Q: So would you sell the entire holdings of REF or keep the units of CHP? This transaction (if I sell the entire holding) will reduce my exposure to REITS in my portfolio by 50% to a little over 2%. Would you beef that up a bit and if so, what REIT would you pick up (other than HR)?
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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.
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RioCan Real Estate Investment Trust (REI.UN)
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Emera Incorporated (EMA)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
Q: Hello, could you comment on earnings for these companies please?
Thank you
Stephane
Thank you
Stephane
Q: Big drop in the stock today but i have seen nothing that would account for this. Have i missed something here. Seems like a pretty big drop for no news. Your thoughts?
Q: I hold aar.un. If iI choose to do nothing with my shares, what happens and what are the capital gains and tax implications?
Q: Whit REITs under pressure as of late, how do you view this DRG.UN with all it's investments in European office properties. It has renegotiated it's debt quite well and exited from it's over reliance on Deutsch Telekom in the last 2 years.
Compared to RioCan, H&R and Canadian REIT for example.
Compared to RioCan, H&R and Canadian REIT for example.
Q: With the buyout at $8.10; the market breaking $8.00 and monthly dividends to continue are their any metrics involved beside the market slide? I own it but sold it at $8.12 and bought back in at $8.07 to continue wth the distribution short term.
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Chartwell Retirement Residences (CSH.UN)
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InterRent Real Estate Investment Trust (IIP.UN)
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iShares S&P/TSX Capped REIT Index ETF (XRE)
Q: Hi Guys
What are your top reits at this time. Given a slow interest increase
Thanks Mike B
What are your top reits at this time. Given a slow interest increase
Thanks Mike B
Q: Good Evening
I own a Cominar bond maturing in 2022. I realize that DBRS has rated this company below investment grade (BBHigh).
Recently an analyst has commented that if you buy a high yield bond from Cominar " is like going to a casino and putting your money on the roulette wheel. It’s a terrible idea and makes no sense. The company has had to cut its distribution in the last 12 months."
Do you share the concerns of the above analyst? In your view, will Cominar have difficulties in meeting their obligations to the bondholders?
Would you advise holding or selling this bond?
As always, I appreciate your comments.
I own a Cominar bond maturing in 2022. I realize that DBRS has rated this company below investment grade (BBHigh).
Recently an analyst has commented that if you buy a high yield bond from Cominar " is like going to a casino and putting your money on the roulette wheel. It’s a terrible idea and makes no sense. The company has had to cut its distribution in the last 12 months."
Do you share the concerns of the above analyst? In your view, will Cominar have difficulties in meeting their obligations to the bondholders?
Would you advise holding or selling this bond?
As always, I appreciate your comments.
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Allied Properties Real Estate Investment Trust (AP.UN)
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Granite Real Estate Investment Trust (GRT.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Having sold Pure Industrial, I am looking at replacing it with industrial or perhaps office. (I already have enough retail and apartment exposure.) I have looked at Dream Industrial but am concerned with its small market cap. Also, the 25% ownership by Dream Office seems unusual and I wonder whether it is a red flag.
What are your top recommendations in the office and industrial segments?
In particular, what do you think of Granite REIT? Do you think that the outcome of the dissident shareholder dispute is positive?
What are your top recommendations in the office and industrial segments?
In particular, what do you think of Granite REIT? Do you think that the outcome of the dissident shareholder dispute is positive?
Q: Little decline here on Chartwell- maybe time to add some more... anything specific driving this?
Q: Hi 5I
This appears to have recovered well with the restructuring and dividend cuts. Can you provide a current opinion please?
Would swapping out now for a more stable name make sense or would this be a little premature given their recovery ?
This appears to have recovered well with the restructuring and dividend cuts. Can you provide a current opinion please?
Would swapping out now for a more stable name make sense or would this be a little premature given their recovery ?
Q: Hello,
I have owned Starwood Property Trust Inc (STWD) for a while, and it has been flat up to now. It provides a 9% yield.
Is this a buy, sell or hold stock? Especially since interest rates are rising. (I thought higher interest rates would benefit this company.) As I am seeing other stocks with better growth potential, I am wondering if this stock is worth holding onto.
Thank you for your help and for the service. Greatly appreciated.
I have owned Starwood Property Trust Inc (STWD) for a while, and it has been flat up to now. It provides a 9% yield.
Is this a buy, sell or hold stock? Especially since interest rates are rising. (I thought higher interest rates would benefit this company.) As I am seeing other stocks with better growth potential, I am wondering if this stock is worth holding onto.
Thank you for your help and for the service. Greatly appreciated.
Q: Hi, ZUT and ZRE both sold off during 2016 and Q4 2017 on rate concerns but now they are diverging with ZUT sharply down (which makes sense) but ZRE sharply up (???). Any idea why? Thanks.
Q: Buy and hold Canadian dividend stocks, forever, is my core strategy, and I dislike reits as I regard them as inferior long term securities. That said I am considering CAR.U because I like the exposure to apartment real estate What is your very long term view of this security decades out. Could it potentially morph into a common stock many, many years out and do you view it as a worthwhile hold for that time frame.
Q: I am looking for a diversified or industrial REIT with good yield and a history/policy of increasing dividends. Brookfield Properties has caught my eye. What is your opinion? Do you have any other suggestions or preferences for my objectives?
Q: Hello Peter and Team,
What do you think of Invesque Inc. (HLP.U) as an investment for my portfolio? It seems to have better fundamentals than Chartwell, but it is a lot smaller with a market cap of only $305M. Thank you.
What do you think of Invesque Inc. (HLP.U) as an investment for my portfolio? It seems to have better fundamentals than Chartwell, but it is a lot smaller with a market cap of only $305M. Thank you.
Q: May I please get your views on Sienna's latest acquisition, and its prospects going forward. Would you add to a position today (while it's down)? Thanks!
Q: Good morning
Can i have your thought on the aquisition by Sienna of 10 segnor housing properties and why the stock is acting negatively down 3.33% this morning.
Thank you
Guy
Can i have your thought on the aquisition by Sienna of 10 segnor housing properties and why the stock is acting negatively down 3.33% this morning.
Thank you
Guy
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H&R Real Estate Investment Trust (HR.UN)
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Chartwell Retirement Residences (CSH.UN)
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NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
Q: I hold these 3 RIET’s in my investment accounts. I am looking for a replacement for H&R. Would appreciate your suggestions to provide a reasonable return with some growth. The holding will be in a taxable account.
Thank you
Les
Thank you
Les
Q: With the better results and turn around at Sobeys ,do you see an improvement in Crr.un.The dividend has been unchanged and a flat line for quite awhile ?