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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: It is generally agreed that when interest rates start to go up, most REIT stocks will likely go down. How would Mortgage stocks
be affected if rates go up? Specifically symbols: AI,MKP,MTG,TMC.
Read Answer Asked by BOB on July 17, 2014
Q: Your comments on the latest financing from RMM.un thanks
Read Answer Asked by Scott on July 17, 2014
Q: Re: Carl's question/response on MOB.UN (Northwest International Healthcare REIT)

I note from their website (www.nwireit.com) the following...FYI

Occupancy = 96.3% (not 86.3%)
Weighted average lease expiry = 12.5 years
Inflation indexed leases = 99% of gross rent
Read Answer Asked by Scot on July 16, 2014
Q: Peter, The Morguard people were on B.N.N. and recommended Pure Industrial reit, Regal life styles and Pure Multi family. Not high at all on Cominar. Your opinion please, Ken
Read Answer Asked by Ken on July 16, 2014
Q: Hello 5I, is this new offer from InnVest "good enough" to accept in your opinion? ("InnVest") (TSX:INN.UN) announced today that it intends to increase the purchase price under its existing offer to purchase up to $28,750,000 of the outstanding principal amount of its Series G Convertible Unsecured Subordinated Debentures (the "Debentures") from $1,060 to $1,080 (the "Increased Offer Price") for each $1,000 in principal amount (the "Offer"), and proposes to amend the conversion price for each InnVest unit to be issued upon the conversion of one Series G Debenture under the trust indenture governing the Debentures to $7.50 rather than the $8.00 originally proposed (the "Indenture Amendments").
Thank you
Read Answer Asked by Alayne on July 16, 2014
Q: Your opinion please on tn.un for income and some growth. Also I own ipl.un, could you list 3 or 4 pipelines in order of preference. Thanks for your great service. Gerry
Read Answer Asked by Gerald on July 15, 2014
Q: Greetings: Many REITs are trading below book value ie: cheap, bargin basement territory with good yields. If interest rates rise and REITs have their debt under control why does the REIT price fall? If interest rates rise because of inflation expectations and an improving economy, REITs have the ability to raise rents faster then inflation thus acting as a hedge against rising rates BUT the opposite has happened. Where is the flaw in this logic? Thank You
Read Answer Asked by Ronald on July 14, 2014
Q: Due to the aging population in Canada.
What is your opinion on Regal Lifestyle Communities RLC.To
As a stable dividend provider?
Read Answer Asked by Robert (Bob) on July 14, 2014
Q: I am considering an investment in Morguard MRC. Currently I have 3% of the portfolio in REI.UN and HR.UN. In your recent report you concluded MRC's returns make up for the yield and the valuation provides downside risk. Comparing the 3 stocks, over a 5 year period would you expect MRC's returns to be significantly higher than the other 2(capital appreciation and dividend combined)? Would you agree with putting half the current holding into MRC and which of the other 2 would you keep.
Many thanks for your considered opinion
Mike
Read Answer Asked by michael on July 10, 2014
Q: I'm looking at buying a position in TIMBERCREEK SENIOR MORTGAGE INVESTMENT CORP(MTG:TSX, CA). Can you please comment on this company and if this is a good time to purchase it.
Read Answer Asked by Jeff on July 10, 2014
Q: I have recently taken a small position in HHC (howard hughes company), as well as selling some out of the money puts (Oct140s, jan 130s). The more I read about this one, the more I like it. No dividend, but bought 6 prime properties around US, some at very distressed prices during the 2008/9 real estate crash. Debt ratio seems excellent as well as development opportunities on their properties. I would appreciate your view on this one, both pros and cons.
Read Answer Asked by arnold on July 07, 2014
Q: It'll be interesting to hear your opinion on the Canada Housing Market. This isn't regarding a particular security, but just interested in know how this trend plays out in terms of REITS if you had to recommend a particular sector of REITS where do you see the most value at the moment?
Read Answer Asked by Eugene on July 02, 2014
Q: btb.un announced a dividend increase-it is already above 9 percent,not many raise at these levels-secure ? going forward
Read Answer Asked by terrance on June 30, 2014
Q: I own NBD-T and BRP-N and am down 12% and 22% respectively. On the plus side they are each only about a 1% weighting in my portfolio. They continue to trend down and yet the housing data in the US (which I assume is driving them) doesn't seem to be that bad and in fact improving albeit at a slow pace. What would make them go up and should I continue to hold or get out and get something else? I have nothing else in the real estate sector. Great service.
Read Answer Asked by John on June 25, 2014
Q: REITS: I just read your report on MRC and, despite a low yield %, the B+ rating makes it tempting. Would it make sense for me to switch out of one or more of the following in order to then add MRC to my portfolio? Other REITS currently held include: CWT.un, GRT, DI.un, AAR.un, AP.un and HR.un.

Thank you again.
Read Answer Asked by Donald on June 24, 2014
Q: I would like to ask if you could update your opinion (2012) on HNT, especially given they are undertaking a "strategic review". I would ask if you could include your opinions on the risk/benefits of investing in HNT vs their spin-off Family reit, as well as what outcomes you might foresee for this strategic review (another spin off?)
Read Answer Asked by arnold on June 24, 2014
Q: Peter and Team
Morguard North American Residential REIT lost approx. 3.5% this week for no apparent reason.
Are you aware of any news that would have prompted this negative movement? I bought it a $10.00 and am getting nervous. Is it time to sell?
Read Answer Asked by Linda on June 23, 2014
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