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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: Hi 5i , I am interested in adding an REIT with focus on large warehouses and I wonder if there are any you would recommend? Also REIT ETF's interest me . Thank you for any input you have

Read Answer Asked by Jesse on November 23, 2021

Q: Would you rank these Reits as most likely to see distribution increases and share appreciation in the relatively near future. Are Reits attractive for income now?

Read Answer Asked by Steven on November 18, 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. Iím 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 itís 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: I own these 3 REITs in my RRSP. I have done extremely well on them and I have reduced my positions. Given that they are REITs and have recovered nicely from the Covid lows, I am debating exiting the positions completely since their upside potential has been reduced. They will never have explosive growth and since they are no longer depressed does it make sense to exit the positions and look for opportunities elsewhere where there is more upside. The dividends are not that large so I don't feel I am missing out from an income perspective.

Thanks,
Jason

Read Answer Asked by Jason on October 27, 2021

Q: I recently submitted a question about possibly under-levered reits, and was surprised to receive an answer about "cheap" reits. To my mind these are quite different concepts.

Read Answer Asked by Peter on August 19, 2021

Q: I am looking for exposure to REITs for some capital appreciation but primarily for income either through individual REITs or ETFs. Can you recommend some individual REITs and ETFs. Is this a good time to be buying REITs instead of bonds for income?

Read Answer Asked by Robert on July 30, 2021

Q: Back in this April I switched GRT.UN over to SMU.UN after GRT.UN's unit price had gone stale. I did reap the benefit of 25% gain from a 2 year hold. This switch is only supposed to be a temporarily move as I was waiting for better other opportunities. However, SMU.UN went up by 18% since then (in only a bit more than 2 months) and I wonder why so much and so quick for a REIT?

My question is that SMU.UN gain for real? Why the big pop and will it hold, or I should jump ship at the next opportunity? I'm not complaining about this windfall, but it's too much too soon and there is no such thing as a free lunch from heaven? Right? LOL.

Read Answer Asked by Victor on June 29, 2021

Q: Can you rank these Reits for value and growth please. Iím considering adding to 1 or 2 of these names. Thanks

Read Answer Asked by Scott on May 26, 2021

Q: Hi,
Could you recommend a few REIT's with a main goal of income and some growth.

Thanks

Read Answer Asked by Brent on May 26, 2021

Q: Would appreciate it very much ranking the above based on your expectation of total return over 3 to 5 years period. I wish to consolidate these number into less positions. In particular I am thinking of selling FCR at a loss and perhaps add to GRT.un or one of the others,

Thanks

Read Answer Asked by Saad on March 23, 2021