Investment Q&A

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $199.79)
  • $199.79 P/E (TTM): 61.61X Cap: $10.12B
  • View CIGI Profile
  • View Questions on CIGI
• Thomson Reuters Corporation (TRI $188.71)
  • $188.71 P/E (TTM): 34.94X Cap: $83.94B
  • View TRI Profile
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Q: Which company TRI or CIGI would you prefer for long term growth? (5 yrs +) Would they react differently in a broad market pullback? Thanks

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Read Answer Asked by John on October 26, 2021

• Cominar Real Estate Investment Trust (CUF.UN $11.74)
  • $11.74 Cap: $2.67B
  • View CUF.UN Profile
  • View Questions on CUF.UN

Q: This is a large part of my portfolio and I would like to replace it something as close a possible. What might you suggest? Thanks James

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Read Answer Asked by JAMES on October 26, 2021

• Cominar Real Estate Investment Trust (CUF.UN $11.74)
  • $11.74 Cap: $2.67B
  • View CUF.UN Profile
  • View Questions on CUF.UN

Q: What should we expect of the Cominar deal? Sell now or wait? Could the price go over $11.75/unit?
Thanks.

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Read Answer Asked by Serge on October 25, 2021

• Medical Properties Trust Inc. (MPW $5.65)
  • $5.65 Cap: $3.19B
  • View MPW Profile
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• National Health Investors Inc. (NHI $79.41)
  • $79.41 P/E (TTM): 24.8X Cap: $3.75B
  • View NHI Profile
  • View Questions on NHI

Q: I hold MPW with moderate capital gain, appreciate your advice on selling MPW and buying NHI.

Thanks

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Read Answer Asked by Saad on October 25, 2021

• Dream Industrial Real Estate Investment Trust (DIR.UN $12.31)
  • $12.31 P/E (TTM): 28.63X Cap: $3.59B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Would you expect the North American goods shortages to affect the results of industrial REITS such as DIR.UN? I'm thinking that with fewer goods to put in them the warehouses will be underutilized and now might be as good as it gets for these stocks.

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Read Answer Asked by Jeff on October 25, 2021

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.91)
  • $37.91 P/E (TTM): 100.47X Cap: $5.94B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Colliers International Group Inc. Subordinate Voting Shares (CIGI $199.79)
  • $199.79 P/E (TTM): 61.61X Cap: $10.12B
  • View CIGI Profile
  • View Questions on CIGI
• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN

Q: Presently I own TCN and its only 2% on my real estate exposure should i add more or add another real estate holding like CAR.UN.CA CIGA:CA or is there others you would recommend. I have about $500,000 in my portfolio what should my real estate exposure be in % terms. Thanks for you help with this

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Read Answer Asked by Terence on October 25, 2021

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
  • View TCN Profile
  • View Questions on TCN
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• Century Communities Inc. (CCS $64.14)
  • $64.14 P/E (TTM): 8.91X Cap: $1.79B
  • View CCS Profile
  • View Questions on CCS

Q: CCS-u seemed to have had a correction mid-summer. I received your report on TCN-c and it looks extremely interesting. Am considering a purchase of one or both. Would you have a favourite or would you consider them equals from a point-of-view as investment opportunities? Is the U.S. housing market still booming?
Ed in Montreal

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Read Answer Asked by ed on October 22, 2021

• Bank of Nova Scotia (The) (BNS $95.68)
  • $95.68 P/E (TTM): 18.08X Cap: $116.65B
  • View BNS Profile
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• Sun Life Financial Inc. (SLF $84.37)
  • $84.37 P/E (TTM): 21.0X Cap: $47.02B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Thomson Reuters Corporation (TRI $188.71)
  • $188.71 P/E (TTM): 34.94X Cap: $83.94B
  • View TRI Profile
  • View Questions on TRI
• goeasy Ltd. (GSY $128.76)
  • $128.76 P/E (TTM): 9.06X Cap: $2.06B
  • View GSY Profile
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  • View Reports on GSY
• WPT Industrial Real Estate Investment Trust (WIR.U $21.77)
  • $21.77 P/E (TTM): 4.06X Cap: $1.83B
  • View WIR.U Profile
  • View Questions on WIR.U
• Dream Industrial Real Estate Investment Trust (DIR.UN $12.31)
  • $12.31 P/E (TTM): 28.63X Cap: $3.59B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN
• Cencora Inc. (COR $374.75)
  • $374.75 P/E (TTM): 37.54X Cap: $72.16B
  • View COR Profile
  • View Questions on COR

Q: What would you buy to replace WIR.UN. With a similar buy ? some suggestions with options and rational would be appreciated ( CAN ALSO BE CANADIAN)
thanks
yossi

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Read Answer Asked by JOSEPH on October 21, 2021

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.91)
  • $37.91 P/E (TTM): 100.47X Cap: $5.94B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• InterRent Real Estate Investment Trust (IIP.UN $13.27)
  • $13.27 Cap: $1.85B
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN

Q: Hi there, I have held IIP.un for years in a TFSA account and it has performed well but am looking for some extra yield. What are your thoughts on a switch into CAR.un?

thanks, Ed

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Read Answer Asked by Ed on October 20, 2021

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.91)
  • $37.91 P/E (TTM): 100.47X Cap: $5.94B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Dream Industrial Real Estate Investment Trust (DIR.UN $12.31)
  • $12.31 P/E (TTM): 28.63X Cap: $3.59B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: I plan to buy a REIT by the end of 2021 to balance out one of my portfolios (RRSP). Looking to hold up to 25 years. Can you recommend a REIT that will pay a descent dividend and possible grow over a long period of time?

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Read Answer Asked by Danny on October 19, 2021

• InterRent Real Estate Investment Trust (IIP.UN $13.27)
  • $13.27 Cap: $1.85B
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN

Q: Would you regard iip.un as a solid addition for a TFSA? My current TFSA holdings include, SHOP, KXS, CSU, OTEX, CP, ATD.B, CPX, AQN, NWH.UN and SGR.UN.

Thanks.

John

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Read Answer Asked by john on October 18, 2021

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.91)
  • $37.91 P/E (TTM): 100.47X Cap: $5.94B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• TFI International Inc. (TFII $121.22)
  • $121.22 P/E (TTM): 22.46X Cap: $9.77B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN
• InterRent Real Estate Investment Trust (IIP.UN $13.27)
  • $13.27 Cap: $1.85B
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN

Q: 1. I hold some TFII and would like to have your outlook and the future growth of the company

2. Can I get your order of preference between IIP.UN, CAR.UN and TCN and how do you see them going forward. Both IIP.UN and CAR.UN have been trending sideways for some time now .

Thank you

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Read Answer Asked by Kristelle on October 15, 2021

• Cencora Inc. (COR $374.75)
  • $374.75 P/E (TTM): 37.54X Cap: $72.16B
  • View COR Profile
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• Digital Realty Trust Inc. (DLR $157.37)
  • $157.37 P/E (TTM): 40.72X Cap: $54.62B
  • View DLR Profile
  • View Questions on DLR

Q: With tech companies moving offices out of high cost of living cities to lower cost of living cities such as Austin Texas (Tesla) and most recently St. Petersburg, Florida (Ark Invest) are there any REITS with exposure to up and coming tech hubs ?

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Read Answer Asked by Gregory on October 14, 2021

• Firm Capital Property Trust (FCD.UN $6.03)
  • $6.03 P/E (TTM): 16.61X Cap: $220M
  • View FCD.UN Profile
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Q: please provide an up date. good yield , us play .would you recommend

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Read Answer Asked by brian on October 13, 2021

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.55)
  • $13.55 P/E (TTM): 7.35X Cap: $1.05B
  • View CPD Profile
  • View Questions on CPD
• iShares S&P/TSX Capped Financials Index ETF (XFN $74.51)
  • $74.51 P/E (TTM): 11.82X Cap: $1.87B
  • View XFN Profile
  • View Questions on XFN
• BMO Equal Weight REITs Index ETF (ZRE $21.86)
  • $21.86 P/E (TTM): 19.0X Cap: $580M
  • View ZRE Profile
  • View Questions on ZRE
• BMO Equal Weight Utilities Index ETF (ZUT $25.67)
  • $25.67 P/E (TTM): 18.29X Cap: $810M
  • View ZUT Profile
  • View Questions on ZUT
• BMO Laddered Preferred Share Index ETF (ZPR $12.01)
  • $12.01 P/E (TTM): 4.77X Cap: $1.43B
  • View ZPR Profile
  • View Questions on ZPR
• BMO Equal Weight Banks Index ETF (ZEB $55.06)
  • $55.06 P/E (TTM): 11.77X Cap: $4.91B
  • View ZEB Profile
  • View Questions on ZEB
• BMO Equal Weight Oil & Gas Index ETF (ZEO $81.69)
  • $81.69 P/E (TTM): 7.02X Cap: $231M
  • View ZEO Profile
  • View Questions on ZEO
• Global X Active Preferred Share ETF (HPR $10.23)
  • $10.23 P/E (TTM): 8.17X Cap: $917M
  • View HPR Profile
  • View Questions on HPR
• iShares Canadian Financial Monthly Income ETF (FIE $9.62)
  • $9.62 P/E (TTM): 9.77X Cap: $1.23B
  • View FIE Profile
  • View Questions on FIE
• iShares Equal Weight Banc & Lifeco ETF (CEW $26.24)
  • $26.24 P/E (TTM): 9.88X Cap: $304M
  • View CEW Profile
  • View Questions on CEW
• iShares S&P/TSX Capped Energy Index ETF (XEG $19.59)
  • $19.59 P/E (TTM): 1.58X Cap: $1.30B
  • View XEG Profile
  • View Questions on XEG
• iShares S&P/TSX Capped REIT Index ETF (XRE $15.41)
  • $15.41 P/E (TTM): 16.98X Cap: $1.06B
  • View XRE Profile
  • View Questions on XRE
• iShares S&P/TSX Capped Utilities Index ETF (XUT $32.65)
  • $32.65 P/E (TTM): 21.8X Cap: $327M
  • View XUT Profile
  • View Questions on XUT
• CI Canadian REIT ETF (RIT $16.55)
  • $16.55 P/E (TTM): 51.99X Cap: $397M
  • View RIT Profile
  • View Questions on RIT
• Eastfield Resources Ltd. (ETF $0.04)
  • $0.04 Cap: $2M
  • View ETF Profile
  • View Questions on ETF

Q: Hi Team,
Could you suggest Canadian ETFs of the following sectors for Senior incomes :
1 /Reit 2/ Utility 3/Prefer 4/Bank/Financial 5/Energy.
Please deduct as many question credit as needed.
Thanks as always,
Tak

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Read Answer Asked by Tak on October 12, 2021

• Bank of Nova Scotia (The) (BNS $95.68)
  • $95.68 P/E (TTM): 18.08X Cap: $116.65B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• iShares Canadian Financial Monthly Income ETF (FIE $9.62)
  • $9.62 P/E (TTM): 9.77X Cap: $1.23B
  • View FIE Profile
  • View Questions on FIE

Q: The worst house on my street, just sold for twice what the best home on my street went for 4 yrs ago.
Could you please name some of the leading indicators to keep an eye on, for if/when this all folds backwards.

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Read Answer Asked by Cacey on October 07, 2021

• Realty Income Corporation (O $56.72)
  • $56.72 P/E (TTM): 55.02X Cap: $51.96B
  • View O Profile
  • View Questions on O
• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN
• Cencora Inc. (COR $374.75)
  • $374.75 P/E (TTM): 37.54X Cap: $72.16B
  • View COR Profile
  • View Questions on COR

Q: Greetings 5i members
I have been thinking about increasing my reit exposure. I know that you like tcn and Granite reit. There is also a US reit that you have mentioned from time to time. I tried to look it up on the site by going through the questions. But nothing rang a bell. I am quite sure you will know the company I am talking about. Out of the two mentioned and the so far unknown US reit, which would be your favourite and why? I cannot see either any advantage in holding a Canadian reit in a registered account. Nor can i see a disadvantage in holding a US reit. Do you see any advantages or disadvantages one way or another?

Thanks as always for the great service you provide

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Read Answer Asked by joseph on October 06, 2021

• Realty Income Corporation (O $56.72)
  • $56.72 P/E (TTM): 55.02X Cap: $51.96B
  • View O Profile
  • View Questions on O
• Prologis Inc. (PLD $127.39)
  • $127.39 P/E (TTM): 36.57X Cap: $117.45B
  • View PLD Profile
  • View Questions on PLD
• Public Storage (PSA $272.33)
  • $272.33 P/E (TTM): 27.96X Cap: $47.22B
  • View PSA Profile
  • View Questions on PSA
• Cencora Inc. (COR $374.75)
  • $374.75 P/E (TTM): 37.54X Cap: $72.16B
  • View COR Profile
  • View Questions on COR
• Digital Realty Trust Inc. (DLR $157.37)
  • $157.37 P/E (TTM): 40.72X Cap: $54.62B
  • View DLR Profile
  • View Questions on DLR

Q: What are your top US REITs?

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Read Answer Asked by Serei on October 04, 2021

• InterRent Real Estate Investment Trust (IIP.UN $13.27)
  • $13.27 Cap: $1.85B
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN

Q: InterRent REIT downgraded to a sell by one analyst.What is your opinion of this company and could you recommend a few replacements?Thanks.

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Read Answer Asked by Maurice on October 04, 2021

• Redfin Corporation (RDFN)
  • Cap: $1.43B
  • View RDFN Profile
  • View Questions on RDFN
• eXp World Holdings Inc. (EXPI $11.80)
  • $11.80 Cap: $1.86B
  • View EXPI Profile
  • View Questions on EXPI

Q: I recently sold my shares in RDFN for a small loss as it has not be doing much. I have been looking for a new real estate position in my TFSA to replace RDFN. I have noticed more questions recently about EXPI. Can you describe why you like this company? Would it be one of your top picks in real estate US stocks? If not, what are your ranked top 5 in order? I see EXPI is down 13% today as of writing this question (no news that I can find) and wondering what you might see as a favorable entry point. I am ok with volatility and am looking for long-term growth in my TFSA.

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Read Answer Asked by Justin on September 30, 2021