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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, Ryan, and Team,

I know that you still like AP.UN, but if one feels that there could be better results elsewhere, how would you feel about a switch to GRT.UN? Allied has done well in my wife's TFSA, but I'm a bit uneasy about the office property sector in the short to medium term. Or do you have any other suggestions in the same sector? Thanks in advance for your advice.
Read Answer Asked by Jerry on June 22, 2020
Q: I have held riocan for more than a decade,and am still well ahead. However, I am concerned about the retail industry as well as the big yield, and fear a cut. I don’t need to be in the reit space in my portfolio. Would you recommend a hold ,or a sale and replacement with a decent yielding and relatively safe alternative?
If so, what would be your favourite?
Thanks for the great service.
Philip
Read Answer Asked by Philip on June 22, 2020
Q: As a income investor optimism and skepticism seems to be on the downside for reits-how do you feel on Rei.un,Tnt.un,Sot.un going forward.Feels like some lowering of positions maybe warranted.
Read Answer Asked by terrance on June 22, 2020
Q: Do you have a preference of HR.UN or DIR.UN? At present the distributions are similar. I am interested in safety of the distribution and some growth. Please elaborate.
Thanks for your service
Read Answer Asked by Ozzie on June 19, 2020
Q: I was reading an article regarding Dream Industrial, and the author indicated that DIR.UN was a likely take-over/buy-out target for Blackstone (past relationship), also, as they have said that they are "trying to meet a growing demand for e-commerce". Would you consider this a likely/probable outcome?
Read Answer Asked by JOSH on June 19, 2020
Q: I don’t know if this appropriate. But here goes. Today you answered my question. If you have access to my question.it will save me repeating it again. To reduce risk I have sold my position in BPY.UN at a profit. Looking at the portfolio I would appreciate any addition you would make to this portfolio either new or adding to existing position
Read Answer Asked by Roy on June 08, 2020
Q: This is a follow up to an earlier question. I was in touch with WPT Industrial to clarify their dividend payout etc. Their response shared that their current ROC portion of the dividend is 77.08 percent. This seems very high to me and I'm hoping you can provide some context for this number from your experience. For example, is this a normal amount for income trusts; does this not effectively reduce the value of the dividend since your adjusted cost base will continue to drop. Anything else you can add will be helpful. Thanks, Don
Read Answer Asked by Donald on June 05, 2020
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