Q: Some are optimistic about Dir.un but how does one feel about the growth going forward?
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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: Looking at Dream Industrial REIT, I see that the P/E ratio is about 36, which I interpret as expensive, while the P/B ratio is about 0.8, which I would consider a bargain. Which is it? What am I missing?
Q: I need to diversify my RRSP and looking to allocate 10% of portfolio. What REITS should I consider for 5 to 10 year time frame. I read REITS are out of favour but I would think if rates go up they will not do well.
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Hemisphere Energy Corporation (HME $2.76)
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WSP Global Inc. (WSP $226.62)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.52)
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Descartes Systems Group Inc. (The) (DSG $103.93)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.73)
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WELL Health Technologies Corp. (WELL $4.08)
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Topicus.com Inc. (TOI $100.36)
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Lumine Group Inc. (LMN $22.35)
Q: Hi Again. Similar to my last question, with consolidation in mind, would you please rank the above holdings in order of "sell" to "keep".
Carl
Carl
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Crombie Real Estate Investment Trust (CRR.UN $16.76)
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Granite Real Estate Investment Trust (GRT.UN $92.48)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.73)
Q: The stock has moved up nicely over the last few months, is there a reasonable expectation this may continue. Anything special going on with this company? Which REIT would be your favourite vehicle in this sector with a similar dividend?
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Brookfield Renewable Partners L.P. (BEP.UN $47.55)
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Brookfield Infrastructure Partners L.P. (BIP.UN $49.73)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.73)
Q: I'm in the process of using RIF withdrawals to augment a TFSA.
I have BIP, BEP and DIR as possible candidates to switch.
I'd appreciate your view on which stock has the most upside potential?
I have BIP, BEP and DIR as possible candidates to switch.
I'd appreciate your view on which stock has the most upside potential?
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StorageVault Canada Inc. (SVI $4.47)
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Whitecap Resources Inc. (WCP $14.53)
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Freehold Royalties Ltd. (FRU $17.05)
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Tamarack Valley Energy Ltd. (TVE $11.22)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.73)
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Headwater Exploration Inc. (HWX $12.10)
Q: Want to generate some cash in a RESP. overweight oil and gas in this fund. trying to decide what to sell. Do I trim a little from white cap, head water, and freehold or sell reits.
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Great-West Lifeco Inc. (GWO $69.57)
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TC Energy Corporation (TRP $82.77)
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Fortis Inc. (FTS $77.94)
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AltaGas Ltd. (ALA $49.52)
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Tourmaline Oil Corp. (TOU $61.22)
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Capital Power Corporation (CPX $67.60)
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Cogeco Communications Inc. Subordinate Voting Shares (CCA $63.30)
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goeasy Ltd. (GSY $33.13)
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Brookfield Infrastructure Partners L.P. (BIP.UN $49.73)
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Vital Infrastructure Property Trust Tr Unit (NWH.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.73)
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Manulife Financial Corporation (MFC $38.63)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.00)
Q: I am considering adding to these equities (ALA, BIP.UN, BN, CCA, CPX, DIR.UN, FTS, GSY, GWO, MFC, NWH.UN, TOU, TRP). Are there any you would not purchase more? In what order would you acquire for best overall combination of growth and dividend/distribution for the next two years.
Q: Peter; The new partnership plans to acquire “ industrial” projects in Canada. Any ideas of what this would compromise- could SVI be in their sights - or ? Thanks,Rod
Q: Hello, Please provide some thoughts around the Dream Industrial REIT Strategic Partnership With CPP announced Dec 17, 2025. Would you expect this to be a catalyst towards a bullish run for DIR.UN? Thanks.
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Granite Real Estate Investment Trust (GRT.UN $92.48)
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Choice Properties Real Estate Investment Trust (CHP.UN $16.13)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.73)
Q: What would be your 3 favorite REIT's right now and why. Thanks so much.
Q: Dear 5i
Is investing in insurance companies like SLF a good idea in a declining interest rate enviroment , or are they like banks and make up the difference in lost revenue in other areas of their businesses ?
Also would now be a good time to buy into REITS , DIR specifically as it has not done very well over the past year and therefor more likely to rise more also with declining rates ?
Thanks
Bill C
Is investing in insurance companies like SLF a good idea in a declining interest rate enviroment , or are they like banks and make up the difference in lost revenue in other areas of their businesses ?
Also would now be a good time to buy into REITS , DIR specifically as it has not done very well over the past year and therefor more likely to rise more also with declining rates ?
Thanks
Bill C
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Toronto-Dominion Bank (The) (TD $142.48)
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Enbridge Inc. (ENB $71.99)
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Sun Life Financial Inc. (SLF $94.06)
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Whitecap Resources Inc. (WCP $14.53)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.73)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $66.51)
Q: What would be your top 5 CDN DIV growth names ranked in order that can be set up as a DRIP. Thanks as always.
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.52)
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FirstService Corporation (FSV $204.51)
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American Hotel Income Properties REIT LP (HOT.UN $0.47)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.73)
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Real Matters Inc. (REAL $5.75)
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Primaris Real Estate Investment Trust (PMZ.UN $19.15)
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Brookfield Corporation Class A Limited (BN $45.95)
Q: Reviewing recent questions on these coys Considering tax loss sale of car.un and replacing it with more supposedly growthy fsv. Alternatively could add more dir.un which is a keeper for me now. Other name's also in total portfolio but only bn is a keeper. Your views?
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.52)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.73)
Q: Hello,
I have owned CAR.UN & DIR.UN for a number years and would like to sell one and keep the other for a long-term income hold.
Which would you keep?
Thanks as always.
I have owned CAR.UN & DIR.UN for a number years and would like to sell one and keep the other for a long-term income hold.
Which would you keep?
Thanks as always.
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Granite Real Estate Investment Trust (GRT.UN $92.48)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.73)
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Nexus Industrial REIT (NXR.UN $8.13)
Q: Appreciated your recent report on DIR. I am a long-term holder, and always thinking of adding more. It does seem to have been a bit challenged in the last year or two, and wondering how that compares to its' peers in industrial warehousing? Your report lists the peers as Prologis, yes, but also StorageVault (which I thought was primarily personal storage units) and Riocan, which is primary retail. What am I missing? Aren't there other industrial warehousing companies you can use for a more accurate comparison?
Thank-you
Thank-you
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BMO Equal Weight REITs Index ETF (ZRE $23.97)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.73)
Q: Hello fantastic Team,
Do you have a preference ZRE or DIR?
Many thanks!
Do you have a preference ZRE or DIR?
Many thanks!
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Bank of Nova Scotia (The) (BNS $102.79)
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Enbridge Inc. (ENB $71.99)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.73)
Q: Looking to add to an RIF account - considering ENB, BNS, DIR.
Your advice?
Your advice?
Q: Greetings 5i, your updated analysis please on PLD in terms of valuation, balance sheet strength and future growth. In your opinion would you add, hold or sell, assuming one wants exposure to the Industrial REIT sector? I also hold DIR.UN, have recently added to that position and intend to hold. Thank you.
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.73)
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iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $40.40)
Q: Can you tell me which of these 2 would be best in a TFSA vs a regular account for tax purposes?
thank you
thank you