Investment Q&A

Q: Hello and thank you for your exceptional service. I am retired and dividends and other distributions are a necessary part of my income. In an environment such as we currently live in without inflation and with historically low interest rates. Aren't REITs a valid alternative to bonds and GICs? I own 15% in GICs, no bonds and I'm currently overweight at 9% in Real estate and wonder if my strategy is correct in your opinion. Should I remove some REITs exposure, which would you trim first and in what order from the list above. Where would you put the money instead? Thank you.

Q: How do the above Reits differ in asset allocation, rate of return and fees?

Q: Looking to buy a REIT and wondered how you feel about these two. What would be your top pick in Reits.

Q: What would your top 2 apartment reits be.
Thanks

Q: I would like to invest in a REIT geared toward residential apartment rentals and have narrowed it down to CAR.UN and MRG.UN. With a smaller market cap and lower payout ratio, would you agree MRG.UN has a larger runway for growth?
Thanks,
Curtis Q

Q: Which Canadian reits are worth buying now. Thank you rose

Q: Can you suggest a few reits to buy now that are stable and worth owning? Thank you rose

Q: Which of the above industrial reits do you favour today, or you rather stay with real estate reit ?
Thanks.
Desiree

Q: I'd appreciate your thoughts. Thanks.

Q: 1) How do you feel about picking up a few shares of CAR.UN, especially if you can get the shares below the financing price of $49.

2) Do you have any thoughts regarding CAR.UN's trading over the last handful of days, post equity offering (sharp increases, followed by sharper decreases, relatively speaking for a reit)?

3) Historically speaking, despite decent distribution increases, as a result of the share price increase, is this generally speaking the lowest CAR.UN's yield has been?

Thanks.

John

Q: Can you compare csh.un & car.un for total return over 5 yrs. and why
Thank you

Q: I'm planning to add a REIT for a five year hold (for the combined growth and yield), which one of GRT.UN or CAR.UN would you recommend? Or, if there are others better than these two that I should consider? Thanks.

Q: What is the significance of the drop in share price today?
AJ

Q: i have taken some profits and would now like to add some Realty Estate in my portfolio. I would like one or two stable companies to hold for 3-5 years with a nice dividend.
Thanks
Margita

Q: I've never bought a REIT but Im looking for a 2-5 year hold. CAR looks good but I'm worried that apartment REITs are overvalued?
Can you give me two recommendations for the Canadian market and one for the US market?

Q: REIT Strategy

REITS have had a good run recently, I recently purchased IIP and CAR.UN. Is there anything that I need to watch for in terms of what could possibly turn things negative? Outside of rising interest rates, what else could affect the REIT Sector. I have heard that new builds will not have rent control in Ontario, and there may be more competitive threats in the near future.

Thanks,
Raj

Q: Thank you for your great service. I'm a young retiree. I need 5% after tax revenue for living expenses. My portfolio consist of 10% cash/equivalent, 2% Prefered (CPD) 15% high dividend stocks, and 65% other well diversified long stock positions of which half also pay dividend in the 2-3% range. Considering that my REITs represent 8% would you consider a good opportunity to add to my REITs since interest rates are going to stay low for the foreseeable future and hence high dividend and distribution stocks should do well in this environment. If so which of the above mentioned would you add to or if you have a better suggestion please do so. As for tax implication I own all my REATs in either TSFA or my RRSP. On a side note I also own Real Estate for approximately 30% of my net in addition to the stock portfolio.

Thanks for your great advise.

Q: Irregardless of risk or anything else, which stock has more potential for growth over the next five years, Car.un. or Aqn, thanks?

Q: I am a young retiree and am not allergic to volatility. I own each of the above REITS in my RRSP or TSFA for tax purposes. They represent collectively 7% of my total portfolios including my taxable account. My taxable account holds a mix of growth and dividend paying companies. It's a rather large holding. I don't own bonds because I don't understand the first thing about bonds but currently own 23% in money market or Guarantied Cash Deposits. I would like to add to my revenue generating part and would like to tone the risk down a bit. Where would you go from here?

Thank you very much for your support.

Q: Hi 5I
Is it too late to get into CAR.un for an RRSP account for 40 year old
Thanks
K