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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: It's challenging to assess the earnings of REIT's if using the distribution payouts as a base of information. It would seem logical that payouts with a high return of capital would suggest weak results, yet individual price quotes suggest often refer to low P/E's.
Or maybe it's better to compare Return on Capital vs Cost of Capital?
Thanks from Randy
Read Answer Asked by Randy on January 16, 2019
Q: I have the above Reits which I would like to consolidate into much smaller number. Appreciate your opinion on your preference of which ones I should keep/switch to, based on expectation of total return over 3-5 years period.
Thanks
Read Answer Asked by Saad on January 15, 2019
Q: Hi Peter and Staff
Recent questions on this REIT have met with no major concerns including quoting a reasonable pay out ratio. Scotia in their December 21st report quotes AFFO payout ratios of 107.7 % for 2018, 102.7% for 2019 and 97.4% for 2020.
What do you use in your payout ratios and how does that differ from AFFO?
Thanks for all you do
Dennis
Read Answer Asked by Dennis on January 14, 2019
Q: I like Morguard's distribution, at over 8%. It seems to be fairing well lately, especially in comparison to almost everyone else (CAR and IIP.UN, your preferences in REITs are down 5-6% while MRT is up 7.82%). What do you think of it, and its prospects? Is the distribution safe? Is MRT likely to be needing cash soon? It's up strongly on a strongly down day, which is one of the things I look for in 'safer' stocks.
Read Answer Asked by John on January 07, 2019
Q: In the company profile, ERE is noted as being "unincorporated". I am curious if that is significant; for example are their reporting/accounting held to less rigorous scrutiny compared to an "incorporated" company? Also ERE has a +9% dividend but is a new kid on the block - less than a year. The high dividend was there from start. Is this a sign management over reaching - like trying too hard to be noticed? Can ERE maintain it? What is their payout ratio. I have no European exposure, but thinking a small position here is doable...………..Thanks, and all the best in 2019...….Lionel
Read Answer Asked by Lionel on January 07, 2019
Q: Wishing a Happy New Year to Peter, Ryan and staff!

I am looking for "relative" safety with some upside and yield. I noticed these two currently look attractive. Your thoughts/alternate suggestions please.
Read Answer Asked by Danny-boy on January 03, 2019
Q: Could you let me know the payout ratio for ivq In a November presentation they claim the payout ratio is 76 percent Yet yahoo finance shows a payout ratio of 167 percent
Could you let me now how the ratios could be so different ?

In your opinion is the dividend sustainable There line of credit was recently increased to 400 million I take it this is a good sign Could you also comment on the company
Happy New year

Paul
Read Answer Asked by Paul on January 02, 2019
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