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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: Would you consider apartment REITs as good inflation hedges? Rental rates and property values should presumably increase in an inflationary environment. However, the currently low dividend yields on these REITs, I assume, could cause some weakness in a rising interest rate world. What's the right way to look at these? Thank you.

Read Answer Asked by Greg on January 17, 2022

Q: My son has $5k to put into his TFSA. He has CU, BCE, BEP.UN, WCP, ZWH, AC & BB as higher risk plays. For a 5 to 7 year conservative hold after which he will need funds for loan repayments etc (which is why his stock choices are mostly conservative), would you recommend more ZWH or a CAR.UN or... ?

Read Answer Asked by Harry on January 09, 2022

Q: I want to add funds to my real estate holdings, as well as refine it for maximum sector diversification.

My current holdings are DIR.UN, EQIX, DLR, CAR.UN, GRT.UN

On my watchlist for this sector are TCN and CCI

Can I get your opinion on:

1) Are there any redundancies in my current holdings and if so, what could be sold?

2) Could you rank my current holdings for which to add to - first to last?

3) For proper sector diversification, would TCN and/or CCI be good additions? Or is there another real estate name you would suggest?

Thank you as always for your sage advice!

Doris

Read Answer Asked by Doris on January 05, 2022

Q: Hi Team,

Can you recommend 5 REITS for investing new dollars for 2022?

Read Answer Asked by Ian on January 04, 2022

Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT

Read Answer Asked by kaushikbhai on December 10, 2021

Q: Would you rank these Reits as most likely to see distribution increases and share appreciation in the relatively near future. Are Reits attractive for income now?

Read Answer Asked by Steven on November 18, 2021

Q: My wife and I are retired and rely on dividend income. In the event of a recession, including rising inflation and interest rates and a 20%+ decline in equity markets, how safe/sustainable does 5i view dividends from the named companies? With unrealized gains on all of these, are there any that 5i would suggest selling, accepting the taxable gain, and holding the cash for a rainy day? Thank you. Edward

Read Answer Asked by Edward on November 15, 2021

Q: What are your recommendations for the best US and Canadian REITS for a 5-10 year hold?

Read Answer Asked by Robert on November 11, 2021

Q: I would like to invest in 2 REITs and am looking for the best potential Total Return. I have been looking at the 4 REITs listed above, but would consider any REIT. What 2 REITs would you suggest at this time? Would you recommend 1 industrial REIT and 1 residential/commercial REIT for diversification? Finally, can you please tell me the percentage of US real estate, if any, in each of the 2 REITs suggested. Thank you!!

Read Answer Asked by Grant on October 28, 2021

Q: Presently I own TCN and its only 2% on my real estate exposure should i add more or add another real estate holding like CAR.UN.CA CIGA:CA or is there others you would recommend. I have about $500,000 in my portfolio what should my real estate exposure be in % terms. Thanks for you help with this

Read Answer Asked by Terence on October 25, 2021

Q: I plan to buy a REIT by the end of 2021 to balance out one of my portfolios (RRSP). Looking to hold up to 25 years. Can you recommend a REIT that will pay a descent dividend and possible grow over a long period of time?

Read Answer Asked by Danny on October 19, 2021

Q: 1. I hold some TFII and would like to have your outlook and the future growth of the company

2. Can I get your order of preference between IIP.UN, CAR.UN and TCN and how do you see them going forward. Both IIP.UN and CAR.UN have been trending sideways for some time now .

Thank you

Read Answer Asked by Kristelle on October 15, 2021

Q: My granddaughter has a TFSA that needs some increase in real estate and financials weightings. Would you consider TCN and GSY appropriate for a 3-4 year hold or would you suggest some alternatives?
With appreciation,
Ed

Read Answer Asked by Ed on October 12, 2021

Q: Earlier this year we created an equal weighted 'balanced' portfolio of 30 Canadian companies in a non-registered account. Most were chosen from companies either covered by a 5i research report or included in a 5i model portfolio. The remainder were chosen, based on the 5i Q&A section, from what appear to be 5i sector favourites. All purchases in the portfolio are made with the intent to be long-term holds (10+ years).

As per an earlier question we posed, we then increased our positions in 12 of the 30 companies. At this time we would like to increase our investments in 6 of the remaining 18 companies. The intent is to increase the other 12 in approximately 4 months. Which 6 would you add to today? Please rank them, include a small blurb explaining each choice and suggest an entry point. Thanks!

Read Answer Asked by Peter on September 29, 2021