Investment Q&A

Q: My Real Estate holdings, aside from a paid off home, are DIR.UN (39% of real estate holdings; up 46%), GRT.UN (13%; 11.7%), SMU.UN (16.5%; 9.5%) and TCN (31.5%; 28%).

My longer term holdings have been DIR and TCN. Following 5i's emphasis upon Industrials as a current favourable sector and comments that Industrial REITs are fewer in number (eg WPT's recent buy out by Blackstone) and therefore more valuable, plus a TD analyst comments on the possibility of an SMU buy out, I bought GRT and SMU.

However, in a general intent to streamline my overall portfolio to fewer and 'best quality' holdings, how would you suggest I amalgamate these holdings to maintain subsector and geographic coverage with projected best return? Which is the least desirable holding(s) that I might sell?

Q: I would appreciate your thoughts about this company. Thanks!

Q: Could you please update your views on Americold. Do you think the recent price declines represent an opportunity? Thanks!

Q: May I have your comments on earnings please. Super service!

Q: When REITs have dispositions during the year does it prompt year-end special distributions?
How often does this happen.?
I saw a note about AX.UN maybe doing a distribution because new management sold all that valuable industrial property (a mistake in my opinion).
Is it mandatory?
When and why do shareholders get the bonus?

Q: HI
I am woefully low in real estate and notice you have only 1 REIT in your three model portfolios combined albeit an equal weight REIT but your total real estate sector allocation would still be low. Are you bearish on real estate?

What if any real estate stocks do you like or would you still just favor ZRE for diversification for an RRSP holding? What would you suggest for real estate sector allocation percentage?

Q: I hold this stock for a potential rebound to prepandemic levels. What effect would higher, and much higher interest rates (double digit) have on this company?

Q: Hi 5i,

With Zillow dropping the bomb on iBuying, does this mean eXpi should do better since it's more a brokerage than buying and reselling for itself? Or does it mean bad news for the entire industry?

TIA!
Wayne

Q: Can I please get your take on Dream Unlimited? This stock's chart has been kind of astonishing in its smooth, upward progression. What do you think of it in terms of safety as well as capital appreciation?

Q: Is it possible to determine a price at which Zillow becomes attractive based on its original / remaining business? If so, what do you think this number might be?

What's the difference between Z and ZG?

Q: Hi 5i, pls comment on earnings release and any material info going forward. Thx

Q: TCN received a couple of analyst rating that were just average. Stock is down today. Can you comment on what your assessment is and what the future might hold? I have owned many years and it appears to be a well run company.

Q: What is your opinion of this one? Is it worth holding on to? Let me know your thoughts

Q: HCG has survived and appears to be doing well. Do you like it or can you suggest others that you would prefer.
Can we expect them to start a dividend.
Please look into your crystal ball.
PB

Q: Hi 5i,
I'm not sure this is an appropriate question to ask but, here goes.
I was considering purchasing AMT for my TFSA and NonReg accounts.
Can you help explain the taxation issues I need to be aware of for each account. (capital gains and losses, distributions, dividends etc.
I understand that the taxation issues for a US REIT may be different from a US stock.
Thanks

Q: How would you compare HHL and NWH.UN for income and outlook ?

Q: 3rd quarter FFO.1.39 doesn't look that terrible in short therm, if sequentially could be a bit lower, the med. Long therm show good numbers, the volatility surprise-me.
As usual Thank-you
Dan

Q: I would like to invest in 2 REITs and am looking for the best potential Total Return. I have been looking at the 4 REITs listed above, but would consider any REIT. What 2 REITs would you suggest at this time? Would you recommend 1 industrial REIT and 1 residential/commercial REIT for diversification? Finally, can you please tell me the percentage of US real estate, if any, in each of the 2 REITs suggested. Thank you!!

Q: Hi Peter, Ryan, and Team,

Portfolio Analytics indicates that we need to increase our Real Estate holdings, but the only place to do so would be in an unregistered account. I’m looking at GRT.UN and TCN. My thinking is that even though GRT.UN has a slightly better chart, the best option would be to go with TCN, and since it’s not a REIT, there would be some tax advantages in this situation. Is my thinking correct? I should add that our only holdings in this sector are FSV and IIP.UN, both recommendations of 5i, but held in our RRIFs. A big thank you for these past recommendations, and for your assistance with my latest query.

Q: Good evening!
In light of today's announced split, what are your thoughts, particularly in regards to the residentially focused part. Is there any reason in particular why the dividend would be at risk? Would you see them increasing the dividend back to the original pre-covid levels, and if so when?
Thanks! Paul K