Investment Q&A

Q: I am considering adding BPY.UN to REITs already owned in my RRSP..This would raise my allocation from 11% to 14%. Do you like this move? Thanks for your great service.

Q: HI 5i
In my grandchildren's RESP, I have about $1500 to invest, Currently have the above stocks at about equal weighting except for CNR at 26%, rest at approx. 15%. Would you recommend a couple of options for the next investment?
Regards
Kathy

Q: I am wondering how to evaluate a REIT once it has exhibited a run-up like CAR (and others) have done. The yield has dropped to 2.5% - what will make the distribution grow? Is it only via acquisitions and/or property value increases? As they are largely in the apartment space in rent-controlled Ontario can this be seen as a significant sustainable driver or are their recent foreign acquisitions enough to drive significant growth? Industrial based REITs don't have the same constraints so do they have a "better" long term future or does their susceptibility to market cycles put up a cautionary note? All of this makes me wonder why REI, which is in the midst of a property mix turnover hasn't done better given that it is providing additional value to their portfolio with all of their strategic initiatives of converting retail to mixed-used properties.

Appreciate your insight.

Paul F.

Q: Please list these REIT's in order of best choice to BUY and long term HOLD. Add your choices if not listed here for best Residential REIT's.

Q: Good morning Peter, Ryan, and Team,

In your answer to Paul, you said that CAPREIT was 100% in rental apartments, which I don't believe to be the case. For example, two side-by-side buildings in Oakville, on White Oaks Blvd., and on Marlborough Court are serviced by a medium size strip mall that CAPREIT owns and is connected to the two apartment buildings. Tenants include Rabba, Burger King, and other fast-food and service/merchandise stores. Having said that, thanks for continually recommending CAR.UN. It has been a stellar performer for us. (We live nearby and are able to monitor our investment, and we note that CAPREIT is continually improving their properties.)

Q: Which Canadian REIT(s) have the highest exposure to apartment buildings used to produce rental income?

Thanks for all you do,

Q: hi,
I hold these 4 REIT's in my RRIF. Do you have any suggestions for replacing DRG?
Thanks, Bryn

Q: I would like to add a REIT to my portfolio. What would you suggest?

Q: If you had to buy one of these names which one would you choose and why?

Q: Good Morning,
Putting some cash to wok in my wife's TFSA, long term (20+) year hold. She is a buy and hold long term investor, looks at her portfolio once or twice a year type. Would you suggest ZRE or would you buy 3-4 REITS? I like the equal weighting of ZRE. It would be approx 10% weighting in her TFSA. Thanks again.

Q: In your opinion, what are the largest factors in preventing Sienna Senior Living from trading at higher multiples? Is there that much of a difference between the retirement home business and apartment reits? Apartment Reits seem to be trading at multiples in the 20s and above while, according to Scotia, SIA is trading at a 2019 FFO multiple of less than 14.

Thanks for your insight.

John

Q: What securities would you recommend for an investment in apartments or multi residential in Canada. Any that offer better relative value? Thanks.

Q: Good Day Team,
Presently I have no REITSs in my portfolio, so hoping to add some.
What is the best step to take?
Put equal amounts in all 6 stocks listed or put in priority order with certain percentage in each. I have $5000. to invest in REITs.
Secondly, what order would you put them in, from best to the lowest.
Lastly, is there any REIT that you would change or add that may be better.
Please use extra credits as needed.
Thank You,
John G.

Q: I am wondering is it better to buy a REIT such as in CAR.UN in a registered or non-registered account. In a registered account one does not get the benefit of return of capital.

Q: To maintain monthly or quarterly income during this period of uncertainty, I am planning to invest in more stable entities - namely Real Estate in Canada. My thoughts are for Apartment Rental Housing and Seniors Housing. Would appreciate your choices for the most stable as well as yield. Thank you.

Q: You’ve mentioned that some of the more stable sectors during a recession can be utilities, telecom, and consumer staples. How might REITs like CAR and CSH do?

Thanks.

Q: Could you please provide me your top three REIT picks for growth and income? Also, if HR.un is not a top pick, please provide your view.

Q: Just to round out my portfolio a little I hold 2 REITs - CAR.UN and GRT.UN. It seems the whole REIT sector has been uneventful this year. With these two I'm above water but other than collecting the monthly payouts, there have been no growth.

Do you think the rate cut in the U.S. should/will give this sector a boost? I'm thinking about flipping these two REITs for something that represents a better balance between yield and growth (suggestion if any). Your recommendations/opinions are much welcomed. Thanks.

Q: I currently have no investments in the REIT sector and have about 10% cash. Would you say this would be a good time to step into WPT Industrial or Canadian Apt Properties for income and some growth? Please provide your insight on a comparison. On the US side how do you view XLRE? I am retired and looking for some stability and wouldn't mind allocating to 2 properties. Thanks.

Q: I own these 4 REITS. Can you tell me what percentage of their distribution is return of capital, please

Carl