Investment Q&A

Q: Hello. I hold this US REIT in my margin account. Could you explain the tax consequences of the payout distribution? Would you prefer this type of holding in a register account? Thank you.

Q: Is it better for me to hold these companies in a registered account?

Also, in terms of their portfolio diversification, do I need to own all four?

Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT

Q: Hi 5i,

I received the tender notice from my broker today:

...Appleseed Merger Sub LLC is offering to purchase any and all outstanding shares of common stock, par value USD$0.01 per share, of CoreSite Realty Corporation at a price per Share of USD$170.00 without interest and subject to any applicable withholding taxes, net to the seller in cash.

Terms:
Option 1: Cash (USD) (See Important Notes)
To receive USD $ 170.00 in cash, without interest and less any applicable withholding taxes per share of CoreSite Realty Corporation tendered.
Option 99: Do Nothing (Default)
Holder to retain Security.

A few question I'm hoping you can answer:
1. When is the transaction expected to close?
2. If I do nothing it says I retain the security? What does that mean?
3. I am very sad to see the stock get taken over? What would be a good replacement for it? There aren't that many names in the same space. Would the replacements have the same growth potential?

TIA!

Wayne

Q: Hi 5i,
I gather from your answers to the few questions that have been asked about it that you are not great fans of IDR for real estate exposure, and my initial question is basically why and what should I be concerned about?
If I'm reading the information correctly, IDR's 10 year growth rate (2011 - 2021) is 167%, with YTD sitting at 29%. It's annual yield meanwhile is 5.60% (or more) and it is diversified through holding residential, industrial and retail REITs in Canada (67%), USA (24%) and the UK (2%).
Could one potentially do better and risk less through holding individual REITs instead of the basket afforded by IDR and, if so, which ones would you recommend for the real estate portion of a portfolio in the current economic climate?
Thanks!
Peter

Q: I would like your opinion / preference where I should add some funds. A short explanation would help.
Thank you!
Albert

Q: How would you rank these at current prices?

Q: Hi gang, between this two companies which one is safe with dividends. Any growth in any of them. Thanks
Alnoor

Q: Hello Team,
Could you give me an analysis of this company and is it a strong buy at this time, in your view.
Thank You,
Barry

Q: Found this the ither day, looked to see if any questions posted recently on it, latest from last Jan., how do feeling about them now, are they worth starting new small position, how would the fair in rising interest rate environment?

Q: What do you think of the latest quarter?

Q: What is your opinion on ILPT right now? It has gotten beaten up lately and is offering decent yield.

Q: Hi, between these two: O (reality income co) and its spin-off company ONL, which one is a better investment today? I am a long-term holder. Thank you!

Q: Hi 5i , I am interested in adding an REIT with focus on large warehouses and I wonder if there are any you would recommend? Also REIT ETF's interest me . Thank you for any input you have

Q: your thoughts on recent quarter and where there going in future?

Q: Would you rank these Reits as most likely to see distribution increases and share appreciation in the relatively near future. Are Reits attractive for income now?

Q: Following up on the question earlier Tuesday, please comment on the announced acquisition of Yew Grove REIT by Slate. Quite large (75% of SOT's market cap) and SOT describes it as transformative. I would imagine significant debt and/or an equity offering will be needed. Challenges of managing an offshore entity versus sticking closer to home?

Q: Hi, I saw an article about Brookefield almost defaulting on one of their properties in Chicago..I dont see why they would let that happen? They are flushed with funds and have a very good credit rating. Do you know anymore about this story? Thanks.

Regards,

Shyam

Q: Do you think there will be a higher bid for COR? Thanks to your recommendation, I bought it in my RRSP a few years ago. It's currently above the takeover price, and I'm just wondering if it's worth holding onto.

Thank you for all that you do.

Q: Hi. What is your opinion on the suitability of Slate Office REIT for income in the higher risk portion of a portfolio? Is the dividend sustainable? thx