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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'm looking for a recommendation on a REIT (I have no exposure currently). In light of the interest rate outlook, do you expect these investments to be hit materially as rates rise. What about BEI.... it has been beaten up due to the Alberta exposure. Would this be an opportune time? Appreciate your thoughts and this service. Jim.
Read Answer Asked by Jim on February 23, 2017
Q: I have heard that the recent downturn in price has been due to the "Amazon effect". To which REI has decided to build apartments in some of their properties they acquired to develop malls. Considering that REI.un team is a smart group, it is reasonable to assume that they will succeed in this plan ?, maybe they will have a mishap in their first project (due to inexperience) , but in the long term they will create a stronger company. Then, when is the best time to buy their units ??
Read Answer Asked by Alejandro (Alex) on February 23, 2017
Q: Boardwalk announced another lousy quarter! Generally, real estate markets move with a lag to the economy of about 6 to 9 months. Do you think Q4 could be a trough for Boardwalk? I am accumulating shares at this level. I think it is a good entry point for a long-term investor to add multi-family properties (defensive segment) as a good valuation. They are using this opportunity to acquire new builds and renovate their existing portfolio as well.

Thanks,
Jason
Read Answer Asked by Jason on February 21, 2017
Q: Hello 5I Team,
I will be retiring within the next 2 years and plan to supplement my overall fixed income with dividend income to be drawn from my portfolio. I currently hold a mix of growth and income positions but will be transitioning to more of an income base. I have a good core of diversified Dividend stocks held through most of the sectors, but do not currently hold anything in REITs. I am familiar with your favourite REITS, but am looking to focus on higher yield, understanding the risks associated with this. Could I have your feedback on the following considerations, particularly towards the stability of dividend payout? As well, could you please share your thoughts towards the impact that upcoming interest rate increases may have to REITS in general? My considerations would be: Dream Global ( DRG.UN), Cominar ( CUF.UN) and Artis ( AX.UN). Thank you kindly,
Rick
Read Answer Asked by Rick on February 21, 2017
Q: Confused on what you mean held for income, you replied to Tabho that mrg.un was doing well and to held for income, does this mean you expect little in growth? I have a large portfolio and try to get a 10% return per year, I have only held the above REIT'S as my REIT holdings over the past couple of years and have to say they have been acting more like growth stocks, and outperforming many of your growth picks which i own. So can you say that a plus 30% return per year and can also be an income and a growth stock. Sorry for the RANT!

GREAT SERVICE! THANKS AGAIN
Read Answer Asked by eugene on February 15, 2017
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