Investment Q&A

• Brookfield Corporation Class A Limited Voting Shares (BN)
  • View BN Profile
  • View Questions on BN

Q: This default business by Brookfield cannot be positive if nothing else from a psychological perspective.A Brookfield name fails!!!!!!Your thoughts?

Upvote 0

Read Answer Asked by Kim on February 15, 2023

• First Capital Real Estate Investment Trust (FCR.UN)
  • View FCR.UN Profile
  • View Questions on FCR.UN

Q: Peter; Results seem fine to my layman’s eye. Could you comment and also address the Artis situation. Is this just a fly to be swatted away or more serious? Thanks
Rod

Upvote 0

Read Answer Asked by Rodney on February 14, 2023

• VICI Properties Inc. (VICI)
  • View VICI Profile
  • View Questions on VICI
• The Vivaldi Opportunities Fund (VAM)
  • View VAM Profile
  • View Questions on VAM
• Brookfield Corporation Class A Limited Voting Shares (BN)
  • View BN Profile
  • View Questions on BN

Q: I want to invest US$5000 in either BN, BAM or VICI for some growth and decent dividend. Growth is more important. Which would you prefer today with a 2 year outlook

Upvote 0

Read Answer Asked by V on February 14, 2023

• Tricon Residential Inc. (TCN)
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN

Q: I see the positive case for TCN - with higher interest rates house affordability is reduced which should bolster the rental market. But some ponderings on TCN:

1. Doesn't TCN own their properties? If so, wouldn't their asset $ go down if/when house prices drop, which seems to be the current trend?
2. Do they carry a lot of debt compared to cash flow, and if so wouldn't their interest servicing costs be higher compared to their rental revenue?

Sorry for the lazyness, I haven't done a deep dive on them and pawning it off to you!

Upvote 0

Read Answer Asked by Kel on February 13, 2023

• Allied Properties Real Estate Investment Trust (AP.UN)
  • View AP.UN Profile
  • View Questions on AP.UN
• Dream Office Real Estate Investment Trust (D.UN)
  • View D.UN Profile
  • View Questions on D.UN
• Ravelin Properties REIT (SOT.UN)
  • View SOT.UN Profile
  • View Questions on SOT.UN

Q: Hi 5i,

What would be your top 3 office REITS to buy?

TIA

Upvote 0

Read Answer Asked by Wayne on February 10, 2023

• SmartCentres Real Estate Investment Trust (SRU.UN)
  • View SRU.UN Profile
  • View Questions on SRU.UN

Q: Could you comment on earnings? Thanks. - Jeff

Upvote 0

Read Answer Asked by Jeff on February 09, 2023

• Mainstreet Equity Corp. (MEQ)
  • View MEQ Profile
  • View Questions on MEQ

Q: Can I get your thoughts on MEQ as a long term hold,please.
Keith

Upvote 0

Read Answer Asked by Keith on February 06, 2023

• Real Estate Split Corp. Class A shares (RS)
  • View RS Profile
  • View Questions on RS

Q: Can I have your opinion on RS.TO? It appears to be a way to play the Canadian REIT market diversly but I worry about the high yeild. Is it mainly return of capital? But the chart shows a net capital gain over the last two years. Can you add it to your list so I can put it in my watch list?
Thanks

Upvote 0

Read Answer Asked by Don on February 06, 2023

• Dream Finders Homes Inc. Class A (DFH)
  • View DFH Profile
  • View Questions on DFH

Q: This one seems to be on the move lately. Up 48% in the last month. Forward P/E of 8.4 and an ROE of 53.7%. What do you think of getting in on it now for a 2 yr hold ? Thanks.

Upvote 0

Read Answer Asked by Frank on February 06, 2023

• Tricon Residential Inc. (TCN)
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN
• InterRent Real Estate Investment Trust (IIP.UN)
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN

Q: Thinking of starting a new position. Which might have more upside and what would be a good entry point for either of these?

Thank you

Upvote 0

Read Answer Asked by Donna on February 02, 2023

• Realty Income Corporation (O)
  • View O Profile
  • View Questions on O
• Stag Industrial Inc. (STAG)
  • View STAG Profile
  • View Questions on STAG
• Apple Hospitality REIT Inc. (APLE)
  • View APLE Profile
  • View Questions on APLE
• LTC Properties Inc. (LTC)
  • View LTC Profile
  • View Questions on LTC

Q: Good Morning,

Could you please provide me with a couple of stable monthly paying US stocks for a RRIF account.

Thanks

Stephen G

Upvote 1

Read Answer Asked by Stephen on February 01, 2023

• Flagship Communities Real Estate Investment Trust (MHC.UN)
  • View MHC.UN Profile
  • View Questions on MHC.UN

Q: What is your evaluation of this REIT?

Upvote 0

Read Answer Asked by Susan on February 01, 2023

• StorageVault Canada Inc. (SVI)
  • View SVI Profile
  • View Questions on SVI
  • View Reports on SVI
• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
  • View CAR.UN Profile
  • View Questions on CAR.UN
• SmartCentres Real Estate Investment Trust (SRU.UN)
  • View SRU.UN Profile
  • View Questions on SRU.UN
• Allied Properties Real Estate Investment Trust (AP.UN)
  • View AP.UN Profile
  • View Questions on AP.UN
• Tricon Residential Inc. (TCN)
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN
• Granite Real Estate Investment Trust (GRT.UN)
  • View GRT.UN Profile
  • View Questions on GRT.UN
• InterRent Real Estate Investment Trust (IIP.UN)
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN
• Dream Industrial Real Estate Investment Trust (DIR.UN)
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Saw Andrew Moffs on BNN Monday discussing REITs and Real Estate companies. Looking for a 2nd opinion on these 8. Maybe just a ranking from 1 to 8 in order of preference for a long term hold. Yield doesn't matter, looking for best total return. Which ones look buyable at this time?

Upvote 0

Read Answer Asked by Dan on January 31, 2023

• Public Storage (PSA)
  • View PSA Profile
  • View Questions on PSA
• Extra Space Storage Inc (EXR)
  • View EXR Profile
  • View Questions on EXR
• Life Storage Inc. (LSI)
  • View LSI Profile
  • View Questions on LSI

Q: What are your best 2 picks for the public storage sector US or Canadain and why. Is this a good sector to invest in at this time. Thank you for your analysis.

Upvote 0

Read Answer Asked by Ian on January 27, 2023

• Ready Capital Corporation (RC)
  • View RC Profile
  • View Questions on RC

Q: What are your comments on this company and it's prospects? I am almost break even. Would you add, hold or sell? Thanks

Upvote 1

Read Answer Asked by Charles on January 27, 2023

• Granite Real Estate Investment Trust (GRT.UN)
  • View GRT.UN Profile
  • View Questions on GRT.UN
• InterRent Real Estate Investment Trust (IIP.UN)
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN
• BMO Equal Weight REITs Index ETF (ZRE)
  • View ZRE Profile
  • View Questions on ZRE
• iShares S&P/TSX Capped REIT Index ETF (XRE)
  • View XRE Profile
  • View Questions on XRE
• Dream Industrial Real Estate Investment Trust (DIR.UN)
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Would you buy any Cdn REITs at this point...and if yes, what 3 (and in what order) would you buy at current prices.? Thank you as always for your great insight.

Upvote 0

Read Answer Asked by Doug on January 26, 2023

• Slate Grocery REIT (SGR.UN)
  • View SGR.UN Profile
  • View Questions on SGR.UN

Q: I would appreciate an updated opinion on Slate Grocery REIT. Thanks!

Upvote 0

Read Answer Asked by Gregory on January 26, 2023

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Tricon Residential Inc. (TCN)
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN

Q: Looking for a real estate play in my TFSA with a 3-5 year hold. I note that TCN is smaller and more volatile than CAR. However TCN is currently priced at a substantial discount to CAR. I noted your comment to a previous question about investors switching to growth names from bond proxies after interest rates settle. Considering an initial 2% position in TCN. Comments please. Thank you

Upvote 0

Read Answer Asked by Richard on January 26, 2023

• BMO Equal Weight REITs Index ETF (ZRE)
  • View ZRE Profile
  • View Questions on ZRE
• iShares S&P/TSX Capped REIT Index ETF (XRE)
  • View XRE Profile
  • View Questions on XRE

Q: How do you think REITS will do in 2023? What would be your preferred ETF? Thank you.

Upvote 0

Read Answer Asked by Michael on January 25, 2023

• Minto Apartment Real Estate Investment Trust (MI.UN)
  • View MI.UN Profile
  • View Questions on MI.UN

Q: MI's share price has recovered a little. Where do you think it will go from here and would you Buy, Hold or Sell at this point in time?
Thanks

Upvote 0

Read Answer Asked by Thomas on January 23, 2023