Q: is cominar reit a solid buy at this level i realize theirs risks but a calculated buy
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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.
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Prologis Inc. (PLD)
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WPT Industrial Real Estate Investment Trust (WIR.U)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Cencora Inc. (COR)
Q: Hello Peter,
If you wanted to beef up the income portion of your portfolio and liked the idea of a couple of industrial REITs, in each of the US and Canada, (partly on the assumption of 'fulfillment' in this new world of online ordering), which four would top your list - assuming you're hoping for good and/or growing yields. Thank you!
If you wanted to beef up the income portion of your portfolio and liked the idea of a couple of industrial REITs, in each of the US and Canada, (partly on the assumption of 'fulfillment' in this new world of online ordering), which four would top your list - assuming you're hoping for good and/or growing yields. Thank you!
Q: Do you feel that the distribution is safe?
Thanks
Bob Rose
Thanks
Bob Rose
Q: I would appreciate your expert analysis of WPT earnings. Seemed OK but sell off today. Still a favourite in the space.
Thanks
Dave.
Thanks
Dave.
Q: Can i get your opinion on Hersha Hospitality Trust. Looking 3-5 yrs out. Long term play for when the economy starts to recover. There has been a lot of insider buying as of late which is what makes it interesting.
Thanks
Thanks
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American Hotel Income Properties REIT LP (HOT.UN)
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American Hotel Income Properties REIT LP 5.00% convertible unsecured subordinated debentures (HOT.DB.U)
Q: Please provide update on American hotel properties. Is this severely challenged? What do you think about the stock and the convertible debentures at current prices?
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Crown Castle Inc. (CCI)
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Welltower Inc. (WELL)
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Ventas Inc. (VTR)
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Omega Healthcare Investors Inc. (OHI)
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Cencora Inc. (COR)
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Medical Properties Trust Inc. (MPW)
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CyrusOne Inc (CONE)
Q: Hello there
can you suggest which canadian REITs you favor these days, and why.
second, I am looking for US etfs that covers the high tech sector and others for the health care sector. Your thoughts. please
as always. your guidance is appreciated
thanks
can you suggest which canadian REITs you favor these days, and why.
second, I am looking for US etfs that covers the high tech sector and others for the health care sector. Your thoughts. please
as always. your guidance is appreciated
thanks
Q: Hello, I received a tendered cash offer of USD $12 (so, about CAN $16) for the units of this security from the corporation for cancellation). The tender deadline is August 26 and there is no date noted for the purchase..
Is there a reason why this offer is not immediately supported by a price hike to CAN $16 (or thereabouts) as $CAN 16 is the floor price in the near term?
Thank you.
.
Is there a reason why this offer is not immediately supported by a price hike to CAN $16 (or thereabouts) as $CAN 16 is the floor price in the near term?
Thank you.
.
Q: What do you make of True North REIT? It has a profit margin of 35%, ROE of 9%, and a payout ratio of 127%.
Majority of its tenants are Government. It collected 99% of rents last quarter.
Thanks
Majority of its tenants are Government. It collected 99% of rents last quarter.
Thanks
Q: I bought BPY:us on a NY Exchange and hold in US$ within an RSP. I also hold BPY.un in C$ withinin a Canadian TFSA. I have substantial losses on both. These losses cannot be offset against capital gains.
BPY (US) and BPY.un have both sent me a cash offer for shares . The issuer offers US$12 or the equivalent in Canadian $. There is no mention of what, if any, accrued dividend would be paid to shareholders/ unitholders.
What would you do on the above-noted offer. Tender shares on one of the accounts , tender both, or neither ?
BPY (US) and BPY.un have both sent me a cash offer for shares . The issuer offers US$12 or the equivalent in Canadian $. There is no mention of what, if any, accrued dividend would be paid to shareholders/ unitholders.
What would you do on the above-noted offer. Tender shares on one of the accounts , tender both, or neither ?
Q: Could you comment, please on this quarter's earnings report.
Thanks
Bob Rose
Thanks
Bob Rose
Q: Good morning your thoughts on MNR thanks again
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NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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Choice Properties Real Estate Investment Trust (CHP.UN)
Q: What Reit would you prefer, Northwest or Choice Properties?
Q: Hi,
I note your favourite residential REITs but they have almost no exposure to BC. Is there a reason for this? Which REITs have the most West coast exposure? What do you think of them?
Thank you for your advice,
Bryn
I note your favourite residential REITs but they have almost no exposure to BC. Is there a reason for this? Which REITs have the most West coast exposure? What do you think of them?
Thank you for your advice,
Bryn
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Boardwalk Real Estate Investment Trust (BEI.UN)
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Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN)
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InterRent Real Estate Investment Trust (IIP.UN)
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Killam Apartment Real Estate Investment Trust (KMP.UN)
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Morguard North American Residential Real Estate Investment Trust (MRG.UN)
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Minto Apartment Real Estate Investment Trust (MI.UN)
Q: Hello 5i Team
Thank you for the new update on Interrent REIT.
Reviewing the new report on Interrent REIT, the Peer Relative Evaluation section compares Interrent against ten REITs, however only two of the ten REITs (CAR.UN & NVU.UN) are in the residential apartment sector.
1 - Please comment on how companies are selected for the Peer Relative Evaluation section.
2 - Would it be more appropriate to compare Interrent against the major residential apartment REITs (BEI.UN, CAR.UN, KMP.UN, MI.UN, MRG.UN, NVU.UN) than to the Office, Industrial, Retail REIT section?
3 - Also given NVU.UN is subject to a takeover, is this a reasonable comparison?
Thanks
Thank you for the new update on Interrent REIT.
Reviewing the new report on Interrent REIT, the Peer Relative Evaluation section compares Interrent against ten REITs, however only two of the ten REITs (CAR.UN & NVU.UN) are in the residential apartment sector.
1 - Please comment on how companies are selected for the Peer Relative Evaluation section.
2 - Would it be more appropriate to compare Interrent against the major residential apartment REITs (BEI.UN, CAR.UN, KMP.UN, MI.UN, MRG.UN, NVU.UN) than to the Office, Industrial, Retail REIT section?
3 - Also given NVU.UN is subject to a takeover, is this a reasonable comparison?
Thanks
Q: Can you tell me your top two or three choices for Canadian industrial reits, thanks Bill
Q: Would you switch REI.UN for SRU.un or would it be like trading $1 for 4 quarters?
Thanks for your service!
Thanks for your service!
Q: I had Colliers then got FirstService as a result of a split . I have 0.85% in CIGI and 1.26% in FSV. Should I continue to hold both or sell Collier then add to FirstService. Both are held in a non registered account. . ..thanks
Q: A different newsletter commented that the deal with Starlight could get scuttled if even one of the Northview lenders does not consent. Thus the discount from current unit price to takeover price. Would you sell now? or do you see the deal happening? Thanks Ron
Q: I currently hold 2,000 exe.a and 1,000 csh.un in one of my RRSP accounts and am down considerably on both.
1/ Do you feel the dividends are relatively safe?
2/ Do you think think they will rebound?
3/ Or - should I just trim them both and move on?
Thanks for your insights.
1/ Do you feel the dividends are relatively safe?
2/ Do you think think they will rebound?
3/ Or - should I just trim them both and move on?
Thanks for your insights.