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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: Good afternoon,

I know that there are diversification benefits to owning ZRE vs individual REITs in Canada. But for a 1-2% portfolio weight, I wonder if I might be better off with a name like CHP.UN purely for income given the quality of their largest tenant.

I have owned ZRE for awhile now, but have to admit to being underwhelmed by its performance.

Thoughts?

Thanks as always.

Thoughts
Read Answer Asked by Trevor on November 01, 2023
Q: Hi 5i,
I currently own CHP.UN and L.PR.B. I would like your opinion, is there value in selling CHP.UN and buying WN,PR.D to strengthen my portfolio or should i just buy more L.PR.B. I looked but don't really understand the relationships here.
Read Answer Asked by Mark on September 14, 2023
Q: Hi 5i, looking for help taming the RIETs part of my portfolio as i own all of the above. Can you help me with selling some REITs (anything I've doubled up on or is not the best choice). I am planning on redistributing the funds to the remaining REITs. As usual your help is appreciated, if you could rank them also that would be great.
Read Answer Asked by Mark on November 10, 2022
Q: How would you rank AX.UN, CHP.un, CHW. DOO, ET, FN, HPS.A, ISV, LB, QSR for overall return with some growth. Please rate as well if you would Buy, Sell or Hold Each one of them. Would you prefer at this time not to invest and just hold cash?
Read Answer Asked by David on October 19, 2022
Q: Hi. could you please rank these REITs in order of safest business model during a recession and relative security of distribution. Thanks.
Read Answer Asked by Gary on September 01, 2022
Q: For income and some safety, do you see anything not to like about these four REITs?

Thanks as always.
Read Answer Asked by Dan on July 20, 2022
Q: Good day 5i Team,

I have some cash sitting around and would like to build a portfolio.
There are few names that I selected, the goal is to have a stability, potential growth, dividends and maybe some covered options selling opportunities. I will hold these in my TFSA.
What do you think of the names? What would you add? What would you recommend.

Thank you as always
Read Answer Asked by Oleksii on April 21, 2022
Q: Would you please rank these 12 REITs for future growth prospects, where 10 is the best prospects & 1 the worst. Also would please indicate what REIT assets contribute to future growth & those REIT assets that have very little future growth. Thanks ... Cal
Read Answer Asked by cal on March 23, 2022
Q: I have modest positions in these two holdings and am thinking of selling the Choice prop. REIT and buying more TXF. Do you have an opinion on this move. I recognize that they are very different holdings but my reasoning is as follows.
Chp has a nice dividend but very little growth. Txf has now dropped in price to a point where the downside potential seems more limited than its upside potential. It also pays a dividend that is enhanced by the covered call strategy. I know you prefer to own tech companies directly (which I do) but have also found Txf to be a way to own a basket of tech that would be hard for me to reproduce in my own portfolio. Any thoughts or opinions would be appreciated. Thanks.
Read Answer Asked by Donald on March 10, 2022
Q: are any of these something to have as a good investment ?
Read Answer Asked by jim on February 09, 2022
Q: Is it better for me to hold these companies in a registered account?

Also, in terms of their portfolio diversification, do I need to own all four?
Read Answer Asked by Brett on December 13, 2021
Q: I am interested in REITs for potential retirement income. However, when one looks into the details of the “dividends” often a significant portion of the yield is return of capital. Are there any Canadian reits that make distributions that are largely just income and if so can you advise of same. Thanks Bill
Read Answer Asked by Bill on September 28, 2021
Q: Good Morning,

Thanks for your excellent service. I owe INO.UN and CHP.UN in REIT. Looking to replace them with 1 Industrial/Commercial/ REIT and 1 residential REIT. Looking for long term growth and not much concerned about Income. Can you recommend 2 REITS in each space with brief comments on the rationale that there long term prospects will be better then the one I am replacing.

Thanks and have a great day

Read Answer Asked by Nimish on August 31, 2021
Q: I am looking to add one REIT to my RSP portfolio. I would greatly appreciate your thoughts on the two listed above and if you have a better suggestion. What would be your preferred REIT please?

Thanks and a price increase for this service is well deserved in my humble opinion. Dan
Read Answer Asked by Dan on June 15, 2021
Q: Hi Peter and 5i,
The below is from a CHP's press release from it's latest quarterly earnings on 4/29.
"Choice Properties had a net loss of for the first quarter of 2021 as compared to net income of in the first quarter of 2020. The decrease was mainly due to an unfavorable change of in the adjustment to the fair value on the Exchangeable Units, partially offset by a favorable change in the fair value of investment properties, including properties held within equity accounted joint ventures."
I do not understand the Exchangeable Units. Will you please explain what the Exchangeable Units and what they mean?
Thanks as always for your valuable information.
Read Answer Asked by Dennis on May 03, 2021
Q: Hello!
I am underwater on my First Capital Realty shares (currently yielding 2.62%) and considering replacing them with Choice Properties REIT units (currently yielding 5.43%). Doing so would double my income from this position. My thinking is that CHP's income profile is more stable than FCR's. What are your thoughts on this trade? More importantly, would you make the switch now or wait for the economy to open up more? Once vaccinations are rolled out and the economy more or less returns to normal, does FCR's share price have more upside than CHP's? FCR's share price has rallied more in recent months.
Thank You!
Read Answer Asked by Brian on April 06, 2021
Q: I am considering the above 7 REITs and would like to concentrate on the best 4-5 for long term in RRSP; based on current value and growth potential. I am concerned that CRT is trading at too high a valuation (P/B higher than others). Could you please tell us where each of the 7 REITs are trading, relative to their NAV (for example DIR's may be trading at a 10-per-cent discount to NAV). Can you please rank all 7 REITs? Thank you!!
PS: Is it hard to calculate trading price relative to NAV?
Read Answer Asked by Grant on February 12, 2021
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