Investment Q&A

• Terra Firma Capital Corporation (TII $7.25)
  • $7.25 P/E (TTM): 29.82X Cap: $40M
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Q: Could you provided some comments on Terra Firma results just released? Still a Buy?

Thanks,
Craig

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Read Answer Asked by Craig on March 29, 2018

• DREAM Unlimited Corp. Class A Subordinate Voting Shares (DRM $18.90)
  • $18.90 P/E (TTM): 11.31X Cap: $814M
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Q: What do you think of Dream Unlimited? It seems to be one of the few stocks to thrive in the last week (and month0 and has done well over the past year.

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Read Answer Asked by John on March 29, 2018

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: What is up with this stock? A record Q with a divvy raise rewarded with a new 52 week low. There must be a further reason than BEPort kind of woes? i.e. rising rates. Is it a buy?

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Read Answer Asked by Gerald on March 28, 2018

• Extendicare Inc. (EXE $14.60)
  • $14.60 P/E (TTM): 15.13X Cap: $1.22B
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Q: would like your comment on recent debenture financing on
extendicare.
thnak you.

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Read Answer Asked by howard on March 28, 2018

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.98)
  • $39.98 P/E (TTM): 79.4X Cap: $6.33B
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• Chartwell Retirement Residences (CSH.UN $19.51)
  • $19.51 P/E (TTM): 89.23X Cap: $5.67B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.06)
  • $12.06 P/E (TTM): 25.6X Cap: $3.56B
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Q: Hi,
I was wondering if you could recommend some good value, "defensive" REITs with strong growth.
Thanks

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Read Answer Asked by Jason on March 26, 2018

• Dream Office Real Estate Investment Trust (D.UN $19.22)
  • $19.22 Cap: $306M
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• Dream Global Real Estate Investment Trust (DRG.UN $16.79)
  • $16.79 P/E (TTM): 4.7X Cap: $3.26B
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Q: I'm looking for stability and a core of stocks which will help offset the volatility of growth stocks on weeks like last week. The pickings are slim, but these two offerings from Dream seem to have consistently done extremely well over the last year, and breezed through last week's turmoil without noticing it. They also seem to have amazing growth (at least in stock prices) for REITS over the last year, as well as excellent distributions. To what do you attribute this and do you expect it to continue?

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Read Answer Asked by John on March 26, 2018

• Dream Global Real Estate Investment Trust (DRG.UN $16.79)
  • $16.79 P/E (TTM): 4.7X Cap: $3.26B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.06)
  • $12.06 P/E (TTM): 25.6X Cap: $3.56B
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Q: Which one of the above ETF's would you pick during these unsettled times for a TFSA?

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Read Answer Asked by Terry on March 26, 2018

• EQB Inc. (EQB $91.53)
  • $91.53 P/E (TTM): 10.61X Cap: $3.55B
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Q: Your current opinion ?

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Read Answer Asked by j stuart on March 26, 2018

• PRO Real Estate Investment Trust (PRV.UN $5.80)
  • $5.80 P/E (TTM): 17.24X Cap: $390M
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Q: Would this be a decent investment? Is the payout safe??

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Read Answer Asked by michael on March 26, 2018

• Melcor Developments Ltd. (MRD $15.01)
  • $15.01 P/E (TTM): 51.97X Cap: $453M
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Q: i would like your opinion on Melcor. Sell or hold? thank you.

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Read Answer Asked by John on March 26, 2018

• Firm Capital Property Trust (FCD.UN $5.96)
  • $5.96 P/E (TTM): 12.27X Cap: $220M
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Q: can you please comment on the latest earnings from this one...would you consider buying/hold or selling this one? thanks as always for your wonderful service...

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Read Answer Asked by adam on March 23, 2018

• WPT Industrial Real Estate Investment Trust (WIR.U $21.77)
  • $21.77 P/E (TTM): 4.06X Cap: $1.83B
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Q: ROE, Debt, tech ratios, div. all look good to me, is there any reason this REIT trading volume is almost NIL. Am I missing something, thought this was a solid holding going forward, please comment. Thanks.

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Read Answer Asked by Ed on March 22, 2018

• Nexus Industrial REIT (NXR.UN $7.74)
  • $7.74 Cap: $767M
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Q: Good Morning 5i. Please comment on the recent quarterly results from NXR.UN. Do you recommend for growth and income? How does the payout ratio and debt compare to other REIT's?
Rob

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Read Answer Asked by Robert on March 22, 2018

• BMO Equal Weight REITs Index ETF (ZRE $22.04)
  • $22.04 P/E (TTM): 19.26X Cap: $586M
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Q: I currently don't have any REIT exposure and think I should focus on a broad ETF for more safety and diversification as opposed to some of the smaller cap REIT's I have previously held although they do have much higher yields I am concerned about the risk exposure. Would this be a good time to start a position in ZRE and/or do you have another suggestion?
Thanks,
Craig

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Read Answer Asked by Craig on March 20, 2018

• Canadian Real Estate Investment Trust (REF.UN $51.95)
  • $51.95 P/E (TTM): 15.6X
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• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
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Q: Which reit would you prefer bpy.un or ref.un

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Read Answer Asked by Gill on March 20, 2018

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: Why the weakness?
Thx

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Read Answer Asked by Silvia on March 19, 2018

• Chartwell Retirement Residences (CSH.UN $19.51)
  • $19.51 P/E (TTM): 89.23X Cap: $5.67B
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• Extendicare Inc. (EXE $14.60)
  • $14.60 P/E (TTM): 15.13X Cap: $1.22B
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• Sienna Senior Living Inc. (SIA $18.27)
  • $18.27 P/E (TTM): 46.65X Cap: $1.69B
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Q: Can you please list, in order,the top 3-5 seniors reits and ETFs if such exist?

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Read Answer Asked by Peter on March 19, 2018

• Washington Prime Group Inc. (WPG)
  • P/E (TTM): -0.1X Cap: $20M
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Q: What do you think of this high yielding u s Reit.?
Thanks Phil
Wpg us reit

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Read Answer Asked by philip on March 19, 2018

• H&R Real Estate Investment Trust (HR.UN $11.30)
  • $11.30 Cap: $3.11B
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• MCAN Mortgage Corporation (MKP $20.43)
  • $20.43 P/E (TTM): 11.36X Cap: $809M
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Q: I own both for stable income, but I need to sell one to raise some cash. Which would you keep for the long term, and why?

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Read Answer Asked by Helen on March 16, 2018

• Dream Global Real Estate Investment Trust (DRG.UN $16.79)
  • $16.79 P/E (TTM): 4.7X Cap: $3.26B
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Q: bought this stock on your recommendation. thanks moving up nicely. is it moving too fast. is it still a good hold or trade. thanks bill

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Read Answer Asked by William on March 16, 2018