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

Well, the economics are tough on that.

How long does it take for them to empty all of those out and move those guys to A offices?

It's a lot to think about.

I think data centers interest me.

Can Canada get exposure to the hyperscaler CapEx spend?

We have abundant electricity and a cold climate.

It shouldn't be a hard trade.

So I think if somebody can really nail that, that's something that it would be very compelling for me to invest in, but nobody really has seemed to.

I think the biggest data center proposal in Canada is like Kevin O'Leary and it's like flaring gas in Alberta, like, you know, that would have been otherwise wasted electricity.

But I don't know if it's actually going anywhere and I don't think it's investable anyways.

Yeah, it depends on the market, but your cost basis has to be pretty low.

I mean, hotel makes a little bit more sense, but when you think about an office building, the floor plate is massive.

So it's hard for you to really meaningfully convert that to residential or hotel.

It would have to...

A residential building, typically the floor plate is like 50% of the size because you want all the natural light and all of that.

And you don't have the big building core with the bathrooms and whatever.

That is what makes it difficult.

I think you have to be buying at a really good price per square foot.

So in Calgary, where office vacancy is like, what, double digits, 20% or something, and

versus Toronto.

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