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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: Hello 5i,

Crazy idea and does the following make sense?

For every BPY.UN unit you will receive .3979 of BAM shares.
My math --> BAM $60.74 x .3979 = $24.17 but BPY.un is trading at $22.60. This is a 6.6% discount.

Does it make sense to buy BPY and get BAM at a 6.6% discount?

If so, I am a genius. And how do I make sure I get the shares instead of the cash.
Read Answer Asked by James on May 28, 2021
Q: The offer for BPY shares is US$18.17 from BAM. In the past 2 weeks BPY has been trading at a higher value. Today it closed at US$18.73, 3% above the offer. Why is it trading above the offer price?

The offer also said you could opt for 0.3979 of a BAM share. Today BAM closed at US$50.17. So if you opt for that option then you would get the equivalent of US$19.96. Are people bidding up BPY over the offer price and then they will exchange those BPY shares for 0.3979 of a BAM share? At today's prices they would make a 6.5% profit. BAM could fall between now and the closing so they are taking a risk. Is that the reason that BPY is trading above the offer price of US$18.17?

Paul
Read Answer Asked by Paul on May 28, 2021
Q: Can you rank these Reits for value and growth please. I’m considering adding to 1 or 2 of these names. Thanks
Read Answer Asked by Scott on May 26, 2021
Q: Hi,
Could you recommend a few REIT's with a main goal of income and some growth.

Thanks
Read Answer Asked by Brent on May 26, 2021
Q: Extendicare is government funded? Do you believe that the government is going to increase patient funding and also aid in funding for construction of new facilities going forward? Would you recommend buying any of these three now? What is your ranking of these three?
Read Answer Asked by David on May 26, 2021
Q: How would you go about identifying a proxy to the Canadian residential real estate market? Ultimately, I would like to short the real estate market but can't seem to design the trade. Any guidance would be helpful.
Read Answer Asked by Robert on May 25, 2021
Q: In the past you have mentioned you felt the dividend is vulnerable, wondering if anything has changed or do you still feel this way? Could you list a few Canadian REITS you would feel more comfortable with yielding above 5%?

Thanks
Read Answer Asked by Mackenzie on May 25, 2021
Q: Hi,

Im looking for an investment thats fairly stable, with some income, some growth and should do well in the next few years. I own no REITS, and no industrials presently.

Can you recommend 2 CDN REITS I should consider? If you have better options than the ones I listed, what else should I consider?

Can you recommend two US REITS as well?
Read Answer Asked by Graeme on May 18, 2021
Q: I have held IIP.un for about 9 month. Following some declines (story of my life) and then periods of stable value, the stock has been increasing nicely in the last couple of months and I am now up about 15%. Do you see continuing increases for IIP.un or will it flat line after this recent run? The other day a BNN guest suggested that TCN would be better than IIP.un, going forward. What do you think about a switch? Of the 2, which would be a stronger, more secure holding. Thank you for your excellent service.
Read Answer Asked by Leonard on May 11, 2021
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