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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: 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.
Read Answer Asked by Paul on June 18, 2018
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
Read Answer Asked by Jennifer on June 13, 2018
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
Read Answer Asked by Gary on June 11, 2018
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.
Read Answer Asked by David on June 11, 2018
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.
Read Answer Asked by Robin on June 08, 2018
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 ?
Read Answer Asked by Alejandro (Alex) on June 04, 2018
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
Read Answer Asked by Robert on May 30, 2018
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