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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
A general question about regulatory requirements, but maybe using TCN as an example as it is now in play....... When a company like Blackstone makes a offer for a company like TCN, once the offer is in place, is the acquirer (Blackstone) permitted to continue to buy stock offered in the market up to 100% even before the vote?

Just seems there is a lot of selling and buying and wondering that would be smart of Blackstone.

Thanks

Stuart
Read Answer Asked by Stuart on January 23, 2024
Q: Regarding responses to questions on where to redeploy funds from Tricon, I did not see any reference to InterRent Real Estate Investment Trust. I already own Dream Industrial and plan to add, but to maintain exposure to residential real estate, does it also make sense to add to IIP.UN? Why or why not?
Read Answer Asked by Barbara on January 23, 2024
Q: looking at some names where tricon money may flow to.
-notice several bank analysts research reports on tricon have peers :
bdi, svi, mrd, meq, drm. would like your thoughts please.
thank you
Read Answer Asked by howard on January 22, 2024
Q: Currently I have no exposure to real estate in my portfolio. This is because I have been very hesitant to buy into real estate for the last few years because of Covid, then high interest rates, office workers working from home effecting Office REITS and on-line sales effecting Retail REITs. Are there 3 safe REITs out there paying a 4 - 5% dividend that a retired senior can invest in or should I just continue to stay away from the whole sector for now?
Read Answer Asked by Ronald on January 22, 2024
Q: Hi 5i,

I currently hold DND and REAL, which I had purchased approx. 1year ago. My Thesis for both of these stocks is that once interest rates begin to fall both stocks both could experience positive stock movement to the upside given the current need for housing and all the pent up demand in the US/Canada.

I have read your report on dropping coverage of DND and your answers to questions on REAL. It would appear that your main concern is on their debt levels and that there are better opportunities elsewhere for an investors capital. Is that correct?

Do you have any actual concerns with the business models of both these companies itself? What are your views on the real estate market in general?

Apologize for the multiple questions. Please deduct as many credits as needed.

Thanks in advance!

Greg C.
Read Answer Asked by GREGORY on January 22, 2024
Q: Finally some good news about Tricon! TCN has been a real laggard in our margin account, and even with the recent substantial gain, it’s still down 18.6%. However, this is certainly not nearly as bad as it was several days ago! I can trade TCN for zero commission and of course, the loss will be reported in our 2024 tax return. Would your suggestion to sell half now still apply in this case?

Thanks.
Read Answer Asked by Jerry on January 22, 2024
Q: If I wanted to stay in the real estate sector what are your current favorite candidates to re-invest proceeds when selling my TCN holdings
Read Answer Asked by Ed on January 22, 2024
Q: Hello 5i team,
Yahoo Business mentioned that TCN tentatively may go private at $11.25 US (~15.17 CAD). You recommended to sell half now.

Is there any regulatory hurdles that may stop this transaction with all the housing problems in both countries? Since TCN is the only REIT in the balanced portfolio, do you have your eye on any other equities?

Andrew
Read Answer Asked by Andrew on January 19, 2024
Q: Looking for some guidance re considerations to consider in trading TCN at this point. What would your view be on the expected share price movement over the next 3 months. What factors might there be at play to improve the current stock price versus to lower it or finally the likelihood of it stagnating here. So do see it as a sell because current price likely as good as it gets, a hold because upside likely, or, if not too large a portfolio holding, a trim perhaps. Thank you for your views.
Read Answer Asked by Ken on January 19, 2024
Q: In the US Democrats have introduced legislation in both Congress and the Senate that would ban hedge funds, corporations, partnerships and REITs from buying and owning single family homes in the US. Does this pose a material threat to Tricon Residential? If this law were to not apply to Tricon, perhaps it is an opportunity for them as those on the wrong side of this law,would have to sell them within 10 years. Interested in your comments.
Read Answer Asked by Glenn on January 19, 2024
Q: Can you provide an analysis of this REIT? What are the principal risks associated and is the dividend stable? Would this stock be considered “defensive” in nature? With a 9.7% dividend, is it something an income seeking retiree with a moderate risk tolerance should consider. Are there any less risk alternatives you would suggest?
Read Answer Asked by Donald on January 17, 2024
Q: Hello, I would like your opinion of HCRE versus ZRE and XRE. Avantages include the lower MER (0,33%) and no taxable distribution in a cash account, but it has a low trading volume. Thanks.
Read Answer Asked by Martin on January 12, 2024