Investment Q&A

Q: Peter; With the huge number of refugees flooding Europe could this be bullish for ERE.UN? Thanks.
Rod

Q: I want to free up some cash to take a 2.5% position in HYLD ..... The two candidates for sale are ERE.UN and SIS ...... ERE.UN was getting raves from analysts for growth pre Covid but has been pretty flat for quite some time ..... Is the growth model still intact ? What are their plans ? ..... And your most recent comment on SIS isn't all that enthusiastic so of the two which would you sell ? Also regarding HYLD 5I has shown some hesitance because it is new and small ..... I don't understand why this should be a problem if I know what it's holdings are ..... Please explain ? ..... Also HYLD.U current price is $16.40 and HYLD is a little less ..... I thought the .U symbol meant US dollars and if that's the case those two prices make no sense ? Could you please explain what I'm not getting ? ....... Thanks Garth

Q: I was very impressed with the recent quarterly report for ERE it would appear that its growth prospects are excellent and dividends will surely go up again in february (or thereabouts). Do you agree?

Is the share price divided by AFFO the most appropriate way of evaluating whether it is undervalued or fully valued, compared to its peers? If so, isn't this one very cheap indeed? Debt and POR look good, so I am just wondering about the valuation.

I realize it is harder to get information from
Europe, but this one seems to be in an excellent housing market with an excellent pipeline - and they have proven this already - so should there really be a discount (or much of one)?

Q: Peter; Any idea of the flooding could affect Ere.un? I’m assuming they would have to announce any major damage? Thanks. Rod

Q: Would appreciate it very much ranking the above based on your expectation of total return over 3 to 5 years period. I wish to consolidate these number into less positions. In particular I am thinking of selling FCR at a loss and perhaps add to GRT.un or one of the others,

Thanks

Q: Good Morning,

What do you think of ERE.UN for a TFSA or an RESP for a long term hold? About 10 years maybe?

Thanks

Q: I am planning to take some losses as offsets to capital gains from previous years. In some cases, I am considering replacements as well. Please advise of any concerns with, or suggest alternatives to, the following sale (purchase) plan.

Sell HWO, PSI & IPL (buy PPL and AQN - already own ENB, ALA & KEY)

Sell SU & CJ (buy CNQ and PXT - already own ARX). I also have a sizeable loss on VET, but consider that is presently so far below comparables, that I should wait for some recovery – or sell now and move on?

Sell HR.UN (buy another REIT, possibly TCN.UN and/or ERE.UN - already own IIP.UN & NWH.UN).

Sell CHR.

Thanks - Don

Q: How was their last quarter?

Q: Which 4 of the 6 Reits would you buy at current levels? Please rank your choices.
Thanks

Q: Currently my Cdn REIT holding is CAR.UN. What are your thoughts on ERE.UN as a foreign investment? Do they share management to a degree and could this be a negative?

Q: Could you expand on your answer to Craig on Dec 30.

How much exposure does ERE have to Europe and how much of their debt is sourced in Europe.

Thanks, Fred

Q: Hi There,
Can you provide your opinion of the debt level of this small cap REIT company?
In the event of a recession would you expect the company to still honor
all it's debt obligations comfortably?
Do residential REIT stocks generally perform better than the overall market during a
recession?

thanks for your comments!

Q: Hi,

I am looking for a suitable replacement for Dream Global. What are your thoughts on European Residential Re Investment Trust as a replacement based on its current price?

Or, would you recommend a different one (outside Canada/USA)?

Thanks,

Craig

Q: I am currently considering Inovalis Real Estate Investment Trust, INO.UN and European Real Estate Investment Trust, ERE.UN for european property exposure. Which would you consider the better investment and why.

Thank you
David

Q: Hello,

Can you provide your views on the prospects for this REIT and whether you would recommend a purchase at this point.

Thank you.

Q: In a June 28/19 answer to Jim 5I quotes a yield of 8.03 % yield on ERE.UN.... I'm assuming something changed between then and now as any source I can find shows 3.27 %... Could you explain what that was ? You also referred to a special dividend in April. What was that all about ? Thanks for your great work.

Q: What is the new payout ratio with dividend change

Q: I get different divided % from 2 sources please give me the proper %. Thanks

Q: I am interested in ere.un as a play upon European multi-residential properties. However I note that Capreit owns 88% of the units at this time and am uncertain whether to view this as a negative or positive factor. I would appreciate your advice respecting this reit.

Q: Hi guys.

What are your thoughts on European Residential REIT? They have done a couple of interesting deals with CAP REIT. Looks like there is some management and trustee overlap.

Thanks,

Scott