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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: Currently holding 3 REITS and would like to bring it down to 2. Thoughts on which ones you would keep and the reasons please.
Thanks
Read Answer Asked by Michael on October 12, 2022
Q: Thy announced a sale of their 20% interest in the US multi-res portfolio for 315 million. The book value from their last annual report was 179 million so the book value was only 52% of the fmv. The use of funds to pay down debt and the evidence that the book value of the company is likely seriously discounted seems to make this company's shares a compelling value.
Read Answer Asked by Murray on October 12, 2022
Q: Hi 5i:

I am concerned about the proposed taxation changes for REITs that are tabled in the government (Canadian). How do you think these changes will affect investment in the REITs and their equities?
Read Answer Asked by Jim on October 07, 2022
Q: I hold these 3 REITS . May I have their fundamentals and how will they do in a recession and rising rate environment.

thank you
Read Answer Asked by Kristelle on September 28, 2022
Q: This has really sold off, but from what I hear the industrial sector is doing really strong/there is a lot of demand and not much supply (at least in Canada).

Is this general market weakness or is there something else going on? Do they say if a lot of their debt is fixed rate or floating/are they getting crushed by higher rates? I though most real estate managers used mostly fixed rate.

What do you think of it at this price?
Read Answer Asked by Max on September 26, 2022
Q: I am concerned about the European holdings and the auto industry in a recession. So, I am considering selling Granite and replacing it with Nexus or Summit. because I still like the industrial space What do you think? Thanks
Read Answer Asked by gary on September 23, 2022
Q: I hate asking market timing questions as much as you hate answering them but...I have always been a bit light on real estate and am wondering if now is a OK time to add a position in either xre or zre. Second question: You have XRE in the income portfolio, today would you stick with XRE or I was looking at ZRE that has outperformed XRE recently. My concern about timing is with rising interest rates and the jittery markets that I might be better off just parking in the banks or consumer deffensive and worrying about real estate in a few years,
Read Answer Asked by Tom on September 23, 2022
Q: In May,U made the right move in trimming Zre at $25.35 as it is now $21.50. The Fed & Powell are very aggressive to increase rate to reduce inflation to some 2% & possible increase rate to 4.4% by year end from current 3.31%. Majority of my Reits are near or/at 1 year low. Is it time to sell? Txs for u usual great services & views
Read Answer Asked by Peter on September 23, 2022
Q: I'm looking for industrial REIT exposure for income and some growth. Which of these two look better currently and forward looking? Or, would you suggest another, either CDN or US?
Read Answer Asked by Tony on September 23, 2022
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