Investment Q&A

• Brookfield Property Partners L.P. (BPY.UN)
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Q: Peter; Do you think the Brookfield Group, and other large corporations, would take the government’s rental support with all its qualifications, such as a board seat, warrants etc? Thanks. Rod

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Read Answer Asked by Rodney on May 21, 2020

• Equity Lifestyle Properties Inc. (ELS)
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Q: Morning guys:
What do you guys think of this name ?
Thx
Mark

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Read Answer Asked by Mark on May 20, 2020

• H&R Real Estate Investment Trust (HR.UN)
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Q: Hello,

It would seem to me that although they cut there dividend, it is reasonable to think with there liquidity position and asset base they will be able ride out this storm ? Or, should I cut my losses and run ?

Thanks.

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Read Answer Asked by Robbie on May 20, 2020

• SmartCentres Real Estate Investment Trust (SRU.UN)
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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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Q: Hi my question today is on REITs. I started to buy these three reits as they are under .9 tb ratio. value. Because of there much lower price the dividend is awesome. This pandemic is the reason for there price reduction. Are they over sold and probably the next sector (industrial reit) to bounce back ? The people that are renting there property ex;Walmart are doing ok. If not a good time to buy when is ?

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Read Answer Asked by Hubert on May 20, 2020

• Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN)
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Q: Northview Apartment REIT is currently being purchased by Startlight Group at a price of $36.25 per trust unit. Why is the stock trading at $33.45? Is there concern the deal will not close?

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Read Answer Asked by Albert on May 20, 2020

• Cencora Inc. (COR)
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• Digital Realty Trust Inc. (DLR)
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Q: Fi you could only own one of COR or DLR, which would it be ?

Thanks ! Stay safe !

Dave

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Read Answer Asked by David on May 20, 2020

• Mainstreet Equity Corp. (MEQ)
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Q: For long term, how would you compare in multi residential sector MEQ to IIP.un that you regularly recommend , for a taxable account ?

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Read Answer Asked by Daniel on May 20, 2020

• Morguard Corporation (MRC)
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Q: What portion of Revenues are derived from multi residential assets and what are your current feelings on the stock?

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Read Answer Asked by Daniel on May 20, 2020

• Colliers International Group Inc. Subordinate Voting Shares (CIGI)
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• Real Matters Inc. (REAL)
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Q: I am surprised that CIGI is still 50% down while REAL, in somewhat similar business, is making new highs. Any explanation why and what is your view of the company. Your insight is appreciated.
Peter

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Read Answer Asked by Peter on May 20, 2020

• Realty Income Corporation (O)
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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• InterRent Real Estate Investment Trust (IIP.UN)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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• Cencora Inc. (COR)
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Q: Morning 5i,

Top 2 REIT's you'd chose longterm in CAN and US to invest in the current climate.
Thanks again!!!

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Read Answer Asked by Adam on May 20, 2020

• Tricon Residential Inc. (TCN)
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Q: Can I get your analysis on q1 results please. Did they beat or meet expectations? They had a write down on a non core business line but we’re there other numbers good?
Is this a buy today?

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Read Answer Asked by Scott on May 19, 2020

• Chartwell Retirement Residences (CSH.UN)
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• Extendicare Inc. (EXE)
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• Sienna Senior Living Inc. (SIA)
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Q: There are apparently class-action suits being launched against Revera and Sienna relating to covid deaths in their homes. Before long this may well involve Extendicare and Chartwell at a guess. How meaningful to a company's future would you expect these suits could be? Are there any legal precedents (re: alleged lack of proper patient/resident care) involving senior homes in Canada? I have held both Chartwell and Sienna for years, and done well with them up until all this. I have reduced both by about half, but do you think it is just better to exit this sector for now?
Thank-you

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Read Answer Asked by grant on May 19, 2020

• Chartwell Retirement Residences (CSH.UN)
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• Sienna Senior Living Inc. (SIA)
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• NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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Q: Hi 5i Team
I hold these 3 REITS and would like to consolidate to one. Which would you advise to hold for long term considering recovery and dividend security?
Thanks

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Read Answer Asked by Gary on May 19, 2020

Q: I have sold my banks and Riets expecting there will be a tsnamia of foreclosures
and bankruptcies in the coming months.I also feel the survivors are learning how
to do business with a lot less bricks and mortar.
What is your opinion ?
Thanks
Peter

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Read Answer Asked by peter on May 16, 2020

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Q: Can you please comment on q1 results just released. Was the quarter strong and how did it due compared to expectation? Thanks

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Read Answer Asked by Scott on May 16, 2020

• CT Real Estate Investment Trust (CRT.UN)
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Q: Would like to know your thoughts on CanadianTire Real Estate Investment Trust? The dividend is quite interesting long term and there's a good upside ahead if/when the retail environment goes back to normal, Thank you!

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Read Answer Asked by Michael on May 16, 2020

• WPT Industrial Real Estate Investment Trust (WIR.UN)
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Q: Wondering if you could give me your insights on the latest reporting period for them? Looked OK to me... Thoughts on stock, pay out ratio, dividend security and valuation? Also could you comment on how you see the stock doing in both an extended recovery and relatively quick recovery.
Thanks

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Read Answer Asked by JOSH on May 15, 2020

• NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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Q: Please comment on the first q results. It is the only REIT I own as I was attracted to its healthcare portfolio across a number of countries . The dividend was not cut which was nice to hear.

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Read Answer Asked by Murray on May 15, 2020

• Dream Office Real Estate Investment Trust (D.UN)
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Q: Hi 5i,
Could I have your current thoughts on D.UN please?
Thanks
Mike

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Read Answer Asked by mike on May 15, 2020

• Brookfield Property Partners L.P. (BPY.UN)
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Q: good morning, I am concerned that the move toward working from home and the probability that the trend will continue even after the pandemic crisis is behind us will have a negative impact on bpy given their exposure to the office space market.
Likewise they have significant holdings in shopping malls, and with the increase in online shopping are they likely to suffer a negative double whammy? Your thoughts are appreciated.
George

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Read Answer Asked by george on May 15, 2020