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

And they're like,

You know, nobody is RFPing on these like million square foot or like 500,000 square foot things because like nobody really has the capital or like the staying power because they've already put it all into like too much spec builds.

So there's some opportunity there for groups like that.

But most of the guys that would be playing in that space are more private, not publicly traded.

So industrial, similar to multifamily, it feels a little bit overbuilt.

It feels like it'll have a couple of years of absorption to really get back to a place where it would deliver solid yields to investors.

It's not to say that they won't be able to.

Again, I'm talking maybe growth in yields or growth into... They have to grow into all the capital that they put out to yield onto that capital.

Eventually, they'll get there.

And in the meantime, you might take a little bit of a leaner dividend

or leaner return if you're just like buying, if you're, you know, just a regular investor buying this stuff, you know, for both multifamily and industrial, I think both of them are kind of just like, they went from undersupply to oversupply, not massive, but like a slight oversupply in a span of like four years.

Yeah, like, I think that the market got really hot for industrial in Canada.

And now, like, I think it's less a byproduct of COVID and more byproduct of, like, just uncertainty in the industrial space right now with automakers and, you know, trade war and recession and all of these things.

And, you know, people built for a very clear future that Canada's population was growing at 1% to 2%.

And, you know...

The economy was going to be running hot for the decade.

And then you started getting a lot of political pushback on Canada's immigration policy.

And they've scaled that back.

And the places that it starts to hit, it's like, how does that start moving through the economy and then through these asset classes?

And I think population growth moves into residential multifamily rental pretty quickly.

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