skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi,

In a diversified portfolio, what is a prudent allocation to REITs? If I wanted to be more aggressive, what would be the maximum exposure you would recommend? Finally, is it okay to focus this exposure on what sector in the REIT space, i.e. multi-family properties?

Thank you,
Jason
Read Answer Asked by Jason on August 24, 2018
Q: Hi Guys,
According to BMO, CAR.un is trading at 29 times AFFO. It normally trades at an average of 17.7 times AFFO.
Would this not suggest a very large over valuation and therefore a sell would be in order?

If you answer no, what is your justification for a buy at this valuation?
Thanks
John
Read Answer Asked by John on August 22, 2018
Q: Hi 5i - I’ve come across this real estate related firm in some research. I’ve never heard of it, and I’m not sure why not, because it’s performance has been excellent. Could you please dig into the fundamentals and tell me what you think. Could you also explain what exactly they do. Thanks.
Read Answer Asked by Noel on August 21, 2018
Q: Can you please clarify your answer to Francis' question on a potential choice of an industrial REIT in Vancouver. Your answer alludes to Pure Multi Family REIT which is not industrial. Joe
Read Answer Asked by Joseph on August 21, 2018
Q: What stocks do you see as the best opportunity in the industrial/e.commerce space trading on the TSX but with property anywhere?

Thanks so much for all of your great advice.
Read Answer Asked by Amy on August 20, 2018
Q: What do you think of the mix of REITS I am planning to buy to represent the real estate portion of my portfolio which would be 5% total? Any suggested changes?
Read Answer Asked by Carla on August 17, 2018
Q: Instead of purchasing a piece of real estate, am thinking of REITs . Could you recommend a few for a 5+ years hold, both Canadian & US. Thank you. Fooklin
Read Answer Asked by Fooklin on August 15, 2018
Q: I have 1% in NWH.un since a long while. Healthcare equity income as a long term hold. Their recent deal appear to provide them with safety and growth.
Looking to buy more. Do you think management could be given credit for their vision and operational execution, and how would you rate it now for income?
Read Answer Asked by Daniel on August 15, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!