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 have been a longtime holder of SMU and have done well from it The stock has been on a tear lately, now yielding only 2.81 % and is now 10% of my ( non registered) portfolio and 5% of total portfolios. I am reluctant to reduce but wondering if a trimming is in order. Please comment on its technical characteristics. Also own Crombie and HR reits. Ignoring stock weighting,I suppose if I want to trim my reits it should be the one with the least potential and worst metrics, not the one that has given me the best return so that means to trim HR. Your thoughts are appreciated. Derek
Read Answer Asked by Derek on August 12, 2021
Q: Do you know of an ETF that specializes in industrial REITs? I think warehousing and distribution centres will continue to be a growth business. Would you agree?

Thank you.
Read Answer Asked by David on August 11, 2021
Q: This is being bought out. Can you recommend another REIT or ETF in the industrial space to replace it?
Read Answer Asked by Richard on August 10, 2021
Q: Hi 5i Team,

I am looking to invest in a private industrial/warehousing REIT that at some point might go public. What are the typical valuation metrics used for REITs in the public markets and what do you see as the average valuation for public REITs in the industrial/warehousing space?

Thanks in advance,
Jon
Read Answer Asked by Jonathan on August 06, 2021
Q: I am looking for exposure to REITs for some capital appreciation but primarily for income either through individual REITs or ETFs. Can you recommend some individual REITs and ETFs. Is this a good time to be buying REITs instead of bonds for income?
Read Answer Asked by Robert on July 30, 2021
Q: Hi 5i:

Can the Price to Earnings ratio (P/E) be used to determine the valuation of these yield plays or should I be looking at the Net Asset Value (NAV) instead?

Using P/E they rank cheapest to most expensive as: DFN, FIE, ZWC and EIT.UN. Is that accurate and if not, how would you rank them, cheapest to most expensive?

Thanks in advance,
Greg.
Read Answer Asked by Greg on July 28, 2021
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!