H&R Real Estate Inv Trust

It's range-bound and getting to the lower end, which may lead to an entry point. It's a low-risk investment. The CEO owns a lot of stock. The downside is protected, but don't expect much on the upside. He's concerned about their big mall portfolio, because malls aren't doing too well. Also, he's not impressed with the total return.

A $6 billion asset holder -- the grand daddy in the Canadian REIT space. The dividend is probably safe. They have some weakness in the retail mall space they own in the US. It is a hold. Yield 6.4%

It keeps failing to break $24. It's rolling over and will fall to $20, perhaps lower. Anything retail is under big pressure now.

Diverse. Higher yield than peers. Diversified portfolios aren't her favourite. Cautious on retail portfolio, as malls are struggling and hindering H&R's growth. Encana being a leaseholder in Calgary might concern investors. Distribution on hold for a while. Around 45% levered, so nothing of risk. Close to fairly valued, doesn't see growth potential.

Pays a 6.12% yield, low risk, though offers limited growth of 1-2% FFO growth. They have streamlined with diversified properties in office, retail, industrial and residential. They're re-allocation capital in higher-growth markets.

It's diversified, owning office, retail, residential. They have long-term leases, 10 years on average, which is good. This offers some security in a recession. They've sold nearly $2 billion of assets in the past two years, but have been growing a portfolio in the US sunbelt, which she likes. Retail is in closed malls, but not performing well. A catalyst is the sale of Bow, a Calgary office tower, soon. Maybe the yield will rise in 2020. This is fully valued and the diversification stunts growth.

A large cap REIT. The dividend is safe. It is diversified among several real estate classes. They hold a large position in some retail assets. This is not one of his favorites right now. He would wait for now.

They have held this on the debt side, but not the equity. They almost have too much diversification for his liking -- too many moving parts. He likes themes that play into strategies. The units have done nothing for almost 7 years. Yield 6%

Doesn't see a dividend cut in the immediate future. Has just floated along, as most REITs have, for a long time. Doesn't see earnings momentum higher.

A big company that owns some good assets and a safe dividend yield. He would range trade this and is not clamoring to step in right now.

Never owned it. They are all over the place in terms of sectors. They are good Managers. With interest rates being down the stock came up. Conservative. 70% pay out ratio. He hasn't looked at it closely as they are widely diversified.

2020 looks promising with success in U.S> multi.

No, retail is not going out of fashion. HR will work out okay and will grind out a slowly growing dividend. The fear out there is that Amazon will destroy all retail--but that's unfounded. Also, HR diversifies into building condos too. A safe dividend, but with modest growth prospects.