Investment Q&A

• Medical Properties Trust Inc. (MPW $4.31)
  • $4.31 Cap: $2.59B
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Q: Good Morning,

Please share your thoughts on MPW for a retired income investor.

Is the yield safe and secure? Is the growth potential for both the dividend and value?

Thanks very much.

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Read Answer Asked by Dave on February 22, 2023

• DREAM Unlimited Corp. Class A Subordinate Voting Shares (DRM $21.98)
  • $21.98 P/E (TTM): 12.73X Cap: $936M
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Q: Can you comment on DRM's earnings release today? Thanks.

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Read Answer Asked by Jeff on February 22, 2023

• Chartwell Retirement Residences (CSH.UN $18.25)
  • $18.25 P/E (TTM): 83.18X Cap: $5.31B
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Q: Hi 5i is CSH a buy/sell/hold, I hold small position and was thinking of moving on. Would you recommend waiting for earnings in a few days?

Upvote 0

Read Answer Asked by Dean on February 21, 2023

• Prologis Inc. (PLD $112.28)
  • $112.28 P/E (TTM): 29.29X Cap: $104.20B
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• Granite Real Estate Investment Trust (GRT.UN $81.87)
  • $81.87 P/E (TTM): 21.0X Cap: $4.96B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.41)
  • $12.41 P/E (TTM): 25.54X Cap: $3.62B
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• Stag Industrial Inc. (STAG $36.75)
  • $36.75 P/E (TTM): 28.02X Cap: $6.86B
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Q: What are your thoughts on the quarter and year end results for STAG? I'm looking for the best industrial REIT values in the US and Canada right now, can you give me a couple options you like and why?

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Read Answer Asked by Thomas on February 17, 2023

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $41.37)
  • $41.37 P/E (TTM): 82.86X Cap: $6.55B
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• Granite Real Estate Investment Trust (GRT.UN $81.87)
  • $81.87 P/E (TTM): 21.0X Cap: $4.96B
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• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $4.98)
  • $4.98 Cap: $1.24B
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• Summit Industrial Income REIT (SMU.UN $23.48)
  • $23.48 P/E (TTM): 0.6X Cap: $4.46B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.41)
  • $12.41 P/E (TTM): 25.54X Cap: $3.62B
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Q: Hi
How would you rate these REITs based on debt, income security and growth? I am trying to determine where to put some cash in my TFSA, where I ger a good income, but not having to worry about the dividend being cut. Thanks, Len

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Read Answer Asked by Leonard on February 16, 2023

Q: Hi, what would be, in your experience the acceptable ratio between the trading price and the NAV of a REIT?

Is this ratio comparable for all types of trust units ?

NB: Take the number of credits required to fully answer the question.

Thanks in advance

Michel C

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Read Answer Asked by Michel on February 16, 2023

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.41)
  • $12.41 P/E (TTM): 25.54X Cap: $3.62B
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Q: Hi 5i, can't find any questions regarding their recent results release. Please provide your opinion and forward looking analysis.

Thx

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Read Answer Asked by Christopher on February 15, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN $91.16)
  • $91.16 P/E (TTM): 150.4X Cap: $136.36B
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Q: This default business by Brookfield cannot be positive if nothing else from a psychological perspective.A Brookfield name fails!!!!!!Your thoughts?

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Read Answer Asked by Kim on February 15, 2023

• First Capital Real Estate Investment Trust (FCR.UN $19.17)
  • $19.17 P/E (TTM): 20.72X Cap: $4.07B
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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

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Read Answer Asked by Rodney on February 14, 2023

• VICI Properties Inc. (VICI $33.40)
  • $33.40 P/E (TTM): 12.63X Cap: $35.61B
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• The Vivaldi Opportunities Fund (VAM $11.04)
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• Brookfield Corporation Class A Limited Voting Shares (BN $91.16)
  • $91.16 P/E (TTM): 150.4X Cap: $136.36B
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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 $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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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!

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Read Answer Asked by Kel on February 13, 2023

• Allied Properties Real Estate Investment Trust (AP.UN $18.59)
  • $18.59 Cap: $2.37B
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• Dream Office Real Estate Investment Trust (D.UN $17.20)
  • $17.20 Cap: $306M
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• Ravelin Properties REIT (SOT.UN $0.40)
  • $0.40 Cap: $34M
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Q: Hi 5i,

What would be your top 3 office REITS to buy?

TIA

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Read Answer Asked by Wayne on February 10, 2023

• SmartCentres Real Estate Investment Trust (SRU.UN $27.07)
  • $27.07 P/E (TTM): 16.36X Cap: $4.82B
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Q: Could you comment on earnings? Thanks. - Jeff

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Read Answer Asked by Jeff on February 09, 2023

• Mainstreet Equity Corp. (MEQ $199.51)
  • $199.51 P/E (TTM): 7.6X Cap: $1.85B
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Q: Can I get your thoughts on MEQ as a long term hold,please.
Keith

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Read Answer Asked by Keith on February 06, 2023

• Real Estate Split Corp. Class A shares (RS $10.03)
  • $10.03 Cap: $38M
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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

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Read Answer Asked by Don on February 06, 2023

• Dream Finders Homes Inc. Class A (DFH $29.66)
  • $29.66 P/E (TTM): 9.08X Cap: $2.75B
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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.

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Read Answer Asked by Frank on February 06, 2023

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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• InterRent Real Estate Investment Trust (IIP.UN $13.36)
  • $13.36 Cap: $1.86B
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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

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Read Answer Asked by Donna on February 02, 2023

• Realty Income Corporation (O $58.92)
  • $58.92 P/E (TTM): 54.16X Cap: $53.87B
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• Stag Industrial Inc. (STAG $36.75)
  • $36.75 P/E (TTM): 28.02X Cap: $6.86B
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• Apple Hospitality REIT Inc. (APLE $12.87)
  • $12.87 P/E (TTM): 16.21X Cap: $3.05B
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• LTC Properties Inc. (LTC $36.80)
  • $36.80 P/E (TTM): 18.93X Cap: $1.69B
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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 $25.01)
  • $25.01 P/E (TTM): 7.57X Cap: $624M
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Q: What is your evaluation of this REIT?

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Read Answer Asked by Susan on February 01, 2023

• StorageVault Canada Inc. (SVI $4.76)
  • $4.76 Cap: $1.73B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $41.37)
  • $41.37 P/E (TTM): 82.86X Cap: $6.55B
  • View CAR.UN Profile
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• SmartCentres Real Estate Investment Trust (SRU.UN $27.07)
  • $27.07 P/E (TTM): 16.36X Cap: $4.82B
  • View SRU.UN Profile
  • View Questions on SRU.UN
• Allied Properties Real Estate Investment Trust (AP.UN $18.59)
  • $18.59 Cap: $2.37B
  • View AP.UN Profile
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN
• Granite Real Estate Investment Trust (GRT.UN $81.87)
  • $81.87 P/E (TTM): 21.0X Cap: $4.96B
  • View GRT.UN Profile
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• InterRent Real Estate Investment Trust (IIP.UN $13.36)
  • $13.36 Cap: $1.86B
  • View IIP.UN Profile
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.41)
  • $12.41 P/E (TTM): 25.54X Cap: $3.62B
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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?

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Read Answer Asked by Dan on January 31, 2023