Back to GRT.UN: Let me ask it another way, then…

0
0

Stocktrades put Granite in its foundational picks when RioCan was removed. What is the reasoning for the GRT.UN pick, if a) it has one client renting out the majority of its properties AND b) if international holdings may trigger a higher tax bill for people buying in? What is the thought behind the pick? Thanks.

Marked as spam
Asked on December 9, 2020 10:42 pm
1 views
0
Private answer

Thank you!

Marked as spam
Posted by Denise LeBelle
Answered on December 10, 2020 7:14 am
0
Private answer

Hi there,

You can see our thought process in the actual description under Foundational stocks. Let's answer the two questions:

a) Although Granite counts Magna as it's primary tenant, it is one of the best autoparts manufacturers in the world. Magna is a blue chip stock that has management to grow its business despite the cyclical nature of the auto industry. It supplies pretty much all the auto makers, include EV companies such as Tesla. We have zero concerns about its exposure to Magna. Furthermore, Granite is growing at a rapid clip and diversifying into other areas which is having the net effect of reducing its reliance on Magna.

b) Since Granite is headquartered in Canada and is considered a domestic company - if held in an registered account, there are no withholding taxes, and no tax bills to consider. If held in a non-registered account, then the appropriate tax implications will come into play. We recommend speaking to a tax specialist in this instance as there are many nuances and tax implications with holding REITs in non-registered accounts.

In general, domestic REITs are best held in registered accounts to avoid the tax complications - however, since every individual is different what works for one, may not work for the other. As we are not tax specialists, we recommend speaking to one to find out what works best for your situation.

Mat

Marked as spam
Posted by Mathieu Litalien
Answered on December 10, 2020 4:55 am