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.

Trend

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

residential rents were growing, population was like 4%, right?

So those two were easy, obvious trades and everybody was building a ton of them.

What people were not doing was thinking, oh, office is going to come back.

Like everybody thought, you know, work from home or hybrid was forever.

and retail.

And so those two have kind of been underserved.

And we can use that to segue to office a little bit here.

I think heading into COVID, there was like an 8 million square foot office pipeline, and it's basically dropped down because nobody's contemplating new office projects, right?

And until now, we're just getting to this return to office phase.

And I've heard from a lot of the big banks in downtown Toronto, they underestimated how much square footage they needed for their workforce.

And so they're like going to the market with like emergency 1 million square foot mandates to lease up space, right?

In some of these class A towers.

And they have to be like centerized financial district, et cetera, which is probably why you're not seeing it materializing growth in like an allied of the world who is down quite a bit, as you mentioned before we got on here, you texted me.

But office has been kind of interesting, too.

It's not crushing it.

And not that there's a ton of ways to get exposure to that anyway.

It's mostly pension funds.

But it's been surprisingly strong because of this right sizing and return to office.

Does recession, job losses change that a little bit?

I don't know.

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