Investment Q&A

• WPT Industrial Real Estate Investment Trust (WIR.U)
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Q: Hi Guys
Quite struck by how much WPT has fallen given it is supposed to own mainly distributions centres like Amazon, which are apparently going gangbusters. Am I wrong here? What do you think about WPT at these levels. Are they also owners of regular Industrial properties that maybe more susceptible to a recession?

Thanks

Stuart

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Read Answer Asked by Stuart on March 19, 2020

• Omega Healthcare Investors Inc. (OHI)
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Q: Can you give your thoughts on this? I held it for a while and sold much higher but it's looking good again for income. Has it cut its dividend before? Do you have concerns about it? Thank you!

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Read Answer Asked by TK on March 18, 2020

• Tricon Residential Inc. (TCN)
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Q: Does the company pay a dividend monthly? Why the stock dropped so much? Is it safe to buy at this level?
Thanks

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Read Answer Asked by Francis on March 18, 2020

• Colliers International Group Inc. Subordinate Voting Shares (CIGI)
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Q: Is there any company-specific reason for big drops in CIGI in the last few days other than market-related issues. They recently acquired an Engineering service firm, any concerns there in general as well as any debt/share issuance concern?

FJ

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Read Answer Asked by Febin on March 18, 2020

• BMO Equal Weight REITs Index ETF (ZRE)
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• iShares Diversified Monthly Income ETF (XTR)
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Q: Hello,
Please comment on my logic based on relative beta's :

If I sell my holdings of XTR and buy equal amount of ZRE, in theory, is there more of a chance that in a market recovery, the overall return for ZRE will be higher simply because it fell more and can therefore rise more?

Or is that too simplistic considering there are so many moving parts?

Many thanks!

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Read Answer Asked by Arzoo on March 18, 2020

• Invesque Inc. (IVQ.U)
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Q: I currently hold a medium size postion of Invesque.u I depend on the stock for its dividend It is currently yielding 24 percent
If they cut the dividend by 2/3 rds it will still yield 8 percent which is a very high rate In your opinion will the company go bankrupt or will it survive I appreciate your response Paul

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Read Answer Asked by Paul on March 18, 2020

• First Capital Realty Inc. (FCR)
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• H&R Real Estate Investment Trust (HR.UN)
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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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Q: Could I get your take on REITs at these levels. I thought they would have held up much better in this current meltdown. Are investors just dumping them because they think tenants are going bankrupt and default on their lease agreements? What is your opinion on FCR.UN? or do you prefer HR.UN? Thanks Ron

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Read Answer Asked by Ronald on March 18, 2020

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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• Chartwell Retirement Residences (CSH.UN)
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• InterRent Real Estate Investment Trust (IIP.UN)
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• iShares S&P/TSX Capped REIT Index ETF (XRE)
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Q: Would you buy a REIT today? What would be your top choice?

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Read Answer Asked by Allen on March 17, 2020

• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: Why did Dream Industrial Reit get hammered this past week during the sell off but Summit Industrial didn’t?

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Read Answer Asked by David Michael on March 16, 2020

• Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN)
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Q: NVU.UN is trading at 31.54 and the takeover price is 36.25. I can find no info that the takeover is off. Can you offer any insight, advice on this situation?

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Read Answer Asked by Dennis on March 16, 2020

• Boardwalk Real Estate Investment Trust (BEI.UN)
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Q: I understand Boardwalk exposure to Alberta is high. At $27, what is the valuation vs the other residential reit? They do also have exposure to ON, QC and SK. Do you see value here? Would you buy ? 5 year + hold. Thank you

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Read Answer Asked by Pierre on March 16, 2020

• True North Commercial Real Estate Investment Trust (TNT.UN)
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Q: Your opinion on this REIT in general and in comparison to other real property Can REITS.

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Read Answer Asked by Stanley on March 16, 2020

• Chartwell Retirement Residences (CSH.UN)
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Q: Chart well is out of sinc with siana can you see any logic for that
Kind regards
Stan

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Read Answer Asked by Stan on March 16, 2020

• InterRent Real Estate Investment Trust (IIP.UN)
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Q: May I please have your thoughts on IIP.UN in the current environment? It appears to have held up relatively well. As a growth oriented investor I do not have any REIT exposure. However, I have always regretted not establishing a position in InterRent as its performance over the years has been excellent.

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Read Answer Asked by Stephen on March 13, 2020

• Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN)
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Q: Could you expand on the NVU.un deal on the 36.25$ offer and its fall to 33.00$ -what are the possibilties etc?

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Read Answer Asked by terrance on March 13, 2020

• BMO Equal Weight REITs Index ETF (ZRE)
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• iShares S&P/TSX Capped REIT Index ETF (XRE)
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Q: Good Afternoon 5i,
Thanks you for the Market update and special report on March 9th I found it very helpful...
My Question. Is this a good time to buy Reits? I'm thinking about adding a ETF reit. Do you have a favorite Canadian ETF Reit?

Thanks


I

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Read Answer Asked by Stephen on March 11, 2020

• NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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Q: 5i,

Your thoughts on 2019 year end results and do you think this is a good point to step in with 1/3 position. I like the div. and think perhaps with more the low interest rate enviromnment and recent and possibly ongoing Fed rate cuts we will be again, or continue to be, in a positive environment for REITS in general.

BTW thanks for all the help and vigilance during these volitile times.

Cheers!

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Read Answer Asked by Duane on March 11, 2020

Q: Good afternoon,
What is your opinion on the impact of the present market trend on real states?
Thanks

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Read Answer Asked by Hassan on March 11, 2020

• BMO Equal Weight Utilities Index ETF (ZUT)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: Why in your opinion is Dream following the downside to the same extent as the market? I was hoping that uilities and REITS in general would be less volatile. What do you think of the fall in DIR.?

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Read Answer Asked by Yves on March 11, 2020

• H&R Real Estate Investment Trust (HR.UN)
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Q: HR has taken a big hit and now has a nice yield of 7.4%. Any danger of a cut and would you add here? Thanks Ron

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Read Answer Asked by Ronald on March 11, 2020