Investment Q&A

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.26)
  • $39.26 P/E (TTM): 103.32X Cap: $6.19B
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• Chartwell Retirement Residences (CSH.UN $20.23)
  • $20.23 P/E (TTM): 91.95X Cap: $6.14B
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• InterRent Real Estate Investment Trust (IIP.UN $13.35)
  • $13.35 Cap: $1.86B
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Q: Value wise, what would you consider the top three Canadian Reits to be?

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Read Answer Asked by Jacques Y on September 21, 2018

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.26)
  • $39.26 P/E (TTM): 103.32X Cap: $6.19B
  • View CAR.UN Profile
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• Chartwell Retirement Residences (CSH.UN $20.23)
  • $20.23 P/E (TTM): 91.95X Cap: $6.14B
  • View CSH.UN Profile
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Q: What REIT to you recommend for a stable income stream with some potential for modest capital appreciation? Thank you Jack.

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Read Answer Asked by Jack on September 20, 2018

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.26)
  • $39.26 P/E (TTM): 103.32X Cap: $6.19B
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Q: Any news why there is such a drop in price today?

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Read Answer Asked by Lizzy on September 19, 2018

• CT Real Estate Investment Trust (CRT.UN $16.89)
  • $16.89 P/E (TTM): 17.59X Cap: $4.01B
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• Choice Properties Real Estate Investment Trust (CHP.UN $15.41)
  • $15.41 Cap: $11.15B
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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

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Read Answer Asked by John on September 19, 2018

• SmartCentres Real Estate Investment Trust (SRU.UN $26.76)
  • $26.76 P/E (TTM): 19.05X Cap: $4.77B
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• CT Real Estate Investment Trust (CRT.UN $16.89)
  • $16.89 P/E (TTM): 17.59X Cap: $4.01B
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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

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Read Answer Asked by Philip on September 18, 2018

• PRO Real Estate Investment Trust (PRV.UN $6.61)
  • $6.61 P/E (TTM): 23.19X Cap: $443M
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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

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Read Answer Asked by Cam on September 14, 2018

• Ventas Inc. (VTR $74.90)
  • $74.90 P/E (TTM): 144.04X Cap: $35.18B
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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.

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Read Answer Asked by kelly on September 14, 2018

• Agellan Commercial Real Estate Investment Trust (ACR.UN $14.25)
  • $14.25 P/E (TTM): 6.6X
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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 ?

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Read Answer Asked by Joseph on September 13, 2018

• Summit Industrial Income REIT (SMU.UN $23.48)
  • $23.48 P/E (TTM): 0.6X
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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

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Read Answer Asked by jim on September 12, 2018

• H&R Real Estate Investment Trust (HR.UN $11.00)
  • $11.00 Cap: $3.03B
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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

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Read Answer Asked by Ozzie on September 10, 2018

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X
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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?

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Read Answer Asked by Ian on September 07, 2018

• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.55)
  • $5.55 Cap: $1.38B
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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?

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Read Answer Asked by richard on September 07, 2018

• HashiCorp Inc. (HCP)
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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

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Read Answer Asked by steve on September 06, 2018

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

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Read Answer Asked by philip on September 06, 2018

• VICI Properties Inc. (VICI $27.76)
  • $27.76 P/E (TTM): 10.6X Cap: $29.67B
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Q: Hello once again your thoughts on Vici
Properties US listing

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Read Answer Asked by George on September 06, 2018

• Ventas Inc. (VTR $74.90)
  • $74.90 P/E (TTM): 144.04X Cap: $35.18B
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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

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Read Answer Asked by steve on September 04, 2018

• Bridgemarq Real Estate Services Inc. Restricted Voting Shares (BRE $13.50)
  • $13.50 Cap: $212M
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Q: Just wondering what you think of Brookfield Real Estate Services.

Is the high dividend yield sustainable?

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Read Answer Asked by Stewart on September 04, 2018

• RioCan Real Estate Investment Trust (REI.UN $19.60)
  • $19.60 P/E (TTM): 89.09X Cap: $5.78B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.26)
  • $39.26 P/E (TTM): 103.32X Cap: $6.19B
  • View CAR.UN Profile
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• Boardwalk Real Estate Investment Trust (BEI.UN $68.58)
  • $68.58 P/E (TTM): 11.45X Cap: $3.64B
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• InterRent Real Estate Investment Trust (IIP.UN $13.35)
  • $13.35 Cap: $1.86B
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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 ?

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Read Answer Asked by DAVID on August 31, 2018

• Macquarie Infrastructure Holdings LLC (MIC $4.09)
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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?

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Read Answer Asked by kelly on August 30, 2018

• Pure Multi-Family REIT LP (RUF.UN $10.10)
  • $10.10 P/E (TTM): 9.6X
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Q: Does a payout ratio of 124 percent not raise a red flag for this stock ? Joe

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Read Answer Asked by Joseph on August 28, 2018