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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: 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 ?
Read Answer Asked by Adam on July 30, 2020
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
Read Answer Asked by david on July 22, 2020
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
Read Answer Asked by Stephen on July 21, 2020
Q: Can you tell me your top two or three choices for Canadian industrial reits, thanks Bill
Read Answer Asked by Bill on July 21, 2020
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
Read Answer Asked by David on July 20, 2020
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.



Read Answer Asked by Dave on July 15, 2020
Q: What are your picks for an industrial reit in canada and also USA?
Read Answer Asked by John on July 14, 2020
Q: Hi Everyone at 5i! I own shares of BPY.un and HR. un. HR cut its dividend but still offers a dividend of over 6%. BPY has a higher dividend which it has not cut yet. I would like to sell off my HR and reinvest in BPY to conglomerate my holdings. Do you think this would be a good move? Cheers, Tamara. PS. I caught Peter’s virtual Money Show presentation today. It was excellent!!! Thank you!!!!
Read Answer Asked by Tamara on July 10, 2020
Q: Any thoughts on why there is a share consolidation,I know there was some who thought the company was undervalued by the market, now we have the pandemic and I don't think anyone knows the full effect that will have in the market, is there a line of thought this will give a better price over the long haul.
Best Regards,
Tom
Read Answer Asked by Thomas on July 07, 2020
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