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.

Appearances

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The Canadian Investor · Are Canadian REITs Finally Cheap Enough to Buy? · 8 Jun 2026 podcast

Well, they're switching over to purpose-built rental sites where the numbers work.

So you'll probably just start to see an increase in rental starts in the city of Toronto by comparison to everywhere else that's tapering off.

That should have like downward pressure on rents as you get supply with the absence of demand, right?

It's not until demand comes back.

It's just basic economics.

Not until demand comes back that your rents will start getting pushed up again, right?

And the one interesting thing that I observed, there's a private REIT that I've been thinking about investing in.

I guess I have to disclose that if we're on the show, right?

But on our podcast, the Canadian Real Estate Investor Podcast, like the real estate version of this show, we talk a lot about like,

These concepts that mom and pop investors can create and multiplexes is a big one, right?

And so the Canadian government in the most recent spring economic update mentioned they were trying to get CMHC MLI select financing possible for triplexes and fourplexes.

And then they're also trying to make it, you know, they have like, I don't know, they're really incentivizing this missing metal stuff, like upzoning of different areas.

We'll talk a little bit about that because like a lot of these big groups are using that financing.

Like RioCan as an example, when we get to the retail side of things, RioCan has RioCan Living, right?

And RioCan Living is them taking excess land on a lot of their plaza plots and converting it to residential, but they're using programs like CMHCML I select to do that.

they're basically bond trading, right?

Like you're on a 50-year amortization.

So like 80% of your first five years of payments are interest.

So you're basically using real estate as like a levered long bond trade.

So higher for longer interest rate environment is actually probably the biggest risk to residential if we're thinking about that.

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