Q: Hi, In my prior question, the breakdown for ZRE is far from 100%. Is "residential" missing? Could be a private question. Thanks.
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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 hold both ZRE and XRE. I selected two ETF because their Top10 holdings looked different enough. ZRE has also a better yield. Do you see a better growth from one of them?
Would you have on-hand a breakdown of their holdings (industrials, residential, retail, office). Could these ETF have private holdings? Thanks a million.
Would you have on-hand a breakdown of their holdings (industrials, residential, retail, office). Could these ETF have private holdings? Thanks a million.
- iShares S&P/TSX Capped Financials Index ETF (XFN)
- iShares S&P/TSX Capped Energy Index ETF (XEG)
- iShares S&P/TSX Capped Materials Index ETF (XMA)
- iShares S&P/TSX Capped REIT Index ETF (XRE)
- Consumer Staples Select Sector SPDR (XLP)
- Health Care Select Sector SPDR (XLV)
- Technology Select Sector SPDR ETF (XLK)
- Consumer Discretionary Select Sector SPDR (XLY)
- Utilities Select Sector SPDR ETF (XLU)
- Industrial Select Sector SPDR (XLI)
- Communication Services Select Sector SPDR Fund (XLC)
Q: Hi Group can you make me a list of 10 best (sleep at night)ETFs (one for each sector) c/w 5 year dividend % . I want to buy them and forget about trading or sell foe the next 10 yrs. Can be US or Cad ...Thanks
Q: On March 4 you wrote, "We do like the outlook for REITs and think that as rates stabilize and even decline, the sector should benefit. Out of the two REITs mentioned we like XRE better due to the bigger size and slightly lower expense ratio."
On January 12 you wrote, "HCRE is an equal-weight REIT ETF, which has a small AUM of $48.3M, a relatively low MER of 0.33%, and a yield of 5.9%.
ZRE is also an equal-weight REIT ETF, but has a much larger AUM of $583.7M, an MER of 0.61%, and a yield of 5.1%. XRE is not equal-weight, has a large AUM of $1.0B, a yield of 5.4%, and an MER of 0.61%.
ZRE has outperformed XRE over a long period of time, and thus we like the equal-weight approach."
Can you please clarify your preference for either XRE or ZRE and the main reason for that preference? I gather your preference is for ZRE given it is part of one of your portfolios. It is just that your March 4 response has led me to wonder.
Thanks as always for your expertise.
On January 12 you wrote, "HCRE is an equal-weight REIT ETF, which has a small AUM of $48.3M, a relatively low MER of 0.33%, and a yield of 5.9%.
ZRE is also an equal-weight REIT ETF, but has a much larger AUM of $583.7M, an MER of 0.61%, and a yield of 5.1%. XRE is not equal-weight, has a large AUM of $1.0B, a yield of 5.4%, and an MER of 0.61%.
ZRE has outperformed XRE over a long period of time, and thus we like the equal-weight approach."
Can you please clarify your preference for either XRE or ZRE and the main reason for that preference? I gather your preference is for ZRE given it is part of one of your portfolios. It is just that your March 4 response has led me to wonder.
Thanks as always for your expertise.
Q: Would you be able to tell me the trailing and forward P/E for XRE and ZRE? What are your general thoughts for REITs over the next few years?
Thanks!
Thanks!
- BMO Equal Weight REITs Index ETF (ZRE)
- iShares S&P/TSX Capped REIT Index ETF (XRE)
- Horizons Equal Weight Canada REIT Index ETF (HCRE)
Q: Hello, I would like your opinion of HCRE versus ZRE and XRE. Avantages include the lower MER (0,33%) and no taxable distribution in a cash account, but it has a low trading volume. Thanks.
- StorageVault Canada Inc. (SVI)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- FirstService Corporation (FSV)
- Tricon Residential Inc. (TCN)
- Granite Real Estate Investment Trust (GRT.UN)
- BMO Equal Weight REITs Index ETF (ZRE)
- iShares S&P/TSX Capped REIT Index ETF (XRE)
- Vanguard FTSE Canadian Capped REIT Index ETF (VRE)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: I am woefully underexposed to the real estate sector.
Could you please identify your top 3 Canadian stocks, REITS and ETF's which one might play for the impending interest rate cuts in 2024?
Thanks
Jeff
Could you please identify your top 3 Canadian stocks, REITS and ETF's which one might play for the impending interest rate cuts in 2024?
Thanks
Jeff
- iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
- BMO Equal Weight REITs Index ETF (ZRE)
- iShares S&P/TSX Capped REIT Index ETF (XRE)
- BMO Laddered Preferred Share Index ETF (ZPR.U)
Q: Income account needs some diversification. Was looking at REITs and pref's. In today's environment which would be your favored ETF's for income and some possible growth? Thanks Ron
- iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
- BMO Covered Call Canadian Banks ETF (ZWB)
- BMO Equal Weight US Banks Index ETF (ZBK)
- BMO Equal Weight Utilities Index ETF (ZUT)
- BMO MSCI Emerging Markets Index ETF (ZEM)
- iShares Core Canadian Universe Bond Index ETF (XBB)
- iShares Core Canadian Long Term Bond Index ETF (XLB)
- iShares S&P/TSX Capped Energy Index ETF (XEG)
- iShares S&P/TSX Capped REIT Index ETF (XRE)
- iShares S&P/TSX Global Base Metals Index ETF (XBM)
- iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
Q: I listed in descending order securities that under performed since their 2022 highs. Please rank the securities in order of the best chance to recover their losses when we get back to the risk on mode. Thank you
- Tricon Residential Inc. (TCN)
- BMO Equal Weight REITs Index ETF (ZRE)
- iShares S&P/TSX Capped REIT Index ETF (XRE)
Q: I am of the view that Canadian Real estate may be coming back. Are there any Canadian real estate etfs that include non- reits as well ( for example would include Tricon) .
- Brookfield Renewable Partners L.P. (BEP.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- BMO Equal Weight REITs Index ETF (ZRE)
- BMO Equal Weight Utilities Index ETF (ZUT)
- iShares S&P/TSX Capped REIT Index ETF (XRE)
- iShares S&P/TSX Capped Utilities Index ETF (XUT)
- Hydro One Limited (H)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: With utilities and real estate under pressure these days, can you recommend 4 choices in each sector for a conservative investor with a 10 year time line interested in income with some capital appreciation. Please include 2 ETFs and 2 companies in each sector.
Thanks,
Len
Thanks,
Len
- iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD)
- BMO Equal Weight Utilities Index ETF (ZUT)
- BMO Equal Weight Oil & Gas Index ETF (ZEO)
- iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
- iShares S&P/TSX Capped REIT Index ETF (XRE)
- iShares S&P/TSX Capped Utilities Index ETF (XUT)
- Vanguard Real Estate Index Fund ETF (VNQ)
- iShares Global Healthcare ETF (IXJ)
- Financial Select Sector SPDR (XLF)
- Materials Select Sector SPDR (XLB)
- Vanguard Information Technology ETF (VGT)
- Industrial Select Sector SPDR (XLI)
- TD Global Technology Leaders Index ETF (TEC)
- iShares Global Comm Services ETF (IXP)
Q: Could you pls provide ETFs for dividend and capital growth over the next 12 months for each of:
Communications Services, Consumer Discretionary, Consumer Staples, Energy, Financial, Health Care, Industrials, Information Technology, Materials, Real Estate, and Utilities?
Communications Services, Consumer Discretionary, Consumer Staples, Energy, Financial, Health Care, Industrials, Information Technology, Materials, Real Estate, and Utilities?
Q: Hello, what is the best etf to have exposure to Canadian real estate? THANKS
- BMO Equal Weight REITs Index ETF (ZRE)
- iShares S&P/TSX Capped REIT Index ETF (XRE)
- CI Canadian REIT ETF (RIT)
Q: Would you prefer XRE over ZRE and is their an actively managed REIT ETF or product you could recommend?
- iShares S&P/TSX Capped Financials Index ETF (XFN)
- iShares S&P/TSX Capped Information Technology Index ETF (XIT)
- iShares S&P/TSX Capped REIT Index ETF (XRE)
- Health Care Select Sector SPDR (XLV)
- Consumer Discretionary Select Sector SPDR (XLY)
Q: If you were to consider 5 sector ETFs based on current price and future prospects, what would they be?
Please recommend your favourite ETF for each on the TSX unless it's only available in USD.
Would the beaten down USA sector (eg. XUU) be part of your thinking?
Please recommend your favourite ETF for each on the TSX unless it's only available in USD.
Would the beaten down USA sector (eg. XUU) be part of your thinking?
- Granite Real Estate Investment Trust (GRT.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
- BMO Equal Weight REITs Index ETF (ZRE)
- iShares S&P/TSX Capped REIT Index ETF (XRE)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Would you buy any Cdn REITs at this point...and if yes, what 3 (and in what order) would you buy at current prices.? Thank you as always for your great insight.
Q: How do you think REITS will do in 2023? What would be your preferred ETF? Thank you.
Q: Hello 5i team,
I currently have XRE for real estate coverage in my TFSA for income. I was thinking of switching over to ZRE since it gives a slightly better payout.
I was wondering if there is any advantage for either of these ETFs? Aside from stock purchase limitations (XRE is capped, ZRE is equal weight), does one hold a better real estate portfolio overall?
Thanks,
Andrew
I currently have XRE for real estate coverage in my TFSA for income. I was thinking of switching over to ZRE since it gives a slightly better payout.
I was wondering if there is any advantage for either of these ETFs? Aside from stock purchase limitations (XRE is capped, ZRE is equal weight), does one hold a better real estate portfolio overall?
Thanks,
Andrew
Q: I have a non-registered account that mainly consists of Canadian dividend-paying blue chip stocks. I'm retired. I'm looking at including XRE for diversification. I am fairly flexible on whether or not to put it into this particular account or an RRSP. From a tax point of view, would you have any recommendation ?
Q: I hate asking market timing questions as much as you hate answering them but...I have always been a bit light on real estate and am wondering if now is a OK time to add a position in either xre or zre. Second question: You have XRE in the income portfolio, today would you stick with XRE or I was looking at ZRE that has outperformed XRE recently. My concern about timing is with rising interest rates and the jittery markets that I might be better off just parking in the banks or consumer deffensive and worrying about real estate in a few years,