skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi,
I am interested in DIR but not totally sure what qualifies as "industrial" / how affected it is from the economy. Is industrial mostly amazon type delivery stuff? I'm just trying to figure out how much COVID impacts DIR... because amazon/online shipping seems to be fine (other than people spending less due to having less money), but what other uses are industrial?

Would you suggest switching CSH (even at a loss) to DIR at this time?

Thank you as always
Read Answer Asked by Max on May 01, 2020
Q: The assisted living industry has been hit hard by the pandemic. Do you think this sector is going to face more issues and for investors, is it best to steer clear even though the baby boomer senior population in Canada is growing?
Between CSH.un and SIA, is one better than the other for 3 yrs hold and why? Or is it best to sell both names? Many thanks.
Read Answer Asked by Willie on April 30, 2020
Q: I'd like your opinion on the Canadian residential housing market, with respect to REITs. I invest in some REITs and I heard that the share prices of REITs have fallen far more than the underlying value of the houses or apartments that they own. But, there aren't very many sales going on right now in the real estate market, and this has me wondering if we're going to see a lot of properties hit the market (when things get back to "normal") because owners may now be strapped for cash.
Read Answer Asked by Ed on April 29, 2020
Q: Can you tell me your 2 favourite Industrial Reits in Canada and one in the US.

Thanks Valter
Read Answer Asked by Valter on April 27, 2020
Q: Which industrial REITs (Canadian or US) are best positioned to ride the Amazon tail winds? Would WIR.UN be one of them? Which REIT would have the most exposure?
Thanks
Read Answer Asked by Tony on April 27, 2020
Q: I own REI.UN and SRU.UN

Today I noted, from my broker's notes, that although FCR.UN was able to collect 70% of the gross rents for the month of April, REI.Un and SRU.UN collected much less at 54% and 64% respectively.
Is it advisable to sell REI.UN and SRU.UN and buy FCR.UN ? Will this reduce risks related to Covis 19?
Thanks
Read Answer Asked by Terry on April 23, 2020
Q: Hello
SRU.UN is involved in shopping centers, office buildings, high rise and low rise condominiums, rental residences, seniors' housing and self storage facilities.
Do you know what percentage of this REIT's income is derived from retail tenants, condominium/rental residences and storage facilities?
The dividend was not cut during the 2008/09 financial crisis. Do you think their dividend is vulnerable this time?
Will you average down at today's price or just hold?
Thanks for your advice.
Read Answer Asked by Terry on April 17, 2020
Q: Peter; With the commercial rent program announced this am would this not put a floor under industrial type REITS? Thanks. Rod
Read Answer Asked by Rodney on April 17, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!