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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: 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
Q: Hi
Am I correct in understanding that REITs are a good hedge against inflation? All of these REITs have been decreasing- some more than others. Are there any that you think will continue to be at risk in a rising rate environment? would you add to any during this most recent decline?
thanks
Read Answer Asked by Mary on April 09, 2022
Q: I am interested in opening a position in either stocks mentioned or potentially another company in the real estate industry. Is there one you guys are favouring at the moment, and why?

Thanks!
Read Answer Asked by Kevin on April 07, 2022
Q: Hi,
Is there a good argument to buy a reit or a similar security as opposed to buying a rental property? I know that labour involved in maintaining, commissions involved in buying and selling can be high when it comes to buying a rental property. But in the last few years the capital gains from rentals have been high especially in the GTA area..Are the returns comparable?Thanks.

Regards,

Shyam
Read Answer Asked by Shyam on April 06, 2022
Q: I've been looking at the three model portfolios and noticed there are no REITs included. Particularly in the income portfolio. Is there a specific reason for this? Do REITs make sense in an income portfolio vs what is in the portfolio now?

Love the service
Read Answer Asked by Raymond on April 06, 2022
Q: Can you suggest 2-3 Reits for a RIF considering timeliness, safety, dividends and modest appreciation.
Thank you
Read Answer Asked by Fred on March 29, 2022
Q: I have held Middlefield's IDR for a short time in a RIF and am down 6.05%. Found it has been merged with 2 other ETFs or funds. I am feeling very uncomfortable with it. Can you comment what has happened and if MREL is worth holding? Losses do not bother me much & I can easily move on.
Thank You
Read Answer Asked by William on March 28, 2022
Q: Hello Team,

Given your past responses it does not seem like you are fans of Colliers or at least would allocate capital to other names first (and don’t like the amount of debt they carry).

I don’t understand this and look at the company as a smaller, younger BAM for the following reasons:

- Their IM is growing by over 50% yoy.
- revenue has compounded over the last decade while ebitda margins have improved from 9.3% to 14%.
- their acquisitions of Harrison st, basalt, antirion have diversified their offering to be more infrastructure than only RE.
- they have already proven to successfully expanded into engineering serivcies.
- Their goal is to have over 65% reoccurring revenue by 2025
- Jay Hennick has proven track record with the stock providing compounded annually return of +20% for 20 years.


I could go on and on but given the tailwinds for alternative asset managers (similar to BAM) and proven track record. I don’t understand how this isn’t in your core stable of beloved Canadian names with the likes of BAM, CSU, TOI, ECN, ATD, GSY, etc.

I would love to hear your expanded feedback on the name


Read Answer Asked by James on March 25, 2022
Q: What are your thoughts on this company? To quote "FCR remains one of a small number of REITs trading at meaningful valuation discounts versus pre-pandemic (P/NAV 74% versus 86%, P/AFFO 16.0x versus 20.0x)" I understand its debt is high but has been reducing it aggressively pre pandemic.
I know you like GRT.UN and CAR.UN, wondering where FCR ranks in relation to these 2.
Read Answer Asked by John on March 24, 2022
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