skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I'm a roughly 50/50 income/growth investor with the income being an important part of our retirement income.

Given that REITs are generally high debt equities I'm questioning how they'll fare given the current environment of rising interest rates and and increasing costs. Will they be able to offset those increased costs by raising rents?

I'd first like you to comment on my assumptions as to what is going on. Agree or disagree.

Secondly I'd like you to comment on the specific REITs that I've mentioned. I'm sure they're all different based debt maturities and rental contracts. The average length of their rental contracts may work against them if it's longer while the average maturity of their debt may work for them if it's longer. Cost increases are now.

Read Answer Asked by Larry on March 23, 2022
Q: Would you please rank these 12 REITs for future growth prospects, where 10 is the best prospects & 1 the worst. Also would please indicate what REIT assets contribute to future growth & those REIT assets that have very little future growth. Thanks ... Cal
Read Answer Asked by cal on March 23, 2022
Q: According to a G&M article on treat of stagflation, XSB is not a good choice of invest re 40-60 portfolio.
Assuming you agree with this article what would be your top 3 or 4 investment to replace XSB ?
Read Answer Asked by Roy on March 21, 2022
Q: Hi, should have some exposure to R.E. Could you please pick two of these R.E companies you would prefer, with dividend , growth, and management considerations. This is for a unregistered acct. for long term. Or would you stay clear of this sector for now because of higher interest rates that are likely to come?
also if you have a better suggestion please include it .
Thanks
Read Answer Asked by Brad on March 21, 2022
Q: Thanks for your previous answer on the share split in these companies. However, I have one final question. Should I deduct the book value of the spin off shares of pmz.un from the original book value of the HR.un shares to come up with an accurate picture?
Read Answer Asked by Robert on March 18, 2022
Q: Hello Peter and team, I have held a position in the company for more than 10 years. It has been a roller coaster ride with a couple of boom and bust along the way. Recently, it has been recovering fast, with Covid restrictions lifting and people going back to offices. Does this run up have more legs? Is it time to trim? What will the rising interest affect REITS in general? Do you see better opportunities in REITS (not limited to office REITS)? Appreciate your insight!
Read Answer Asked by Ching on March 17, 2022
Q: When I was awarded shares of PMZ I entered them into the program with a book value at the current share price, but in reality, I did not pay for the shares. Conversely the HR.UN became a 20% + loss. I'm wondering if this is okay or should the PMZ shares have gone in at 0 book value or the HR value be reduced to accurately reflect the performance of the portfolio.
Read Answer Asked by Robert on March 17, 2022
Q: DRM is my largest holding at about 7% of my portfolio. I've let it grow in no small part due to its low beta predictability. It rarely goes up or down much, even on bad market days, and never for long. It has the smoothest chart I've seen in a long time. The last couple of days, though, have changed that. Down a lot (for it) yesterday and down 4.5% today, which it has never done in the last year. Do you know of any reason for the sudden change in its predictable pattern? What do you think of the company and stock?
Read Answer Asked by John on March 10, 2022
Q: Hello. I don't understand what happened with these stocks. I'd held almost a full position on hr.un for about a year. A couple of months ago they made some kind of move and I was awarded pmz.un stocks. Suddenly I showed about a 20% loss on my hr.un holdings which is pretty well equal to the current value of my PMZ holding. I'm wondering if I should sell both and re-invest in better real estate stocks or sell one or the other and put all the proceeds into just one of these companies? Thanks.
Read Answer Asked by Robert on March 07, 2022
Q: I have not seen any questions on Starwood for a while. It has a good yield. Is it a buy at these levels?
Thanks
Ian
Read Answer Asked by Ian on March 04, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!