In January 2022, H&R REIT spun off most of its retail properties to Primaris REIT. Unitholders received one unit of Primaris for every four units of the original REIT they held. At that time, the parent REIT investors held 74% of Primaris, while the Healthcare… Read More
Investing in U.S. real estate from Canada can pay off for some, but it’s riskier than many investors think
Investing in U.S. real estate from Canada is not without risks, and a poor place for any significant portion of your retirement savings. Buying a second home… Read More
Will you have to pay capital gains tax for this tax year? Here’s how to calculate capital gains tax so you have the general path to figuring it out.
When you sell any stock held outside of an RRSP, RRIF or TFSA, you must pay capital… Read More
Investing in REITs (Canada) can help you minimize the risk of owning investment property
REITs (Canada), as the one remaining large category of income trusts, continue to pay distributions before they pay tax—and that’s good for unitholders. The 2011 law that put an end to tax… Read More
Look for Canadian REITs that focus on investment inputs as well as investment outputs. They should also meet these 9 key criteria.
Top-quality Canadian REITs are among the most stable and highest-yielding real estate investments. That’s because many REITs hold high-quality, non-depleting assets, and took advantage… Read More
Here’s what we think about real estate investing in Canada — and it may surprise you
We’re constantly asked about real estate investment in Canada (or investment in Florida real estate, for that matter), and we understand the appeal. Even though today’s house prices still remain… Read More
Due to concerns about a possible U.S. debt default, inflation, and rising interest rates, U.S. equity markets moved up only slightly in May. However, the Canadian market fell back as lower energy and commodity prices weighed on producers.
The volatile U.S. Natural Gas ETF (symbol UNG) had another… Read More
Recognizing the significant added risks that investing in real estate vs stocks can lead to is key to making smart decisions
There are a variety of considerations when deciding on investing in real estate vs stocks. It’s easier to start investing in real estate and get… Read More
Two Canadian Bond ETFs offering low fees and high-quality holdings
Even for our conservative investors, we caution against investing in bonds. Today’s rising interest rates make bonds unattractive, and further increases would push down their future value. But, if you need stable income and want to… Read More
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. Most trusts have since converted to corporations.
Real estate investment trusts (REITs) were exempted from the income-trust tax. As a result,… Read More