Investment Q&A

Q: Hi Team,

Can you recommend 5 REITS for investing new dollars for 2022?

Q: Hello again and thanks for your insights on AGNC, I think I will set that one aside for now. Searching the Q&A I have assembled this list of 4 companies for diversified exposure to residential and industrial real estate in Canada and the US (a bit of global with Prologis is appealing). In your opinion does this group provide complementary exposure? Can you suggest an addition to this list or is there one that you would remove?

Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT

Q: I would like your opinion / preference where I should add some funds. A short explanation would help.
Thank you!
Albert

Q: How would you rank these at current prices?

Q: Good day. This is a follow up question to a couple of previous questions related to my daughter's TFSA account with a 5+ year hold period, moderate risk with growth and dividend prospects, Based on your responses she holds the companies mentioned in her portfolio. Based on her weightings she has enough cash left to invest in one more equity. She is considering adding either T, TIXT or LNF. In your opinion which if any would be the best choice and do you have an alternate selection and perhaps a comment on the portfolio? Thanks for your learned guidance.

Q: Would you rank these Reits as most likely to see distribution increases and share appreciation in the relatively near future. Are Reits attractive for income now?

Q: What are your recommendations for the best US and Canadian REITS for a 5-10 year hold?

Q: DIR is up 25% since June. Do you think this REIT is now overvalued or fairly valued and what are your thoughts about its growth prospects in the next 2 to 3 years?

Thanks for the great service.

Q: My Real Estate holdings, aside from a paid off home, are DIR.UN (39% of real estate holdings; up 46%), GRT.UN (13%; 11.7%), SMU.UN (16.5%; 9.5%) and TCN (31.5%; 28%).

My longer term holdings have been DIR and TCN. Following 5i's emphasis upon Industrials as a current favourable sector and comments that Industrial REITs are fewer in number (eg WPT's recent buy out by Blackstone) and therefore more valuable, plus a TD analyst comments on the possibility of an SMU buy out, I bought GRT and SMU.

However, in a general intent to streamline my overall portfolio to fewer and 'best quality' holdings, how would you suggest I amalgamate these holdings to maintain subsector and geographic coverage with projected best return? Which is the least desirable holding(s) that I might sell?

Q: Hi 5i, pls comment on earnings release and any material info going forward. Thx

Q: I would like to invest in 2 REITs and am looking for the best potential Total Return. I have been looking at the 4 REITs listed above, but would consider any REIT. What 2 REITs would you suggest at this time? Would you recommend 1 industrial REIT and 1 residential/commercial REIT for diversification? Finally, can you please tell me the percentage of US real estate, if any, in each of the 2 REITs suggested. Thank you!!

Q: Would you expect the North American goods shortages to affect the results of industrial REITS such as DIR.UN? I'm thinking that with fewer goods to put in them the warehouses will be underutilized and now might be as good as it gets for these stocks.

Q: What would you buy to replace WIR.UN. With a similar buy ? some suggestions with options and rational would be appreciated ( CAN ALSO BE CANADIAN)
thanks
yossi

Q: I plan to buy a REIT by the end of 2021 to balance out one of my portfolios (RRSP). Looking to hold up to 25 years. Can you recommend a REIT that will pay a descent dividend and possible grow over a long period of time?

Q: As AQN appears to meander, would a swap to DIR.UN be a good strategy?

Q: Hi,
Can you tell me what type of account is generally best to hold US REITs, from a tax perspective?
I hold these 4 Canadian REITs (TCN, WIR.U, DIR.UN, SMU.UN) and am interested in several US REITS. I've been considering AMT, CCI, EQIX, DLR. Can you comment on these and suggest a few others.

Q: In my TFSA I am looking to move it to a more growth oriented stance. In keeping with this I have added ENGH and LSPD already. In what order would you sell the above (other than LSPD and ENGH)? I could sell off whole positions or just reduce the holdings either is fine. Any reasoning behind the ranking would be useful too.

Q: I recently submitted a question about possibly under-levered reits, and was surprised to receive an answer about "cheap" reits. To my mind these are quite different concepts.

Q: Hi
Can u provide your thoughts on these companies. Would you consider them a buy or is there a better alternative. Thanks Clare