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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: Hi,

I am looking to replace ZRE in my non-registered accounts with 2 - 3 REITs. I am trying to adopt a best-in-class approach, versus holding the "basket". Do you have any suggestions for best-in-class REITs, that will hopefully endure as best-in-class (versus a flavour of the month)?

Second question (please don't hesitate to deduct another credit): I am not quite sure what constitutes best-in-class but would guess a promising growth profile, strong management, manageable risks, and a reasonable distribution. Am I missing something? What do you look for or consider important when evaluating a REIT as a stand-out, best-in-class? Or are they generally all the same?

Thanks,

Derek
Read Answer Asked by Derek on June 20, 2016
Q: Hi,

I am looking to buy some REITs. I would prefer to own a few (4-5) rather than purchase an etf. Which names do you have a preference for? Also, should I follow the supposedly conventional wisdom to buy only after we see a hike in interest rates? Also, since the Vancouver and Toronto seem saturated, is it best to look for exposure in other cities?

Many thanks
Read Answer Asked by Cameron on June 20, 2016
Q: Hi 5i,
BTB REIT (BTB.UN) just announced a $30M unit financing at $4.55 (about $0.20 below recent trading prices) for the purpose of redeeming all of their series D debentures. Can you explain the strategy behind this move (replacing a debenture interest obligation with a unit distribution obligation) and, in your opinion, does it make sense for BTB? Thanks.
Read Answer Asked by Lance on June 15, 2016
Q: I would appreciate your opinion on which sector CSH.un is in.
The Globe and Mail has it listed in the healthcare sector. That makes some sense given the demographic of its clientele. However, other sources list it in the REIT sector. It makes some sense that it would be sensitive to the housing sector (i.e. if house prices fall, fewer seniors will be able to sell their houses to move into retirement homes.)
With respect to my attempt to be diversified across the 11 sectors, which sector would you place CSH.un in?
Thanks so much!
Read Answer Asked by Jonathan on June 15, 2016
Q: Mainstreet Health issued a ipo recently It leases it's facilities to Health Care operators in the US I see this as a US real estate play They have 24 facilities and are planning on growing I know it is very early but could you comment on the company's ability to pay a 7+ % dividend I would be buying this for income

Is the dividend paid in US funds ?

Thanks so much
Paul
Read Answer Asked by Paul on June 09, 2016
Q: Sorry - I was looking for an CDN or USA ETF not individual stock
: Is there a USA or CDN ETF that your team would recommend similar to CSH.UN, SIA or SIS. Is there any news why SIS is selling off with high volume.

5i Research Answer:
In the US, three to look at are SNH, HCN and LTC
Ventas VTR is also interesting, owning seniors' housing and medical office buildings.
There is no news on SIS, but energy/metals have been very strong and there might be some rotation occurring this week.
Read Answer Asked by Hector on June 07, 2016
Q: Is there a USA or CDN ETF that your team would recommend similar to CSH.UN, SIA or SIS. Is there any news why SIS is selling off with high volume.
Read Answer Asked by Hector on June 07, 2016
Q: I want to increase my holdings in real estate as a contrarian play, and also increase my received dividends.
I am looking at SOT.UN and it has an expected dividend of over 9% and earnings that are more than double that. It made a deal with Fortis recently, and Fortis received shares as part of the deal. I figure Fortis is pretty astute. I would be interested in your opinion.
Is there anything to read into the fact that no questions have been asked about this company on your website. I like to buy things whilst they are still "under the radar"?
Read Answer Asked by Graham on June 07, 2016
Q: Dream Office REIT is underperforming the REIT index especially recently. It has been trying to improve the balance sheet but is again down today after publicity over a possible sale of part of Scotia Tower. It seems to be very unloved.I have been waiting for a better price to sell with some frustration. Is there hope for better sentiment and price? Thanks for your opinion
Read Answer Asked by richard on June 07, 2016
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