TTM): 10.0X
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Q: This co wants to buy my shares for 12.54 a share.Should I SELL or keep shares.Also ,why are they doing this'
tnx u.

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Read Answer Asked by tom on February 13, 2019

• HashiCorp Inc. (HCP)
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• Sienna Senior Living Inc. (SIA $22.79)
  • $22.79 P/E (TTM): 47.33X Cap: $2.28B
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Q: Hi guys,
What do you think.of SIA as a long term hold or would you prefer Chartwell or maybe a U.S. type company instead.
Thank You.
John.

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Read Answer Asked by John on February 13, 2019

• CT Real Estate Investment Trust (CRT.UN $16.54)
  • $16.54 P/E (TTM): 48.49X Cap: $3.98B
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• Canadian Tire Corporation Limited (CTC $211.00)
  • $211.00 P/E (TTM): 24.11X Cap: $11.96B
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Q: Canadian Tire Real Estate Investment Trust versus Canadian Tire Stock, which is the better investment and why? Also, which is the better buy now and why?

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Read Answer Asked by Herbert on February 11, 2019

• Equity Lifestyle Properties Inc. (ELS $65.22)
  • $65.22 P/E (TTM): 35.13X Cap: $13.16B
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Q: Would you consider this a solid investment for an investor looking for a combination of income and growth?

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Read Answer Asked by Kevin on February 11, 2019

• WPT Industrial Real Estate Investment Trust (WIR.U $21.77)
  • $21.77 P/E (TTM): 4.06X
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Q: I am thinking about purchasing this stock. What is your opinion of it ?

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Read Answer Asked by trent on February 08, 2019

• Brookfield Property Partners L.P. (BPY.UN $23.29)
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Q: I like the distribution, but this company's stock price peaked in 2015 and appears to have been going downhill ever since. It is up strongly so far this year but is there some catalyst which suggests a break from the recent past, or is it likely to continue to head downward?

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Read Answer Asked by John on February 08, 2019

• H&R Real Estate Investment Trust (HR.UN $10.12)
  • $10.12 Cap: $2.84B
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• Dream Global Real Estate Investment Trust (DRG.UN $16.79)
  • $16.79 P/E (TTM): 4.7X
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• Granite Real Estate Investment Trust (GRT.UN $82.84)
  • $82.84 Cap: $5.21B
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• Killam Apartment Real Estate Investment Trust (KMP.UN $16.08)
  • $16.08 P/E (TTM): 7.05X Cap: $2B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.55)
  • $12.55 P/E (TTM): 35.27X Cap: $3.78B
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Q: Hi, what would be your top ranked Reits that have decent growth with at least a four percent distribution, thanks??

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Read Answer Asked by Pat on February 07, 2019

• Automotive Properties Real Estate Investment Trust (APR.UN $11.43)
  • $11.43 P/E (TTM): 18.49X Cap: $641M
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Q: Morning guys:
Is this worthy of a solid growth investment. Noticed it has a yield close 8 percent.
Thx

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Read Answer Asked by Mark on February 07, 2019

• Dream Hard Asset Alternatives Trust Units (MPCT.U)
  • P/E (TTM): 15.1X Cap: $342M
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Q: What are your thoughts on Dream Hard Asset Alternative Trust - would it be a good choice for a long term hold? Yield is approx. 6% - read a report that states they provide retail investors access to investments normally available to private equity funds.

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Read Answer Asked by Reg on February 06, 2019

• Summit Industrial Income REIT (SMU.UN $23.48)
  • $23.48 P/E (TTM): 0.6X
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• WPT Industrial Real Estate Investment Trust (WIR.UN $26.81)
  • $26.81 P/E (TTM): 4.06X
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.55)
  • $12.55 P/E (TTM): 35.27X Cap: $3.78B
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Q: I am looking to add an industrial REIT (either SMU.UN, WIR.UN, or DIR.UN) to an RESP for a 5-8 year hold. Funds are not needed for another 8 years. Which of the 3 REITS listed would you recommend purchasing and why do you prefer it over the other 2?

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Read Answer Asked by Linda on February 06, 2019

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.55)
  • $12.55 P/E (TTM): 35.27X Cap: $3.78B
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Q: Could you give me your take on its latest acquisition. It is partially funding this through new stock issuance, and the market has reacted to that. What I would like to know is whether this is a better reit at this price than it was yesterday before the deal at its previous price.

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Read Answer Asked by John on February 06, 2019

• iShares S&P/TSX Capped REIT Index ETF (XRE $15.50)
  • $15.50 P/E (TTM): 63.09X Cap: $1.09B
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Q: I have a question about XRE and the real estate stocks in general

I noted that the above has been going up recently
is there a fundamental reason for it ?

I have REI.un, I am thinking of selling it and putting it in XRE

thanks
Michael

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Read Answer Asked by Michael on February 05, 2019