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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: In the last decade I have always owned a number of REITS as part of the conservative/dividend portion of my portfolio, but I have gradually sold them off the last few years as interest rates rose and performance tumbled. My question: can you recommend any REITS from across their spectrum that feature a solid dividend - hopefully 4% + - and gradual stock appreciation. I'm not looking for smoke bombs and lasers price appreciation! Thank you.
Read Answer Asked by Kim on October 31, 2024
Q: Hello 5i Team

I currently own European Residential REIT (ERE-UN), however I wish to sell it before year end with the uncertainty of what will happen after the special distribution and reduction in dividend (i.e. to many moving parts).

I want to replace it with either of the TSX listed US dollar REITS

BSR REIT - HOM-UN
Dream Residential - DRR-UN -UN,
Flagship Communities - MHC-UN

or add to my existing holdings of Inter Rent (IIP-UN)

1 - What would 5i suggest and if the US dollar REIT, please rank in order of preference?

2 - If I go with the TSX USD reits should I buy them in Canadian Dollar or US dollar (as they trade in both currencies on the TSX)? I am thinking I should go with Canadian Dollar as it will make the annual ACB calculations easier (my reits are held in a taxable account).

Thanks
Read Answer Asked by Stephen on October 30, 2024
Q: Hi there. As always, I appreciate your insight into stocks and have really benefited from your advice over the years. My question today is about the company EPRT- who own and manage primarily single-tenant properties leased to middle-market companies. With rates slowly coming down and wanting to have some exposure to real estate would this be a name you would consider going forward? Looking at a minimum 2-year hold and adding on weakness.

Thanks
Read Answer Asked by Lesley on October 30, 2024
Q: With the BoC dropping interest rate the REIT sector should have triggered a rebound. That has not happened yet. Do you have a theory as to why? Thanks.
Read Answer Asked by Victor on October 29, 2024
Q: Why has boardwalks unit price cratered over the past month or two especially considering sizeable interest rate moves lower (even at or anbove expectations). I know boardwalk trades at a premium to the group but I thought this was due to outperformance and lack of rent controls. Just wondering if this is now a good opportunity to add again? I own relatively large positions in Boardwalk and especially Killam in the sector. I don’t own any real estate myself so I have used these as a proxy. Thanks!?
Read Answer Asked by Scott on October 28, 2024
Q: Hi! Wondering if you are still positive on Interrent. Can you please comment on how this company is doing and if you see it as a buy, hold, or sell. With interest rates being lowered do you see this stock improving?
Thank you!
Read Answer Asked by Neil on October 25, 2024
Q: Your thoughts on RioCan REIT.
Thank you
Read Answer Asked by Carol on October 21, 2024
Q: I can not find much information on this company, can you please share your insights and analysis please, thanks. Also now that Tricon was acquired by blackstone, what alternative to Tricon can you suggest please, thanks.
Read Answer Asked by MG on October 11, 2024
Q: Hi Peter and Staff

I own 6 REITS, 3 are residential. Inter rent has not performed as well as Killam and CAP in the last year. I hesitate to consolidate by deleting it and increasing the other two if there have been reasons for this that may reverse but do not want to keep it if it is a value trap.

Thoughts?

Thanks for all you do
Dennis
Read Answer Asked by Dennis on October 11, 2024
Q: I only own two REITs in my entire portfolio - GRT.UN and DIR.UN, and both are down sustainably (25% and 15%, respectively). Do you see any lights at the of these two tunnels? I plan to sell both for tax losses if there are no chances of these two turning around before December. Your advice please.
Read Answer Asked by Victor on October 11, 2024
Q: I hold these 3 REITs and the all went up nicely (roughly 10%)after the last BOC Rate decision,do you see them going back up if we have another rate cut on the 23rd,also it seems to me that InterRent is quite undervalued your thoughts on that company
Thanks
Read Answer Asked by Greg on October 11, 2024
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