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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 am wondering about the relative safety of these Reits if interest rates runs really high. I was reading an article in Barron's which claimed a high number of Reits went bankrupt in the 70's and 80's, but went on to say it wouldn't happen today even in the same case scenario, but it did not say why. Wondering what you think of that statement, and if you could answer "why it wouldn't happen now". Do you think these Reits are safe to add to as they go down, and would their dividends be safe if interest rates ran hot for a couple of years? Thanks.

Read Answer Asked by Pat on June 20, 2022

Q: Hi,
What 5 or 6 uncorrelated Canadian companies & REITS would you pick for a "HIGH YIELD" portfolio for SAFE INCOME?

Thanks

Read Answer Asked by Carlo on June 10, 2022

Q: All four of these companies seem to be interest sensitive & are dropping a lot. NWH.UN is still up 15%,TIXT is down 25 %, while IIP.UN is even & DIR.UN is down 18%. Should I sell because of the announced & upcoming interest raises or continue to hold them? They all appear to be good companies but are being swept along by the tide of selling.Thanks
Dave

Read Answer Asked by Dave on May 03, 2022

Q: Thinking of getting back into 1 or 2 real estate companies. Looking at IIP.un and MEQ. Can I have your opinion on these thwo? Are there others you would consider over the next 3 years?

Thank you, Mike

Read Answer Asked by Michael on April 11, 2022

Q: Hi
Am I correct in understanding that REITs are a good hedge against inflation? All of these REITs have been decreasing- some more than others. Are there any that you think will continue to be at risk in a rising rate environment? would you add to any during this most recent decline?
thanks

Read Answer Asked by Mary on April 09, 2022

Q: Hi, should have some exposure to R.E. Could you please pick two of these R.E companies you would prefer, with dividend , growth, and management considerations. This is for a unregistered acct. for long term. Or would you stay clear of this sector for now because of higher interest rates that are likely to come?
also if you have a better suggestion please include it .
Thanks

Read Answer Asked by Brad on March 21, 2022

Q: Hi 5I
I have my rent coverage in TCN. IIP.un, O, and IIPR. The portfolio weighting is fine, I believe(3% total). I am happy with the growth and payout of TCN & IIP
Question: I noticed your preference is to ZRE for income. Should I consider switching into ZRE going forward(TCN for ZRE)? Any other comments are appreciated.

Read Answer Asked by Peter on January 31, 2022

Q: Good morning Peter, Ryan, and Team,

With interest rates set to climb, do you believe that “residential” REITs/Real Estate stocks like CAR.UN, IIP.UN and TCN should be over-weighted in one’s portfolio? My thesis is that less people will be able to buy a house in an already overheated real estate market, forcing them to consider renting an apartment or home. (I assume that real estate is also overheated in the US when including TCN) Do you concur, and if so, can you suggest any additional names? Thanks.

Read Answer Asked by Jerry on January 25, 2022

Q: Hi Team,

Can you recommend 5 REITS for investing new dollars for 2022?

Read Answer Asked by Ian on January 04, 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: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT

Read Answer Asked by kaushikbhai on December 10, 2021

Q: Hello 5i,

Could you please list your top 10 stocks (rank in order 1st to 10th) in Canada and the US to purchase now for a 3-5 year hold when considering current and future values?

Thank you
Cheers,

Read Answer Asked by Jerry on December 06, 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: I would like to invest in 2 REITs and am looking for the best potential Total Return. I have been looking at the 4 REITs listed above, but would consider any REIT. What 2 REITs would you suggest at this time? Would you recommend 1 industrial REIT and 1 residential/commercial REIT for diversification? Finally, can you please tell me the percentage of US real estate, if any, in each of the 2 REITs suggested. Thank you!!

Read Answer Asked by Grant on October 28, 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: 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