Investment Q&A

Q: What do you think of RMAX ? Are there other real estate funds that look interesting ? How about international real estate opportunities. Please provide some of your picks.

Q: I am down on CGR and want to tax-loss proxy. Are there good proxy options for this ETF? Thank you!

Q: Hi 5i,
I gather from your answers to the few questions that have been asked about it that you are not great fans of IDR for real estate exposure, and my initial question is basically why and what should I be concerned about?
If I'm reading the information correctly, IDR's 10 year growth rate (2011 - 2021) is 167%, with YTD sitting at 29%. It's annual yield meanwhile is 5.60% (or more) and it is diversified through holding residential, industrial and retail REITs in Canada (67%), USA (24%) and the UK (2%).
Could one potentially do better and risk less through holding individual REITs instead of the basket afforded by IDR and, if so, which ones would you recommend for the real estate portion of a portfolio in the current economic climate?
Thanks!
Peter

Q: Hi,

Thinking of dropping a 5% stake in a REIT`S. I see you hold ZRE in the income portfolio. There are two others that with US exposure(PHR) and CGR is a global reit.

Since I am overweight CND stocks does it make sense to go with either PHR or CGR.

This will be held in a LIRA account and I am aware there could be withholding taxes if I go with PHR or CGR.

Thoughts?

Thank you

Rino

Q: I am looking at reducing the number of holdings that I currently have. Please rate the sell order you would have for the above companies

Q: Hello, looking for emerging markets, ETFs you recommend ex China and ex India (as I already hold INDY and FXI). Also looking for non-Canadian REIT ETF recommendations (I hold XRE). Finally what are your thoughts on preferred share ETFs and which would you recommend (Canadian or not) outside of CPD.
Thanks!

Q: Hello. Thoughts on the Dynamic Real Estate & Infrastructure Income Fund? If not on your “thumbs up” list, any similar alternatives you would recommend? Thanks!

Q: Can I get your opinion on CGR:CA? Looking to add a REIT in my RSSP for diversification and this ETF is offered with no commission by my broker. Thanks.

Q: I am thinking of adding a REIT ETF to my RRSP account and curious to know if there is a CDN ETF that holds U.S. properties that you could recommend?

Thank you,

Q: What suggestions do you have regarding Global Reits to invest in. This can be an ETF or individual Reits. I will then compare then to the Canadian ones you have recommended earlier.

Thank You

Paul