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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 guys, could you please give me your opinion on DI.Un-T. Thanks DArryl
Read Answer Asked by Darryl on June 11, 2013
Q: KMP/MRC
Please enlighten me as to the differences between REITS and R/E Corps other than paying dividends vs distributions. Since the Corps have fallen with the sell-off in the REIT sector, are they likely to be negatively affected in the same way as REITS if interest rates rise and should they be bought, sold or held through this time? Thanks.
Read Answer Asked by Gayle on June 11, 2013
Q: Ref. to ARR-N I mean Armour Residential Reit USA 1.8 BILLION MARKET CAP.Ibought at 6.98 now 4.88 What to do ?
Read Answer Asked by Keith on June 10, 2013
Q: Peter, I have owned the ETF XRE (RRSP) for over 4 years and incl. reinvested dividends I have a gain of approx. 130%. REITS have been hit recently due to concerns about our real estate market (negative press as always) and > interest rates, I guess? Would you sell or keep-Reits should do well in a little higher int. rates as this would indicate a bit of inflation which should be good for fixed asset valuations-I would think?
Read Answer Asked by James on June 10, 2013
Q: Hi Gang, I think I understand why AGNC is falling like a stone, but as long as it's backed by the U.S. government, is it a screaming buy (5% position) at this price.
Thanks
Kyle
Read Answer Asked by Kyle on June 08, 2013
Q: Hi Peter & 5i: It looks like the smoke is clearing after the trustee elections at Partners REIT (PAR.UN). What are your thoughts on the outcome and its current valuation? Thanks!
Read Answer Asked by Lance on June 07, 2013
Q: Would you kindlly give me your opinion on Killiam Properties. Thank you very much.
Read Answer Asked by Catharine on June 07, 2013
Q: I think I know your general opinion of IPOs, but do you have anything special to say about the Loblaw offering of Choice Properties REIT, especially in regard to pricing? Seems to be horrible timing for them,too.
Read Answer Asked by Jeff on June 06, 2013
Q: Good afternoon 5i. I am holding approximately 20% of my stock portfolio in REIT's: D.UN, DI.UN, LW, and Ax.UN. Your response to an earlier question indicated that REIT'S were currently caught up in a sector rotation and thus their decline recently. My questions are do you feel 20%is too large a holding given the market situation, and if so which of my REIT's would you drop.
Thanks for your insight.
Brian
Read Answer Asked by Brian on June 05, 2013
Q: Hello Peter,
D.UN Dundee REIT, is hitting new 52 week lows for several weeks and many other REITS are close to their 52 week lows. Is there something wrong with the REIT sector. Are REITS considered a Buy, Hold or Sell. Thanks, Max
Read Answer Asked by Max on June 05, 2013
Q: American Hotel Income (hot.un) seems to have an attractive combination of yield and earnings growth. What's your take? I enjoyed meeting Peter and hearing his talk in Vancouver. Thanks.
Read Answer Asked by Kent on June 04, 2013
Q: Please provide your thoughts on Australian REIT Income Fund (HRR.UN)?
Read Answer Asked by Larry M. on May 30, 2013
Q: Good morning - May I have your views on WPT Industrial Reit please. Cheers
Read Answer Asked by Margot on May 30, 2013
Q: Hey guys. All things being equal, regarding reits, in the current environment, what do you think a "fair" multiple to pay for on an AFFO basis would be?

I have several reits ranging from rmm.un trading at 10.72x AFFO to cwt.un trading at 16.86x this year's AFFO.

Thanks for your insights.
Read Answer Asked by john on May 30, 2013
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