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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: The company profile shows a dividend yield of 13.8%. Other sites show a modest yield of ~4.5%. 2 yearsago MRG.un paid 6 cents per share and today pays 20 cents which I interprete as a positive reason to own the stock, but I am puzzed why there is such difference inthe yield numbers. As you can tell by my question, I am tempted to buy a position but recognize high yields are often a warning sign. Is 13.8% yield sustainable? I have been burned in the past with this kind of dilemma. Appreciate your thoughts ....thanks
Read Answer Asked by Lionel on February 07, 2025
Q: Hi - what would be your general stance on REITS in Canada right now. They have taken a decent hit today on the tariff news. Are they oversold? Bottom line, and I know it's a broad question that is hard to answer specifically but would you buy, hold, sell Cdn REIT sector?
Read Answer Asked by Doug on February 04, 2025
Q: Dear 5i team.

Just curious which REIT owns the warehouses in Quebec that Amazon appears to be vacating with the announcement that they are closiing them all in the Province?
It will be a temp hit as they find new tenants, but is it material in the short term?

Thanks for your help in this regard.
Read Answer Asked by Arthur on February 03, 2025
Q: Looking at the REIT space given what seems to be a general decline in share prices of most real estate ETF's and general real estate related shares over the last few years. I already own DIR.UN and now I'm looking to add a REIT to the mix that offers at least a 6% dividend. I know you also like GRT.UN and CAR.UN. What are your thoughts on MREL and HGR as ETF options? Can you compare the two for me? Also would you suggest an alternate ETF to those tow ... or even a single REIT stock that you think can do well over the next 2-3 years and offer 5% dividend and capital protection.
Read Answer Asked by Randy on February 03, 2025
Q: Planning to buy one of these for a 3 to 5 year hold. Give me your ordering based on total return. Much appreciated. ram
Read Answer Asked by Ray on February 03, 2025
Q: hi folks

which US home builder has the best balance sheet and which would be your 1 or 2 recommenced choices at this time?

thanks


Read Answer Asked by Robert on January 31, 2025
Q: How do you think these companies will do during a recession or if Trump tariffs are introduced? Are they relatively tariff proofed?
Looking for some stability for the next few years with some income.
Read Answer Asked by Debrah on January 30, 2025
Q: I hold these REITs in a diversified portfolio. They have not been performing and are mostly close to 52 week lows. Do you see upside in these? What is your view on holding REITs like these? Should I be switching them out for something else or am I being the typical investor considering selling at the bottom :-)
Read Answer Asked by Jacques on January 22, 2025
Q: I have most of our Reits in our TFSA accounts, which I understand really should be for more growth stocks. If I take a position with CHP.UN and put it in our margin account, do you know how much would be Dividend and how much is other income that is taxed differently? Does it make that much difference?
Reits have been out of favour recently and coming to year lows. Do you see this as a buying opportunity, or are you cautionary? Do you see more potential downside?
Thanks so much!
Read Answer Asked by Pat on January 22, 2025
Q: Good Morning
You are recommending continuously DIR.UN as one of your favorite REITs.
I have noted that this Company has not increased their dividend since 2013.
Normally, we have been advised to avoid companies that have not increased their dividends for several years.
Isn't this fact a red flag that DIR.UN should be avoided ?
Thank you as always for your insight.
Read Answer Asked by Terry on January 17, 2025
Q: From recent articles I've read, It appears that sentiment in REITS is shifting from residential and industrial to retail and senior housing.
I currently hold CAR.UN and DIR.UN. I find this hard to believe but should I be considering a switch to REI.UN and CSH.UN or something else that you support?

Carl
Read Answer Asked by Carl on January 16, 2025
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