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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: Apartment based REITS seem like good value yet their stock price is declining. Can this be explained by the fact that their future performance will be impacted negatively by expectant higher interest rates?
Read Answer Asked by John on February 25, 2021
Q: Your most recent answers to questions about HR.UN and REI.UN indicate that you don't favour them and that they do not need to be owned, suggesting DIR.UN instead, among others. So a few days ago I replaced HR.UN with DIR.UN, and ever since, both
REI and HR have been shooting up while DIR languishes. Today alone they are up over 5% and 4% respectively. Can you explain what's happening here?
Read Answer Asked by chris on February 25, 2021
Q: It was mentioned on a recent CityTv show that 2021 residential real estate would be hot in British Columbia (of course) and New-Brunswick(!). I own some residential Reits (IIP/CAR/Minto), but not likely focused in these areas. Do you know where I could find the beakdown of business by provinces/sectors (Retail/Industrial/..) for Canadian Reits? Or which Reits operate in NB (KMP may be?) And BC ? Thanks.

Read Answer Asked by Denise on February 18, 2021
Q: Hi Guys

I believe in the space REIT's you prefer apartment and Industrial REITS these days. Looking at the Industrial REITS can you let me know which company you would prefer today given their current valuations and stock price they are trading at? I am looking at a long term hold - so out at least 5 years, and looking at total return, hopefully a nice dividend but also a track record of increasing dividend and a solid management team.
Thanks so much

Stuart
Read Answer Asked by Stuart on February 17, 2021
Q: Hi,

I own several REITs. They don't make up a large portion of my portfolio, but I've always liked real estate investing and I think there's long term value in some names even if they are necessarily exciting right now. I currently own BEI.UN, IIP.UN and GRT.UN. All are up significantly since purchased. I'd like to branch out and I'm looking at REI.UN and AP.UN. I've managed to stay away from Retail, but REI.UN has diversified nicely into multifamily housing and has sold retail properties outside of the 6 urban areas. AP.UN is in the office sector and who knows what's going to happen there even though it is down considerably from its highs. Which would be your choice and do you think there is long term value in these names? It is for an RRSP account.

Thanks,
Jason
Read Answer Asked by Jason on February 16, 2021
Q: Wondering what your thoughts are on Chartwell these days. Is it likely to come back after Covid? I own a moderate position in a LIF and wonder if it is a good idea to hold it. It's all bad news about the care homes right now so I hate to sell at the worst time. What are your prospects for this going forward or is there another one I should switch to?
Read Answer Asked by Maria on February 16, 2021
Q: I am considering the above 7 REITs and would like to concentrate on the best 4-5 for long term in RRSP; based on current value and growth potential. I am concerned that CRT is trading at too high a valuation (P/B higher than others). Could you please tell us where each of the 7 REITs are trading, relative to their NAV (for example DIR's may be trading at a 10-per-cent discount to NAV). Can you please rank all 7 REITs? Thank you!!
PS: Is it hard to calculate trading price relative to NAV?
Read Answer Asked by Grant on February 12, 2021
Q: COR reported yesterday February 4 and shares are down about 5%.
1. Your view on the results please , for example results vs. management forecasts.
2. Is projected cash flow sufficient to meet debt obligations and projected distribution rates ?
3. Is COR positioned well for the growth in the global need for data centers, especially given rapid digitization (possibly including some troublesome humans in the future) ?
4. I referred to your response to my question of January 13 (thank you). Is there anything in your answer of that date that you would change?
5. Is today a good time to buy ?
Read Answer Asked by Adam on February 09, 2021
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