Latest Expert Opinions

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
July 15, 2014

Canadian way to invest in US real estate, mostly in Texas and a little in Atlanta. Low rent apartments whose market sees a lot of growth. Externally managed structure which he is not a huge fan of. He might own it short term. They have grown very strongly, however. If you are paying $800 a month you are less likely to move into a house. Prefers high quality REITs when investing in the US.

Canadian way to invest in US real estate, mostly in Texas and a little in Atlanta. Low rent apartments whose market sees a lot of growth. Externally managed structure which he is not a huge fan of. He might own it short term. They have grown very strongly, however. If you are paying $800 a month you are less likely to move into a house. Prefers high quality REITs when investing in the US.

Derek Warren
Asst Vice President, Lincluden Investment Mgmnt
Price
$10.740
Owned
No
DON'T BUY
DON'T BUY
July 15, 2014

US senior care as well as a portfolio in the Calgary region. The risk on the property level is with the operator as they just write one lease. He has questions about funding of growth in the US as well as focus of management who are focusing on growing their private company.

US senior care as well as a portfolio in the Calgary region. The risk on the property level is with the operator as they just write one lease. He has questions about funding of growth in the US as well as focus of management who are focusing on growing their private company.

Derek Warren
Asst Vice President, Lincluden Investment Mgmnt
Price
$10.590
Owned
Unknown
STRONG BUY
STRONG BUY
July 15, 2014

A big name for him, top 5 holdings. A little known REIT that is now available in Canadian dollars. Highest growth markets in Texas. Debt is manageable as is payout ratio. Over time people will realize how good it is and prices will continue to go up.

A big name for him, top 5 holdings. A little known REIT that is now available in Canadian dollars. Highest growth markets in Texas. Debt is manageable as is payout ratio. Over time people will realize how good it is and prices will continue to go up.

Derek Warren
Asst Vice President, Lincluden Investment Mgmnt
Price
$4.700
Owned
Yes