iShares S&P/TSX Capped REIT

XRE-T

Analysis and Opinions about XRE-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
July 22, 2014

He has abandoned the REIT market in Canada. It has been a terrific part of the market from the standpoint of growth and yield. In a rising interest rate environment, it is going to be a bit problematic. Doesn’t like Canadian REITs as opposed to US REITs because Canadian ones tend to be dominated by shopping centres.

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He has abandoned the REIT market in Canada. It has been a terrific part of the market from the standpoint of growth and yield. In a rising interest rate environment, it is going to be a bit problematic. Doesn’t like Canadian REITs as opposed to US REITs because Canadian ones tend to be dominated by shopping centres.

PAST TOP PICK
PAST TOP PICK
July 7, 2014

(A Top Pick July 4/13. Up 8.6%.) Interest rate sensitive ETF’s really got hit last May. Most of his clients don’t have this any more as they have been pulling out of real estate. Feels real estate, of all manners, is starting to get frothy now.

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(A Top Pick July 4/13. Up 8.6%.) Interest rate sensitive ETF’s really got hit last May. Most of his clients don’t have this any more as they have been pulling out of real estate. Feels real estate, of all manners, is starting to get frothy now.

WEAK BUY
WEAK BUY
March 31, 2014

Market weighted. Prefers ZRE-T and thinks it will perform better because of how it is weighted.

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Market weighted. Prefers ZRE-T and thinks it will perform better because of how it is weighted.

BUY WEAKNESS
BUY WEAKNESS
December 23, 2013

Interest rate sensitive stocks started to perform poorly when the FED first talked tapering. In 2014 we will see interest rates tick up a little, so this one will be range bound.

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Interest rate sensitive stocks started to perform poorly when the FED first talked tapering. In 2014 we will see interest rates tick up a little, so this one will be range bound.

COMMENT
COMMENT
November 13, 2013

Should he sell and buy an individual REIT, which could provide better future value? The disadvantage of this ETF is that it is a passive index, and you are just buying a group of 14 REITs. If you look at one of the Top Picks, he expects they will give you outsize returns going forward.

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Should he sell and buy an individual REIT, which could provide better future value? The disadvantage of this ETF is that it is a passive index, and you are just buying a group of 14 REITs. If you look at one of the Top Picks, he expects they will give you outsize returns going forward.

HOLD
HOLD
October 15, 2013

It is about 20% REI.UN-T. Nothing wrong with that. ZRE is equal weight. It depends what your view is on REI. Hold if it fits your income requirements but don’t go too heavy on it.

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It is about 20% REI.UN-T. Nothing wrong with that. ZRE is equal weight. It depends what your view is on REI. Hold if it fits your income requirements but don’t go too heavy on it.

TOP PICK
TOP PICK
July 4, 2013

This one has dropped a lot in the last couple of months so this is a buying opportunity. If you think there are going to be more rate hikes and that REITs are going to be hit, maybe you should stay away, but if you have courage that the market has now priced a rate hike in, this has to be the best buying opportunity that you have seen in years.

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This one has dropped a lot in the last couple of months so this is a buying opportunity. If you think there are going to be more rate hikes and that REITs are going to be hit, maybe you should stay away, but if you have courage that the market has now priced a rate hike in, this has to be the best buying opportunity that you have seen in years.

WATCH
WATCH
June 17, 2013

REITs getting hit because of sensitivity to interest rates when they have to re-finance. The volatility offsets the yield. It’s on his radar but he is not stepping in now.

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REITs getting hit because of sensitivity to interest rates when they have to re-finance. The volatility offsets the yield. It’s on his radar but he is not stepping in now.

DON'T BUY
DON'T BUY
May 23, 2013

Likes the product but not the asset class. It has plateaued and most of his clients already have a home.

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Likes the product but not the asset class. It has plateaued and most of his clients already have a home.

BUY
BUY
January 17, 2013

He continues to like the REIT space. When you are looking for yield, you have to be careful because a lot of yielding equities have gotten quite high and are getting a bit expensive. Not sure the REITs are expensive at this point. This one gives you about 4.7% dividend.

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He continues to like the REIT space. When you are looking for yield, you have to be careful because a lot of yielding equities have gotten quite high and are getting a bit expensive. Not sure the REITs are expensive at this point. This one gives you about 4.7% dividend.

BUY
BUY
November 29, 2012

REITs. Felt we were due for a little bit of a downturn in them. They are still great buys but you have to be selective with them. He still likes them. XRE-T is a recommendation.

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REITs. Felt we were due for a little bit of a downturn in them. They are still great buys but you have to be selective with them. He still likes them. XRE-T is a recommendation.

WAIT
WAIT
October 15, 2012

REITs. XRE-T and ZRE-T. Differences are the weightings. It's expensive and there is a 5% correction risk. Wait for that if you want to place more money. Sector should be okay from an interest rate perspective. Not a lot of value in the REITs at this point.

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REITs. XRE-T and ZRE-T. Differences are the weightings. It's expensive and there is a 5% correction risk. Wait for that if you want to place more money. Sector should be okay from an interest rate perspective. Not a lot of value in the REITs at this point.

BUY
BUY
September 21, 2012

He likes the REITs. This is an ETF that has been perceived as safe money. Probably just bounced off support at just a little under $17. 4.4% yield. When rates move higher this will probably be hurt but doesn’t see that happening until late 2013.

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He likes the REITs. This is an ETF that has been perceived as safe money. Probably just bounced off support at just a little under $17. 4.4% yield. When rates move higher this will probably be hurt but doesn’t see that happening until late 2013.

COMMENT
COMMENT
September 6, 2012

He is a bit of a contrarian when it comes to REIT valuations. You have to be careful when you are overpaying for yield and the REIT sector kind of lends itself to that category. Has had a very good run. Most of the REITs are great operating businesses. But on a free cash flow basis, they are trading at a 14-16 times AFFO and he prefers 10-12 times. This is a good hedge against your long positions.

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He is a bit of a contrarian when it comes to REIT valuations. You have to be careful when you are overpaying for yield and the REIT sector kind of lends itself to that category. Has had a very good run. Most of the REITs are great operating businesses. But on a free cash flow basis, they are trading at a 14-16 times AFFO and he prefers 10-12 times. This is a good hedge against your long positions.

COMMENT
COMMENT
August 9, 2012

He likes real estate investment trusts. 35% of its portfolio is weighted in 2 stocks, RioCan (UN-T) and H&R (HR.UN-T). If you have concerns over this, you might consider an equal weight ETF such as BMO’s (ZRE-T) paying a little bit higher dividend yield of 4.75% versus 4.25%.

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He likes real estate investment trusts. 35% of its portfolio is weighted in 2 stocks, RioCan (UN-T) and H&R (HR.UN-T). If you have concerns over this, you might consider an equal weight ETF such as BMO’s (ZRE-T) paying a little bit higher dividend yield of 4.75% versus 4.25%.

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