Investment Q&A

Q: Good morning,

Could you please offer your views on the acquisitions by WPT Industrial ( apparently accretive?) as well as your opinion on the company, post acquisition.
Thank you

Q: Hi can I have your take on this current acquisition
Kind regards
Stan

Q: Would these two companies in the real estate sector be suitable for 1 to 3 year hold for income given its current valuations?
Thx

Q: Hi there, I'm thinking about reducing my position in WIR (taking profits) and entering MRT. Can you tell me why the steady decline in MRT sp since 2015 and do you see a reversal any time soon or any other catalyst on the horizon?
Or would I be better off sticking with WIR, or perhaps you have a better suggestion.
Many thanks

Q: I am considering a $US pay reit, and am looking at these two. Could you provide the payout ratio/dividend sustainability, debt levels and debt due timeframe as well as any other relevant financials. Industrial reits and apartment reits have done very well for me, but do you have a preference between the two based on the current economic forecast? Lastly, could you identify the pros and cons of Canadian domiciled companies holding virtually all US assets?
Thank-you

Q: Morning fellas:
What do you guys think of this name?
Thank u
Mark

Q: Could I please have your top 3 choices among industrial reits.

Q: Could u comment on the earnings. Would u consider this a solid long term hold. C

Q: I currently have no investments in the REIT sector and have about 10% cash. Would you say this would be a good time to step into WPT Industrial or Canadian Apt Properties for income and some growth? Please provide your insight on a comparison. On the US side how do you view XLRE? I am retired and looking for some stability and wouldn't mind allocating to 2 properties. Thanks.

Q: Good morning 5i Team

I've owned Artis REIT for many years and doing okay (not great) with it due to the accumulated dividends. With the dividend cut the current market yield is 4.86% today. I've continued holding it expecting the total return to be okay going forward anticipating that share buybacks will cause the share price to increase this year.

I like the reit because of it's focused on industry assets and not focused on retail. I also like that it is growing it's properties in the USA. I don't like the reit because of the dividend cut (even with the focus on share buybacks).

Being primarily interested in income, but also total return, I see other reits that are likely better quality and currently pay a higher yield. Can you recommend one to switch to that has a significant presence in USA and is focused on industrial properties?

Thanks
Peter

Q: Oil going up. Vet not going with the flow. Your thoughts. Wir.u for growth and dividend. Thanks

Q: I would like to add an Industrial REIT to my TFSA. Which would you choose today. I like a balance of growth and dividend.

Thank you.

Q: I am thinking about purchasing this stock. What is your opinion of it ?

Q: I am looking at these 2 reits ,what are your thoughts, or can you suggest some others in the space. P.S. I am retired and need yield. Thx Jack.

Q: You have mentioned Dream's western Canadian exposure in other answers. This is purely anecdotal but I notice in Calgary that I have a lot of vacant space. Therefore I would prefer to own another industrial REIT. Recommendations please. Thanks always for your great service.

Q: Can you please clarify your answer to Francis' question on a potential choice of an industrial REIT in Vancouver. Your answer alludes to Pure Multi Family REIT which is not industrial. Joe

Q: What stocks do you see as the best opportunity in the industrial/e.commerce space trading on the TSX but with property anywhere?

Thanks so much for all of your great advice.

Q: Hi Peter
I’m 65 and getting a pension and have less than 7% of my portfolio in real estate investments . For dividend security and future growth , which would you recommend -WIR.U or SMU.UN?
Thank you so much for all the great info and support 5i provides .
Joanie

Q: I am retired living on dividend income. I currently hold equal positions in AAR.UN and WIR.U. Now that the AAR.UN acquisition is priced in and only yielding 3.87%, I am considering selling AAR.UN and adding to my WIR.U position, which yields 5.91%.
Is there any reason to continue holding AAR.UN?
Is selling AAR.UN and adding to WIR.U a good strategy? Or would you recommend another industrial REIT stock?

Q: ROE, Debt, tech ratios, div. all look good to me, is there any reason this REIT trading volume is almost NIL. Am I missing something, thought this was a solid holding going forward, please comment. Thanks.