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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: Hi guys,

How do you value companies in the REITs space. Is it a multiple of AFFO? If so, what is considered to be fairly valued vs over valued and under valued? Are there different ways of measuring value depending on the space the REIT operates in. For example, are REITs in the multi-family space valued in the same way as REITs in the retail space?

Thanks for your help,
Jason
Read Answer Asked by Jason on November 25, 2019
Q: Every once in a while, I see a question asked about this company, and your response always says that being small they have small cap risk. While that is true, I have never seen another company that has been so consistently stable between 1.90 and 2.00. Rarely strays away from the $2.00 mark. For 5 years now. So, as a monthly dividend payer, at 8%, this is one of my go to stocks when there is market uncertainty. No growth but consistent dividend.
Read Answer Asked by Tom on November 22, 2019
Q: Just wandering why you do not include very many reits in any of your portfolios? Some of the reits seemed to have had a pretty good year so far in 2019.
Keep up the good work.
Read Answer Asked by Jacques on November 21, 2019
Q: Hello,
I see what looks like some very good news concerning my holding of Starlight U.S. Multi-Family Class A units. I would however appreciate your thoughts on their announcement of what I believe is to be a redemption of all my outstanding units at a price of $12.35 CDN per share.

I'd also appreciate your opinion or insight into why the shares are only trading at $11.10 CDN as I write this but it looks to me as though they are to be acquired at $12.35 in January of 2020. Should I back up the truck and buy more or is the discount evidence of a very strong opinion the deal might not go through for some reason?

Thank you!
Read Answer Asked by Richard on November 18, 2019
Q: I am considering a $US pay reit, and am looking at these two. Could you provide the payout ratio/dividend sustainability, debt levels and debt due timeframe as well as any other relevant financials. Industrial reits and apartment reits have done very well for me, but do you have a preference between the two based on the current economic forecast? Lastly, could you identify the pros and cons of Canadian domiciled companies holding virtually all US assets?
Thank-you
Read Answer Asked by grant on November 18, 2019
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