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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: I want to add funds to my real estate holdings, as well as refine it for maximum sector diversification.

My current holdings are DIR.UN, EQIX, DLR, CAR.UN, GRT.UN

On my watchlist for this sector are TCN and CCI

Can I get your opinion on:

1) Are there any redundancies in my current holdings and if so, what could be sold?

2) Could you rank my current holdings for which to add to - first to last?

3) For proper sector diversification, would TCN and/or CCI be good additions? Or is there another real estate name you would suggest?

Thank you as always for your sage advice!

Doris

Read Answer Asked by Doris on January 05, 2022

Q: Hello again and thanks for your insights on AGNC, I think I will set that one aside for now. Searching the Q&A I have assembled this list of 4 companies for diversified exposure to residential and industrial real estate in Canada and the US (a bit of global with Prologis is appealing). In your opinion does this group provide complementary exposure? Can you suggest an addition to this list or is there one that you would remove?

Read Answer Asked by Barbara on December 23, 2021

Q: So I looked at my returns at the end of July and my TFSA was up 39% in 7 months. I'd have taken that as a decent return over 48 to 60 months. So early this week before the DnD acquisition and the Nuvei short report I sold DCBO, DnD, LSPD , because my 39% return was nullified. My thought was to add 3 of the 4 TOI,TSU,TFII,or TCN . Should I add 3 of the 4 and top up KXS and GSY in the new year or add all 4 of the T's?

Read Answer Asked by David on December 14, 2021

Q: Hello 5i Team

I purchased Morguard Corporation in 2020 at $105.00. I am beginning to become disillusioned with this company. Any thoughts on whether it is worth keeping or should I sell and move on.

Two potential replacement real estate stocks would be either Tricon Residential (TCN) or Mainstreet Equity (MEQ).

What would be your thoughts on the best purchase?

How was MEQ year end results announced earlier this week?

Thank you

Read Answer Asked by Stephen on December 10, 2021

Q: Hi group can you please comment on recent weakness in these shares and what you see going fwd in the next 3-6mths Buy sell or hold Appreciate your comments

Read Answer Asked by Terence on November 19, 2021

Q: Hi 5i
REAL reported today and stock continues to slide...How were the earnings and what do you think this companys future looks like going forward?

At a -60% loss would you continue to hold or sell and move on?

If sell what would suggest for replacement in similar space with better expected upside.

Thx
Jim

Read Answer Asked by jim on November 17, 2021

Q: What are your recommendations for the best US and Canadian REITS for a 5-10 year hold?

Read Answer Asked by Robert on November 11, 2021

Q: My Real Estate holdings, aside from a paid off home, are DIR.UN (39% of real estate holdings; up 46%), GRT.UN (13%; 11.7%), SMU.UN (16.5%; 9.5%) and TCN (31.5%; 28%).

My longer term holdings have been DIR and TCN. Following 5i's emphasis upon Industrials as a current favourable sector and comments that Industrial REITs are fewer in number (eg WPT's recent buy out by Blackstone) and therefore more valuable, plus a TD analyst comments on the possibility of an SMU buy out, I bought GRT and SMU.

However, in a general intent to streamline my overall portfolio to fewer and 'best quality' holdings, how would you suggest I amalgamate these holdings to maintain subsector and geographic coverage with projected best return? Which is the least desirable holding(s) that I might sell?

Read Answer Asked by David C. on November 09, 2021

Q: Hi Peter, Ryan, and Team,

Portfolio Analytics indicates that we need to increase our Real Estate holdings, but the only place to do so would be in an unregistered account. I’m looking at GRT.UN and TCN. My thinking is that even though GRT.UN has a slightly better chart, the best option would be to go with TCN, and since it’s not a REIT, there would be some tax advantages in this situation. Is my thinking correct? I should add that our only holdings in this sector are FSV and IIP.UN, both recommendations of 5i, but held in our RRIFs. A big thank you for these past recommendations, and for your assistance with my latest query.

Read Answer Asked by Jerry on October 28, 2021

Q: Presently I own TCN and its only 2% on my real estate exposure should i add more or add another real estate holding like CAR.UN.CA CIGA:CA or is there others you would recommend. I have about $500,000 in my portfolio what should my real estate exposure be in % terms. Thanks for you help with this

Read Answer Asked by Terence on October 25, 2021

Q: CCS-u seemed to have had a correction mid-summer. I received your report on TCN-c and it looks extremely interesting. Am considering a purchase of one or both. Would you have a favourite or would you consider them equals from a point-of-view as investment opportunities? Is the U.S. housing market still booming?
Ed in Montreal

Read Answer Asked by ed on October 22, 2021