Investment Q&A

• RioCan Real Estate Investment Trust (REI.UN $19.11)
  • $19.11 P/E (TTM): 86.74X Cap: $5.71B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.58)
  • $12.58 P/E (TTM): 35.27X Cap: $3.78B
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Q: Have held Riocan in my RRSP for many years, does it make sense to replace it with Dream or is there another recommendation CND or US. It’s the only REIT in my portfolio and looking for long term hold 5+

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Read Answer Asked by Carlos on March 01, 2023

• Slate Grocery REIT (SGR.UN $15.17)
  • $15.17 P/E (TTM): 0.07X Cap: $928M
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Q: your thoughts on buying this to replace Summit. i am retired and looking for income and have other industrial reits is the US. i see the payout ratio is high but has been coming down steadily. Your thoughts would be helpful.

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Read Answer Asked by kelly on March 01, 2023

• AGNC Investment Corp. (AGNC $10.31)
  • $10.31 P/E (TTM): 7.54X Cap: $11.42B
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Q: What are your thoughts on AGNC as an addition to one’s portfolio for income? The yield is double digit (so very attractive yet seems suspect) and the stock price is doing at bit better this year.

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Read Answer Asked by Dan on February 28, 2023

• American Tower Corporation (REIT) (AMT $180.69)
  • $180.69 P/E (TTM): 34.34X Cap: $84.21B
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Q: GOOD I HAVE THE RECENT RESULTS ON EARNINGS AND ETC. OF AMERICAN TOWER REIT? I THOUGH THEY WERE GOOD. THUS, WHY DOES THE SHARE PRICE KEEP ON SINKING?

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Read Answer Asked by Herbert on February 28, 2023

• Ready Capital Corporation (RC $1.56)
  • $1.56 Cap: $283M
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Q: Can you comment on what is going on here, and whether my shares in this company are worth holding through this turbulence. Thanks

Upvote 1

Read Answer Asked by Charles on February 28, 2023

• Welltower Inc. (WELL $207.46)
  • $207.46 P/E (TTM): 75.86X Cap: $145.97B
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• Ventas Inc. (VTR $86.04)
  • $86.04 P/E (TTM): 162.96X Cap: $41.47B
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• Vital Infrastructure Property Trust Tr Unit (NWH.UN)
  • P/E (TTM): 19.55X Cap: $1.41B
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• Omega Healthcare Investors Inc. (OHI $46.76)
  • $46.76 P/E (TTM): 24.64X Cap: $13.96B
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• Medical Properties Trust Inc. (MPW)
  • Cap: $3.01B
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Q: What are your thoughts on the respective merits of these firms for an income investor? Do you perceive any superior choices in this space?

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Read Answer Asked by David on February 28, 2023

• Medical Properties Trust Inc. (MPW)
  • Cap: $3.01B
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Q: Happy Friday.

MPW reported yesterday - Q4 and year end 2022.

Your thoughts on the results please.

Thanks very much.

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Read Answer Asked by Dave on February 28, 2023

• Compass Inc. Class A (COMP $7.92)
  • $7.92 Cap: $5.99B
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Q: Hi team,

Can I get your overall opinion on this stock as a way to play a near term bottom in the USA housing market?

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Read Answer Asked by David on February 27, 2023

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $35.94)
  • $35.94 P/E (TTM): 28.48X Cap: $5.53B
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Q: How did cap reit do in q4. Did they beat?

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Read Answer Asked by Scott on February 24, 2023

• Medical Properties Trust Inc. (MPW)
  • Cap: $3.01B
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Q: I'm assuming you'll have a few questions on this company but just in case...

Thoughts on Q4/full year? Sustainable dividend? Given rent collection struggles, notably with Prospect holdings, how long (in your opinion) before we see some recovery in share price? They noted 12-18 months for turnaround I believe

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Read Answer Asked by Brett on February 23, 2023

• Medical Properties Trust Inc. (MPW)
  • Cap: $3.01B
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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.

Upvote 0

Read Answer Asked by Dave on February 22, 2023

• DREAM Unlimited Corp. Class A Subordinate Voting Shares (DRM $18.76)
  • $18.76 Cap: $810M
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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 $20.26)
  • $20.26 P/E (TTM): 106.0X Cap: $6.64B
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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?

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Read Answer Asked by Dean on February 21, 2023

• Prologis Inc. (PLD $130.16)
  • $130.16 P/E (TTM): 37.42X Cap: $124.81B
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• Granite Real Estate Investment Trust (GRT.UN $83.05)
  • $83.05 Cap: $5.21B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.58)
  • $12.58 P/E (TTM): 35.27X Cap: $3.78B
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• Stag Industrial Inc. (STAG $37.44)
  • $37.44 P/E (TTM): 26.45X Cap: $7.27B
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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 $35.94)
  • $35.94 P/E (TTM): 28.48X Cap: $5.53B
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• Granite Real Estate Investment Trust (GRT.UN $83.05)
  • $83.05 Cap: $5.21B
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• Vital Infrastructure Property Trust Tr Unit (NWH.UN)
  • P/E (TTM): 19.55X Cap: $1.41B
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• Summit Industrial Income REIT (SMU.UN $23.48)
  • $23.48 P/E (TTM): 0.6X
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.58)
  • $12.58 P/E (TTM): 35.27X Cap: $3.78B
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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 $12.58)
  • $12.58 P/E (TTM): 35.27X Cap: $3.78B
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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 $52.88)
  • $52.88 P/E (TTM): 80.1X Cap: $120.55B
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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 $20.61)
  • $20.61 Cap: $4.45B
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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 $27.83)
  • $27.83 P/E (TTM): 10.97X Cap: $30.03B
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• The Vivaldi Opportunities Fund (VAM $11.04)
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• Brookfield Corporation Class A Limited Voting Shares (BN $52.88)
  • $52.88 P/E (TTM): 80.1X Cap: $120.55B
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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

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Read Answer Asked by V on February 14, 2023