Investment Q&A

• American Hotel Income Properties REIT LP (HOT.UN $0.38)
  • $0.38 Cap: $30M
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Q: Thoughts on today's deal?

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Read Answer Asked by john on June 01, 2017

• 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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Q: with the possibility of rent controls being initiated in Ontario, do you feel that this would affect the value of Northview??
ed in montreal

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Read Answer Asked by ed on June 01, 2017

• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
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• H&R Real Estate Investment Trust (HR.UN $11.30)
  • $11.30 Cap: $3.13B
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Q: I want to reduced my reit holding: should i sell FCR or HR.UN ?
Thanks .

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Read Answer Asked by Martin on May 31, 2017

• Sienna Senior Living Inc. (SIA $18.27)
  • $18.27 P/E (TTM): 46.65X Cap: $1.69B
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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: Considering a switch from sia to ruf. Could I get your thoughts. Thanks

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Read Answer Asked by Paul on May 29, 2017

• Pure Multi-Family REIT LP (RUF.UN $10.10)
  • $10.10 P/E (TTM): 9.6X Cap: $784M
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Q: What account type would be best and second best for this reit? It has US distributions. RRSP, TFSA or non-registered?

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Read Answer Asked by Carla on May 29, 2017

• Chartwell Retirement Residences (CSH.UN $19.51)
  • $19.51 P/E (TTM): 90.32X Cap: $5.71B
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• Omega Healthcare Investors Inc. (OHI $39.83)
  • $39.83 P/E (TTM): 25.2X Cap: $11.85B
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Q: what do you guys think of this stock and performance.
It should be a great demographic play,but why is it not acting like chartwell?
Any reason why its down so much today?

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Read Answer Asked by Josh on May 25, 2017

• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: Hello, I'm looking to add a a real estate position. Can you recommend a few options that currently sit at a good entry point?

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Read Answer Asked by Jeff on May 24, 2017

• 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: Good afternoon,

Can you please comment on DRM, today's news and its implications?

Thanks and have a great long weekend

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Read Answer Asked by Jason on May 23, 2017

• Miscellaneous (MISC)
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Q: There was a article in the Financial Post regarding Canada's REITs. Basically saying to stay away from them and that they are over valued. Do you believe this is true?

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Read Answer Asked by sean on May 19, 2017

• BMO Equal Weight REITs Index ETF (ZRE $22.04)
  • $22.04 P/E (TTM): 19.26X Cap: $586M
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• iShares S&P/TSX Capped REIT Index ETF (XRE $15.82)
  • $15.82 P/E (TTM): 17.07X Cap: $1.10B
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Q: My wife and I, retirees, are considering adding a real estate ETF to our portfolio, to hold in TFSAs. You commented that ZRE has an equal weighting in REITS and is more diversified than XRE (that has a 30% weighting in RioCan and H&R). ZRE has a slightly higher distribution % that appeals. My question is on safety of capital. I perceive Rio Can and H&R to be high quality REITs versus say an Artis or Cominar that have a higher weighting in XRE. Which of the two ETFs would you consider safer, or is it a coin toss between the two? Thank you for your comments

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Read Answer Asked by Edward on May 17, 2017

• True North Commercial Real Estate Investment Trust (TNT.UN $9.22)
  • $9.22 Cap: $134M
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Q: True North Q1 came out last week. Can you give me your take on there latest quarter? Thank you.

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Read Answer Asked by James on May 17, 2017

• RioCan Real Estate Investment Trust (REI.UN $18.80)
  • $18.80 P/E (TTM): 19.96X Cap: $5.55B
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• H&R Real Estate Investment Trust (HR.UN $11.30)
  • $11.30 Cap: $3.13B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.98)
  • $39.98 P/E (TTM): 80.34X Cap: $6.28B
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• Chartwell Retirement Residences (CSH.UN $19.51)
  • $19.51 P/E (TTM): 90.32X Cap: $5.71B
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Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my real estate sector which is 3% of my current portfolio. Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio as I am a middle aged investor.

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Read Answer Asked by Terry on May 17, 2017

• Cominar Real Estate Investment Trust (CUF.UN $11.74)
  • $11.74 Cap: $2.67B
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• BTB Real Estate Investment Trust (BTB.UN $3.86)
  • $3.86 P/E (TTM): 8.86X Cap: $344M
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Q: With Cuf.un's downturn and payout ratio,though smaller would BTB.UN provide more stabilty in the income going forward. r

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Read Answer Asked by terrance on May 17, 2017

• PRO Real Estate Investment Trust (PRV.UN $5.80)
  • $5.80 P/E (TTM): 17.24X Cap: $390M
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• BTB Real Estate Investment Trust (BTB.UN $3.86)
  • $3.86 P/E (TTM): 8.86X Cap: $344M
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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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• Nexus Industrial REIT (NXR.UN $7.74)
  • $7.74 Cap: $767M
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Q: Team 5i, would you kindly rank these 4 REITs? I just turned 64 and now want to focus more on Dividends and Asset Protection as opposed to Growth. I like the High Yields. Are they safe? Any other suggestions are most welcome.

Thanks as always!

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Read Answer Asked by Austin on May 16, 2017

• Chartwell Retirement Residences (CSH.UN $19.51)
  • $19.51 P/E (TTM): 90.32X Cap: $5.71B
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Q: Hi, I would like to know if you think Csh.un is fine to keep. Fortunately i'am up 37% so thinking of selling for the profit.
Could you tell me if Csh.un is fairly valued and has some more upside, or should I move on, and what to replace it with in the same sector. I also have Sia. And I do like the dividend.
Thank great work,Brad

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Read Answer Asked by Brad on May 16, 2017

• Cominar Real Estate Investment Trust (CUF.UN $11.74)
  • $11.74 Cap: $2.67B
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Q: What to do with cuf.un,down like a lead balloon!!!

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Read Answer Asked by Keith on May 15, 2017

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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Q: Hello 5i Team,

Could I please get your thoughts on TCN's earnings?

Thanks

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Read Answer Asked by Keith on May 12, 2017

• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
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Q: FCR Q1 results. Any early thoughts? Haven't seen a question since March and am wondering when there will be a report/review.
Enjoying my membership. Worth the price for sure.

Stephen S

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Read Answer Asked by Stephen on May 09, 2017

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.98)
  • $39.98 P/E (TTM): 80.34X Cap: $6.28B
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• Chartwell Retirement Residences (CSH.UN $19.51)
  • $19.51 P/E (TTM): 90.32X Cap: $5.71B
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• InterRent Real Estate Investment Trust (IIP.UN $13.40)
  • $13.40 Cap: $1.87B
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Q: What are your top 3 favorite REIT's

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Read Answer Asked by Raymond on May 09, 2017

• Miscellaneous (MISC)
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Q: Hello,
Is it possible to use a portion of my RRSP or LIRA to invest in an apartment building ? How complicated is it in terms of forms to fill and accounting. Would the net rental income remain tax free in a segregated account ? Thank you for your help and please fill free to include website with relevant information in your answer if you know any. Thank you.

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Read Answer Asked by Pierre on May 09, 2017