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 · Real Estate M&A, Sticky Inflation, and Canada’s $25B Gamble · 2 May 2026 podcast

I know what you're saying.

I think my interpretation would be that the market right now is saying.

Short term, we just see a whole lot of dilution and probably not enough value to make up for that dilution.

That's essentially what I think the market is saying.

Long term, you may be completely right.

It might actually be a great deal for shareholders.

But short term, I think what the market is seeing is basically like, look, are you blind?

Do you see what's happening with the real estate market in North America?

And I know some of these have more than just North American exposure, but...

I think the market is just saying, yeah, it's not looking good for a few years.

I think they're just, I mean, if you're looking here, I pulled up, I got some of the charts here.

So Remax and you're seeing... But it's just more like pricing and deal signals than like...

Yeah, I think it's more pricing the deal and it's essentially the market just saying, okay, like the deal is dilutive.

There might be some benefits to both businesses down the line, but I don't think they're near term and they're not making up for the amount of dilution that they're seeing.

Yeah, because if you see, and I know they're different business models, Remax and Real, you know them better than I do, but I think Remax is pretty telling.

So for people looking on the live stream right now, you'll see that the revenues essentially peaked at the end of 20 or in 2021.

And it's been declining ever since.

Profits are been up and down a little bit.

The profits are in green here.

So they saw a loss back in 2023.

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