The Canadian Investor

In this episode of The Canadian Investor Podcast, Simon is joined by Daniel Foch to take a deep dive into Canadian REITs and the major forces reshaping the real estate market.
They discuss why residential REITs are facing pressure from falling rents, rising vacancies, and slowing population growth, while retail REITs have been surprisingly resilient thanks to strong occupancy, rent increases, and valuable land redevelopment opportunities. They also cover the office sector, where return-to-office trends are helping at the margin but vacancy rates remain well above pre-pandemic levels, especially outside top-tier buildings.
Simon and Daniel also look at industrial REITs, the impact of overbuilding, the role of higher interest rates, and whether areas like data centres could become an interesting opportunity for Canadian real estate investors. They wrap up with a discussion on office conversions, adaptive reuse, and what investors should watch before jumping into beaten-down REITs.
Tickers discussed: CAR-UN.TO, BEI-UN.TO, IIP-UN.TO, KMP-UN.TO, REI-UN.TO, SRU-UN.TO, CHP-UN.TO, PMZ-UN.TO, AP-UN.TO, D-UN.TO, RPR-UN.TO, GRT-UN.TO, DIR-UN.TO.

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Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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In this episode of The Canadian Investor Podcast, Simon and Daniel Foch break down the increasingly confusing macro backdrop for Canadian investors.
They discuss why Canada’s latest jobs report looked stronger than expected, but may actually make life harder for the Bank of Canada. They also compare today’s economy to the early 1990s recession, including the parallels around population growth, real estate, interest rates, employment trends, and household debt.
Simon and Daniel also dig into bond yields, the risk of higher-for-longer rates, oil-driven inflation, consumer debt stress, rising delinquencies, and why Canadian households may be more vulnerable than the headline data suggests. They wrap up with a discussion on fiscal dominance, government spending, Canada’s trade challenges, and whether nation-building projects and AI infrastructure could provide a brighter long-term path for the economy.
Watch the full video on Our New Youtube Channel!
Check out our portfolio by going to Jointci.com
Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Asset Allocation ETFs | BMO Global Asset Management
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In this episode, we cover several major stories across AI, tech, Berkshire Hathaway, housing, and Canadian banks. We start with Anthropic reportedly moving closer to a potential IPO and what that could mean for the broader AI IPO race. We also break down the latest SpaceX IPO update, including its massive expected valuation and why investors appear to be valuing the company as much more than just a rocket launch business.
We then look at Alphabet’s major equity raise and what it says about the rising cost of the AI infrastructure race. From there, we discuss Berkshire Hathaway’s planned acquisition of homebuilder Taylor Morrison and why the deal is notable under Greg Abel’s leadership. Finally, we wrap up with Canadian bank earnings, where results were better than feared, dividends were raised, capital markets helped, and credit remains the key risk to watch over the next few quarters.
Tickers of stocks discussed: GOOG, GOOGL, BRK.B, TMHC, LEN, RY.TO, TD.TO, BMO.TO, BNS.TO, CM.TO, NA.TO, TSLA, SPCX
Subscribe to Our New Youtube Channel!
Check out our portfolio by going to Jointci.com
Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
Apple Podcast - The Canadian Real Estate Investor
Spotify - The Canadian Real Estate Investor
Web player - The Canadian Real Estate Investor
Asset Allocation ETFs | BMO Global Asset Management
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In this episode, we break down the latest CPP Investments annual report and why comparing CPP’s returns directly to the S&P 500 or TSX misses the mark. We discuss CPP’s 7.8% fiscal-year return, its heavy exposure to private equity, real assets and credit, and whether the high fees and complexity are justified over the long run.
We also look at five Canadian stocks that could fit a “buy it, lock it away, and don’t touch it for 10 years” mindset. From railways and waste collection to royalty companies, grocers, and energy producers, we discuss which businesses may have the durability, moats, and cash flow profiles to survive and compound through different market environments.
Tickers of Stock discussed: WCN.TO, FNV.TO, WPM.TO, CP.TO, CNR.TO, L.TO, CNQ.TO, ENB.TO, DOL.TO, RY.TO, BNS.TO, BAM.TO, BN.TO, CSU.TO, TRI.TO, META, NVDA, GOOGL, AAPL, MSFT, AMZN, TSM, AVGO, TSLA
Subscribe to our Our New Youtube Channel!
Check out our portfolio by going to Jointci.com
Our Website
Our New Youtube Channel!
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
Apple Podcast - The Canadian Real Estate Investor
Spotify - The Canadian Real Estate Investor
Web player - The Canadian Real Estate Investor
Asset Allocation ETFs | BMO Global Asset Management
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In this episode, Simon, Braden, and Daniel break down the AI boom from multiple angles: whether today’s market resembles the dot-com bubble, why demand for compute, electricity, and data keeps accelerating, and where the biggest bottlenecks are starting to appear.
They also discuss how AI could reshape the job market, why companies may eventually need to “right-size” their AI usage, and whether cheaper models could become a major theme in the years ahead. The conversation then shifts to Canada’s economic challenges, including weak GDP growth, poor consumer sentiment, declining incentives for entrepreneurs, and why Canada risks losing more talent and high-growth companies to the U.S.
Tickers of stocks discussed: NVDA, TSM, MU, MSFT, META, GOOGL, AMZN, ORCL, PWR, RBNK, SHOP

Watch the full video on Our New Youtube Channel!
Check out our portfolio by going to Jointci.com
Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
Apple Podcast - The Canadian Real Estate Investor
Spotify - The Canadian Real Estate Investor
Web player - The Canadian Real Estate Investor
Asset Allocation ETFs | BMO Global Asset Management
Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools.
Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.
See omnystudio.com/listener for privacy information.