Q: You have many positive comments about CAPREIT. However, its distribution has not gone up since August of 2021. How does this affect your thinking about CAPREIT?
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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.
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I hold BAM as an income stock and also CAR.UN, both in a TFSA. Going forward, I am considering combining them into either BAM or CAR.UN. (And I also hold DIR.UN, a larger position than CAR.UN). I know 5iR likes diversification, however the family has a home and a cottage. If I combine them, what would you suggest as the one to hold, BAM or CAR.UN??? .....Thanks....Tom
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Granite Real Estate Investment Trust (GRT.UN)
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InterRent Real Estate Investment Trust (IIP.UN)
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CT Real Estate Investment Trust (CRT.UN)
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Choice Properties Real Estate Investment Trust (CHP.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Hello,
Do you expect rates to fare better over the next 3-5 years as rates gradually normalize?
Can you give 1-2 names that are liked in the residential, commercial and industrial spaces?
Thanks!
Do you expect rates to fare better over the next 3-5 years as rates gradually normalize?
Can you give 1-2 names that are liked in the residential, commercial and industrial spaces?
Thanks!
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Toronto-Dominion Bank (The) (TD)
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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TC Energy Corporation (TRP)
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Sun Life Financial Inc. (SLF)
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Power Corporation of Canada Subordinate Voting Shares (POW)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Toromont Industries Ltd. (TIH)
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Alimentation Couche-Tard Inc. (ATD)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: My wife and I hold a blend of mainly dividend paying blue chip Canadian stocks (examples shown) in a diversified equity/fixed income portfolio. PE ratios on some of our dividend payers seem enticing to add to. As retirees with a reasonably conservative approach, what sectors does 5i feel have the best opportunity for P/E margin expansion over the next several years, assuming no 'abnormal' (whatever that is) market volatility and some moderation of interest rates? Consistent with the margin expansion theme, would 5i suggest we add to our existing dividend payers, or to more growth-oriented names like BN group?
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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SmartCentres Real Estate Investment Trust (SRU.UN)
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Granite Real Estate Investment Trust (GRT.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Your thoughts on Smart Centres please?
Will this and another REITS do well as rates move lower? Nice Yield.
Thanks
Will this and another REITS do well as rates move lower? Nice Yield.
Thanks
Q: A cursory look suggests CAP REIT, in spite of its fall in price, still trades at a high multiple to FFO. How much of an impediment is this to the recovery of this stock? I have held CAP through a tough multi-year stretch, liking its conservative approach, being in residential (vs other sectors), its selling non-core properties to invest in newer buildings, etc. Interest rates have hurt, but that trend line may be changing. What does 5i think of CAP here. Is it worth holding in a TFSA for better days?
Q: Hello 5i team,
Do you still see a positive future for CAR.UN? Could you please indicate whether their distributions are eligible for the dividend tax credit?
Many thanks!
Do you still see a positive future for CAR.UN? Could you please indicate whether their distributions are eligible for the dividend tax credit?
Many thanks!
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Stantec Inc. (STN)
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InterRent Real Estate Investment Trust (IIP.UN)
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Killam Apartment Real Estate Investment Trust (KMP.UN)
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North American Construction Group Ltd. (NOA)
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Taiga Building Products Ltd. (TBL)
Q: Which stocks will benefit with lots of new housing expected to be built and What other stocks will benefit from the budget?. Which stocks can possibly hurt.
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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InterRent Real Estate Investment Trust (IIP.UN)
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Marwest Apartment Real Estate Investment (MAR.UN)
Q: Found this tiny REIT that has a portfolio of multi-family properties in Winnipeg. They trade at a significant discount to NAV; however, the debt is high and it is VERY illiquid primarily because there are a very low number of equity units O/S.
The Company is externally managed with a management agreement that pays fairly high fees.
Is this one worth the risk?
The Company is externally managed with a management agreement that pays fairly high fees.
Is this one worth the risk?
Q: Looking for a good entry point. Any ideas?
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Public Storage (PSA)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Granite Real Estate Investment Trust (GRT.UN)
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BMO Equal Weight REITs Index ETF (ZRE)
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Killam Apartment Real Estate Investment Trust (KMP.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Which REITs, either Canadian and/or US, are suggested for secure dividends and potential appreciation once interest rates settle. I asked this question several days ago but it much have fallen through the cracks. thanks A,
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Granite Real Estate Investment Trust (GRT.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: I have a few REITs in my portfolio for income. The income has been consistent so far.
Why has the sector dropped so much in value? What conditions need to exist for them to recover their value.
Is the income at risk of decreasing?
Why has the sector dropped so much in value? What conditions need to exist for them to recover their value.
Is the income at risk of decreasing?
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Gentlemen: I have held some shares of this in my TFSA for some time but see it has decreased in value since last October. I dont have to sell but wonder if you see any good news on the horizon or would I be better selling and getting something else
Q: We recently sold our rental units and are considering adding CAR.UN to our income portfolio for exposure to Canadian residential units and rental income. I'm curious about your thoughts on valuing Canadian REITs. What specific factors or metrics do you consider when determining if a REIT is in value territory?
TY
TY
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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InterRent Real Estate Investment Trust (IIP.UN)
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European Residential Real Estate Investment Trust (ERE.UN)
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BSR Real Estate Investment Trust Trust Units (HOM.U)
Q: I am looking for other canadian residential reits to buy with my funds from selling TCN. I think with interest rates topping out and very possibly declining later this year, reits are a very good, safe place to invest. Can you suggest any other canadian residential reits that have good upside from here and give a decent dividend? I am thinking of ERE as well as HOM. Any comments?
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Chartwell Retirement Residences (CSH.UN)
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InterRent Real Estate Investment Trust (IIP.UN)
Q: I was looking to sell CSH.UN and buy either CAR.UN or IIP.UN because of its high payout ratio but I didn't because it started showing momentum. I recently heard on BNN that most reits have a high payout ratio so I wondered if I am being overly cautious.
Can I get your opinion on CSH.UN. should I be concerned about its high payout ratio? Would you sell it and buy one of the other reits.
I own all 3.
thanks
Can I get your opinion on CSH.UN. should I be concerned about its high payout ratio? Would you sell it and buy one of the other reits.
I own all 3.
thanks
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Granite Real Estate Investment Trust (GRT.UN)
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InterRent Real Estate Investment Trust (IIP.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Good morning - if indeed we are approaching a pivot in the market, which REIT' are most attractive to you these days. I have done well with DIR.UN but it's my sole real estate holding. Time to add more of the sector? Thanks for everything and best wishes of the season to all you good people at 5i. I have. seriously benefitted from your service over the past four years.
Q: Which Canadian REIT would be your top pick to buy today assuming we are going into a lower rate environment?
Thank you
Thank you
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StorageVault Canada Inc. (SVI)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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FirstService Corporation (FSV)
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Tricon Residential Inc. (TCN)
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Granite Real Estate Investment Trust (GRT.UN)
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BMO Equal Weight REITs Index ETF (ZRE)
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iShares S&P/TSX Capped REIT Index ETF (XRE)
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Vanguard FTSE Canadian Capped REIT Index ETF (VRE)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: I am woefully underexposed to the real estate sector.
Could you please identify your top 3 Canadian stocks, REITS and ETF's which one might play for the impending interest rate cuts in 2024?
Thanks
Jeff
Could you please identify your top 3 Canadian stocks, REITS and ETF's which one might play for the impending interest rate cuts in 2024?
Thanks
Jeff
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Looking to add to one of these REITS in TFSA. Are they each favorites of yours in their respective REIT sectors (Industrial, Residential)? If not, which REITS are your favourites in these sectors? Which sector do you see doing best for growth over 2-3 years assuming rates have peaked and likely decline sometime in 2024?
Thank you.
Thank you.