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: 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
Q: I'd like to put a portfolio of Canadian REITS 12 to 15. Is it possible to run a screen that shows balance sheets and FFO's prior to the Covid19 market meltdown? Tax treatment for REITS are the treated like dividend stocks? Is it better to hold this portfolio in RRIF or a taxable account? Are their any REITS with moat like barriers to entry. Please deducted as many questions as necessary. This can be a private or public question. Also funds not needed anytime before 5 years. Thank you David
Read Answer Asked by David on April 16, 2020
Q: Which 4 of the 6 Reits would you buy at current levels? Please rank your choices.
Thanks
Read Answer Asked by Karim on April 16, 2020
Q: After the big downturn, what is your opinion of CRT, based on an April 1 TDwaterhouse REITs report the CRT metrics are not bad. With 77% concentration of Canadian Tire, would you expect Canadian Tire to do really bad ?, and even if CT is somehow down in sales, it still have to pay the rent to CRT, would you buy CRT now , a 40% posicion ?
Read Answer Asked by Alejandro (Alex) on April 14, 2020
Q: Could you give me your top 3 REIT choices here and the u.s. going forwards and why.

Thanks for all your support.
Read Answer Asked by Mark on April 14, 2020
Q: Long time holder of NVU.UN with almost a double on the share price. Do you think the cash deal still happens?.....and could you make a few suggestions to replace NVU.UN. Distribution on the replacement stock (or REIT) is important but also looking for some longer term price appreciation. Bit of a "crystal ball " question but looking for a place to start doing some research. Thanks Ron
Read Answer Asked by Ronald on April 14, 2020
Q: To a recent question I asked, 5i responded: "Some REITs, if they distribute a large portion of income as return of capital, can still be attractive outside of registered plans. But this also relates to our preference for growth inside a TFSA (REITs are typically slower growth)." I checked my TFSA portfolio, and some of my REITs' distributions are comprised almost entirely of ROC (Allied [AP.UN], Chartwell [CSH.UN], Dream [D.UN]), whereas others' (Choice [CHP.UN], H&R [HR.UN], Riocan [REI.UN]) are almost all otherwise taxable income. So I gather from your previous answer that the former type of REITs (Allied, Chartwell, Dream) shouldn't, generally speaking, be held within a TFSA, is that your view/advice? Also, more generally, so I better understand this issue-- what is the main business/accounting reason(s) why some companies' distributions are primarily ROC? Generally speaking, is one versus the other type of REIT (with respect to proportion of ROC within the distribution) a "better" investment, all other factors being equal (i.e., is there any general investment "rule" here)?
Ted
Read Answer Asked by Ted on April 13, 2020
Q: Hello Peter & Team,

In my weekly digest I caught wind of a comment made when you answered a question re SAP, BYD & FSV. Part of your answer included "FSV may see a slower recovery if the real estate market takes a hit, as is widely expected now."
REAL has recovered nicely during the recent move and I did well with it thanks to your advice prior to the recent Bear. I was considering getting back into the name but the comment above gives me some pause in requiring a position. All things considered, a hit to Real Estate would not be surprising. Would this hurt Real Matters moving forward?

Thanks for all you do

gm
Read Answer Asked by Gord on April 13, 2020
Q: I hold both of these and believe they are in somewhat of the same business, and while both have only recovered to approx 1/2 of their previous highs before the virus problems, GSY has recovered substantially better in the last few days. Is there a problem with HCG or just a lagger at this point???

Many thanks for all your good advise
Ken
Read Answer Asked by KENNETH on April 13, 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!