Q: Would you please give me your updated opinion on VICI, is it a buy/hold/sell ?
thank you
thank you
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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.
Q: To what extent, if any, does the current Canadian housing crisis serve as a tail wind for MEQ. A recent BNN commentator was quite bullish on the company going forward. Do you share this bullish view? If yes, what would be a good entry point.
Thanks
Thanks
Q: Is the sudden brief deep drop today with recovery indicative of any problem with the take over by Blackstone? Thank you.
Q: Hi, In my prior question, the breakdown for ZRE is far from 100%. Is "residential" missing? Could be a private question. Thanks.
Q: Hi 5i, D.UN seems to be hopping last few days. Any reason?
Q: I hold both ZRE and XRE. I selected two ETF because their Top10 holdings looked different enough. ZRE has also a better yield. Do you see a better growth from one of them?
Would you have on-hand a breakdown of their holdings (industrials, residential, retail, office). Could these ETF have private holdings? Thanks a million.
Would you have on-hand a breakdown of their holdings (industrials, residential, retail, office). Could these ETF have private holdings? Thanks a million.
Q: I am considering small cap real estate if we do see interest rates subside.
What is your opinion of PLZ.UN?
Thank you
What is your opinion of PLZ.UN?
Thank you
Q: Do you feel comfortable establishing a position in this REIT now?
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Granite Real Estate Investment Trust (GRT.UN $76.20)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.06)
Q: If only one of the above Industrial REITs could be owned, which one would you choose and why? Thanks for your insight.
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StorageVault Canada Inc. (SVI $4.81)
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Granite Real Estate Investment Trust (GRT.UN $76.20)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.06)
Q: If you held 5 or 6 real estate type positions in a diversified portfolio, and wanted to consolidate a bit, would you be in favour of selling a smallish position in SVI and add to medium sized positions in DIR.UN and/or GRT.UN. If yes, would you add to both or just DIR.UN?
Q: I owned this yeas ago as an income source. Sold yrs ago
I have not look at the price in ages and am shocked it has fallen so much
It seems to be on the way to bankruptcy, maybe not.
I do like turn arounds and could see myself buying 10-20k shares .
It or bitcoin , what do you suggest
I have not look at the price in ages and am shocked it has fallen so much
It seems to be on the way to bankruptcy, maybe not.
I do like turn arounds and could see myself buying 10-20k shares .
It or bitcoin , what do you suggest
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SmartCentres Real Estate Investment Trust (SRU.UN $26.12)
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First Capital Real Estate Investment Trust (FCR.UN $19.38)
Q: Hi guys.
For a grocery anchored REIT looking at total return 5 years out which company, FCR.UN or SRU.UN, do you favor?
Much thanks
Stuart
For a grocery anchored REIT looking at total return 5 years out which company, FCR.UN or SRU.UN, do you favor?
Much thanks
Stuart
Q: My last question asked about dividends for this company. You answered “ SRU.UN pays a 'distribution' now yielding 8.1%. Keep in mind this is taxed differently than a Canadian dividend, and the tax breakdown can vary yearly. ”. Can you provide some insight on the two points in the last sentence. Thank you.
Q: In January you stated a concern about MHC.UN's P/CF of 17. TD shows the current P/E of 5.5x and a P/CF of 4.1x. May I please have an opinion update on this stock?
With appreciation,
Ed
With appreciation,
Ed
Q: I am sitting on some of this at a higher ACB and have had it for some time. I like the income, but the price has been in a decline. The culprit high interest rates with them being heavily leveraged, looks like they aren't growing enough to overcome. Looks like they will not be increasing the dividend this year which is not a good sign given their history. I do have patience and some cash. I also think they have a solid tenant base, the business seems to make sense. Would you buy down hanging on hope of interest rate cuts or would you dump and look at another name?
Q: Dir.un is one of u favourites in the REIT sector.Mar 28 closed at $13.08,1yr H $15.13,1yr L 11.53.On Mar 27,A Moffs,real estate specialist, on Market Call picked it as a Top Pick,citing 27% discount to NAV,very low 36% debt/asset and strong growth etc.Please comment.Buy,Add or Hold. What is a good entry price?Txs for u usual great services & views.
Q: Hi 5i
Could I have your thoughts on ADC:US
Thx
Gerry
Could I have your thoughts on ADC:US
Thx
Gerry
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Lennar Corporation Class A (LEN $118.77)
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PulteGroup Inc. (PHM $120.04)
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Century Communities Inc. (CCS $57.73)
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Toll Brothers Inc. (TOL $127.26)
Q: Hi - are you current fans of the US homebuilding stocks (and their macro environment) for next 12-18 months? If so, what stocks do you prefer to buy at current prices (and a brief "why")? Many thanks as always!
Q: REAX Your analysis please, thanks.
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Bridgemarq Real Estate Services Inc. Restricted Voting Shares (BRE $13.83)
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Melcor Developments Ltd. (MRD $15.01)
Q: In the US last week, there was a landmark agreement with the National Realtors Association that should change the way commissions are determined across the board. There should be more competition with lower commissions. Can you comment on how the decision and the new direction might impact the housing market here in Canada and what impact it may have on companies in the real estate buy/sell market? What companies might be affected? How big might the impact be? Who could be winners and losers?