Investment Q&A

Q: What REIT to you recommend for a stable income stream with some potential for modest capital appreciation? Thank you Jack.

Q: Any news why there is such a drop in price today?

Q: Hi Guys,

Which of CHP.un or CRT.un do you prefer for a 5 to 10 year hold looking for safety, income and staying ahead of inflation?
Thanks for the help.
John

Q: Please compare the valuations for SRU.UN and CRT.UN. I would like to buy one or both for part of an income portfolio. Your recommendation is greatly appreciated.
Philip

Q: Might I get your opinion on the above company given it's recent announcement regarding an acquisition, internalizing mgmt and moving to a more senior exchange....please and thank you....Cheers

Q: i am looking for a Chartwell type comparable in the US. Would you consider ventas a good alternative. Understand that it has a broader investment base outside of retirement homes but would suspect this positions the Reit for a bit better growth? Looking for dividend with a bit of growth. If not Ventas, can you recommend an alternative.

Q: I was contemplating a buy of ACR.UN today until I heard the news release. Would it be advisable to still purchase the shares today ?

Q: I have held this Reit for some time with a decent profit. The chart begins to look like a top. Do you see much potential for capital gains?/ Thanks Jim

Q: With the changes announced at HR.UN, what effect do you see this having? Will the yield, ROC, interest change etc?

Thanks for your service

Q: Tricon announced they are redeeming TCN.DB.A on October 9th at a price of $1000. The debentures trade at $114. Does this mean that if you don't sell the debentures or convert them before October 9th, you'll get $100, even if they are trading way above that price?

Q: In this mornings G&M, there was an article by Sean Pugliese about Canadian REITs that included a table of interesting REIT data. According to Mr. Pugliese, the Debt/Equity ratio for NWH.UN is 324%. Do you agree with that number and, if you do, do you think that it jeopardizes the value of this REIT?

Q: As a follow up to my question regarding US REITS, I realize I forgot to include the other two names so you could rate them. My question was with respect to VTR, WELL and HCP. Could you please give me your opinion on these three?
Thank you

Q: What do you think of LADR and WPC Thanks Phil

Q: Hello once again your thoughts on Vici
Properties US listing

Q: Acknowledging that you don't follow US companies as much , but could you comment on these health care REITS and perhaps rate them for me?
Thanks

Q: Just wondering what you think of Brookfield Real Estate Services.

Is the high dividend yield sustainable?

Q: My questions is about REIT investing. Seems that REI.un, BEI.un's 5 year return is cyclical, could be just back to original value whereas CAR.un and IIP.un value climb nicely over a 5 yr. period. Any difference in selecting these REIT's ?

Q: Hi there,

I have owned this one for awhile and it is finally starting to recover from its dividend cut earlier this year. A couple of questions, is this worth continuing to hold given the improvements and is the dividend safe?

Q: Does a payout ratio of 124 percent not raise a red flag for this stock ? Joe

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