The Panic-Proof Portfolio (Stockchase Research)CI Global REIT Private Pool ETFCGRE.TOTOP PICKApr 15, 2025

Our PAST TOP PICK with CGRE has triggered its stop at $21.  To remain disciplined, we recommend covering the position at this time.  When combined with previous guidance, this will result in a net investment gain of 1%.

Our PAST TOP PICK with CGRE is progressing well.  To remain disciplined, we recommend trailing up the stop (from $19.50) t0 $21.00 at this time.

We reiterate CGRE, a REIT holding 64% of its real estate holdings in the US (the rest is split between Canada and internationally), as a TOP PICK.  We like the global diversification and that its holdings are broadly based.  It trades at 1.4x book value with an average PE of 24.  REITs are a good way to diversify your portfolio.  The space has been under pressure for a while due to interest rate volatility, but with rate cuts anticipated going forward this is a good time to enter.  We recommend up the stop (from $17.50) to $19.50, looking to achieve $25.50 -- upside potential of 18%.  Yield 4.8%

CGRE holds 64% of its real estate holdings in the US, the rest is split between Canada and internationally -- adding some global diversification.  We like that its holdings are not concentrated in only two-three assets.  It trades at 1.4x book value with an average PE of 24.  REITs are a good way to diversify your portfolio.  The space has been under pressure for a while due to interest rate volatility, but with rate cuts anticipated going forward this is a good time to enter.  We recommend setting a stop-loss at $17.50, looking to achieve $25.00 -- upside potential of 18%.  Yield 5.18%