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.

Appearances

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

There's no way to like really measure that.

But like, you know, qualitatively, I think people are like, I got to go and be in the real world and touch and feel stuff.

And you know,

No, what?

What?

They probably do somewhere in the GTA, but I live in the Burbs.

Yeah.

And unlike some of these groups, like you'll see them make acquisitions that kind of like make you raise an eyebrow.

You know, we were like, ah, like that seemed like a, you know, like why are you buying at like a 1% or 2% yield?

But like usually if they did that,

it's because it's a future high rise site or whatever, right?

And if they have so much earnings that they need to kind of put some losses on their books to offset that from a tax exposure perspective, they can afford to harvest tax losses, right?

So they do, and then they get the benefit later.

And you as a shareholder, if you can kind of capture that markdown when they're in acquisition phase and they're sort of forced by the market to make some

you know, tougher, riskier decisions like that to me is, I think that there will be a good buying opportunity for a lot of the REITs that we've discussed on this, not to say that it's today, but as like a lot of the risks that we just mentioned materialize, I like a lot of these over the next couple of years.

I mean, there's some that are glaring today that have been smoked, right?

Do they have upside still, which we'll get to, especially with office, but yeah,

And is there growth in that market?

Because I think when you're buying stocks, you should be buying for growth.

I feel like, yeah, it's probably a sector that could do pretty well kind of coming out of this counter cycle that we're in right now.

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