Q: Recently, I got cash from AAR.un buyout from Blackstone. To replace AAR.un I thought about these two companies (I have no exposure to senior housing now) What is your opinion about these two companies ?, Main risks and resistance to a downturn in the economy. Will you favour one over the other ? Or split the funds equally on both ?
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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: I could not follow Ryan's answer to a question on RUF.UN. Could he please provide details on the Electra's proposal to RUF.UN?
Q: hi folks:
i was always led to believe that reits are a group that falls into 'interest sensitive' assets
and they would get hammered in an increasing interest rate environment
hasn't happened and many are at all time highs
is this because the hope that inflation will raise rents/values to offset increased interest payments?
or because raising rates indicate an improving economy?
or because rates are increasing very slowly
or because we feel the rate increases are finished?
or what?
thx
i was always led to believe that reits are a group that falls into 'interest sensitive' assets
and they would get hammered in an increasing interest rate environment
hasn't happened and many are at all time highs
is this because the hope that inflation will raise rents/values to offset increased interest payments?
or because raising rates indicate an improving economy?
or because rates are increasing very slowly
or because we feel the rate increases are finished?
or what?
thx
Q: Hi,
What's your take on this REIT. The almost 10% dividend yield sure looks attractive. Is the cash-flow sustainable?
Thank you.
What's your take on this REIT. The almost 10% dividend yield sure looks attractive. Is the cash-flow sustainable?
Thank you.
Q: Ryan; I’m getting tired of waiting on RUF.UN and am looking at switching to SRU.UN. Your comments please. Thanks.
Rod
Rod
Q: Hi 5I,
Could I have a general opinion on this US REIT, specifically, as a new position for income - would timing (considering interest rates) or valuation be of concern. This is expected to be for a roughly 3-5 year holding, possibly longer.
Thanks for your insight
Mike
Could I have a general opinion on this US REIT, specifically, as a new position for income - would timing (considering interest rates) or valuation be of concern. This is expected to be for a roughly 3-5 year holding, possibly longer.
Thanks for your insight
Mike
Q: Fannie Mae infamously crashed in 2008. Even now, it is listed on the Pink Sheets. Given my hesitance to wade through the various 10(k) reports, etc. I thought I would ask for your opinion. That is, is this suitable for bottom-feeder interest or should it be "written-off" as a potential speculative buy? FNMA
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BTB Real Estate Investment Trust (BTB.UN)
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True North Commercial Real Estate Investment Trust (TNT.UN)
Q: What are your thoughts on these REITs going forward with respect to growth and dividend sustainability? How would you rank them?
Q: Hi, could I get your opinion on IVQ.U Q4 report. The stock has done little since I bought and I am wondering if I should move on to another stock with better management. Thanks Dave.
Q: https://www.thestar.com/news/gta/2018/05/03/premier-calls-allegations-against-nursing-homes-disturbing-and-upsetting.html
Would this type of allegation lead you to cut half the position or perhaps entirely? I have quite a large (overweight position) in SIA and have it as a DRIP for a number of years. I have about 40 percent of my position in free shares and want to continue to build my portfolio around the aging demographic. I have considered selling some SIA and putting a bit more into SIS as well as Park Lawn, but the dividend income being re-invested has done me well and provides a nice safety net on a long term hold. THoughts?
Would this type of allegation lead you to cut half the position or perhaps entirely? I have quite a large (overweight position) in SIA and have it as a DRIP for a number of years. I have about 40 percent of my position in free shares and want to continue to build my portfolio around the aging demographic. I have considered selling some SIA and putting a bit more into SIS as well as Park Lawn, but the dividend income being re-invested has done me well and provides a nice safety net on a long term hold. THoughts?
Q: H&R REIT announced the sale of their US retail properties. Proceeds will be used to pay down debt ant to expand their residential portfolio. Do you think this will have a positive impact on the share price? It has been languishing for a while now.
Q: What is your view on this company? Why is the stock up quite a bit today? Would you consider it a buy or hold at these prices? Tnx for the great work.
Q: What is your opinion on this stock.
Q: Hi Guys,
I've owned this for over ten years as an income stock (journaled to the US side of my rif). Just wondering what your thoughts are about any possible growth and your general thoughts on it.
Many thanks
Bob
I've owned this for over ten years as an income stock (journaled to the US side of my rif). Just wondering what your thoughts are about any possible growth and your general thoughts on it.
Many thanks
Bob
Q: Can you comment on their recent quarter? This REIT is busy re-inventing itself. I have been a long time holder because of the income but is it time to move on? Joe
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Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN)
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Killam Apartment Real Estate Investment Trust (KMP.UN)
Q: How would you compare NVU.UN and KMP.UN going forward in rental space ?
Q: Please let us know your thoughts on the latest earnings. Thank you.
Q: Can you please comment on the earnings for all three companies?
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Chartwell Retirement Residences (CSH.UN)
Q: Is there any particular reason for the choppiness of CSH.UN, why has CAR.UN performed so much better?
Q: What is your take on the recent proposed deal in Australia?