investment trusts

You can see our CWA REIT & Trust Portfolio for June 2023 here.

The federal government’s tax on income-trust distributions took effect on January 1, 2011....

ISHARES S&P/TSX REIT INDEX ETF, $16.39, is a hold. The ETF (Toronto symbol XRE; buy or sell through brokers; ca.ishares.com) lets investors tap all 16 Canadian real estate investment trusts in the S&P/TSX REIT Index. Investors pay an MER of 0.61%, and the fund gives you a 4.9% yield.


The iShares...

Activist investor Jonathan Litt, through his Land & Buildings Investment Management hedge fund, has a long history of targeting under-performing real estate investment trusts (REITs) and pushing them to boost shareholder value. Here are two of his latest targets.


APARTMENT INVESTMENT & MANAGEMENT CO....

You can see our CWA REIT & Trust Portfolio for March 2023 here.

The federal government’s tax on income-trust distributions took effect on January 1, 2011....

ISHARES S&P/TSX REIT INDEX ETF, $18.40, is a hold. The ETF (Toronto symbol XRE; buy or sell through brokers; ca.ishares.com) lets investors tap all 18 Canadian real estate investment trusts in the S&P/TSX REIT Index....

ISHARES S&P/TSX REIT INDEX ETF, $18.83, is a hold. The ETF (Toronto symbol XRE; buy or sell through brokers; ca.ishares.com) lets investors tap all 19 Canadian real estate investment trusts in the S&P/TSX REIT Index....

ISHARES S&P/TSX REIT INDEX ETF, $19.63, is a hold. The ETF (Toronto symbol XRE; buy or sell through brokers; ca.ishares.com) lets investors tap all 19 Canadian real estate investment trusts in the S&P/TSX REIT Index. Investors pay an MER of 0.61%, and the REIT fund gives you a 2.8% yield.


The ETF’s top holdings are Canadian Apart....

October turned out to be a great month for all kinds of riskier assets. Top performers were commodities, with oil and copper leading the way. Precious metal producers also made strong gains while the energy and commodity-heavy Canadian indexes were spurred by those gains....

ISHARES S&P/TSX REIT INDEX ETF, $20.33, is a hold. The ETF (Toronto symbol XRE; buy or sell through brokers; ca.ishares.com) lets investors tap all 21 Canadian real estate investment trusts in the S&P/TSX REIT Index.


Investors pay an MER of 0.61%, and the REIT fund gives you a 2.7% yield....

Recently a member asked a question that you may have wondered about over the years.

“Hi, Pat. My question regards your philosophy of spreading investments out among ‘most if not all of the five main sectors’: I’m wondering where each of the 11 broad Global Industry Classification Standard (GICS) sectors commonly used for sector breakdown fit within your framework....