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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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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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Boardwalk Real Estate Investment Trust (BEI.UN $67.37)
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Tricon Residential Inc. (TCN $15.34)
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BSR Real Estate Investment Trust Trust Units (HOM.U $11.85)
Q: Can you please give me your opinion on how you would rank these three companies and include some comments
on which you feel are at the best discount to NAV and would likely have better growth over the next 3 to 5 years along with any other pertinent information you feel is relevant.
Thank you!
on which you feel are at the best discount to NAV and would likely have better growth over the next 3 to 5 years along with any other pertinent information you feel is relevant.
Thank you!
Q: I am continue to look for Candian listed REITs that own properties in the USA. Your recommendations for any/all sectors of the US REIT market would be appreciated. I already own Tricon Capital but would certainly like to add more residential as well as industrial...
Ed
Ed
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H&R Real Estate Investment Trust (HR.UN $10.58)
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Choice Properties Real Estate Investment Trust (CHP.UN $15.14)
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First Capital Real Estate Investment Trust (FCR.UN $23.38)
Q: I am interested in REITs for potential retirement income. However, when one looks into the details of the “dividends” often a significant portion of the yield is return of capital. Are there any Canadian reits that make distributions that are largely just income and if so can you advise of same. Thanks Bill
Q: May I please have you opinion of Armour Residential Reit in the US. Thank you.
Q: Peter and co., a year ago you expressed some concern about Flagship Communities REIT, a US$ REIT that trades on the TSX, because it was a new IPO. May I have your current assessment of the company and stock valuation?
With appreciation,
Ed
With appreciation,
Ed
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Equinix Inc. (EQIX $1,085.03)
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Crown Castle Inc. (CCI $89.26)
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Tricon Residential Inc. (TCN $15.34)
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Summit Industrial Income REIT (SMU.UN $23.48)
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WPT Industrial Real Estate Investment Trust (WIR.U $21.77)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.72)
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Digital Realty Trust Inc. (DLR $200.70)
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Alexandria Real Estate Equities Inc. (ARE $41.39)
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Healthpeak Properties (PEAK)
Q: Hi,
Can you tell me what type of account is generally best to hold US REITs, from a tax perspective?
I hold these 4 Canadian REITs (TCN, WIR.U, DIR.UN, SMU.UN) and am interested in several US REITS. I've been considering AMT, CCI, EQIX, DLR. Can you comment on these and suggest a few others.
Can you tell me what type of account is generally best to hold US REITs, from a tax perspective?
I hold these 4 Canadian REITs (TCN, WIR.U, DIR.UN, SMU.UN) and am interested in several US REITS. I've been considering AMT, CCI, EQIX, DLR. Can you comment on these and suggest a few others.
Q: How do you feel on the chip shortage with regards to Auto Canada and Automotive properties reit going forward ?
Q: Hello
Which do you think has a stronger growth potential between an industrial and apartment REIT for a 5 year horizon?
Thank you for your excellent service.
Which do you think has a stronger growth potential between an industrial and apartment REIT for a 5 year horizon?
Thank you for your excellent service.
Q: Are you aware of any companies in Canada that would have a business model similar to Tricon (TSX:TCN) wherein they rent single family residences in Canada. My understanding is that Tricon's portfolio is largely in the United States.
Thank you
Thank you
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.51)
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Granite Real Estate Investment Trust (GRT.UN $93.20)
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InterRent Real Estate Investment Trust (IIP.UN $13.18)
Q: What are your top three REIT's?
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Choice Properties Real Estate Investment Trust (CHP.UN $15.14)
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Inovalis Real Estate Investment Trust (INO.UN $0.85)
Q: Good Morning,
Thanks for your excellent service. I owe INO.UN and CHP.UN in REIT. Looking to replace them with 1 Industrial/Commercial/ REIT and 1 residential REIT. Looking for long term growth and not much concerned about Income. Can you recommend 2 REITS in each space with brief comments on the rationale that there long term prospects will be better then the one I am replacing.
Thanks and have a great day
Thanks for your excellent service. I owe INO.UN and CHP.UN in REIT. Looking to replace them with 1 Industrial/Commercial/ REIT and 1 residential REIT. Looking for long term growth and not much concerned about Income. Can you recommend 2 REITS in each space with brief comments on the rationale that there long term prospects will be better then the one I am replacing.
Thanks and have a great day
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ONEX Corporation Subordinate Voting Shares (ONEX $115.58)
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Dream Office Real Estate Investment Trust (D.UN $16.89)
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Enghouse Systems Limited (ENGH $17.39)
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Killam Apartment Real Estate Investment Trust (KMP.UN $17.01)
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BTB Real Estate Investment Trust (BTB.UN $3.89)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.72)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.69)
Q: In my TFSA I am looking to move it to a more growth oriented stance. In keeping with this I have added ENGH and LSPD already. In what order would you sell the above (other than LSPD and ENGH)? I could sell off whole positions or just reduce the holdings either is fine. Any reasoning behind the ranking would be useful too.
Q: What are your current thoughts on CRT.UN? Thanks.
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Mosaic Company (The) (MOS $23.15)
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Nutrien Ltd. (NTR $102.24)
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Farmland Partners Inc. (FPI $10.71)
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Gladstone Land Corporation (LAND $9.78)
Q: There is any ETF ,Funds or others vehicles suitable to invest for a long to mid-therm into farm land.
Thank You
Dan
Thank You
Dan
Q: Hi
I am a long time holder of MEQ and I am wondering your overall thoughts considering the 50% growth this past year and if this is the beginning of bigger moves to come for MEQ as they break the 1B market cap.
NAV is a hard thing for me to evaluate, but the company keeps stating they believe they trade below NAV, would you agree?
Allan
I am a long time holder of MEQ and I am wondering your overall thoughts considering the 50% growth this past year and if this is the beginning of bigger moves to come for MEQ as they break the 1B market cap.
NAV is a hard thing for me to evaluate, but the company keeps stating they believe they trade below NAV, would you agree?
Allan
Q: What do you think of the quarterly results for Canadian Net REIT?
Q: Can you please comment on the latest quarter.
Thanks.
Thanks.
Q: I am looking at increasing my real estate exposure. What are your thoughts on this company? What are your top suggestions in the real estate sector?