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 would like to diversify my REIT holdings geographically. I currently hold a reasonable position in CAR.UN and an overweight position in TCN. I would appreciate any recommended REITS with operations in the USA or Europe that are registered in either Canada or the USA. Is there anything like another another Tricon Residential available?
With appreciation for your great service.
Ed
Read Answer Asked by Ed on July 05, 2021
Q: Deaar 5i,
I would like your thoughts on CRT.UN vs CTC.
In March 2020 there wax a very dramatic decline in CRT.UN vs CTC.
I would have thought CRT.UN would have experienced less of a decline in stock price.
thanks for your opinion
Read Answer Asked by Ian on June 30, 2021
Q: Back in this April I switched GRT.UN over to SMU.UN after GRT.UN's unit price had gone stale. I did reap the benefit of 25% gain from a 2 year hold. This switch is only supposed to be a temporarily move as I was waiting for better other opportunities. However, SMU.UN went up by 18% since then (in only a bit more than 2 months) and I wonder why so much and so quick for a REIT?

My question is that SMU.UN gain for real? Why the big pop and will it hold, or I should jump ship at the next opportunity? I'm not complaining about this windfall, but it's too much too soon and there is no such thing as a free lunch from heaven? Right? LOL.
Read Answer Asked by Victor on June 29, 2021
Q: Hi
Can u provide your thoughts on these companies. Would you consider them a buy or is there a better alternative. Thanks Clare
Read Answer Asked by clara on June 23, 2021
Q: I see these 2 REITs have been compared before, however they have both moved up lately and I am considering a long term holding 5+ years and would like your opinion which you think is positioned to grow more?
I am looking for industrial do you prefer a different canadian reit?

Read Answer Asked by Lee on June 22, 2021
Q: What do you think of this company and life sciences real estate. Institutional money is starting to flow into the space - wondering if this company is a good buy/how is is valued.

Also, do you know any other ways to get exposure to life sciences real estate or data centres?
Read Answer Asked by Max on June 21, 2021
Q: These 2 companies paid a dividend prior to the Covid Collapse. In the case of American Hotel there is some indication of a possible return to dividend payments by Dec 2021 but it's not clear if Surge Energy will return to paying a dividend. Do you think these companies will return to paying dividends again, and if so, what should I be watching for to give me an idea of how long it will take to return to paying dividends.

Looking forward to your need website.
Read Answer Asked by Phil on June 17, 2021
Q: Good day team,
I would appreciate your insights on Summit Industrial REIT. I don’t have any industrial REIT exposure at the moment but used to own Summit a while back. I’m wondering if I should buy again for long term hold and if there is still upside, or if there is another Canadian industrial REIT you would recommend and reasons why.
Read Answer Asked by Carlos on June 17, 2021
Q: I am looking to add one REIT to my RSP portfolio. I would greatly appreciate your thoughts on the two listed above and if you have a better suggestion. What would be your preferred REIT please?

Thanks and a price increase for this service is well deserved in my humble opinion. Dan
Read Answer Asked by Danny-boy on June 15, 2021
Q: I hold these in my TFSA. Do you think this is the best type of account to hold these in? Also, do you feel that these would be higher risk stocks compared to the general market as there seems to be a real estate bubble and would these come down exponentially more if / when there is a correction?
Thanks.
Read Answer Asked by Bill on June 03, 2021
Q: Can you clarify about companies that pay part of their dividend through "Return of Capital". Are these considered a poor investment because they are just giving you your own money back? Also, what happens when you have had 100% of your original capital investment returned to you - do you still continue to receive "return on capital" even though you have received all of your original investment back or is the distribution then reduced as you no longer have any of your original capital left to return?
Thanks.
Read Answer Asked by Bill on June 03, 2021