Q: We hold MST.UN in a RRIF and in a non-registered account, and have been advised that the the terms of the proposed takeover may be satisfied by way of dividend in addition to capital gain, thereby affecting the income tax treatment of the disposition. If this is correct would you recommend a sale now, or a hold, and is this the same for the RRIF and the non-registered account?
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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: I am thinking of adding a REIT ETF to my RRSP account and curious to know if there is a CDN ETF that holds U.S. properties that you could recommend?
Thank you,
Thank you,
Q: What do you feel is the end game for MRC as a long term shareholder. Illiquid and buying back shares makes it even more illiquid, under valued by many measures. Do you feel they will be bought out or taken private at some point? Or they need the public markets for the subsidiaries.
Q: I'm thinking about adding some US real estate to the US portion of my portfolio as it should do well if inflation does well. What do you think of VNQ? And what percentage of my US holdings, relative to my US stocks would make sense? 20% and then 80% in stocks?
Q: Multiunit apartments have gone up by more than 200% in last 2-3 years,do the reit that own apartments become a takeover target,if so which reits are takeover target or market value of the properties have no relation to share price?.
Q: The CEO is getting long in the tooth. Are you comfortable with their succession planning?
Q: What is your outlook and rating on MST.UN
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Tricon Residential Inc. (TCN $15.34)
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Slate Grocery REIT Unit Cl U (SRT.UN)
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American Hotel Income Properties REIT LP (HOT.UN $0.36)
Q: Hi Peter, I have the above real estate plays (~2.5% each) in my RRSP along with a good mix of other 5i non-real estate income and growth picks (~62.5%) plus ~30% cash at present. Is this a reasonable mix (TCN, HOT, SRT) ? Thank you.
Q: Hi5i,
Can you explain how this dividend is paid out as far as tax purposes and what is their payout ratio. Would it be suitable to hold in a rsp account.
Thanks Dave
Can you explain how this dividend is paid out as far as tax purposes and what is their payout ratio. Would it be suitable to hold in a rsp account.
Thanks Dave
Q: Could you please explain to me, if this deal does not go through, which if feel will not at this price, do the insiders that offered there shares get them back or does Starwood now own them?
Thank you so much!
Thank you so much!
Q: Do you have any information on who Dream is selling its properties to? What do you think of this move by them and what do you think of the company as a whole, primarily for stable income, with recent pipeline news? Thank-you again.
Q: I've been reading that the offer for MST.UN is not very good and should be at a higher price considering the high quality portfolio it owns and the cash flow that it is generating. I am going to vote against tendering my shares. What do you think?
Q: There seems to be a unique/attractive component to this Reit. I find it interesting. I believe it is approx. 14% off its highs with about a 4.4% dividend. What are your thoughts about this company and what would be a good entry point? Thank you. Dale
Q: To what extent are these two - or others like them - influenced by higher rates. My understanding was that this had become a very competitive sector yet both have appreciated significantly in recent months. What are their prospects?
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Brookfield Property Partners L.P. (BPY.UN $23.29)
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Brookfield Canada Office Properties (BOX.UN $32.50)
Q: BPY-UN has offered $30.10 per unit of BOX-UN on January 23.
BOX-UN closed at $31.25 on January 24.
Please confirm or explain following:
Is the BPY-UN offer all cash
Is a tax free rollover contemplated
When will the purchase close
Would you sell the BOX-UN into the market and buy an equivalent amount of BPY-UN? I am comfortable holding BPY-UN.
Would you recommend another Canadian "office" REIT to replace BOX-UN. I specifically purchased BOX-UN to represent high quality Canadian office REIT.
Thanks for the great service.
BOX-UN closed at $31.25 on January 24.
Please confirm or explain following:
Is the BPY-UN offer all cash
Is a tax free rollover contemplated
When will the purchase close
Would you sell the BOX-UN into the market and buy an equivalent amount of BPY-UN? I am comfortable holding BPY-UN.
Would you recommend another Canadian "office" REIT to replace BOX-UN. I specifically purchased BOX-UN to represent high quality Canadian office REIT.
Thanks for the great service.
Q: Morningstar has placed H&R within its "Dangerous Portfolio", "that looks for companies with undesirable fundamental characteristics. The strategy itself is designed to underperform the market."
How to you rate H&R among Canadian REITS in general and among those focusing on commercial properties?
How to you rate H&R among Canadian REITS in general and among those focusing on commercial properties?
Q: I'm looking at US specialty REITS and wonder what you guys think of the numbers for SBRA (Sabra Healthcare Reit). Could you suggest anything better in the healthcare or senior care sector?
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Agellan Commercial Real Estate Investment Trust (ACR.UN $14.25)
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Atrium Mortgage Investment Corporation (AI $11.42)
Q: Hi 5i
What do you think of Agellan REIT and safety of its 6.79% dividend ?
or would it be better to invest in a company like Atrium Mortgage Investment Corp in its latest New Issue of of 11.85 witha 7.43% didvidend?
This would be for our grandchildrens RESP account
Thanks
Kathy
What do you think of Agellan REIT and safety of its 6.79% dividend ?
or would it be better to invest in a company like Atrium Mortgage Investment Corp in its latest New Issue of of 11.85 witha 7.43% didvidend?
This would be for our grandchildrens RESP account
Thanks
Kathy
Q: What are your views on KMP right now re secure income and some growth? Do you feel they will need to raise equity to fund recent acquisition? Thanks.
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Chartwell Retirement Residences (CSH.UN $20.52)
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Sienna Senior Living Inc. (SIA $20.98)
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Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.45)
Q: Hello 5iTeam
RBC has just announced a IPO for Northwest Healthcare Properties REIT fir $10.10. Would you consider this comparable to Chartwell or Sienna and which would you prefer or just stay away from Healthcare altogether?
Regards
Kathy
RBC has just announced a IPO for Northwest Healthcare Properties REIT fir $10.10. Would you consider this comparable to Chartwell or Sienna and which would you prefer or just stay away from Healthcare altogether?
Regards
Kathy