Investment Q&A

• Ravelin Properties REIT (SOT.UN $0.03)
  • $0.03 Cap: $2M
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Q: Thoughts of their purchase of office buildings announced after the close yesterday?

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Read Answer Asked by Steve on January 19, 2018

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.51)
  • $36.51 P/E (TTM): 28.75X Cap: $5.65B
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Q: With interest rates on the rise, and box stores leaving malls, would it be prudent to shift REIT exposure towards residential, rather than commercial exposure? Thinking of Boardwalk in Alberta, or Northern Property.

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Read Answer Asked by steve on January 18, 2018

• Allied Properties Real Estate Investment Trust (AP.UN $9.74)
  • $9.74 P/E (TTM): 7.16X Cap: $1.24B
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Q: How long has the current management been in place at this REIT?
What is your opinion of the management team?
What is your opinion on the REIT as a long term (5 years +) investment?

Thanks for the help
John

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Read Answer Asked by John on January 17, 2018

• Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN $36.23)
  • $36.23 P/E (TTM): 11.76X
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• Pure Multi-Family REIT LP (RUF.UN $10.10)
  • $10.10 P/E (TTM): 9.6X
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Q: Hello Peter and team,
Which would be better to buy and why, RUF.UN or NVU.UN? Thank you.

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Read Answer Asked by Pamela on January 16, 2018

• Dream Global Real Estate Investment Trust (DRG.UN $16.79)
  • $16.79 P/E (TTM): 4.7X
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Q: Can you please explain the recent downward trend of this stock? Is it just taking a breather or is there something more fundamental.?
Great service ! Thank you !!!!

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Read Answer Asked by Nancy on January 16, 2018

• Algonquin Power & Utilities Corp. (AQN $8.58)
  • $8.58 Cap: $6.59B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.51)
  • $36.51 P/E (TTM): 28.75X Cap: $5.65B
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Q: i currently own aqn as well as car. do u think these stocks will be heavily affected by rising rates would you hang on or sell?

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Read Answer Asked by terrance on January 16, 2018

• Extendicare Inc. (EXE $30.19)
  • $30.19 P/E (TTM): 27.2X Cap: $2.85B
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Q: What are your current thoughts on extendicare? Any news that would lead to its drop? Is this dip a good time to pick up some shares or would you stay away?

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Read Answer Asked by Kirk on January 16, 2018

• Dream Global Real Estate Investment Trust (DRG.UN $16.79)
  • $16.79 P/E (TTM): 4.7X
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• Pure Industrial Real Estate Trust (AAR.UN $8.09)
  • $8.09 P/E (TTM): 7.2X
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• Dream Industrial Real Estate Investment Trust (DIR.UN $13.72)
  • $13.72 P/E (TTM): 37.08X Cap: $3.95B
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Q: just sold pure industrial on the buy out Thinking of replacing with drg whats your opinion

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Read Answer Asked by terrance on January 16, 2018

• Extendicare Inc. (EXE $30.19)
  • $30.19 P/E (TTM): 27.2X Cap: $2.85B
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Q: I have a question about EXE. Quite weak the past few sessions on no news while SIA doing ok. Any new reason for concern. Is the company quite levered relative to SIA?

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Read Answer Asked by Chris on January 16, 2018

• Pure Industrial Real Estate Trust (AAR.UN $8.09)
  • $8.09 P/E (TTM): 7.2X
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• Pure Multi-Family REIT LP (RUF.UN $10.10)
  • $10.10 P/E (TTM): 9.6X
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Q: Do you have any comments on RUF.UN?
Can you suggest the best replacement for AAR.UN?
Thanks.

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Read Answer Asked by John on January 16, 2018

• Pure Industrial Real Estate Trust (AAR.UN $8.09)
  • $8.09 P/E (TTM): 7.2X
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• Dream Industrial Real Estate Investment Trust (DIR.UN $13.72)
  • $13.72 P/E (TTM): 37.08X Cap: $3.95B
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Q: I have sold Pure Industrial AAR.UN due to pending take-over. What would you recommend as a replacement for industrial?

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Read Answer Asked by Carl on January 15, 2018

• Ravelin Properties REIT (SOT.UN $0.03)
  • $0.03 Cap: $2M
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Q: What do you think of this company for income and growth. How does the last company they acquired look.

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Read Answer Asked by don on January 15, 2018

• Plaza Retail REIT (PLZ.UN $4.48)
  • $4.48 Cap: $494M
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Q: What is your opinion of Plaza Retail REIT (PLZ.UN) now that it is significantly down from its 52 week high of $5.18.
Per my research, they buy under-performing retail properties and fix them up.

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Read Answer Asked by David on January 15, 2018

• Morguard Corporation (MRC $120.50)
  • $120.50 P/E (TTM): 7.37X Cap: $1.28B
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Q: Morguard has continued to acquire MRT.UN stock.Is this a sound strategy and what is the end game,going private?

Thanks Bob Rose

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Read Answer Asked by Robert on January 12, 2018

• Dream Global Real Estate Investment Trust (DRG.UN $16.79)
  • $16.79 P/E (TTM): 4.7X
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Q: Peter; Any news on this company to account for the volume sell off ? Thanks. Rod

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Read Answer Asked by Rodney on January 12, 2018

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.51)
  • $36.51 P/E (TTM): 28.75X Cap: $5.65B
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• InterRent Real Estate Investment Trust (IIP.UN $13.18)
  • $13.18 Cap: $1.84B
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Q: I'm looking to add a residential REIT in my portfolio and I'm trying to decide between CAR.UN or IIP.UN. Your insights would be appreciated. Thanks.

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Read Answer Asked by John on January 12, 2018

• Ravelin Properties REIT (SOT.UN $0.03)
  • $0.03 Cap: $2M
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Q: what do you think of this reit for income and growth.what do you think of their latest acusition.

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Read Answer Asked by don on January 12, 2018

• Summit Industrial Income REIT (SMU.UN $23.48)
  • $23.48 P/E (TTM): 0.6X
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Q: Hello. I am not sure my question on Summit was received yesterday, so let's try this again.

SMU.UN has had a pretty good "post-AAR.UN" bounce this week, rising from $7.46 to $7.98.

I like it for income, but am obviously concerned about price volatility over the near-term. Would you buy at current levels, or wait?

Thanks

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Read Answer Asked by Trevor on January 12, 2018

• Pure Multi-Family REIT LP (RUF.UN $10.10)
  • $10.10 P/E (TTM): 9.6X
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Q: With rising interest rates should I buy sell,or,hold RUF.UN please?

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Read Answer Asked by Ted on January 11, 2018

• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
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• Chartwell Retirement Residences (CSH.UN $21.77)
  • $21.77 P/E (TTM): 108.85X Cap: $6.92B
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• Pure Industrial Real Estate Trust (AAR.UN $8.09)
  • $8.09 P/E (TTM): 7.2X
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X
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Q: I am a current holder of AAR.UN in my RRSP. What are your top 3 real estate companies to replace AAR.UN in an RRSP with a view of a hold of over ten years?

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Read Answer Asked by James on January 11, 2018