Investment Q&A

Q: Just to round out my portfolio a little I hold 2 REITs - CAR.UN and GRT.UN. It seems the whole REIT sector has been uneventful this year. With these two I'm above water but other than collecting the monthly payouts, there have been no growth.

Do you think the rate cut in the U.S. should/will give this sector a boost? I'm thinking about flipping these two REITs for something that represents a better balance between yield and growth (suggestion if any). Your recommendations/opinions are much welcomed. Thanks.

Q: Considering the recent market volatility and dovish tone from central banks, I would like to increase my exposure to REITs sector for some consistent income. Among the different REIT sectors, I am more lean towards to the Industrial sector, and currently looking to deploy some money into one of the names mentioned above. Any preference? Thanks. Tim

Q: Good Afternoon,
I am a very diversified investor. having stock in almost every sector and not over invested in each sector. In the sector of real estate I am only 5% invested and I am looking to add one stock out the 5 that I have mentioned. I understand that BRE is more of a service company in real estate but it is still class in the real estate sector. Can you recommend me which one of the 5 should I invest in?
Thank You.

Paul

Q: I'm planning to add a REIT for a five year hold (for the combined growth and yield), which one of GRT.UN or CAR.UN would you recommend? Or, if there are others better than these two that I should consider? Thanks.

Q: Hi, what would be your top ranked Reits that have decent growth with at least a four percent distribution, thanks??

Q: Greetings 51 Team,
A number of questions recently on REITs. Not surprising; although they tend to be boring, they have (as a group) held up nicely on both a 1 yr and 5 yr basis and offer a good yield.
However, 'all REITs are not created equal' and 5i has recently recommended DRG, HPMP, GRT, and HR. I own AP, SRU as well as XRE and have not seen a lot of discussion on those names.
Plse explain why 5i would recommend one REIT, and in particular the four above, over another and, if you care to comment on AP and SRU.
TY
SP

Q: Can you please give me your opinion on GRT? Is the dividend sustainable and would you buy at this current price.

Q: Hi 5i team :
reading the analyst's report I noted their reluctancy to get too optimistic about Kevan Gorrie turning around the company for a better value. Their report cited execution risks due to a hot competitive industrial market. Kevan was the CEO of Pure Industrial before blackstone bought it. Is execution risk due to overpaying for land and labour or when buying smaller companies ? or something else ? Thanks

Q: Hi, Can I get your assessment of the latest financials from Granite. Thank you.

Q: Could I have your assessment of GRT.UN, if possible in comparison with other REITs? Thank you.

Q: May I have your comments on the recent earnings report for Granite. Thank you

Q: Having sold Pure Industrial, I am looking at replacing it with industrial or perhaps office. (I already have enough retail and apartment exposure.) I have looked at Dream Industrial but am concerned with its small market cap. Also, the 25% ownership by Dream Office seems unusual and I wonder whether it is a red flag.
What are your top recommendations in the office and industrial segments?
In particular, what do you think of Granite REIT? Do you think that the outcome of the dissident shareholder dispute is positive?

Q: Good Evening
I am thinking of buying a Granite REIT bond yielding 3.5% and maturing in 2023. The credit rating is BBB.
I will appreciate any comments about this REIT and whether it is safe to invest. Alternatively would you recommend any other fixed income security yielding 3.5% and above for about 6 years.
Thank you

Q: Do you think REIT's should be owned in ones portfolio? Does a 10% weighting seem to much? Also can you rate the following from best to worst as I am looking to get rid of one. GRT, REI and CRT.
Thanks

Q: What do you make of the vitriol between activist investors and management of GRT.UN? As a shareholder I have to vote by June 13. I have never before received an email, as I did today, extolling why I should vote in favour of the activists and against management. That said I have enjoyed a fat DIV and a 37% share price increase in the four years since I first bought the stock so you know where my inclination lies!

Q: Your opinion on the stock and the activist activity?

Thanks Ian

Q: I would like to use GRT.UN, CM,ENF,PZA,TD,SMU.UN,T,AX,BCE,AND FC in a retirement income portfolios what do you think. Are there any I should not use.

Jim

Q: I would like to reduce the number of REITs in my portfolio but strike a nice balance in industrial, residential, commercial and perhaps care homes. My present holdings include CUF.UN, AP.UN, CAR.UN, GRT.UN, AAR.UN and SRU.UN. Which of these would you eliminate and what might you add?

Q: Hi 5I :
if we work under the assumptions that
a) there could be serious volatility in the markets with the new USA president (due to global trade changes or some geopolitical events)
b) we want a decent market down protection (considering gold does not have any yield!)
c) we want some protection against higher interest rates (GRT.Un is the only reit that according to TD analysts will not have an impact in price if rates go up by 1%)(GRT net debt/GAV is 15%/, while 46% is the average for its group)
d) we are happy to get a 5.9% return while we wait for the uncertainties in a) to develop.
e) Granite main tenant (Magna) is solid, cheap and will pay the leasing. (what is the % of Magna in its revenues?)
Should not GRT be in every portfolio ?, how big an issue is its debt in US$ ?.
Thanks !!!

Q: Can you please list the pros and cons of investing in these two REIT's ? And if you had to invest in one of them which would you choose and why?