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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: With the upcoming new classification of Real Estate being formed out of the Financials under the GICS is there a best way to play this? A single REIT or just pick up an ETF? I've read numbers as high as 100 billion could pour into REITs as a result - what kind of spike in valuations will this cause or is some of this already priced in?
Read Answer Asked by Sean on June 06, 2016
Q: I have notice there is 2 to 3 times volume last week. Is there any news or is it because of interest rate. Will there be any impact if interest rate goes up. Do you think it is time to sell and move to SIA. I am holding both - Csh.un - 5% and Sia - 1%

Thanks a lot
Read Answer Asked by Hector on June 02, 2016
Q: Hello to all of you at 5i,
It would seem that the US Fed will very likely raise its overnight rate this summer and there is a strong consensus among pundits that REITs experience quick declines when interest rates rise. How do you feel about Chartwell's vulnerability to that scenario? Is it as interest-rate sensitive as the other, more common types of REITs?
Robert
Read Answer Asked by Robert on June 01, 2016
Q: I'm holding Allied Properties and RioCan REITs and they make up about 8% of my portfolio. I like the income but I'd also like some growth. Are there better alternatives in this space? What are your thoughts on the relative amount I've allocated to REITs?
Read Answer Asked by Gordon on May 31, 2016
Q: Hi Peter & Co.

I was watching BNN Market Call May 26/16. Guest was Daniel Strauss from National Bank. I do not have REITS in my RRIF portfolio but would like to add some. Daniel was discussing an actively managed REIT ETF, RIT.TSX, First Asset Canadian REIT by CI Financial. My research indicate that the MER is .75% and the 12 month trailing distribution yield is 4.88%, the average daily volume appear to be just under 30,000. What do you think of this investment? Are their better alternatives in the actively manage REIT space? Thanks, John
Read Answer Asked by John on May 30, 2016
Q: I believe you gave incorrect information re CAR.un You said:

Unfortunately because every REIT is different, and every year sources income can be different as well, we do not have an ability to screen properly for your list. It is rare that
For CAR, in 2015, 88.2% of distributions were classified for tax purposes as 'other taxable income'. 6.9% were capital gains, and the balance was foreign non-business income and return of capital. None of the distribution was eligible for the tax credit.

On the CAR website, they report that over 83% of distributions were categorized as ROC. A very different picture for tax purposes. Can you please confirm which is correct
Read Answer Asked by arnold on May 27, 2016
Q: Hi Peter & Co.,
I sent in a question yesterday regarding Dream Industrial REIT (DIR.UN), however the answer I received was geared towards Dream Office REIT (D.UN). Could you please let me know your thoughts on DIR.UN, and whether or not the industrial space is preferable to the office space at this time? thanks,
Brian
Read Answer Asked by Brian on May 26, 2016
Q: For a conservative income account, which of these two equities do you favor? Is there an alternative in the residential category you would prefer? Thank you, Barrie
Read Answer Asked by Barrie on May 26, 2016
Q: Hi Peter & Co.,
Can you please comment on Dream Industrial REIT's latest quarter? I hold this as part of my income-based portfolio. Other than interest rate risk, are there any company-specific risks you see with this company? Is the industrial real estate space still a better place to invest than office space REITs?
Many thanks,
Brian
Read Answer Asked by Brian on May 25, 2016
Q: I have a small position in SRU.UN and it has done very well. I noted your comment about valuation. I was looking at TMC as the stock I would switch to. I would certainly like the divvy uptick. Could you flesh out TMC's prospects a bit more and tell me what you think of this move? If you have an idea for a better trade please mention that.

TIA
Read Answer Asked by Gerald on May 25, 2016
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