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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 hold a position in FCR.UN. that was part of a real estate trio in an income portfolio. The other  "partners" are TCN and BPY.UN which was recently sold for tax harvesting purposes.
The question now is should I sell FCR.UN which is just slightly in a loss position?
If the suggestion is to be patient and hold, what other one should I purchase as part of a real estate trio, aka to replace BPY.UN?........Thanks.......Tom

Read Answer Asked by Tom on January 15, 2021

Q: Hi Peter and Staff

The above 4 REITS are part of my REIT basket in addition to other industrial and apartment REITS.

All are down a lot . Please hit me with sufficient credits to rank them best to worst in terms of prospects for capital appreciation on a risk reward basis considering various valuation metrics as well as the future as you see it.

Please indicate any clear winners or losers in the rankings

Thanks for all you do

Dennis

Read Answer Asked by Dennis on October 20, 2020

Q: What is your opinion and outlook on the above noted REITs? Is now a good time to buy? If you where to get into REITs now what order would you put the above companies in?

Read Answer Asked by Frank on May 28, 2020

Q: I picked some of FCR.UN today at $11.90/share for my TFSA. I am looking at this trust and thinking it is very cheap now - NAV around $18 and they did OK in April with 74% of rents collected plus they have tenants like Walmart, Canadian Tire, Liquor stores - and located in the bigger cities (GTA). Seems like they would do good long term at this price with a nice yield? I am looking at a 5 year hold at minimum.

Read Answer Asked by Kevin on May 13, 2020

Q: I own REI.UN and SRU.UN

Today I noted, from my broker's notes, that although FCR.UN was able to collect 70% of the gross rents for the month of April, REI.Un and SRU.UN collected much less at 54% and 64% respectively.
Is it advisable to sell REI.UN and SRU.UN and buy FCR.UN ? Will this reduce risks related to Covis 19?
Thanks

Read Answer Asked by Terry on April 23, 2020

Q: Good Morning
I am the holder of several bonds of the above noted REITs. The maturities of these bonds are from 2021 to 2023.

According to Moody's, REITs have a "low exposure" to Global Covid-19. However, I would like to get your own expert opinion whether these two REITs will be able to meet their obligations to the bondholders during the next three years.

As always I appreciate your comments.
Thank you.

Read Answer Asked by Terry on March 23, 2020

Q: I own positions in each of these companies and am wondering about the future prospects of each.
Regarding FCR, does the recent activity of a major shareholder (Gazit Globe) selling some of its shares and an intention to sell more, significantly reduce the future price of the shares? Another way of expressing this is the freedom from Gazit allowing the company to improve their prospects?
REI seems to be a company that has stalled over the last few years. I realize they have been suffering from their holdings in shopping centres but have expected a more positive improvement.
Please give me your opinion on the prospects for each over the next 2 years as I am considering selling both positions.

Read Answer Asked by DAVE on January 31, 2020