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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: BRE's 2019Q1 report disclosed that, year-over-year, management fees had doubled, cutting funds available for distribution by ~40% ($4.9M => $3M.) Since then, the share price has gone down ~10%.

For a lower-growth enterprise like BRE, is it reasonable to expect distributable funds and share price to remain more-or-less in proportion? This would imply significant further share price decline (to ~$10/s, given this metric.) Or is BRE cheap enough on other metrics to ignore this weakness?
Read Answer Asked by John on July 08, 2019
Q: In its Q1 report, BRE attributed its net loss to "the fair value of the exchangeable units issued by the Company, driven by a rise in the Company's share price." Other metrics were encouraging, but particularly considering the scope (~80% of revenue) of the exchangeable units penalty, should I be concerned about their impact going-forward? Their effect seems to be to punish the company when it shows good momentum.
Read Answer Asked by John on June 06, 2019
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
Read Answer Asked by Paul on May 14, 2019
Q: Any preference from a value perspective on any of the Brookfield family of companies? Any you think have a more favorable outlook and price?
Read Answer Asked by John on October 29, 2018
Q: I'm considering buying BRE for a TFSA, mainly due to its consistently high Dividend (stable tax-free income). My concern though is that it generally pays out over 3 times what it earns. How can this possibly be sustainable? The way it see it, BRE essentially generates bulk of its revenue from fees (commissions) which can be low risk provided the sales continue growing. Is BRE a good choice for a TFSA at current price?
Read Answer Asked by EDWARD on October 19, 2018
Q: Good day!
I have enough money to initiate a new position in a senior's income portfolio. So I am looking at these tempting higher dividend paying companies. Of the 3 which would you recommend? Or another recommendation?

Also, I would like to thank you for your invaluable assistance in managing our portfolios and wish all the team members a wonderful Christmas and a great New Year
Read Answer Asked by David on December 21, 2017
Q: I have owned AX for 3 yrs, averaged down 1 time but still underwater, recently took small positions in KWH & DR.Interested in BRE. Looking for safety, growth, and dividends. Should I sell AX put the proceeds into BRE or spread the proceeds evenly among KWH, BRE, DR. Perhaps you could rank these four.
Many thanks
Read Answer Asked by george on September 19, 2017
Q: I have a question about brookfield real estate, why are the shares so under followed and under appreciated? with an 8% yield and shares up nicely since last earnings and share price pushing all time highs you would think there would be more talk about it?

it has a strong dividend that has been increased several times recently and shares continue to appreciate, i think this is a very undervalued company, your thoughts?

are investors afraid of its small size? or its connection to real estate? lets face it, if the real estate bubble bursts in toronto and vancouver (which makes up 1/3 of realtors biz) people will still need to sell these inflated properties

thanks
Read Answer Asked by michael on June 07, 2016
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