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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: Hi my question today is on REITs. I started to buy these three reits as they are under .9 tb ratio. value. Because of there much lower price the dividend is awesome. This pandemic is the reason for there price reduction. Are they over sold and probably the next sector (industrial reit) to bounce back ? The people that are renting there property ex;Walmart are doing ok. If not a good time to buy when is ?
Read Answer Asked by Hubert on May 20, 2020
Q: Morning 5i,

Top 2 REIT's you'd chose longterm in CAN and US to invest in the current climate.
Thanks again!!!
Read Answer Asked by Adam on May 20, 2020
Q: I intend to buy DIR.UN, IIP.UN and CAR.UN. I do not need the income, I would buy them because you have recommended them in the past and I need some diversification into the real estate sector. My question is, given that their distributions can be R of C, foreign income, and other income, are they best purchased in a TFSA or RRSP, rather than in a non-registered account?
Read Answer Asked by Dennis on May 06, 2020
Q: These are the property Reits that I have. I am down with Dream. As the economy struggles and the ability to pay rent increases, what is your thought at this time? I could see a sell and reentry later, but perhaps this is a poor move. Appreciate your thoughts....
Read Answer Asked by Bruce on May 04, 2020
Q: Hi,
I am interested in DIR but not totally sure what qualifies as "industrial" / how affected it is from the economy. Is industrial mostly amazon type delivery stuff? I'm just trying to figure out how much COVID impacts DIR... because amazon/online shipping seems to be fine (other than people spending less due to having less money), but what other uses are industrial?

Would you suggest switching CSH (even at a loss) to DIR at this time?

Thank you as always
Read Answer Asked by Max on May 01, 2020
Q: Can you tell me your 2 favourite Industrial Reits in Canada and one in the US.

Thanks Valter
Read Answer Asked by Valter on April 27, 2020
Q: Which industrial REITs (Canadian or US) are best positioned to ride the Amazon tail winds? Would WIR.UN be one of them? Which REIT would have the most exposure?
Thanks
Read Answer Asked by Tony on April 27, 2020
Q: I would like your help putting together a yield portfolio of between 15 and 20 names.
This would be the entire investments for my wife and I. We are both retired and now live full-time in the U.S. And at some point I expect my Canadian newspaper pension to disappear, so I am looking to replace that money.
I would like your opinion of the above names with regard to safety of the income and overall diversification.
I would also appreciate some additional ideas and would like to know if I`m off base on any or all of these names.
I am currently only invested in CM, BNS and BMO and DIR.UN.
Please take 20 credits (or more).
Thank you in advance for your invaluable assistance.
Read Answer Asked by Kyle on April 21, 2020
Q: Could you give me your top 3 REIT choices here and the u.s. going forwards and why.

Thanks for all your support.
Read Answer Asked by Mark on April 14, 2020
Q: Hi,

Do you agree that many REITS and utility companies are historically way overvalued considering their lack of growth?
If I was to invest in REITS and utility companies for the next few years, could u pick 2 REITS you like for US and 2 for CDN exposure?
Could you also pick two utility companies you like for US and 2 for CDN exposure?
Read Answer Asked by Graeme on April 08, 2020
Q: Thank you to the whole 5I team for your precious help during these difficult times. I am retired and I hold shares in a corporate account of DIR and CAR with losses of approximately 30% each. The company is expected to close within 3 years. Do you think these 2 titles will go back to their paid level by then. If not, would it be appropriate to sell them take a tax loss and migrate to companies with slightly lower dividends but with more growth? I thought of BIP and BEP or BAM. If not, do you have any other suggestions?
Read Answer Asked by Yves on March 31, 2020
Q: Benjamin Tal was speaking on the current situation and crisis. He indicated that the crisis has identified significant cracks in the current global economy and he is forecasting some significant changes in how companies will operate going forward. Particularly he identified that the vulnerability of the supply chain and the 'just in time' approach to supply. He believes these 2 things will change going forward. He believes we will see an acceleration in de-centralization (started by trump) and a more balanced approach to having supplies on hand. If you beleive in these 2 economic trends, what stocks do you believe would fit these trends. I am thinking commercial warehousing and the like?
thank you.
Read Answer Asked by kelly on March 23, 2020
Q: Hi Peter and Staff

If we end up in a longer (say 1-2 year recession) can you provide any comments as to which of the following could suffer more from vacancies or unpaid rent based on their tenants ?

GRT.UN, DIR.UN, SMU.UN

Thanks for all you do
Dennis
Read Answer Asked by Dennis on March 20, 2020
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