Investment Q&A

Q: What would your two favorite REIT’s be to invest in at this time?

Q: Comments on latest quarter.

Q: If not already asked: What are your thoughts about DIR.UN’s earnings?

Q: As a shareholder I am curious as to their reasoning for not raising the distribution since inception (about 12 years!). It has been about 6 cents for all that time. I also note that the share price has not been growing also, which more or less defeats any convincing argument that funds are being held back to do accretive acquisitions. The payout ratio seems low for a REIT, at 69%, and I note that it has been steadily decreasing. The share count is also increasing (primarily the DRIP?)
My current view is that I can no longer be a shareholder if there is no dividend increase, or if there is an argument as to why that isn't going to happen.
Do you have any argument that could support my remaining a shareholder in a company where neither the distribution nor the share price is increasing?
Thanks!
Paul K.

Q: Peter and His Wonder Team
I thought their Quarterly Report was positive but the stock is down. What am I missing? Thanks!

Q: Comments on the recent earnings and outlook?

Q: Can you tell me what you think of todays news release regarding the strategic sale of properties in Dallas in addition to the early waning disclosure. Are each of these positive, negative or neutral for the stock and why?

Q: The monthly cost of owning a home in the US is now apparently 40% more than renting. Can you comment on your view as to whether this fact sets up a buying opportunity for companies that provide rental properties in the US. Can you also suggest a few such companies to consider and provide your best pick therefrom. Finally for each suggestion could you indicate whether their residential focus is single family or multiple and which one you believe has the most upside ahead. Many thanks.

Q: What is your opinion on TRZ360 Trez Capital Yield Trust US (Cad).
What do they do, risk level, performance, track record. Pros and Cons.
Thank you for your great service.

Q: Peter and His Wonder Team
I have been following this company for years and am wondering if this might be a good time to buy. I trust they will survive the HBC bankruptcy. In other words is this a reasonable contrarian play...your thoughts please. Thanks!

Q: I just signed up with 5I a couple of weeks ago and you are suggesting I purchase more real estate holdings in my portfolio

Is DIR.UN a good buy at the moment and what is the long term prognosis.
Thanks
Ron

Q: What do you think of it for an investment in current market?

Q: One of your favourite REITs is DIR.UN.
What are the reasons with respect to a drop of 15% for DIR.UN vs. a more modest drop of 8% for the ZRE during the last week ?
Are there any specific issues arising from tariffs?
Do you still recommend it?
Thanks

Q: Hi,

We could very well be heading into stagflation, which I understand to be slowing or negative growth, high unemployment, weak demand and rising inflation.

In such a scenario, which would be the best stocks or ETFs to favour ?

Many thanks,

Jacques IDS

Q: Hello Team,
Could you please comment on these two reits and do you have a favourite between them for total return going forward?
Thank You,
Barry

Q: What do you think of topping up low-ish positions of DIR.UN and CAR.UN in this environment?
Thanks as always

Q: Would you buy any of these data centre Reits recommended in the past -considering any changes in this sector - and what would be a good entry price ?
Thanks

Q: Hi, I know you like DIR ,I have invested in DIR. for an around 3 years in an rrsp and am down a little but has a good dividend.
Would like to switch out to something a little more growth oriented and was looking at MEQ.
First thing would you have any thoughts on whether this is a good switch.
Second would you have a any of your own suggestions to replace or reduce DIR.UN.
Thanks

Q: Hello Team,
Could you comment on the the capital appreciation prospects for this going forward?
Thank You,
Barry

Q: Riocan and HBC , REI issued a detailed sedar report , are there any analysts report(s) to assess the fair value of REI units through the process of HBC winding down its stores?