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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: Hi Peter and Staff

Long time holder of NWH.UN as a small part of my REIT basket. Been thinking i woukd just hang on (in my RRSP so no tax loss benefit ) but reading more on AP.UN that I used to own and wondering if that would be a better albeit still risky option than NWH.UN going forward

Thanks for all you do
Dennis
Read Answer Asked by Dennis on December 08, 2023
Q: Hello 5i Team

Is there any "easy" way to determine if a REIT is internally/externally managed.

After reading some of the Annual Information Form (AIF) or the quarterly reports its not always evident.

Does your Bloomberg terminal provide this information?

My assumption is the majority of REITs are "internally" managed - do you have a list of "externally" managed REITsn or can point to a source?

Thanks
Read Answer Asked by Stephen on December 07, 2023
Q: I am woefully underexposed to the real estate sector.
Could you please identify your top 3 Canadian stocks, REITS and ETF's which one might play for the impending interest rate cuts in 2024?

Thanks
Jeff
Read Answer Asked by JEFF on December 04, 2023
Q: Your March 2 2023 on the company seems relatively positive? But over the Summer/Fall less positive? (correct me if I have that wrong) If true, is it a reflection of real estate market/higher interest rates or execution of the company? Earnings were released on Friday, comment? If you were doing report card/ 5i Opinion today what would you change? Thanks!
Read Answer Asked by Steve on November 21, 2023
Q: I have had good success with industrial reits, having held DIR.UN for several years, and having 2 other industrial reits bought out over the years with nice profits. And then there's NXR. A more recent purchase and clearly a mistake, as it is currently the highest percentage loss in my portfolio (fortunately a small holding: only about 1% - but was about 1.5% initially). Question - do you see any hope for this one, or better to just move on now that it has shown a little strength? This is in an RSP, so the loss can't be claimed. I would like to take advantage of the current relatively high yields in some better-quality names to hopefully make my RSP a little less prone to this kind of loss.
Thank-you
Read Answer Asked by grant on November 16, 2023
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