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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 heard a rumour about the Federal government's threat to REIT flow-through taxation status. Is this something that is actively under consideration? Remnants of the Halloween Income Trust debacle come to mind
Read Answer Asked by Doug on June 09, 2022
Q: Federal Liberals are reviewing tax treatment of residential REITS claiming "(REITs) are increasingly trying to amass large portfolios of Canadian rental housing, putting upward pressure on rents,” the announcement states, “We will put in place policies to curb excessive profits in this area"

Clearly such a restriction would not be good for REITs but as TCN is the only name I own in this space could I expect it to not be impacted?

Read Answer Asked by Jeff on June 08, 2022
Q: I AM THINKING OF SWITCHING REITS. SELLING IIP.UN CA BUYING NXR.UN CA, WHAT ARE YOUR IDEAS FOR DOING AND/OR NOT DOING THIS? THE YIELD IS HIGHER WITH NXR.UN -CA.
THANK YOU FOR YOUR HELP IN DECIDING WHAT TO DO.
Read Answer Asked by Herbert on June 07, 2022
Q: A question about ZRE in the 5i Income Portfolio. I would like to add more real estate to my non-registered account at Questrade. Would it be an accounting hassle to hold ZRE in a non-registered account or would Questrade automatically calculate the ACB? Or would it be best to hold TCN and/or other Canadian real estate holdings that would receive a dividend tax credit?
Thanks!
Read Answer Asked by Grant on June 02, 2022
Q: Other than higher interest rates, is there a reason the US housing REITS have been so weak of late? Does the same reason apply to CAR.UN which have been down.
Read Answer Asked by Albert on May 27, 2022
Q: You recently answered Sheldon's question and gave a positive view of this stock and its last quarter report. It keeps dropping significantly with the market. With its reasonable valuation and more generous dividend I'd like to buy a full position of Tricon for a 3 year hold. With rising rates and mortgage costs the rental market in the US should be strong (folks need a place to live). Is there a bear thesis you can put forth to suggest this current proposed investment has more downside than I now am seeing? Thank you
Read Answer Asked by Ken on May 25, 2022
Q: Discovered this Long Term Care Properties company in the US with monthly dividends of 6%. Do you think this is a stock worth holding to have exposure to US health care? And is dividend sustainable as it seems to have a large payout from my novice analysis. Appreciate your expert analysis very much.

Read Answer Asked by Dr Lorraine on May 24, 2022
Q: I have some cash sitting in my RRSP and was thinking of adding to either Brookfield Infrastructure or Realty Income REIT. I had Costco on the list, but noted in answering another question, you recommended waiting. Of the two, which do you feel is the better choice today? Or should I continue to hold the cash a bit longer until the markets settle? Thank you.
Read Answer Asked by Kim on May 24, 2022
Q: Hello Peter and team,
What do you think of Cohen and Steers and Icahn Enterprises. i am just concerned of the high yield . Is this sustainable? I am looking at these for my RRSP where the dividends don't have tax implications until i withdraw funds.
Read Answer Asked by umedali on May 11, 2022
Q: I know 5i isn't fond of IPOs. Any thoughts on the valuation of Dream residential real estate?
Read Answer Asked by Michael on May 10, 2022
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