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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: A quote from the Business Insider: "Prospective losses, refinancing woes, international contagion, and panic selling combine to create a bleak outlook for the commercial property sector."

I'm guessing the Office sector is perhaps the most risky portion, but how concerned are you about these three industrial REIT's with regards to the overall CRE outlook? PLD apparently has an A-rated balance sheet which I would guess help them survive compared to many (?) It also appears that much has maybe been priced into the respective stock prices of these.anada
Read Answer Asked by James on April 25, 2024
Q: If you held 5 or 6 real estate type positions in a diversified portfolio, and wanted to consolidate a bit, would you be in favour of selling a smallish position in SVI and add to medium sized positions in DIR.UN and/or GRT.UN. If yes, would you add to both or just DIR.UN?
Read Answer Asked by Dan on April 04, 2024
Q: With increasing power demand (AI, EV's, data centers, etc.), what positive or negative impact does this have on BEP.UN and FTS ?

Are there any Canadian REIT's that are currently investing in the apparent demand for data centers - perhaps DIR.UN or GRT.UN ? I know that BIP.UN is now investing in this area.
Read Answer Asked by James on March 13, 2024
Q: Which REITs, either Canadian and/or US, are suggested for secure dividends and potential appreciation once interest rates settle. I asked this question several days ago but it much have fallen through the cracks. thanks A,
Read Answer Asked by alex on March 12, 2024
Q: I have a few REITs in my portfolio for income. The income has been consistent so far.
Why has the sector dropped so much in value? What conditions need to exist for them to recover their value.
Is the income at risk of decreasing?
Read Answer Asked by Ron on March 05, 2024
Q: Good morning - if indeed we are approaching a pivot in the market, which REIT' are most attractive to you these days. I have done well with DIR.UN but it's my sole real estate holding. Time to add more of the sector? Thanks for everything and best wishes of the season to all you good people at 5i. I have. seriously benefitted from your service over the past four years.
Read Answer Asked by alex on December 12, 2023
Q: I am woefully underexposed to the real estate sector.
Could you please identify your top 3 Canadian stocks, REITS and ETF's which one might play for the impending interest rate cuts in 2024?

Thanks
Jeff
Read Answer Asked by JEFF on December 04, 2023
Q: I own the above high dividend yield Canadian stocks, just under 4% yield and up. I am looking to add maybe 10 to 20 % to 4 or 5 positions. The yield on these is enough for us now so no hurry to sell anything.
Retired, but still looking at safety of capital. I have left out O&G plays and other potentially riskier plays. (except Enbridge)

Which of these, or other stocks do you believe have the greatest potential for price appreciation over the next couple of years if/when interest rates drop.

I am looking for your top 5, here but feel free to add other picks.

Thank you. Take as many credits as needed.
Read Answer Asked by Tulio on November 23, 2023
Q: What would consider as a good entry point for each of these and also a price target please.
Read Answer Asked by Gerry on November 02, 2023
Q: Looking to take tax losses and not sure which to pick ? Some of them I can sell and not rebuy ? Please rate them as sell, hold, sell and rebuy. Thanks guys.
Read Answer Asked by Frank on November 02, 2023
Q: My plan is delay OAS, at the same time trying to not go overboard on dividend-payers in my taxable account to limit the clawback. I'm wondering if adding REITs instead tend to help that situation.

Generally speaking, is the payout from Canadian REITs such as GRT.UN and DIR.UN in a form that is beneficial in that regard? Is there a CAD ETF that invests in the U.S. that might also be a good idea?

I hope this doesn't come across as tax advice.
Read Answer Asked by James on October 21, 2023
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