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 monthsRecordings per month over the last 12 months — 3 in all, peaking in May 2026 with 2.
Appearances
But then you also have to...
Do I believe that there are, and this is probably where you make the big money, is understanding these second order effects and hidden between the lines trades.
Do I think that offices are going to be the same asset class for the next 20 years as they were for the 20 years before COVID?
Yeah.
I don't know.
Like, and that's, that's the question that I think investors really need to answer to think like, yes, supply and demand is, is an easily readable thing.
Like it's just math.
Is there some qualitative layer that we're missing like AI or, and I don't know, like I, I,
I don't work in an office, so I have a hard time really grasping it.
But when I did, I understood why it existed and I didn't have an issue with going to the office every day.
And I think a lot of people do need that place.
They need to separate work from home.
And I think companies want that as well.
When I think about like office, like one of the big headwinds for Canada becomes like infrastructure, man.
Like Toronto, like if you're trying to re-urbanize hundreds of thousands of people into the workforce in Toronto, it's like we already added some of the worst traffic in the world.
And that's where office landlords and companies that are trying to do this, they have this idea called earn the commute, right?
So you have to make the office so sick.
that they can convince people to come into the office.
That tells me something about the market, which is that your employees do want hybrid.
Your employees do want to work from home.
Showing 361–380 of 1,195 · page 19 of 60
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