Investment Q&A

Q: Hi 5i - what’s your take on HR.UNs recent update? Would you suggest continuing to hold or dump it now?

Thanks, Neil

Q: H&R Real Estate Investment Trust is reviewing potential takeover offers. Any idea on what a reasonable take over price would be based on the current market and their assets?. Please provide a range. Thanks.

Q: I just sold one of my long term holdings..H&R after it popped on the special committee news. It’s been a so so performer for me over the years, but has done nicely this year. Do you have a favourite REIT recommendation to replace it? I presently hold CAR.UN and DIR.UN. Thanks

Q: Planning to buy one of these for a 3 to 5 year hold. Give me your ordering based on total return. Much appreciated. ram

Q: I want to sell H&R to capture a capital loss. What would be the best proxy for it in case I want to buy it back later? Would Primaris work?

Q: Your thoughts on HR and PMZ at this time. Hold for the dividend or move on to some other area with better growth prospects? Thanks.

Q: Your thoughts on H & R as a long term hold for income, thanks

Q: I am looking at selling HR,PMZ , AD , ( 10% total weighting) keeping CRR and buying KMP(2.5%); all held in my RRIF.
Halifax ( where I live ) is booming ,has a strong rental housing market and KMP has a significant presence there. With continued high immigration and constrained construction the metrics look good for this sector. Some markets have rent control. While concentrated in Atlantic Canada, they are also growing in ON, AB ,and BC.

Your thoughts on KMP and on this portfolio change would be appreciated. Better rental reit suggested ?
Thanks
Derek

Q: I currently have holdings in the above-noted companies inside my TFSA and am intending to add to one or more of the positions. I understand that they are very different entities, but how you would rank them in terms of general quality and upside? Thank You

Q: I have both HR.un and PMZ.un because of spin off. I want to sell one or both for a Tax Loss. Is either one have potentail over next few years?

Q: Was going to sell HR.UN for a tax loss. What would be your favorite REIT to replace it with? Thanks Ron

Q: Would this be a good time to add to a position in HR.UN?
Thanks Ron

Q: Hi Peter & Team:

Your thought on the above REIT if i am going to buy now. From most favourable to least. Secondly your comment on the drop of distribution on INO.UN. Thank you

Q: Hi, I own the three REIT's, I wanted to sell one or two, which would you recommend as having the best potential over the next five years.

Thank you!

Q: I am currently down on the following stocks and etf's and am considering buying more in order to average down. Are there any of the following that you would not purchase at this time?

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.

Q: Thanks for your previous answer on the share split in these companies. However, I have one final question. Should I deduct the book value of the spin off shares of pmz.un from the original book value of the HR.un shares to come up with an accurate picture?

Q: When I was awarded shares of PMZ I entered them into the program with a book value at the current share price, but in reality, I did not pay for the shares. Conversely the HR.UN became a 20% + loss. I'm wondering if this is okay or should the PMZ shares have gone in at 0 book value or the HR value be reduced to accurately reflect the performance of the portfolio.

Q: Hello. I don't understand what happened with these stocks. I'd held almost a full position on hr.un for about a year. A couple of months ago they made some kind of move and I was awarded pmz.un stocks. Suddenly I showed about a 20% loss on my hr.un holdings which is pretty well equal to the current value of my PMZ holding. I'm wondering if I should sell both and re-invest in better real estate stocks or sell one or the other and put all the proceeds into just one of these companies? Thanks.

Q: are any of these something to have as a good investment ?