Q: Comments on the recent rally? Is it likely to benefit other reits?
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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.
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Loblaw Companies Limited (L $66.77)
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National Bank of Canada (NA $168.12)
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Constellation Software Inc. (CSU $2,477.22)
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Dollarama Inc. (DOL $193.39)
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Cameco Corporation (CCO $149.65)
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Stella-Jones Inc. (SJ $97.51)
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Granite Real Estate Investment Trust (GRT.UN $88.97)
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Magna International Inc. (MG $72.12)
Q: Hi guys,
I have money to add to an RRSP account that currently has CCO, DOL, BN, and L. I’m retired and looking for steady eddys. Each of these has worked well and I will continue to hold. I’d like to add one between MG, NA, CSU, SJ, GRT.UN. Or perhaps something else you would recommend. I understand these are all completely different companies. Sector is unimportant. Just something that is solid as a rock and to hold before converting to RRIF in 5 years
I have money to add to an RRSP account that currently has CCO, DOL, BN, and L. I’m retired and looking for steady eddys. Each of these has worked well and I will continue to hold. I’d like to add one between MG, NA, CSU, SJ, GRT.UN. Or perhaps something else you would recommend. I understand these are all completely different companies. Sector is unimportant. Just something that is solid as a rock and to hold before converting to RRIF in 5 years
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Royal Bank of Canada (RY $231.13)
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Toronto-Dominion Bank (The) (TD $130.17)
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National Bank of Canada (NA $168.12)
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Intact Financial Corporation (IFC $265.02)
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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $178.84)
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Fortis Inc. (FTS $75.26)
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Restaurant Brands International Inc. (QSR $96.32)
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Brookfield Renewable Partners L.P. (BEP.UN $40.46)
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Granite Real Estate Investment Trust (GRT.UN $88.97)
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goeasy Ltd. (GSY $128.34)
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Nutrien Ltd. (NTR $93.15)
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Bank of Nova Scotia (The) (BNS $75.30)
Q: These stocks are held in my wife's RRIF - just turned 71 - start withdrawing 2026. QSR, NTR ,GSY & GRT.UN small positions. GSY added this year. Thinking of selling GRT.UN - stock has not done much & very small dividend increaser, QSR (500 shs) small position - not big dividend grower - thinking of selling, NTR held fora while - up a fair bit 44%, 500 shs - sell? Comments if you agree with my analysis and if so, what should buy or add to this account?
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Granite Real Estate Investment Trust (GRT.UN $88.97)
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Choice Properties Real Estate Investment Trust (CHP.UN $15.81)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.30)
Q: What would be your 3 favorite REIT's right now and why. Thanks so much.
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Granite Real Estate Investment Trust (GRT.UN $88.97)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.30)
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Nexus Industrial REIT (NXR.UN $7.69)
Q: Appreciated your recent report on DIR. I am a long-term holder, and always thinking of adding more. It does seem to have been a bit challenged in the last year or two, and wondering how that compares to its' peers in industrial warehousing? Your report lists the peers as Prologis, yes, but also StorageVault (which I thought was primarily personal storage units) and Riocan, which is primary retail. What am I missing? Aren't there other industrial warehousing companies you can use for a more accurate comparison?
Thank-you
Thank-you
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National Bank of Canada (NA $168.12)
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Granite Real Estate Investment Trust (GRT.UN $88.97)
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Alimentation Couche-Tard Inc. (ATD $78.07)
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Waste Connections Inc. (WCN $169.18)
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Canadian Natural Resources Limited (CNQ $37.89)
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Enbridge Inc (ENB $50.49)
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Fortis Inc. (FTS $54.99)
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Toronto Dominion Bank (The) (TD $94.92)
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Royal Bank Of Canada (RY $168.84)
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Brookfield Asset Management Inc Class A Limited (BAM $48.66)
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Core Natural Resources Inc Com (CNR $87.06)
Q: Hi there: I have been retired for 5 years, in my late 60's. In which order of the above will you buy, given that a few of them are in their all time high. Could u rank them from high (10) to Low (1), and what entry price make sense to you. From a dividend return point of view, and from a Growth point of view. Take as many credit as you see fit. Thank you again
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.09)
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Granite Real Estate Investment Trust (GRT.UN $88.97)
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Killam Apartment Real Estate Investment Trust (KMP.UN $17.66)
Q: Citing elevated redemption requests and tighter cash flows, some asset managers are joining a growing list of firms who are warning investors about changes to their real estate funds, which range from limited redemptions to reduced monthly distributions.
For example Trez Capital Mortgage Investment Corp, Nicola Wealth Management Ltd. and Centurion Asset Management Inc. informed investors about such changes. I own CAR.UN, KMP.UN and GRT.UN. Can I please get your thoughts for these three.
For example Trez Capital Mortgage Investment Corp, Nicola Wealth Management Ltd. and Centurion Asset Management Inc. informed investors about such changes. I own CAR.UN, KMP.UN and GRT.UN. Can I please get your thoughts for these three.
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.09)
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Granite Real Estate Investment Trust (GRT.UN $88.97)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.30)
Q: What are your thoughts concerning REITs in this current market? What would you suggest as a couple attractive options?
Thanks Ric.
Thanks Ric.
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Bank of Nova Scotia (The) (BNS $103.20)
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TELUS Corporation (T $19.56)
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Pembina Pipeline Corporation (PPL $58.06)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $44.44)
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Emera Incorporated (EMA $68.69)
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Allied Properties Real Estate Investment Trust (AP.UN $14.10)
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Capital Power Corporation (CPX $56.77)
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Cogeco Communications Inc. Subordinate Voting Shares (CCA $66.48)
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Enghouse Systems Limited (ENGH $17.86)
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Gibson Energy Inc. (GEI $27.33)
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Granite Real Estate Investment Trust (GRT.UN $88.97)
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Magna International Inc. (MG $72.12)
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Exchange Income Corporation (EIF $98.39)
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CT Real Estate Investment Trust (CRT.UN $16.95)
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First National Financial Corporation (FN $47.98)
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Cogeco Inc. Subordinate Voting Shares (CGO $69.17)
Q: Please rank according to current buy rating. All of these equities are dividend aristocrats with current dividend/distribution higher than 4.5%. Thanks
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FirstService Corporation (FSV $217.41)
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Granite Real Estate Investment Trust (GRT.UN $88.97)
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BMO Equal Weight REITs Index ETF (ZRE $23.69)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.30)
Q: Hi, would like to know your thoughts about an alternative to dir.un. Have had this one for about three years B.E. 12.60 ,(in an rrif). Or thoughts on another stock or etf I could add to dir. as it is my only stock in R.E. Sector.
Thanks
Thanks
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Granite Real Estate Investment Trust (GRT.UN $88.97)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.30)
Q: I am under water now with DIR.UN, and have noticed that you are recommending GRT.UN more often as an Industrial REIT option. Should I switch?
Carl
Carl
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Canadian Natural Resources Limited (CNQ $51.90)
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Granite Real Estate Investment Trust (GRT.UN $88.97)
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Blackstone Inc. (BX $126.83)
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The Trade Desk Inc. (TTD $26.24)
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Applovin Corporation (APP $375.23)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $66.64)
Q: I plan to sell CNQ BAM GRT.UN and TTD for tax losses. Can you please suggest proxies for each of these companies.
Thanks
Thanks
Q: I like that GRT. UN has diversified from majority special purpose real facilities to majority distribution & e-commerce facilities in then last 10 years. All other metrics look good for this REIT.
What do you think about GRT.UN at these levels? Should investors be concerned about Magna being the largest tenant of GRT.UN?
Any other REIT's you would recommend if a patient investor wanted to start building real estate positions?
What do you think about GRT.UN at these levels? Should investors be concerned about Magna being the largest tenant of GRT.UN?
Any other REIT's you would recommend if a patient investor wanted to start building real estate positions?
Q: Can you please recommend a couple of REITs that you feel good about so I that I could include in my portfolio. Can you please give a brief explanation of why these will make a good investment.
Q: How is this company expected to do in the face of tariffs? Can Granite still do well if Magna struggles? Can there be growth? Buy, sell, or hold? Thank you!
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SmartCentres Real Estate Investment Trust (SRU.UN $27.27)
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Granite Real Estate Investment Trust (GRT.UN $88.97)
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BMO Equal Weight Utilities Index ETF (ZUT $26.07)
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iShares Core Canadian Universe Bond Index ETF (XBB $28.29)
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Choice Properties Real Estate Investment Trust (CHP.UN $15.81)
Q: I am looking to offset some equity risk with fixed incomes or proxies of the same that ideally have some capital gains potential. Could you please comment on the risk level of some of these bond proxies, as well as preferred shares, from a risk perspective?
Irrespective of whether we have tariffs coming it is difficult to say that the unpredictability will stop.
Irrespective of whether we have tariffs coming it is difficult to say that the unpredictability will stop.
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Dominion Energy Inc. (D $62.52)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.09)
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SmartCentres Real Estate Investment Trust (SRU.UN $27.27)
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Granite Real Estate Investment Trust (GRT.UN $88.97)
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InterRent Real Estate Investment Trust (IIP.UN $13.35)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.30)
Q: Hi,
I know interest rates are going down and I know the population of Canada may not grow as it did in the last few years. But how would you rate these reits in terms of their fundamentals, management, payout, and their risks. If you can rate from 1 to 10, 10 is the best, 1 is the worst.
Thank you
I know interest rates are going down and I know the population of Canada may not grow as it did in the last few years. But how would you rate these reits in terms of their fundamentals, management, payout, and their risks. If you can rate from 1 to 10, 10 is the best, 1 is the worst.
Thank you
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.09)
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Granite Real Estate Investment Trust (GRT.UN $88.97)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.30)
Q: Is now a good time to get into CDN REIT's. If so can you please select your top 3.
Thanks in advance.
Thanks in advance.
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Boardwalk Real Estate Investment Trust (BEI.UN $68.60)
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Crombie Real Estate Investment Trust (CRR.UN $15.93)
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Granite Real Estate Investment Trust (GRT.UN $88.97)
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Killam Apartment Real Estate Investment Trust (KMP.UN $17.66)
Q: I hold these REITs in a diversified portfolio. They have not been performing and are mostly close to 52 week lows. Do you see upside in these? What is your view on holding REITs like these? Should I be switching them out for something else or am I being the typical investor considering selling at the bottom :-)
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BCE Inc. (BCE $35.03)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.09)
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Toromont Industries Ltd. (TIH $181.19)
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Granite Real Estate Investment Trust (GRT.UN $88.97)
Q: looking for safety of dividend and single digit capital appreciation. would you sell BCE and replace with 50 percent to TIH and 50 percent to either CAR.UN or GRT.UN. thanks Richard