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The Panic-Proof Portfolio (Stockchase Research) CI First Asset Canadian REIT ETF RIT-T TOP PICK Sep 11, 2025

Stockchase Research Editor: Michael O'Reilly

We reiterate this REIT holding 88% real estate and 10% healthcare assets as a TOP PICK. Lower interest rates will aid this sector going forward. We recommend trailing up the stop (from $14) to $16, looking to achieve $21 -- upside potential of 18%. Yield 4.6%

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PARTIAL BUY

First asset has a number of covered calls. Likes them. A well-established company that does well.

BUY

VRE vs. XRE Ignore both and buy RIT. It has a history of outperforming the Canadian REIT index handily, actively managed by his company.

BUY

A long-term hold? A great long-term hold as a building block for a diversified portfolio. A great, actively managed ETF with the right sector mix. The only worry is that interest rate-sensitives assets like REITs have had a great run-up and are now overvalued. Pays a good 4% dividend. A long-term hold.

TOP PICK

Billy Kawasaki’s Insights - Picks from 5i Research. It has high quality assets and a strong return history. Although the fund charges higher fees, it is justified considering the good performance record and healthy distribution history. Unlock Premium - Try 5i Free

BUY

He doesn't like passive investing in REITs, because an ETF REIT can hold laggards like office REITs. He prefers an actively managed one like RIT.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly

RIT holds Canadian real estate assets. We like that its holdings are not concentrated in only two assets. The average PE is 12x and it trades below book value. 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 $14, looking to achieve $19 -- upside potential of 18%. Yield 5.18%

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Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly

As a diversified REIT with holdings averaging 12x earnings and trading under book value, we reiterate RIT as a TOP PICK. It has rebounded well following the negative tariff news. We continue to recommend a stop at $14, looking to achieve $18 -- upside potential of 18%. Yield 5.4%

PARTIAL BUY

The MER is a little more than that of XRE, but it returns slightly more. Those two are choices in real estate. Lower interest rates will be good, but housing starts are slow. Limit your real estate exposure for the sake of liquidity and the outlook.

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