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
2 · May OctJan 26AprJulnow

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

Appearances

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The trade war moves into industrial pretty quickly.
Yeah.
I think less like COVID hangover.
I think there was definitely some ambition, too much ambition during COVID.
People were just jacked up on cheap credit and good economic data, right?
So it's a little bit of both.
Yeah, I mean, a lot of warehousing in the GTA.
Like, you know, it's not hard.
We don't do a lot of hard industrial here, right?
So a lot of, yeah, like warehousing or like, you know, soft industrial, light industrial uses.
A lot of like, I got buddies who like take large floor plate industrial and cut it up into multiple smaller units.
Like, you know, the small stuff's doing well, right?
Small bay, like contractor garages, stuff like that.
But large formats, like...
It's tough, man.
It's tough to read the market on data.
You would have had to know what was going to happen from a policymaker perspective.
And that's hard.
Based on just the math or the spreadsheet of a real estate portfolio, most of the things that you said would track.
Yeah, eventually all the supply shortage in office, as an example, similar to the supply shortage that we're seeing in retail today as we're catching up to the population growing.
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