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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: hello 5i Research team, AIF sold its investment in REAL at 5ish dollars less than two years ago while they were insiders and had a representative one REAL’s board. Now that we know what happen since then. What can that tell you about AIF? Lack of vision? Certainly not a desperate need for cash. Do you « downgrade » AIF management for this?Thank you for your collaboration, Eric
Read Answer Asked by Eric on June 29, 2020
Q: I sold SIA a month ago, mainly for tax loss purposes. I can buy it again at roughly the same price, my thesis being that all the bad news is out, so it should not go down much further. My main question is: is the dividend fully funded, i.e. should we expect a cut in the future? This is for an income portfolio. Thanks.
Read Answer Asked by Martin on June 26, 2020
Q: I would be interested in a REIT or an ETF which deals primarily with storage units and/or warehouses. Is there such a thing? Either in Canada or the US..

Thanks as always. You provide such a valuable service to independent investors like me.

Joanne
Read Answer Asked by Joanne on June 24, 2020
Q: What is your analysis on Nexus REIT?

The commercial real estate looks like mainly leased to grocers, dollar stores and banks.

Only concern seems to be their office space which seems to be a small portion.

Also, what % of their real estate is office space?

Book value of yahoo states a value of $2.65. How do they compute this?
Read Answer Asked by Thomas on June 22, 2020
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
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