Q: Hi - I have an additional $50k to add to my real estate portion of my portfolio and would like the best reits in the following spaces: a) Low cost residential b) High end residential c) non-retail commercial d) Utilities and Heavy duty industrial e) Non-North American Commercial
What would be your top 5 picks for a long term hold (8 -10 yrs)
Q: What is your opinion of AP.UN in today's rising interest environment? I know some REITs will be hurt if interest rates rise a lot, but it seems to me that Allied might not be hit as hard as some because it has some unique properties which many tenants will still be happy to lease. I have held AP for many years, and am considering adding more.
Q: Toronto's commercial real estate market is booming, vacancy rates are at a record low, AP is buying more and more properties and yet it does not seem to get any respect from investors. What is your view? Thank you1
Q: I would like to reduce the number of REITs in my portfolio but strike a nice balance in industrial, residential, commercial and perhaps care homes. My present holdings include CUF.UN, AP.UN, CAR.UN, GRT.UN, AAR.UN and SRU.UN. Which of these would you eliminate and what might you add?
Q: There seems to be a unique/attractive component to this Reit. I find it interesting. I believe it is approx. 14% off its highs with about a 4.4% dividend. What are your thoughts about this company and what would be a good entry point? Thank you. Dale
Q: Please provide your analysis of Allied Properties. Would you recommend as a buy with the possibility of the US raising interest rates in December? Are there other reits that you would prefer over this one and if so how would you rank them?
Q: I'm holding Allied Properties and RioCan REITs and they make up about 8% of my portfolio. I like the income but I'd also like some growth. Are there better alternatives in this space? What are your thoughts on the relative amount I've allocated to REITs?
Q: Hi team, Could I get your thoughts on this REIT? I'm looking for a combination of growth and income, and have no REIT holdings at the moment. I like the sound of what they are planning to do in downtown Toronto with family-sized housing. If you have a better one to suggest, please do. Thanks!
Q: I'm interest to add just one REIT to my portfolio and my choice is down to two: AP.UN or CAR.UN.
Dividends growth are nice but I'm more interested in "total return" (dividend + SP growth). In this regard, these two are close in their 5yr. returns, though CAR.UN is 10% better in their 1yr. returns (30% versus 20% approximately).
Which one do you prefer, or there are better ones I should consider instead?
Q: Hi Peter and 5iResearch Team,
Can you please provide your guidance on Applied Properties, AP.UN. Is this a good time to buy this REIT, and how does it compare with Dundee REIT, D.UN.. I own Dundee, and would like to know if AP would provide additional diversification and good LT performance.
Thank you.