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Editor's notes: CAR.UN.TO has new properties flowing into its FFO and has a strong position due to its focus on the rental market. The recent Canadian REIT sell-off creates a 25% opportunity.

It's easier to know when to buy stocks than it is to know when to sell. In the case of the Canadian REIT sector, compelling investment opportunities surround both the residential and commercial sectors. Share prices have dropped considerably, coincident with satisfactory underlying operating performance. In my view, one of the main reasons the sector is underperforming is due to (1) global investors pessimistic on Canada's macroeconomic position being associated with commodities, miners and gold; (2) fears or a residential real estate bubble in Canada; and (3) investors making investment decisions based on central bank monetary policy rather than performing a bottom up, fundamental analysis of subject companies.

As such, shares of Canadian Apartment Properties REIT [(OTC:CDPYF)...

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