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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: 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).

Our intent is to increase our investments in the 30 companies over time. We have recently increased our positions in BIPC and MG. At this time we would like to increase our investments in 10 of the remaining 28 companies. The intent is to increase the remaining 18 in approximately 6 months. Which 10 would you add to today? Please rank them, include a small blurb explaining each choice and indicate an approximate buy price. Thanks!

Read Answer Asked by Peter on August 19, 2021

Q: I recently submitted a question about possibly under-levered reits, and was surprised to receive an answer about "cheap" reits. To my mind these are quite different concepts.

Read Answer Asked by Peter on August 19, 2021

Q: I am looking for exposure to REITs for some capital appreciation but primarily for income either through individual REITs or ETFs. Can you recommend some individual REITs and ETFs. Is this a good time to be buying REITs instead of bonds for income?

Read Answer Asked by Robert on July 30, 2021

Q: I am looking to add one REIT to my RSP portfolio. I would greatly appreciate your thoughts on the two listed above and if you have a better suggestion. What would be your preferred REIT please?

Thanks and a price increase for this service is well deserved in my humble opinion. Dan

Read Answer Asked by Dan on June 15, 2021

Q: I'm well represented with banks, tech, and energy. Other than TFII, I own no industry. I want to own 3 of either WS, GDI, TIH, MG, CAR, or CP for the long term, looking for some growth, some dividends and not too much volatility. Which 3 do you suggest and why?

Read Answer Asked by Graeme on May 27, 2021

Q: Can you rank these Reits for value and growth please. Iím considering adding to 1 or 2 of these names. Thanks

Read Answer Asked by Scott on May 26, 2021

Q: Hi,
Could you recommend a few REIT's with a main goal of income and some growth.

Thanks

Read Answer Asked by Brent on May 26, 2021

Q: Hi,

Im looking for an investment thats fairly stable, with some income, some growth and should do well in the next few years. I own no REITS, and no industrials presently.

Can you recommend 2 CDN REITS I should consider? If you have better options than the ones I listed, what else should I consider?

Can you recommend two US REITS as well?

Read Answer Asked by Graeme on May 18, 2021

Q: Hello, I currently own CAR.UN, CSH.UN & NWH.UN for income earning
REITs.in a RRIF account. Considering adding SGR.UN or SRU.UN. Which one with a brief why.
Thanks
Roy

Read Answer Asked by Roy on April 14, 2021

Q: Currently own the above 3 REITs. Could you recommend another reit or two that could complement the above? Thanks.

Read Answer Asked by Jeff on March 29, 2021

Q: Would appreciate it very much ranking the above based on your expectation of total return over 3 to 5 years period. I wish to consolidate these number into less positions. In particular I am thinking of selling FCR at a loss and perhaps add to GRT.un or one of the others,

Thanks

Read Answer Asked by Saad on March 23, 2021

Q: Hi 5i Team, Could we please get your opinion on Cominar current situation/valuation + future perspectives in an eventual post-covid era compares to other REITs ? Thank you,

Read Answer Asked by Luc on March 20, 2021

Q: For new money to top up my income portfolio holdings per above. How would you rank if buying today based on valuation and future growth (revenue, earnings,dividends)
Please also rank the sectors (banks, insurance, utilities, telecom ). Thank-you.

Read Answer Asked by Albert on March 08, 2021

Q: Apartment based REITS seem like good value yet their stock price is declining. Can this be explained by the fact that their future performance will be impacted negatively by expectant higher interest rates?

Read Answer Asked by John on February 25, 2021

Q: It was mentioned on a recent CityTv show that 2021 residential real estate would be hot in British Columbia (of course) and New-Brunswick(!). I own some residential Reits (IIP/CAR/Minto), but not likely focused in these areas. Do you know where I could find the beakdown of business by provinces/sectors (Retail/Industrial/..) for Canadian Reits? Or which Reits operate in NB (KMP may be?) And BC ? Thanks.

Read Answer Asked by Denise on February 18, 2021