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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: Hello, since the rate cutting have started, what reit would you be interested in Canada and in the US?
Read Answer Asked by Danny on September 04, 2024
Q: Is this a good point to invest in REITs?
If so, what would you recommend?

Read Answer Asked by Valerie on August 28, 2024
Q: If interest rates continue to decrease are REIT's a good investment strategy compared to dividend stock for income investing?
Please rank your top 5 REIT's
Read Answer Asked by Di on August 27, 2024
Q: My husband is 8 years away from retirement and wants to buy dividend stocks to leave mostly alone (not checking daily like me!) - he'll check in on it now and then. This is the list he's come up with - slightly higher positions in BCE, BPF.UN and slightly lower in AW.UN, CAR.UN and OLY, otherwise fairly evenly split. Do you see this a good list for his purposes, and is there anything you would leave off, or add? Any other alarm bells? Thanks!
Read Answer Asked by Kim on August 21, 2024
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
Read Answer Asked by Tom on July 17, 2024
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!
Read Answer Asked by Michael on July 16, 2024
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?
Read Answer Asked by Edward on July 10, 2024
Q: Your thoughts on Smart Centres please?
Will this and another REITS do well as rates move lower? Nice Yield.
Thanks
Read Answer Asked by Carlo on June 19, 2024
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?
Read Answer Asked by Edward on June 17, 2024
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.
Read Answer Asked by Nizar on April 23, 2024
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?

Read Answer Asked by Brad on March 20, 2024
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,
Read Answer Asked by alex on March 12, 2024
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?
Read Answer Asked by Ron on March 05, 2024
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
Read Answer Asked by Ken on February 13, 2024
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
Read Answer Asked by Derek on January 29, 2024
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?
Read Answer Asked by arnold on January 25, 2024
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
Read Answer Asked by Mary on December 19, 2023
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