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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 - 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
Q: You responded to a question today about Dundee International REIT. It is not clear if your response was about D.UN or DI.UN.
Read Answer Asked by Douglas on May 28, 2013
Q: Hi folks: Just a heads-up. Your answer regarding WPT Industrial REIT is listed with the ticker "WPT.UN". Should be "WIR.UN". Cheers!
Read Answer Asked by Lance on May 28, 2013
Q: You commented yesterday about Timbercreek. It looks to me like Atrium MIC (AI) provides even better value. Would you agree?
Read Answer Asked by Douglas on May 28, 2013
Q: Sorry, earlier question on RMM was my error. Should be RMM.UN, Retro-Com Mid Market REIT. Thanks again, Tom
Read Answer Asked by Thomas on May 28, 2013
Q: Good morning,
I hold small positions in both Partners Real Estate (par.un) and Dundee International (di.un). I am thinking of switching out of the former to add to the latter. There is a small loss of yield but, I think, a decrease in risk.
Do you agree?
Thank you.
Read Answer Asked by Peter on May 28, 2013
Q: I saw a report on WPT industrial reit this morning on BNN. I was wondering if you would consider a report on this company? It looks like an interesting way to get US exposure through a listing that falls within your current mandate to only cover Canadian listed companies?
Thanks
John
Read Answer Asked by John on May 28, 2013
Q: Hello Peter: I have an almost 6% position in DI.UN, favoring this company because of its exposure to the only country in Europe being run by a relatively sane government. My most recent purchase was during Fridays dip following announcement of another financing. What is your view of this company and should there be any concerns with Dundee International returning to the financing well so soon after its previous visit? Thank you and kind regards.
Read Answer Asked by Geoffrey on May 18, 2013
Q: Hi Peter and Team,
What are your thoughts on Silver Bay Realty Trust Corp, SBY
Read Answer Asked by Graham on May 18, 2013
Q: Can you please comment on the rmm.un halt and news today. It generally seems positive but not sure how material it is - is it just an extension or something more significant? Is Remcomm looking good as an investment here?
Read Answer Asked by Kel on May 17, 2013
Q: A few days ago Interrent REIT IIP.UN reported good results and announced a 25% boost to it's distribution, but the stock has not responded at all. Appreciate your thoughts on this stock. Thanks.
Read Answer Asked by David on May 16, 2013
Q: Hi Peter,

I have been following True North Apartment REIT (TN.UN TSX) for a while. The results of its recent quarter announced last week looks reasonably good. However, the price of TN.UN has dropped since then. I cannot find reason for this down shift.

Do you think the current price level presents a good chance to establish a long term holding position?

Thank you.
Read Answer Asked by Eric on May 16, 2013
Q: Good evening,
Is there any significance to the resignation of George Armoyan from the Board of Holloway Lodging (HLC)?
Thank you for your help.
Read Answer Asked by Peter on May 15, 2013
Q: Hi
Can you comment on Morguard North American REIT.MRG.UN

Thanks
Read Answer Asked by Nancy on May 15, 2013
Q: Hi Team: have you had a chance to look at RLC numbers from last night? They appear to be on target, AFFO just off slightly,
any comments? Would you be a buyer here or still too early?
Read Answer Asked by Scott on May 15, 2013
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