Investment Q&A

Q: Hi,
How would you rank these reits in regards to revenue, distribution security and growth.
Thank you
Ed

Q: Hi, I'm looking at reits and wonder what your comments would be on SRU. They look to be in an interesting niche that might do well as the world gets back to normal.
Appreciate your thoughts,
Perry

Q: Good morning, 5 i Team!
The market had a great run in the last 12 months. I am looking to trim some gains and deploying the new cash in post Covid re-opening theme.
REIT, Travel, Leisure, Energy, Medical devices.
Your thoughts on SRU.UN /O, GOOG/EXPE, CVX/BP, MDT/BSX

Thank you!

Q: please comment on earnings. My wife is looking for a nice safe dividend with potential share price appreciation over the next 5 years. They have terrific assets and Goldhar seems like a smart ceo. The stock has been a laggard but post-covid my hope is that it will do better.

Q: Was thinking of adding the following reit into my portfolio after selling BPY.UN - thoughts?

Q: The price of smart centres is still trading at a discount from pre-pandemic. Is this a recovery play and is the 7.5% dividend safe in the current climate or only in a recovery?

Q: dear team:
i have BPY and bpy.un roughly 15% in my no-registered account which bought at last May. i think it is too risky to keep them and plan to replace them .
pls give me some idea.

appreciate!

Jacky

Q: I had bought BPY for a number of reasons including the eventual return of mall traffic, the fact that it had room to run to get near to its pre-covid price, the dividend and then of course, having Brookfield management behind it. The closest replications I can find are Simon Property Group and SRU in the U.S. and Canada respectively. Can you speak about their payout ratio and management quality, and especially their main risks in the medium term. Thank-you.

Q: Doing a year end review of all of my holdings. I would like to reduce my position in several stocks (or eliminate entirely in the case of HR.UN and CPH) in order to raise some cash for increasing my position in several other holdings. Fairly large question, so I will divide it into 2, this for the potential reductions and a further question about the potential adds. Would you please rank these stocks in the order you would reduce or eliminate to raise some cash, starting with the one you would be most inclined to reduce/eliminate. Sector, or large cap/small cap not a concern, as I have a broadly diversified portfolio with a lot (too many, really) of names. Thank you for this, and also for the very good service. My 1st year as a client, and I will certainly be renewing. I have recommended the site to a few friends who also do investing.

Q: Potential tax loss selling -- could you please provide suitable placeholders for these companies. Also, if you recommend keeping these "placeholders" instead of switching back after 30 days please let me know.

Q: Does the Rio Can cut increase the chance of Smart cutting their distribution and any other thoughts? Looking at 2 to 3 percent holding. THANKS

Q: Hi Peter and Staff

The above 4 REITS are part of my REIT basket in addition to other industrial and apartment REITS.

All are down a lot . Please hit me with sufficient credits to rank them best to worst in terms of prospects for capital appreciation on a risk reward basis considering various valuation metrics as well as the future as you see it.

Please indicate any clear winners or losers in the rankings

Thanks for all you do

Dennis

Q: We are retired, primarily income investors. We did hold relatively equal positions in SRU,un and CHP.un, but this has changed rather significantly. In view of the current uncertainty about retail marketing, what is your opinion about investments in these two companies. Would you comment on the sustainability of SRU's dividend? Thank you for all the great ideas and comments.
Jane

Q: Would you switch REI.UN for SRU.un or would it be like trading $1 for 4 quarters?
Thanks for your service!

Q: I am down significantly on SRU, purchased in January 2020. The holding is only about 1% of my investments, should I purchase more at this time or continue to hold?
Thanks

Q: I'm looking to add some REITs to my portfolio. Could you comment on the following REITs? Would you suggest holding all 4 as they have different holdings? If not, could you provide a ranking of your selections?

Q: What is your opinion and outlook on the above noted REITs? Is now a good time to buy? If you where to get into REITs now what order would you put the above companies in?

Q: Hi my question today is on REITs. I started to buy these three reits as they are under .9 tb ratio. value. Because of there much lower price the dividend is awesome. This pandemic is the reason for there price reduction. Are they over sold and probably the next sector (industrial reit) to bounce back ? The people that are renting there property ex;Walmart are doing ok. If not a good time to buy when is ?

Q: I would like to reduce my exposure to REITs and reallocate to other sectors. Considering selling some of these 6. I have a long term focus - 5+ years, looking at total return over that time. May I have your opinion of these in order from best to worst for total return for a long term hold. I'm assuming all will get through this economic disruption OK. AP.UN, GRT.UN, HR.UN, PLZ.UN, REI.UN, SRU.UN. Thanks.

Q: Hello 5i Team
I am comparing the retail REITs and the two distinct groupings in the sector:
Group 1 - REITs majority owned by parent operating company and the majority source of the REIT's income. These would be Choice Properties REIT (CHP.UN), Crombie REIT (CRR.UN) and CT REIT (CRT.UN).
Group 2 - REITS with a large diverse portfolio. These would be First Capital REIT (FCR.UN), Riocan REIT (REI.UN) and SmartCentres REIT (SRU.UN).
The questions I have are:
1 - What would be your ranking of the REITs in Group 1 and your ranking of the REITs in Group 2?
2 - Which is the better Group to select from Group 1 or Group 2?
3 - Any other retail oriented REITs I should be looking at?
Thanks