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WPT Industrial Real Estate Investment Trust T.WIR.UN

WPT Industrial Real Estate Investment Trust (the REIT) is an open-ended real estate investment trust. The REIT is engaged in the business of acquiring and owning industrial investment properties located in the United States. Its objective is to provide Unitholders with an opportunity to invest in a portfolio of institutional-quality industrial properties in the United States markets, with a particular focus on the distribution of the industrial real estate.


TSX:WIR.UN - Post by User

Post by kenyon99on Apr 11, 2018 7:16pm
365 Views
Post# 27870124

WPT - which account to hold it in (Canada)

WPT - which account to hold it in (Canada)wateroperator appears to have covered the issues fairly well in the July/17 post.

As he mentions, warehousing rates of return appear to be strongly affected by current lease rates out of supply and demand. Currently, they look better than retail REIT's, IMHO, but perhaps not as favourable as residential REITs.

The other issue is of course in which account to hold it, because for Canadians, it's foreign income.

Likely not in a TFSA in Canada, because the 15% US withholding tax will be lost.

Then OK in an RRSP, because the US withholding is "generally reduced to $0, as stated in WPT's investor's page), while a regular, non-sheltered  account can likely 1) have the foreign tax credit for the foreign non-business income portion (just less than 48% of the distribution in 2017) and 2) lower the adjusted cost base by (in 2017) by 52.16775% of the distribution that is Return of Capital, and therefore pay more capital gain later.






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