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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,
Can you tell me what type of account is generally best to hold US REITs, from a tax perspective?
I hold these 4 Canadian REITs (TCN, WIR.U, DIR.UN, SMU.UN) and am interested in several US REITS. I've been considering AMT, CCI, EQIX, DLR. Can you comment on these and suggest a few others.

Read Answer Asked by Camille on September 21, 2021

Q: I have some USD within my business account from US client payments. Rather than holding as cash at the current exchange rate, I'm thinking of investing it into something that would produce some yield. It's within my Canadian Corporation, not sure the implications around US Dividends within a Corp?

I see more upside in the individual tickers mentioned, but buying the index is an easier means of setting and forgetting. Any insight or other names that would be of interest? I'd say I'm less open to significant risk with this capital coming from the Corp.

Read Answer Asked by Don on May 04, 2021

Q: These companies have been drifting off their highs and am wondering if there is a particular reason for this; wondering if this is a good time to buy, or hold, and which you think have the best value and potential? Thanks!

Read Answer Asked by Pat on December 14, 2020

Q: I'm interested in 2 lo-volatility stocks, with some dividend and some momentum for a minimum of 2 years. Most of these REITs mentioned have lots of hold recommendations, but very few buys despite their recent outperformance?? Are they overbought? Can you pick 1 or 2 US REITS for me and 2 CDN reits as well?

Read Answer Asked by Graeme on August 30, 2019

Q: I am looking for investing in one of the cell tower real estate in the USA. I would appreciate to know which one among the following would be better options now.

Read Answer Asked by Rajendra on April 30, 2019

Q: Was considering a position in Equinix. Iíve read that the company lowered itís Adjusted Funds From Operations (AFFO). Would you say this is reflected in the stocks chart. I understand that AFFO is typically used for Reits. Would you look at Equinix as a tech stock or a reit? Would it be a good time to buy, do you think they have a good future, do they have a good moat?

Read Answer Asked by Anthony on May 23, 2018

Q: Hello 5i team,
Although 5i Research does not follow normally US Companies I wonder if you have an opinion about Equinix a US Company that operates interconnected data centers across the globe. (EQIX) The share price has quadrupled since 2012 it seems to be in the right space benefiting immensely from Cloud Computing but it has a very high P/E multiple (289 according to www.theglobeandmail/globe-investor).


Read Answer Asked by Fernando on July 06, 2016