Investment Q&A

• SmartCentres Real Estate Investment Trust (SRU.UN $27.07)
  • $27.07 P/E (TTM): 16.36X Cap: $4.82B
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• Pure Multi-Family REIT LP (RUF.UN $10.10)
  • $10.10 P/E (TTM): 9.6X Cap: $784M
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Q: Ryan; I’m getting tired of waiting on RUF.UN and am looking at switching to SRU.UN. Your comments please. Thanks.
Rod

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Read Answer Asked by Rodney on May 30, 2018

• Realty Income Corporation (O $58.92)
  • $58.92 P/E (TTM): 54.16X Cap: $53.87B
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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

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Read Answer Asked by mike on May 29, 2018

• Miscellaneous (MISC)
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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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Read Answer Asked by David on May 28, 2018

• BTB Real Estate Investment Trust (BTB.UN $3.73)
  • $3.73 P/E (TTM): 8.32X Cap: $329M
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• True North Commercial Real Estate Investment Trust (TNT.UN $9.35)
  • $9.35 Cap: $134M
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Q: What are your thoughts on these REITs going forward with respect to growth and dividend sustainability? How would you rank them?

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Read Answer Asked by Bernie on May 22, 2018

• Invesque Inc. (IVQ.U $0.10)
  • $0.10 Cap: $86M
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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.

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Read Answer Asked by David on May 16, 2018

• Sienna Senior Living Inc. (SIA $17.93)
  • $17.93 P/E (TTM): 44.93X Cap: $1.65B
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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?

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Read Answer Asked by Jordan on May 15, 2018

• H&R Real Estate Investment Trust (HR.UN $12.11)
  • $12.11 Cap: $3.33B
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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.

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Read Answer Asked by Brian on May 15, 2018

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $231.51)
  • $231.51 P/E (TTM): 74.56X Cap: $11.69B
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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.

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Read Answer Asked by Jacques on May 14, 2018

• Cominar Real Estate Investment Trust (CUF.UN $11.74)
  • $11.74 Cap: $2.67B
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Q: What is your opinion on this stock.

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Read Answer Asked by frederick on May 14, 2018

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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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

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Read Answer Asked by Robert on May 14, 2018

• H&R Real Estate Investment Trust (HR.UN $12.11)
  • $12.11 Cap: $3.33B
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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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Read Answer Asked by Joseph on May 14, 2018

• Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN $36.23)
  • $36.23 P/E (TTM): 11.76X Cap: $2.51B
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• Killam Apartment Real Estate Investment Trust (KMP.UN $18.01)
  • $18.01 P/E (TTM): 4.13X Cap: $2.23B
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Q: How would you compare NVU.UN and KMP.UN going forward in rental space ?

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Read Answer Asked by terrance on May 14, 2018

• Artis Real Estate Investment Trust (AX.UN $7.25)
  • $7.25 Cap: $700M
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Q: Please let us know your thoughts on the latest earnings. Thank you.

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Read Answer Asked by Brent on May 14, 2018

• Chartwell Retirement Residences (CSH.UN $18.25)
  • $18.25 P/E (TTM): 83.18X Cap: $5.31B
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• Extendicare Inc. (EXE $13.31)
  • $13.31 P/E (TTM): 13.53X Cap: $1.11B
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• Sienna Senior Living Inc. (SIA $17.93)
  • $17.93 P/E (TTM): 44.93X Cap: $1.65B
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Q: Can you please comment on the earnings for all three companies?

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Read Answer Asked by Donald on May 11, 2018

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $41.37)
  • $41.37 P/E (TTM): 82.86X Cap: $6.55B
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• Chartwell Retirement Residences (CSH.UN $18.25)
  • $18.25 P/E (TTM): 83.18X Cap: $5.31B
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Q: Is there any particular reason for the choppiness of CSH.UN, why has CAR.UN performed so much better?

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Read Answer Asked by Albert on May 11, 2018

• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $4.98)
  • $4.98 Cap: $1.24B
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Q: What is your take on the recent proposed deal in Australia?

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Read Answer Asked by roland on May 11, 2018

• American Hotel Income Properties REIT LP (HOT.UN $0.47)
  • $0.47 Cap: $37M
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Q: Hi can you please give me your thoughts on their latest results

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Read Answer Asked by Dale on May 11, 2018

• Morguard Corporation (MRC $117.55)
  • $117.55 P/E (TTM): 6.62X Cap: $1.25B
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Q: Hi team,

Any thoughts or comments on morguard corps Q1 results?

Thanks

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Read Answer Asked by Keith on May 10, 2018

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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• SPDR Homebuilders ETF (XHB $117.00)
  • $117.00 P/E (TTM): 36.37X Cap: $1.85B
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Q: Is it worth holding this stock?
How about replacing it with TRICON (TCN) even if one is US and one CAN.
Thanking you for advise-Ebrahim

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Read Answer Asked by ebrahim on May 10, 2018

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: Hi Guys,
Just wondering what you think of Tricon ?
I don't have any real estate type stocks or do you maybe have Reit that would be preferable to Tricon
Thank you.
John.

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Read Answer Asked by John on May 10, 2018