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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'm a roughly 50/50 income/growth investor with the income being an important part of our retirement income.

Given that REITs are generally high debt equities I'm questioning how they'll fare given the current environment of rising interest rates and and increasing costs. Will they be able to offset those increased costs by raising rents?

I'd first like you to comment on my assumptions as to what is going on. Agree or disagree.

Secondly I'd like you to comment on the specific REITs that I've mentioned. I'm sure they're all different based debt maturities and rental contracts. The average length of their rental contracts may work against them if it's longer while the average maturity of their debt may work for them if it's longer. Cost increases are now.

Read Answer Asked by Larry on March 23, 2022
Q: I have not seen any questions on Starwood for a while. It has a good yield. Is it a buy at these levels?
Thanks
Ian
Read Answer Asked by Ian on March 04, 2022
Q: Greetings.
1) Could Dream Industrials' expansion into Europe be a hindrance - given the Ukrainian situation?
2) Do you like DIR.UN at these levels?
3) If looking to buy a Canadian REIT - which sector would you recommend? Apartment, Industrials...? Thank you.
Read Answer Asked by Toge on March 03, 2022
Q: Hi 5i Team - Could you provide two or three top picks in each of the following sectors: Real Estate, Consumer Staples, Financial, Industrial. Any market cap is fine but with a focus on mid cap. Also with a focus on Canadian Equities.
Thanks.
Read Answer Asked by Rob on February 23, 2022
Q: Greetings. In 2021, I took a small tax hit, to shift my "UN" stocks to my TFSA from my non registered... ostensibly to simplify my taxes. Just wondering if, going forward, you folks have heard whether HHL will lose their straight dividend status - or has it already? Thanks.
Read Answer Asked by Olaf on February 18, 2022
Q: Hi group - I am a medium risk investor - Can you please give me your top picks + % weighting in the top sectors - Financial, Industrials, Materials , Energy, Health care , real estate, Tech Thanks
Read Answer Asked by Terence on February 14, 2022
Q: What's the main reason why some of the REITs that did well in 2021 are doing so poorly heading into 2022? I own DIR.UN, GRT.UN and SMU.UN and all three are down quite a bit so far into the new year. Thanks.
Read Answer Asked by Victor on February 09, 2022
Q: Good day.

DIR.UN: I read that REITs become favourable in a rising interest rate environment. Is this true for industrial REITs too? Could you please help me to understand why. I assume that they can raise rents, but do they not have longer term rental contracts (?). Any property purchases would also cost them more. How do they benefit from higher interest rates? Thank you.
Read Answer Asked by Toge on February 07, 2022
Q: Can I have your thoughts about these stocks and ETF’s for someone with a 3 to 5 year timeframe and who is in their mid 30’s?

Thanks
Read Answer Asked by David M. on February 07, 2022
Q: Hi,

What are your thoughts about my current portfolio? I am also looking at adding ZRE.TO and ZWC.TO.

Appreciate your help.
Read Answer Asked by David M. on January 27, 2022
Q: If you had a well balanced portfolio and were looking to add some medium to small sized companies that were involved in industrial activity of various types, how would you feel about each of these companies on a scale of 1 to 10, with a 10 being a stock you definitely want to add right now, a 1 being a stock you have absolutely no interest in, and a 5 being a stock you thought was not bad, but not good enough to want to buy it. Say you have a risk tolerance of about a 7, with 10 being high and 1 being low. Looking for long term total return. ANRG, DIR.UN, FTT, GDI, HDI, ITP, NOA, XTC.
Read Answer Asked by Dan on January 09, 2022
Q: I want to add funds to my real estate holdings, as well as refine it for maximum sector diversification.

My current holdings are DIR.UN, EQIX, DLR, CAR.UN, GRT.UN

On my watchlist for this sector are TCN and CCI

Can I get your opinion on:

1) Are there any redundancies in my current holdings and if so, what could be sold?

2) Could you rank my current holdings for which to add to - first to last?

3) For proper sector diversification, would TCN and/or CCI be good additions? Or is there another real estate name you would suggest?

Thank you as always for your sage advice!

Doris
Read Answer Asked by Doris on January 05, 2022
Q: Hi Team,

Can you recommend 5 REITS for investing new dollars for 2022?
Read Answer Asked by Ian on January 04, 2022
Q: Hello again and thanks for your insights on AGNC, I think I will set that one aside for now. Searching the Q&A I have assembled this list of 4 companies for diversified exposure to residential and industrial real estate in Canada and the US (a bit of global with Prologis is appealing). In your opinion does this group provide complementary exposure? Can you suggest an addition to this list or is there one that you would remove?
Read Answer Asked by Barbara on December 23, 2021
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