Investment Q&A

Q: Could you please provide me your top three REIT picks for growth and income? Also, if HR.un is not a top pick, please provide your view.

Q: I own these 4 REITS. Can you tell me what percentage of their distribution is return of capital, please

Carl

Q: Opinion

Q: What would your top 2 apartment reits be.
Thanks

Q: Which Canadian reits are worth buying now. Thank you rose

Q: Disregarding everything else, which of these two companies would have more growth, and which is safer over a two-five year period, thanks

Q: REIT Strategy

REITS have had a good run recently, I recently purchased IIP and CAR.UN. Is there anything that I need to watch for in terms of what could possibly turn things negative? Outside of rising interest rates, what else could affect the REIT Sector. I have heard that new builds will not have rent control in Ontario, and there may be more competitive threats in the near future.

Thanks,
Raj

Q: I recently added a 1/2 position of InterRent to my TFSA. In your opinion could I expect more growth from WSP? For industrials I also hold a 4% position in SIS in the same account. I like to hold for 3+ years barring unfavorable fundamental changes. Looking forward to your thoughts.

Q: I own RIT for exposure to the Canadian REIT market. Please rank these four holdings as a long term hold in a growth portfolio. Also, I am considering adding one (or two) individual REITs to add a bit of up side to the general REIT market exposure of RIT. Would you advise this and, if so, which of these three, or any other, would you recommend?

Q: Hello 5i Research Team,
I would like to invest into a few REIT's. Do you have any recommendations for 3-4 of the top ones.
Thank you.

Q: Good Morning,
Your thoughts on Killam Apartments developing new buildings and expanding into the Kitchener/ Waterloo area, thinking it might be a good long term hold with Laurier and U of Waterloo so close? Or do you have another REIT in your area you like? Thanks so much

Q: I have the above Reits which I would like to consolidate into much smaller number. Appreciate your opinion on your preference of which ones I should keep/switch to, based on expectation of total return over 3-5 years period.
Thanks

Q: Nvu.u or Ipp.u ?- I have Csh.u,Fcr,Ap.u--2% of each in portfolio. Thx Mike

Q: Could you please provide the current P/FFO multiple and Debt/GBV for this company?

Thanks

Q: I currently don't have any REITs in my income portfolio but am now considering adding a couple. I was considering the above 4 but really want to add only 2 names. Which would you consider or would you suggest something else? Looking for reasonable income with an eye on preserving capital during rising interest rates.

Q: Can I get your opinion as the company is trading near its ATH.

Thanks

Q: Would you be able to rate the above in order of preference based on overall appreciation/performance over next 2-3yrs - also confirm whether you would be a buyer of any or all of them at this point in time and finally what exposure does each have to the Alberta economy.

Terry

Q: What would be your 2 best ideas in the REIT sector for capital appreciation, 2-3 year hold.

Q: Good morning...I agree with many of the comments that you are providing a phenomenal service and great analysis...I have also been investing for the last 25 years with some wins and many losses...however, my position has improved significantly since being a member of 5i with proper stock/sector allocation...introduction to some stocks ....CSU, GSY, PBH, KXS...greed some times get the best of us and looking for someone to blame when it doesn't work out is all to easy......Thanks again!!

With some extra cash not want to sit....what REIT would you recommend for income and maybe a bit of growth...currently own SMU.UN and CSH.UN....was hesitant to add Retail but read article in Globe regarding Riocan, sounds interesting....can you provide a few of your favorites over the next 12 months to hold until move to more growth....(not concerned with weightings or tax)Thanks

Q: Just 2 quick questions:

1 - Looking at Interrent, Boardwalk and Killam, it seems like they measure their debt differently. Boardwalk does a ratio of debt to FMV of assets, Interrent seems to do debt to GBV and Killam does debt to total assets. Which metric is correct and is this not a standard measure?

2 - I put a few companies on my watchlist, but I don't seem to be notified when there is a question about them.

Thanks,
Jason