Q: I took a position in ZRE, I also try to avoid office REITS and a to high proportion of retail REITS in the present market..I noticed that ZRE fact sheet shows 68% retail REITS,and no residential REIT in its sector allocation ! Among the 23 holdings, at least 9 appear to be residential REITS.Could you please indicate the "real percentage" of retail REITS and of residential REITS in this ETF.Are sector allocation % calculated from the number of REITS or by the cumulative NAV in each category?
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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: Good Morning
Seeking your opinion on reinvesting in NWH after tax loss sell in November?
Thx
Seeking your opinion on reinvesting in NWH after tax loss sell in November?
Thx
Q: Further to my question of Jan 6, I can't see that the distribution has been stopped? Can you please confirm that for me?
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Allied Properties Real Estate Investment Trust (AP.UN)
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Dream Office Real Estate Investment Trust (D.UN)
Q: You recently provided me with your top two picks in the industrial REIT space- thank you. Could you please do the same for the CDN office REIT space. Again looking for a focus on share price appreciation over dividend yield. Thank you.
Q: I bought True North just before the split and it looks to me like it's up 45% in just over a month since the split. Am I misreading this? If this is correct, should I take profits?
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Granite Real Estate Investment Trust (GRT.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Could I get your top two picks in the CDN industrial REIT space? Looking for share price appreciation potential over yield.
Q: Does mpw look interesting at under $5. What is the probability of dividend being eliminated? Your views.
Thanks
Thanks
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BCE Inc. (BCE)
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TELUS Corporation (T)
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Fortis Inc. (FTS)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: My wife is going to do an “in kind” transfer from her RIF to her TFSA. She is looking for best total return on a 3 to 5 year hold. Please rank these companies with a few pertinent comments.
Again - much appreciated. ram
Again - much appreciated. ram
Q: Is there any play here is some of these hammered REITs like Slate Office? It just cut the dividend, now trades for pennies. How risky is it to conclude that at some point it will restart a dividend as rates are being cut and office properties increase in value, and you would see the share price rise?
Q: Do you think that bonds from Brookfield property are at material risk of default? If I am understanding financial press, their credit ratings have dropped. But their values have gone up more than 5% recently.
Q: Hello 5i
Could I have your assessment of RKT please.
Thank you
Dave
Could I have your assessment of RKT please.
Thank you
Dave
Q: Good Morning.
I have owned mrt.un at a small loss for a couple years. if I were to sell to get a tax loss,
what would be your most compelling replacement in Canadian Reit, or Overall oportunity in this market, dividend , not important, looking at total expected return. ( I have CSU already)
Thank you and Merry Christmas.
I have owned mrt.un at a small loss for a couple years. if I were to sell to get a tax loss,
what would be your most compelling replacement in Canadian Reit, or Overall oportunity in this market, dividend , not important, looking at total expected return. ( I have CSU already)
Thank you and Merry Christmas.
Q: Given the numbers in Friday's news release, is Allied Properties a good buy today?
Thank you.
Thank you.
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Chartwell Retirement Residences (CSH.UN)
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InterRent Real Estate Investment Trust (IIP.UN)
Q: I was looking to sell CSH.UN and buy either CAR.UN or IIP.UN because of its high payout ratio but I didn't because it started showing momentum. I recently heard on BNN that most reits have a high payout ratio so I wondered if I am being overly cautious.
Can I get your opinion on CSH.UN. should I be concerned about its high payout ratio? Would you sell it and buy one of the other reits.
I own all 3.
thanks
Can I get your opinion on CSH.UN. should I be concerned about its high payout ratio? Would you sell it and buy one of the other reits.
I own all 3.
thanks
Q: I believe that MEQ announced earnings in the recent past. Can I please have your take on the earnings results and your overall thoughts on how this company will do in the next 3 to 5 years. Thank You.
Q: What is your outlook for US Homebuilders? Considering the recent runup, is it too late to get in now? I am considering either Pulte Group (PHM) or just buying the ETF (XHB).
Q: BRE had what looks like a positive announcement today - market reaction is mixed - this is a small company; no dividend growth buy high yield over many years. I have a small allocation in my portfolio just to give my overall yield a bit of a boost. Do you like the deal announced today? Is it a ‘safer’ company ad a result of this deal?
Q: Greetings:
It has been considerable time since a question has been asked about Timbercreek Financial, formerly Timbercreek Mortgage Investment Corporation. Interest rate now almost 10%-- Was higher in Oct, 23 when price fell badly. I have owned it for years. Apparently they are finishing settling a big bad loan- I have no idea how much they lost and would like to know. Could you please provide as much info about this MIC as possible. Would you buy more or sell? I believe it is back on the road to recovery, or would you buy something like Atrium. or sell both.
Thanks very much for your speedy replies. Wonderful.
Ben.
It has been considerable time since a question has been asked about Timbercreek Financial, formerly Timbercreek Mortgage Investment Corporation. Interest rate now almost 10%-- Was higher in Oct, 23 when price fell badly. I have owned it for years. Apparently they are finishing settling a big bad loan- I have no idea how much they lost and would like to know. Could you please provide as much info about this MIC as possible. Would you buy more or sell? I believe it is back on the road to recovery, or would you buy something like Atrium. or sell both.
Thanks very much for your speedy replies. Wonderful.
Ben.
Q: Hi team
what is a good entry price for TCN? (3 years time horizon)
is the dividend or income eligible for the dividend credit vs income ?
looking for a decent yield with a possibility of appreciation
thanks
Michael
what is a good entry price for TCN? (3 years time horizon)
is the dividend or income eligible for the dividend credit vs income ?
looking for a decent yield with a possibility of appreciation
thanks
Michael
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Granite Real Estate Investment Trust (GRT.UN)
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InterRent Real Estate Investment Trust (IIP.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Good morning - if indeed we are approaching a pivot in the market, which REIT' are most attractive to you these days. I have done well with DIR.UN but it's my sole real estate holding. Time to add more of the sector? Thanks for everything and best wishes of the season to all you good people at 5i. I have. seriously benefitted from your service over the past four years.