Market. Real estate is being impacted by fears just as with the broader markets. Fundamentals for real estate are still strong however. The supply and demand fundamentals have not changed since CoVid19. He goes long where he sees discounts to net asset value and goes short if they are overvalued. XRE-T has experienced tremendous volatility but today it closed a lot of the gap. Has CoVid19 really chanced the global GDP in a way that impacts long term commercial leases? Fixed income capital is flowing into alternatives including real estate.

It is a healthcare REIT with a high concentration in the US. They operate medical office buildings, skilled nursing, and retirement homes. The market has not accepted this stock. It is rumoured to have gone through a strategic alternative process. It trades at a discount to net asset value. A sale might be the best thing for them. The medication reimbursement environment in the US has been challenged.

He thinks it is a really great company. They have experience in rent controlled environments. He thinks it will be a very strong stock.

It has benefited from a secular change. With 5G you are making a bet on that with this stock as it will give them continued growth. They are stable and global and you always have to weigh global risk.

One of the preeminent US REITs. It is difficult how to know who is going to last on the retail side. These guys have a bullet proof balance sheet. It is going to be tough to grow net investment income.

It is one of his favourite apartment stocks with a portfolio concentrated in Ontario and Quebec. He sees it growing at the high single digit rates.

It operates in the healthcare sector. Half the earnings are from long term care. It is a great asset glass. There is a great supply of seniors waiting to get in. It has a nice dividend yield.

He does not think their distribution level is sustainable. They don’t have the right dividend coverage or distribution level.

It has done a good job of growing business internationally. It is really positive for the stock.

(A Top Pick Nov 04/19, Down 16%) He continues to own it. He believed there would be quarterly volatility. There are peaks a valleys throughout the year. He has been aggressive buyers recently.

(A Top Pick Nov 04/19, Up 10%) He likes this company a lot and thinks highly of management. They did a great job of diversifying away from their biggest client.

(A Top Pick Nov 04/19, Up 11%) It is a classic name to own. US apartments traded in Toronto. He sees a huge discount to net asset value. Apartments are in the sun belt.

He is not crazy about malls these days. He is excited about their development pipelines, however. They are building apartments, but they will likely be just 10% of their business. It is a solid company with a safe dividend, however.