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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: I am trying to get an idea on the revenue growth potential of SMU.un. My info is based on the 2021 annual report.

The company seems to have a good portion of its industrial lease renewals coming soon. In fact, 25% in 2022, 40% in 2023, and 29% in 2024. In a very tight leasing market, where vacancy rate is <1%, such as GTA, GMA, these lease renewals could potentially bring in 20%, 33%, and 29% (corresponding to each of the three years) to the overall revenue without any major added operating expenses. Theoretically, do you foresee the current P/E at about $20 justified or understated on this growth potential?

Thanks,
Roger
Read Answer Asked by Roger on April 27, 2022
Q: True North REIT is paying 8.41% as of today. Is this dividend sustainable and is the share price solid?
Please recommend two other REITs with a relatively generous but safe dividend for steady income? Thanks.
Read Answer Asked by Steven on April 25, 2022
Q: Hello 5i Team

I am reviewing a spreadsheet I developed for tracking Canadian REITs and the following REITS which were listed on the TSVX and I cannot find current information on:

LRT-UN – Lanesborough REIT

NHT-UN – NexPoint Hospitality REIT

PT-UN – Pine Trail REIT

RRR-N – R&R REIT

I am assuming these are all defunct, however where can I confirm that a company is defunct and the corresponding TSXV listing dropped.

Thanks
Read Answer Asked by Stephen on April 25, 2022
Q: This is a $160,000 000 IPO for DRR.U (probable ticker), available through RBC for one. They will own - subsequent to acquisition - over 3,000 townhouse units in the US, with occupancy at 96%. The price is not set, nor the expected distribution. It also seems like over 40% will be held by some of the forming partners (some of the properties are being bought from them).
I would appreciate your opinion on this one, particularly with regards to any red flags you can spot!
Thanks! Paul K
Read Answer Asked by Paul on April 20, 2022
Q: I am looking to increase my allocation to the Materials and Real Estate sectors. My current exposure is only through various index ETFs. Can you provide 3 companies for each sector that trade on the TSX to have a balanced exposure?
Read Answer Asked by Alexander on April 18, 2022
Q: Is Real Estate a good investment in an inflationary environment? I have Prologis, Public Storage and American Tower on my watchlist. Can you please rank them and provide any other suggestion you might have.
Read Answer Asked by ROB on April 14, 2022
Q: Hello 5i Research Team,

David Berman's recent article in the Globe suggested that now may be a good time to buy beaten down stocks in the US home building industry (i.e. builders and suppliers). Would you agree? Either way, could you please rank the listed stocks for a 5-year hold for an investor with an above-average level of risk, and add any better names I've missed.

Thanks!
Read Answer Asked by Keith on April 11, 2022
Q: Thinking of getting back into 1 or 2 real estate companies. Looking at IIP.un and MEQ. Can I have your opinion on these thwo? Are there others you would consider over the next 3 years?

Thank you, Mike
Read Answer Asked by Michael on April 11, 2022
Q: I thought I saw that a new analyst is following DRI, calling it a rare gem in the sector with a combination of higher yield but still having growth potential. It is still a fair bit under it’s IPO price, and too small to attract much attention I would think. I read your previous comments on this company, wondering if you having any other “colour commentary”? I’m tempted to put it into a TFSA, especially if the typical growth ideas may be facing headwinds for awhile. Do you know anything about the management, or the company’s performance/history before IPO’ing?
Read Answer Asked by Stephen R. on April 09, 2022
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