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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'm not sure if I should take comfort in the fact that you still have ZRE in the portfolio or not, the last little while has been rough. If you were putting new money into the sector under current conditions would you stick with the equal weight ETF approach or would you just choose a couple of your favourite individual stocks like DIR and/or CAR (or perhaps another ETF that is not equal weight)?

Read Answer Asked by Stephen R. on September 26, 2023

Q: Me, thinking of selling CAR.UN and adding to DIR.UN. My reason, DIR.UN has more upside. In the income portion of the portfolio, about 18% of total portfolio, CAR.UN has a weighting of 1.47%, while DIR.UN  comes in at 6.88% but I'd be okay with overweighting DIR.UN. What is you take for this potential move???.....Tom

Read Answer Asked by Tom on September 25, 2023

Q: Interest rates likely peaking and many real estate stocks are trading at discount. I am considering adding to real estate. Would you comment on this thought and suggest a stock and index.

Read Answer Asked by joe on September 13, 2023

Q: One year ago I decided to choose 6 reits ( avoiding shopping centers and offices),+ one professionaly managed reit etf (mentionned above) .The final result is that the managed ETF did loose 15% +,and the 6 "amateur chosen" ETF gained more than 15% ,the choice was based on the "basic observation"of a slowing economy and specific individual REIT performances,I did then favour industrial, data centers and some real estate REITs.Is it normal that a professionaly managed ETF could underperform so much versus personal choices and why? I wonder if I should trust actively managed products on the future,considering the fees etc..,instead of just choosing stocks or ETFs in safe sectors according to observable macro-economic tendancies.

Read Answer Asked by Jean-Yves on September 12, 2023

Q: Can I have your opinion on the pros and cons of investing in these public REITs vs. private REIT products from Skyline (Skyline Apartment REIT, Skyline Industrial REIT) or Centurion? Thank you.

Read Answer Asked by Gary & Lisa on September 12, 2023

Q: Further to Kel's July 24th question and your reply re: capital appreciation in the Real Estate sector. You listed 4 favourite Reits - any preference in ranking ? Would you consider the addition of REAL to be a good move ?

Read Answer Asked by Alexandra on July 28, 2023

Q: Thank you for your market update. Following on your comment that real estate sector will play catchup 2H23, what are your best suggestions for capital appreciation? Also what is the rationale - debt/mortgage rates up, not a drain on

Read Answer Asked by Kel on July 24, 2023

Q: Presently I don't hold any Reits as investments. I would like to start off by purchasing two Reits. Can you please give me your top 3 recommendations in this sector. Thank You.

Read Answer Asked by Brian on July 11, 2023

Q: Hi, a few years ago I got tired of trying to pick winners in the REIT space and invested in your model portfolio choice of ZRE. I'm wondering now if some of the equal weight holdings are starting to be a drag on performance, that may continue into the medium term? The same average yield could probably be obtained with a few individual securities like CAR and DIR with maybe a better outlook for capital appreciation in that same medium term (understanding that you would be moving up the risk scale again)? Do you think you would do better as a stock picker in this space today or stick with the ETF? If the former, do you have better suggestions today than the two named? Thanks.

Read Answer Asked by Stephen R. on July 04, 2023

Q: Assumption: With 2 years interest rates will begin to go down.

A. you comment on interest rates

B.What Reits do you recommendation now and if interest rates go down

C. recommendation for income careful investor

Read Answer Asked by JOSEPH on June 09, 2023

Q: PINE, excepting its relatively small size, seems to have very interesting numbers. How does it match up to such REITs as DIR.un, etc.?

Read Answer Asked by David on June 06, 2023

Q: Good morning,

Long time holder of CAR.UN, and although I like it, watching TD go lower and lower seems like a buying opportunity to me, and I know you view TD as having potential over the medium/long-term from these levels. Seems to me like there is greater price appreciation potential, and a greater dividend while things settle down.

I know they are different sectors, but what are your general thoughts on this potential switch? 5 years from now I think it may look smart..... Thanks. - Jeff

Read Answer Asked by Jeff on May 29, 2023

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

Read Answer Asked by Ken on May 02, 2023

Q: I am considering adding this stock to my portfolio in a size that would be about 3% of the total. I have not held and real estate for a while and this would be a first step back into that segment. Your views on Granite please and what are 3 other real estate alternatives and how do you rank them vs Granite. Take as many question credits as appropriate.

Read Answer Asked by JAMES on April 25, 2023

Q: I am considering adding some real estate to my portfolio. I expect interest rates to remain relatively steady or drop slightly over the next two years. Do you think now is a good time to purchase a REIT or is there more potential downside as the interest rates on their debt resets higher as the debt matures? I am specifically looking at residential real estate companies. Of the above companies which one or two do you prefer and why? Is there a real estate sector you would prefer over residential?

Read Answer Asked by Wendyl on April 20, 2023

Q: Which do you think have the most potential in the current environment in an RRSP? Currently own TCN at a loss and wonder if I shouldn't switch. Also own DIR.



Read Answer Asked by Yves on March 24, 2023