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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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Granite Real Estate Investment Trust (GRT.UN $81.31)
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Choice Properties Real Estate Investment Trust (CHP.UN $14.73)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.58)
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 $128.92)
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Enbridge Inc. (ENB $64.99)
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Sun Life Financial Inc. (SLF $85.68)
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Whitecap Resources Inc. (WCP $11.53)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.58)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.74)
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 $36.74)
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FirstService Corporation (FSV $212.07)
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American Hotel Income Properties REIT LP (HOT.UN $0.51)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.58)
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Real Matters Inc. (REAL $5.82)
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Primaris Real Estate Investment Trust (PMZ.UN $15.58)
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Brookfield Corporation Class A Limited (BN $46.27)
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 $36.74)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.58)
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 $81.31)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.58)
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Nexus Industrial REIT (NXR.UN $7.93)
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 $22.05)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.58)
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 $101.04)
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Enbridge Inc. (ENB $64.99)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.58)
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 $12.58)
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iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $36.82)
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
Q: Hi, in my rrif account, I have both, and I’m considering selling dir.un and adding to Zmi. Dir.un 5years ago was approximately $12.30 when I bought it. Today it is much the same, I think if I sold I might make $100 . Zmi seem much more diversified, safer and could actually make some capital gains. Is the .20 mer and 1.2% difference in dividend a deal breaker, or would you consider this move for a riff account.
Thanks
Thanks
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Visa Inc. (V $353.38)
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Bank of Nova Scotia (The) (BNS $101.04)
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Enbridge Inc. (ENB $64.99)
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TC Energy Corporation (TRP $76.46)
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Sun Life Financial Inc. (SLF $85.68)
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TELUS Corporation (T $17.43)
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Fortis Inc. (FTS $70.94)
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Thomson Reuters Corporation (TRI $182.22)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.58)
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Trisura Group Ltd. (TSU $42.97)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.32)
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Lumine Group Inc. (LMN $27.51)
Q: Which ones (if any) would you buy and hold and forget for 10 years?
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.74)
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Granite Real Estate Investment Trust (GRT.UN $81.31)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.58)
Q: What are your thoughts concerning REITs in this current market? What would you suggest as a couple attractive options?
Thanks Ric.
Thanks Ric.
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Visa Inc. (V $353.38)
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Bank of Nova Scotia (The) (BNS $101.04)
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Enbridge Inc. (ENB $64.99)
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TC Energy Corporation (TRP $76.46)
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Sun Life Financial Inc. (SLF $85.68)
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TELUS Corporation (T $17.43)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $128.06)
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Fortis Inc. (FTS $70.94)
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Thomson Reuters Corporation (TRI $182.22)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.58)
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Trisura Group Ltd. (TSU $42.97)
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WELL Health Technologies Corp. (WELL $3.97)
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Brookfield Corporation Class A Limited (BN $46.27)
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Lumine Group Inc. (LMN $27.51)
Q: BUY. or. HOLD. or SELL for a 3 to 5 year period?
Q: Hello 5i
I already own DIR for the dividend. Which is the better choice: adding to NXR with a higher dividend or just adding to my existing DIR holdings?
Thanks guys
Ken
I already own DIR for the dividend. Which is the better choice: adding to NXR with a higher dividend or just adding to my existing DIR holdings?
Thanks guys
Ken
Q: I have substantial units of DIR.UN and I am wondering when the $10.80 USD ($15.01 CD) take over by Morgan Properties would be reflected in the CDN price of the units?
As of this writing the price of DIR is only $12.29 CD?
I don't want to sell if the price will come up. Usually the acquired company's unit price goes up and the acquirer's goes down? Thoughts. Thanks. Bill
As of this writing the price of DIR is only $12.29 CD?
I don't want to sell if the price will come up. Usually the acquired company's unit price goes up and the acquirer's goes down? Thoughts. Thanks. Bill
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.74)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.58)
Q: Good morning
Ive held both of these reits for several years in my rrifs. On car I’m down 13% and on dir flat.
Over the past year car is down 15% and dir is down 5%. That performance doesn’t include dividends
Can you suggest 2 other equities that offer similar income but will come with additional growth?
With thanks
Sheldon
Ive held both of these reits for several years in my rrifs. On car I’m down 13% and on dir flat.
Over the past year car is down 15% and dir is down 5%. That performance doesn’t include dividends
Can you suggest 2 other equities that offer similar income but will come with additional growth?
With thanks
Sheldon
Q: Hello 5i,
I see that DIR.UN just reported on Aug. 5. No questions have been asked since July and the last report was Sept. 2024 when you had it as a "B+".
Do you see yourselves updating the report any time soon?
Any recent changes in your thinking on this one? Was the recent quarter notable in either a positive or negative manner? Or, was it just a "steady as she goes" kind of quarter?
Thanks!!
Cheers,
Mike
I see that DIR.UN just reported on Aug. 5. No questions have been asked since July and the last report was Sept. 2024 when you had it as a "B+".
Do you see yourselves updating the report any time soon?
Any recent changes in your thinking on this one? Was the recent quarter notable in either a positive or negative manner? Or, was it just a "steady as she goes" kind of quarter?
Thanks!!
Cheers,
Mike
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RioCan Real Estate Investment Trust (REI.UN $18.52)
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Allied Properties Real Estate Investment Trust (AP.UN $13.17)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.58)
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Plaza Retail REIT (PLZ.UN $4.27)
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Nexus Industrial REIT (NXR.UN $7.93)
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Minto Apartment Real Estate Investment Trust (MI.UN $13.46)
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BSR Real Estate Investment Trust (HOM.UN $17.21)
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Primaris Real Estate Investment Trust (PMZ.UN $15.58)
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Flagship Communities Real Estate Investment Trust (MHC.UN $26.66)
Q: How would you rank the following reits (AP.UN, DIR.UN, HOM.UN, MHC.UN, MI.UN, NXR.UN, PLZ.UN, PMZ.UN and REI.UN) for total return. Are they any you would not buy or would only buy a partially at this time?