Investment Q&A

Q: is it possible too short or ultra short the real estate market ? thanks

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Read Answer Asked by jim on March 29, 2021

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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• InterRent Real Estate Investment Trust (IIP.UN)
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• DREAM Unlimited Corp. Class A Subordinate Voting Shares (DRM)
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Q: Currently own the above 3 REITs. Could you recommend another reit or two that could complement the above? Thanks.

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Read Answer Asked by Jeff on March 29, 2021

• Slate Grocery REIT (SGR.UN)
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Q: Could you comment on the deal with Annaly Management ?

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Read Answer Asked by terrance on March 26, 2021

• Bridgemarq Real Estate Services Inc. Restricted Voting Shares (BRE)
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Q: Bre seems to spin its wheels in the sector.Could you comment

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Read Answer Asked by terrance on March 26, 2021

• Dynex Capital Inc. (DX)
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Q: Can you give me your opinion on Dynex Capital. The information I am looking at shows that the company has no debt, a low PE of 9, a 40% ROE, and a 8% Dividend. Would you be comfortable owning it in an income portfolio?
Many Thanks
John

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Read Answer Asked by John on March 25, 2021

• Choice Properties Real Estate Investment Trust (CHP.UN)
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Q: Peter and Ryan, would you please give me my best choices to add to the reits that I have now. Looking for 4% and better dividend. I now own NWH.UN SLATE GROCERY and SMART REIT. Thinking of Choice reit and or Crombie??? Your advise please on reits that may be the best fit. Thanks Ken

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Read Answer Asked by Ken on March 24, 2021

• CI Global REIT Private Pool (CGRE)
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Q: Hi Peter
I am looking for an income oriented US/Global REIT ETF. Could you comment if CGRE is a good long term holding in this space? If there is a better ETF, please do suggest

Thanks

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Read Answer Asked by Greyhair on March 23, 2021

• First Capital Realty Inc. (FCR)
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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• Artis Real Estate Investment Trust (AX.UN)
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• Crombie Real Estate Investment Trust (CRR.UN)
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• Granite Real Estate Investment Trust (GRT.UN)
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• InterRent Real Estate Investment Trust (IIP.UN)
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• NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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• Summit Industrial Income REIT (SMU.UN)
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• BTB Real Estate Investment Trust (BTB.UN)
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• Altus Group Limited (AIF)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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• Inovalis Real Estate Investment Trust (INO.UN)
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• European Residential Real Estate Investment Trust (ERE.UN)
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Q: Would appreciate it very much ranking the above based on your expectation of total return over 3 to 5 years period. I wish to consolidate these number into less positions. In particular I am thinking of selling FCR at a loss and perhaps add to GRT.un or one of the others,

Thanks

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Read Answer Asked by Saad on March 23, 2021

• RioCan Real Estate Investment Trust (REI.UN)
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• SmartCentres Real Estate Investment Trust (SRU.UN)
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• Choice Properties Real Estate Investment Trust (CHP.UN)
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Q: Hi,
How would you rank these reits in regards to revenue, distribution security and growth.
Thank you
Ed

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Read Answer Asked by Edward on March 22, 2021

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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• Cominar Real Estate Investment Trust (CUF.UN)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: Hi 5i Team, Could we please get your opinion on Cominar current situation/valuation + future perspectives in an eventual post-covid era compares to other REITs ? Thank you,

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Read Answer Asked by Luc on March 20, 2021

• Orchid Island Capital Inc. (ORC)
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Q: Is Orchid Island Capital’s growth expectation sufficient to make this firm an interesting dividend source? Your suggestion of quality Canadian REIT alternatives would be very welcome, as well. Thanks!

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Read Answer Asked by David on March 19, 2021

• Killam Apartment Real Estate Investment Trust (KMP.UN)
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Q: What do you think of kmp.un.ca for safety and growth ?

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Read Answer Asked by philip on March 19, 2021

• Park Hotels & Resorts Inc. (PK)
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Q: Hi gang, just came across park hotel and resort. How would you rate this company? Has it cut did at Covid19? Is div safe? Are they making any money? Looking for4-5 years in rrsp. Thanks
Alnoor.

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Read Answer Asked by Alnoor on March 18, 2021

• DRI Healthcare Trust (DHT.UN)
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Q: Good morning,

Just wondering if DHT.UN will be paying a dividend and if so have they indicated how much?

Thanks

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Read Answer Asked by Jimmy on March 17, 2021

• Lennar Corporation Class A (LEN)
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Q: Hi 5i,
What is your opinion regarding Lennar's earnings released today (meet/beat?) and what can be expected going forward?
Would you continue to hold/add at current prices? Why /Why not?
Finally, calling for prediction, at what price do you think this stock would be considered fully valued?
Thx
Jim

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Read Answer Asked by jim on March 17, 2021

• BSR Real Estate Investment Trust Trust Units (HOM.U)
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Q: Can you comment on recent qtr results for BSR reit please? I have been adding to this one for US apartment sunbelt exposure. What do you think of it? I also own Killam and Cap apartment reits for Canadian exposure. Do you like the sector? Thanks

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Read Answer Asked by Scott on March 15, 2021

• Century Communities Inc. (CCS)
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Q: What is your opinion on this company?

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Read Answer Asked by Anne on March 15, 2021

• American Hotel Income Properties REIT LP (HOT.UN)
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Q: I would appreciate your comments on:
1) the latest quarterly results.
2) overall prognosis for this specific company
3) whether you agree with their supposition that the hotel industry will have a recovery surge from pent-up demand probably beginning this summer (in the USA, at least).

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Read Answer Asked by Paul on March 13, 2021

• WPT Industrial Real Estate Investment Trust (WIR.U)
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Q: Hi, your thoughts on their earnings please. They looked decent to me but the stock is selling off? Thanks.

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Read Answer Asked by Gary on March 12, 2021

• Brookfield Property Partners L.P. (BPY.UN)
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Q: Greetings:
On Feb 23, you said wait a while longer to sell. I have all the time and patience to wait, however, I don't want to wait until I am forced to accept $16.50. Advice now?
Thanks as always,
BEN.

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Read Answer Asked by BEN on March 12, 2021