Daniel Foch

speaker

1,195 appearances 3 recordings 1 series first heard May 2026 last heard 8 Jun

Daniel Foch’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in May 2026 with 2.

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The Canadian Investor · Are Canadian REITs Finally Cheap Enough to Buy? · 8 Jun 2026 podcast

Yeah, so the big things that I'd be looking at are like, what are the trends that will eventually be coming into the earnings of the REITs that I'd be investing in in the residential sector?

So what can I infer on a leading indication basis?

And the way that I look at that from a residential perspective is you have a couple of prevailing trends.

Number one, you have rents are falling.

So your income is down for these people.

And there's kind of two ways to think about that.

So you have your new rents, right?

That if rents are falling, your new rents are going to be lower.

But your existing tenants, you may not be able to charge them as much of a price increase every single year.

So that is probably going to affect the top line.

Vacancies are rising as well.

So we've gone from like a 2% vacancy environment to like a 5% vacancy environment across Canada, I think on average.

I can pull up the RD report when you're chatting, but...

That's basically taking your income from getting 98% of all of your income on your suites to 95% or whatever.

And so that'll shrink your income a little bit as well.

So those are key factors.

And then I would say that the other piece is that there's a lot of supply coming online and there's not a lot of demand.

Historically, when population was growing like crazy, the Canadian government had massive population growth.

That correlates almost one-to-one with rent inflation.

And so it shouldn't be surprising that rents are falling and rent inflation is falling.

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