Investment Q&A

Q: Hello. I have some new money in my TFSA. I would like to put it in the REIT sector. I am looking at NWH.UN. What do you think about it? Do you have any suggestions?

Thanks.

Q: Hello 5i
I note that CAR.UN has been on amazing ride upwards. I own over 4,000 shares since 2010 @ approx. 10.67/Sh. So I am happy to see the shares are appreciating. But I wonder why this is happening in the last month or so, especially in a period when interest rates are pointing higher. Is someone accumulating for some reason? Or is there anything else I am not aware about.

Thanks for your insights and keep up the great service.
Joseph

Q: Hello may I have your thoughts on Car.Un

Q: Hi Guys,

This is a follow up to Peter's question on CAR.UN.
Why do you say CAR is better for income? It has a distribution of only 3.06%. Most REITS are well above this rate.
Is CAR over-priced at $43.33?
Thanks
John

Q: From your report on IIP.UN, it appears that the company is making money from acquiring properties in more urban (i.e. stable) areas and by doing so, it is able to increase the efficiency and profitability of its property management area. The trust is also making some money by raising rents after tenants on old cheaper leases leave and by applying for "above guideline increases for existing tenants" which I think is another way of saying it works to get around rent controls.

Does IIP.UN own individual condos and/or condo buildings? Do they develop any of their own projects or is entirely a growth by acquisition story?

Is the above approach much different than that of CAR.UN? The metrics for both are very similar. Is IIP.UN different in that it owns somewhat more expensive rental units? Or are the two companies pretty similar?

Back in January, you felt that CAR.UN should be owned if one is interested in yield and IIP.UN would appeal more to someone wanted growth. Is your answer the same today?

Appreciate the insight.

Paul F.

Q: Could you assess this company and potential growth. It has performed well over the past 9 years. Can it sustain this trend given interest rates and it's debt load.

Q: I would like to invest in a REIT. What is you opinion of the above REIT's with an eye towards income. Any other suggestions?
Thanks,
Jen

Q: Have been watching both companies for an opportunity to buy. They are both showing momentum and would like your opinion on both before I buy.
Would you favor one over the other and what would your reasoning be based on.
I like for both dividends and growth.
Thanks Gary

Q: For the income section of a moderate risk income growth portfolio what are your thoughts on these predominantly retail stocks. Please also rank with respect to current price. Thanks.

Q: Hello- I was considering a purchase of BPY.UN but I'm concerned that Ross Healy
a few days ago said "the market is concerned about the quality of the balance sheet, which is on the weak side." With 2 more interest rate increases projected this year,
does that make BPY too risky?
Thanks

Q: BSR (HOMu.TO) IPO'd in May 2018. The company looks interesting, nice 5% yield, class B garden style rentals. They buy older apartments, add amenities and increase rental rates.
Looks like a mini Milestone Apartment REIT. Wondering if you know if any analysts follow this story and if you think this might be a good apartment pick to replace some cash from the AAR.UN acquisition.

Q: The recent purchase of property for starlight seems like a bad deal as they are exchanging north view stock which pays over 6% for property which has a 4% cap rate. This deal will be delutive. This deal just seems to good for starlight. Please comment. Thanks

Q: A little pop on Interrent tody, 4x averge volume.
I see no news. What reason? Would you still buy here?

Q: Could I have your assessment of GRT.UN, if possible in comparison with other REITs? Thank you.

Q: Hi team,

Could you please provide a relative comparison between Home capital group and Equitable group and in your opinion which is the better investment at this time?

Thanks

Q: Can you give your opinion on SRU.UN ? It was discussed in the Globe today. An earlier question by another member asked about Summit Industrial Reit and may have created some confusion. Joe

Q: Hi; May I have your opinion on SMU.UN. Positive article in Globe and Mail. Implies that storage market has robust outlook. Can you comment on balance sheet and dividend. Thanks.

Q: Hi,
From previous Q&As, you recommend DIR.UN as a solid replacement for AAR.UN. Does that still stand? It's had quite a run-up this year.
I know it's not "industrial", but where does CSH.UN stand in your view?
Thanks,
Robert

Q: Looking for an alternative health care stock that will benefit from the aging population.
Appreciate your thoughts on valuation.

Q: Both on the Toronto stock Exchange but TCN invests more in the US.
Please compare the two.
An investor heading into retirement.