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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: REITs and REIT ETFs: You do not recommend REITs in unregistered accounts nor in RRSP, is it OK to have REIT ETF instead of REIT in unregistered account in order to do easier calculations if selling ,concerning income tax declaration : I use only the T3 or T5 provided by the bank, is it OK then ? 2) Concerning RRSP the tax rate is usually not high when we are retired since salary is lower so s it OK to have some REITs or REIT ETF in my RRSP?
Read Answer Asked by Jean-Yves on December 04, 2020
Q: Good morning - what would be your choices in the real estate and consumer defensive sectors at this time ( for long term holds)? I am concerned about the near term future for retail real estate ( i had a long career in retail realty) as well as for the longer term of office realty. Apartments and Industrial look more appealing and I currently hold IIP, Dream Industrial. Add more, or diversify, maybe to Granite? I have very little in Consumer Defensive. As always, thanks.
al
Read Answer Asked by alex on December 02, 2020
Q: I am retired, living off dividends and distributions I receive from my CDN portfolio. For a number of years, I have put my high-yielding REITs with less tax-efficient distributions in my TFSA. I have paper losses on all of them, but it is a long-term game and they still have high yields, except H&R. Given H&R’s holdings, in a context more negative toward retail and office spaces, should I take my loss, even in a TFSA, and replace it with NWH.un, which I have in my taxable account and has a higher yield? Thanks, Martin
Read Answer Asked by Martin on December 01, 2020
Q: Hello 5i Team
Firm Capital Apartment REIT (FCA.UN / FCA.U) is a small cap Canadian REIT focusing on the US multi-residential market.
1 - How does it compare to the other US focused residential REITs trading on the Canadian Markets? Specifically compared to BSR REIT (HOM.UN / HOM.U), Flagship Communities REIT (MHC.U) and the closed end fund Starlight U.S. Multi-Family (No.1) (SCPO.UN)? Most of these REITs pay their distribution in US dollars and trade in both C$ and US$ on the Canadian Exchanges.
2 – Would Tricon Residential (TCN) be a better choice, even though it is a corporation (versus a REIT) and has a lower yield?
3 – Would it be better to research the US listed residential REITs and select a suitable candidate?
Thankyou
Read Answer Asked by Stephen on December 01, 2020
Q: Greetings 5i,
I am looking to make some room in my portfolio and have also recently done well on the REIT rally. Of the three companies listed, would you SELL one of them or trim from all three?
Thank you very much
Steve P
Read Answer Asked by Steve on November 30, 2020
Q: GRT.UN: Only 33% is from magna bldgs - the rest is modern warehouse set-ups that cater to the on-line commerce that is evolving more quickly with CV19 is my understanding; however, as the vaccines are rolled out will this not have a negative effect initially on the unit price? I'd love to buy; but, seems very expensive right now. A full position for me would be 1500 shares. Comments please.
Read Answer Asked by James on November 27, 2020
Q: Hello Peter, it's been a couple of months since you addressed a question on this company. Can I please have your current assessment? Also, as the yield is very nice, if one has a moderately high risk tolerance and no need for the cash in the next few years, would you consider it worth holding, or would you move on to something else.
Read Answer Asked by James on November 18, 2020
Q: Hi,

I hold SMU (up 100%) and NWH (up 40%). COLD, however, has come up as recommended from a few places I get my ideas from and I'm considering initiating a position in it. To free up some funds I need to dump either SU or NWH and am curious which one you would exit and why? I'm more interested in capital growth than dividend and generally hold mid-long term.

Cam.
Read Answer Asked by Cameron on November 16, 2020
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