Q: Is there any news for Ere.un's 4% haircut today. $4.20p/p, so loss some 22%. On a downward trend since $5.06 H in May. Is it time to move on or continue to hold? Txs for u usual great services & advices
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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: DEA seems like a low beta US REIT with a tenant that will never default and a generous dividend - would appreciate your view of the upside and downside here.
Q: Company is going to exit Long Term Care business by the end of 2023. Is this business is less profitable than the retirement residence business? After this exit how good this company will be in compare with Sienna Senior Living Inc. (SIA:T) on valuation basis and what will be your preference?
Thanks
Thanks
Q: DEI seems to be an extreme low end of its valuation range and seems quite interesting save for the artificially high P/E of 40. Do you see it as attractive? Can you suggest superior Canadian alternatives in the REIT space?
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NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN $4.92)
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Choice Properties Real Estate Investment Trust (CHP.UN $14.73)
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Dream Industrial Real Estate Investment Trust (DIR.UN $11.56)
Q: Hi. could you please rank these REITs in order of safest business model during a recession and relative security of distribution. Thanks.
Q: Not real happy with is one, other than the dividend. . What are your views. Hold or move on?
What is your best recommendation for a Real Estate Investment Trust?
Thanks in advance.
What is your best recommendation for a Real Estate Investment Trust?
Thanks in advance.
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Allied Properties Real Estate Investment Trust (AP.UN $17.88)
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Granite Real Estate Investment Trust (GRT.UN $72.14)
Q: Hi - All other factors aside, would you Buy, Hold, or Sell these stocks based on your outlook for next year or so?
Q: I've been a past investor and have been keeping an eye out for this for many years now. Is this a good entry point you think or do you think interest rates need to have stabilized given their debt profile?
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Prologis Inc. (PLD $106.78)
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Public Storage (PSA $284.06)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $45.01)
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Granite Real Estate Investment Trust (GRT.UN $72.14)
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InterRent Real Estate Investment Trust (IIP.UN $13.33)
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NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN $4.92)
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Dream Industrial Real Estate Investment Trust (DIR.UN $11.56)
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Innovative Industrial Properties Inc. (IIPR $52.48)
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Gladstone Land Corporation (LAND $10.31)
Q: I have never owned a REIT but started looking at a couple. In doing so I realized that I really don’t know what to evaluate in a REIT (beyond type of asset - land, commercial, residential, specialty) and things I normally see as red flags may not be here. Can you tell me a few of the most important fundamentals to look at when comparing REITS (negatives to watch out for specifically, and positive indicators). For example my initial concerns were steady increases on common shares outstanding (seems acceptable and typical of all REITS) and what debt levels are acceptable. If you could tag your favourite REITS today I would appreciate. I have only looked at LAND and IIPR so far.
Q: Is it time to reduce BTB.UN holdings or should I hang in there for future gains. Why is it not recovering ? Thanks for your counsel.
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RioCan Real Estate Investment Trust (REI.UN $17.77)
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H&R Real Estate Investment Trust (HR.UN $11.89)
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NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN $4.92)
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Inovalis Real Estate Investment Trust (INO.UN $0.88)
Q: Hi Peter & Team:
Your thought on the above REIT if i am going to buy now. From most favourable to least. Secondly your comment on the drop of distribution on INO.UN. Thank you
Your thought on the above REIT if i am going to buy now. From most favourable to least. Secondly your comment on the drop of distribution on INO.UN. Thank you
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $45.01)
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Canadian Natural Resources Limited (CNQ $30.81)
Q: Can I get the fundamentals of CNQ,IIP.UN,CAR.UN
Can I also get your insights of all 3 companies and recommendations.
thank you
Can I also get your insights of all 3 companies and recommendations.
thank you
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H&R Real Estate Investment Trust (HR.UN $11.89)
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Dream Industrial Real Estate Investment Trust (DIR.UN $11.56)
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Primaris Real Estate Investment Trust (PMZ.UN $14.91)
Q: Hi, I own the three REIT's, I wanted to sell one or two, which would you recommend as having the best potential over the next five years.
Thank you!
Thank you!
Q: Hi and thank you for a splendid service
northwest health care just put an offering out on preferred shareswill this affect the stock price in a similar manner that the EIF offering did(down 5%??)
northwest health care just put an offering out on preferred shareswill this affect the stock price in a similar manner that the EIF offering did(down 5%??)
Q: Is this a good investment now for income and some growth?
Are there better income 'plays'?
Are there better income 'plays'?
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $45.01)
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Boardwalk Real Estate Investment Trust (BEI.UN $71.92)
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InterRent Real Estate Investment Trust (IIP.UN $13.33)
Q: What did you think of recent quarterly results?
Can you compare this stock on a valuation front with what ever metric you think is best for reits to Car and iip?
I have a decent sized position and thinking about adding more on the alberta re-rate /energy strength / cheap relative valuation / no rent control thesis.
Thanks
Can you compare this stock on a valuation front with what ever metric you think is best for reits to Car and iip?
I have a decent sized position and thinking about adding more on the alberta re-rate /energy strength / cheap relative valuation / no rent control thesis.
Thanks
Q: Can I get your take on Q2 results please. Did they beat expectations? How do they fair compared to CAR and IIP’s results? Thanks
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Granite Real Estate Investment Trust (GRT.UN $72.14)
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CT Real Estate Investment Trust (CRT.UN $15.70)
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Canadian Net Real Estate Investment Trus (NET.UN $5.50)
Q: I am looking at investing some funds into real estate and do not find any questions re net.un. Was wondering if you could provide a comparison on the three listed as to which may be preferable for a conservative income focused investor. Thanks.
Q: Could I have your comments on Nexus earnings.
Is their new industrial focus working?
Thanks
Is their new industrial focus working?
Thanks
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $45.01)
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Tricon Residential Inc. (TCN $15.34)
Q: Can I please have your 3-4 top picks in the REIT space. US exposure would be great.
Thanks!
Thanks!