Investment Q&A

• GGP Inc. (GGP $22.06)
  • $22.06 P/E (TTM): 38.4X Cap: $21.23B
  • View GGP Profile
  • View Questions on GGP

Q: GGP is a retail mall reit.
What does Bam.a see in the company that others are missing?
What would be the equivalent stock in Canada to GGP?

Thanks Ian

Upvote 0

Read Answer Asked by ian on November 15, 2017

• Sienna Senior Living Inc. (SIA $20.95)
  • $20.95 P/E (TTM): 45.58X Cap: $1.96B
  • View SIA Profile
  • View Questions on SIA

Q: Hi guys can I have your comments on q3 results
Thx stan

Upvote 0

Read Answer Asked by Stan on November 15, 2017

• Bridgemarq Real Estate Services Inc. Restricted Voting Shares (BRE $12.92)
  • $12.92 Cap: $199M
  • View BRE Profile
  • View Questions on BRE

Q: As a retired income investor I am considering BRE as a long term hold. The 8.5% yield is very appealing. The charts indicate oversold or close to being oversold thereby offering some upside gains as well.

All else being equal - weightings, diversification - would you consider this to be solid addition to one’s portfolio ?

Upvote 0

Read Answer Asked by Donald on November 15, 2017

• H&R Real Estate Investment Trust (HR.UN $10.37)
  • $10.37 Cap: $2.78B
  • View HR.UN Profile
  • View Questions on HR.UN
  • View Reports on HR.UN
• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.91)
  • $37.91 P/E (TTM): 100.47X Cap: $5.94B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Chartwell Retirement Residences (CSH.UN $20.54)
  • $20.54 P/E (TTM): 92.27X Cap: $6.20B
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN
• InterRent Real Estate Investment Trust (IIP.UN $13.27)
  • $13.27 Cap: $1.85B
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN

Q: I am looking to replace HR.UN with a REIT that has minimal, or no retail exposure. Can you suggest a couple with comparable dividends, and better potential upside? Thank you.

Grant

Upvote 0

Read Answer Asked by Grant on November 14, 2017

• Boardwalk Real Estate Investment Trust (BEI.UN $63.63)
  • $63.63 P/E (TTM): 10.71X Cap: $3.36B
  • View BEI.UN Profile
  • View Questions on BEI.UN

Q: Please post the number of shares short on Boardwalk. It feels like time for a squeeze of the hedge funds who remain short this name.

Upvote 0

Read Answer Asked by malcolm on November 13, 2017

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

Q: What’s your read on today’s 4% drop. I have a 3% position for long term income plus a little growth.

Thank you

Geoff

Upvote 0

Read Answer Asked by Geoffrey on November 13, 2017

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.31)
  • $12.31 P/E (TTM): 28.63X Cap: $3.59B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: I Could not find any questions and answers on this company since 2017. Could you please provide your view of the company and whether you think the substantial dividend is sustainable. Is is buyable at current levels?

Upvote 0

Read Answer Asked by angus on November 13, 2017

• American Hotel Income Properties REIT LP (HOT.UN $0.36)
  • $0.36 Cap: $22M
  • View HOT.UN Profile
  • View Questions on HOT.UN

Q: I will appreciate your review of the third Q results published last week. Thanks.

Upvote 0

Read Answer Asked by Tabho on November 13, 2017

• True North Commercial Real Estate Investment Trust (TNT.UN $9.08)
  • $9.08 Cap: $130M
  • View TNT.UN Profile
  • View Questions on TNT.UN

Q: What are your thoughts for this reits?
Thank you.

Upvote 0

Read Answer Asked by Jacques on November 10, 2017

• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.46)
  • $5.46 Cap: $1.34B
  • View NWH.UN Profile
  • View Questions on NWH.UN

Q: Can you pleas provide your opinion of NWH.UN's 3rd Q results. Thanks ! Dave

Upvote 0

Read Answer Asked by David on November 10, 2017

• Starlight U.S. Multi-Family (No. 5) Core (STUS.A $9.10)
  • $9.10 P/E (TTM): 59.7X Cap: $445M
  • View STUS.A Profile
  • View Questions on STUS.A

Q: Your thoughts?
Thank you as always.

Upvote 0

Read Answer Asked by Jacques on November 10, 2017

• Killam Apartment Real Estate Investment Trust (KMP.UN $16.59)
  • $16.59 P/E (TTM): 4.42X Cap: $2.06B
  • View KMP.UN Profile
  • View Questions on KMP.UN

Q: What are your feeling about this REIT and its recent financing?

Upvote 0

Read Answer Asked by Tom on November 10, 2017

• Morguard Corporation (MRC $114.46)
  • $114.46 P/E (TTM): 5.35X Cap: $1.21B
  • View MRC Profile
  • View Questions on MRC
  • View Reports on MRC

Q: Would appreciate your comments on the third quarter earnings.
Thanks
Bob Rose

Upvote 0

Read Answer Asked by Robert on November 10, 2017

• Chartwell Retirement Residences (CSH.UN $20.54)
  • $20.54 P/E (TTM): 92.27X Cap: $6.20B
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN

Q: Can you please comment on the earnings for $CSH.UN. Thanks Valter

Upvote 0

Read Answer Asked by Valter on November 10, 2017

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN

Q: How were the numbers? What's the outlook? Certainly a very nice move today!

Thank you.

Upvote 0

Read Answer Asked by Gerald on November 09, 2017

• American Hotel Income Properties REIT LP (HOT.UN $0.36)
  • $0.36 Cap: $22M
  • View HOT.UN Profile
  • View Questions on HOT.UN

Q: What did you think of HOT.UN results. I'm underwater and would like to buy more.

Thank you!

Upvote 0

Read Answer Asked by Gerald on November 09, 2017

• iShares S&P/TSX Capped REIT Index ETF (XRE $15.41)
  • $15.41 P/E (TTM): 16.98X Cap: $1.06B
  • View XRE Profile
  • View Questions on XRE

Q: Is there one REIT that would be affected less by rate increases or a market correction and do REITS qualify under the dividend tax credit.Thank you

Upvote 0

Read Answer Asked by Ken on November 09, 2017

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
  • View HCG Profile
  • View Questions on HCG
  • View Reports on HCG

Q: Hello team,
What are your feelings on progress in HCG reorganization and stock price potential at this time.
Andrew

Upvote 0

Read Answer Asked by ANDREW on November 09, 2017

• WPT Industrial Real Estate Investment Trust (WIR.U $21.77)
  • $21.77 P/E (TTM): 4.06X Cap: $1.83B
  • View WIR.U Profile
  • View Questions on WIR.U

Q: Can I please get your opinion of results reported today. Thanks Dave

Upvote 0

Read Answer Asked by David on November 09, 2017

• Pure Industrial Real Estate Trust (AAR.UN $8.09)
  • $8.09 P/E (TTM): 7.2X
  • View AAR.UN Profile
  • View Questions on AAR.UN

Q: I would appreciate your comments on today's earnings release from Pure Industrial Real Estate Trust .Thanks ,
Dave

Upvote 0

Read Answer Asked by Dave on November 09, 2017