We explore Canada's economic stagnation, drawing parallels to Japan's "Lost Decade" of the 1990s. Canada is experiencing its own version of a lost decade with declining productivity (falling for 13 straight quarters despite an educated workforce), stagnant per capita wealth (producing no more wealth per person than in 2014), overreliance on real estate for economic growth (accounting for over 20% of GDP), lack of business investment in productivity-enhancing capital, rising household debt (101.2% of nominal GDP) with stagnant income growth, and housing shortages amid rapid population growth (creating a "population trap"). The hosts warn that conventional economic remedies may be insufficient, as demonstrated by Japan's decades-long stagnation despite trying various policy approaches. Exchange-Traded Funds (ETFs) | BMO Global Asset Management Buy & sell real estate with Ai at Valery.ca Get a mortgage pre-approval with Owl Mortgage Unpacking Multiplexes Tickets free 1 week trial for Realist PremiumSee omnystudio.com/listener for privacy information.
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46:20
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46:20
How Zero Population Growth Is Impacting The Rental Market
There are some major shifts in Canada's real estate market in 2025-2027, highlighting three key trends: Interest Rate Stabilization, Collapsing International Student Enrollment, Historic Population Growth Slowdown RBC predicts the Bank of Canada will maintain rates at 2.75% with no further cuts expected, forcing investors to adjust their strategies rather than hoping for lower rates. Many Canadian colleges are experiencing a 50% drop in international students due to federal policy changes, with some institutions like Conestoga College seeing up to 95% reductions. This is causing significant vacancy risks for student rental investors. Canada's population grew by only 20,107 people (essentially 0%) in Q1 2025, the lowest growth in almost 80 years. This is primarily due to reduced immigration and a decrease of 61,000 non-permanent residents. Exchange-Traded Funds (ETFs) | BMO Global Asset Management Buy & sell real estate with Ai at Valery.ca Get a mortgage pre-approval with Owl Mortgage Unpacking Multiplexes Tickets free 1 week trial for Realist Premium See omnystudio.com/listener for privacy information.
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54:13
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54:13
REITs vs. Real Estate: What's the Better Investment in 2025?
Should you buy a rental property or invest in a REIT? In this episode, Dan welcomes Simon from the Canadian Investor Podcast to break down the pros and cons of both strategies. Simon goes over some of the key metrics to look at when analyzing a REIT. From payout ratios and leverage limits to tenant base and growth strategy, we cover the critical factors that separate the good from the bad. Whether you're new to real estate investing or looking to diversify your portfolio, this episode will help you decide which path makes the most sense for your goals. Exchange-Traded Funds (ETFs) | BMO Global Asset Management Buy & sell real estate with Ai at Valery.ca Get a mortgage pre-approval with Owl Mortgage Canadian Investor Rodeo Tickets Unpacking Multiplexes Tickets free 1 week trial for Realist PremiumSee omnystudio.com/listener for privacy information.
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55:54
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55:54
23 Ways To Find Off-Market Real Estate Deals
Did you know approximately 10% of home sales happen without ever being publicly listed? Off-market properties offer exclusivity and advantages for both buyers and sellers, including privacy, reduced competition, and potentially better negotiation terms. We explore what makes these deals unique, the appeal of "insider" opportunities, and detail strategies for finding these hidden gems. From driving for dollars and mail campaigns to leveraging wholesaler relationships, this episode gives Canadian investors practical methods to find properties before they hit the market. These strategies help investors of all experience levels avoid bidding wars and secure better deals off-market. We also address potential drawbacks including pricing challenges and limited exposure, providing a complete view of off-market investing. Exchange-Traded Funds (ETFs) | BMO Global Asset Management Buy & sell real estate with Ai at Valery.ca Get a mortgage pre-approval with Owl Mortgage Canadian Investor Rodeo Tickets Unpacking Multiplexes Tickets free 1 week trial for Realist PremiumSee omnystudio.com/listener for privacy information.
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45:42
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45:42
Understanding Cap Rates In A Down Market
How do Cap Rates work? Why & how they change & why every investor needs to understand them, especially in a down market. Cap Rate Math Impact: A 2.5% cap rate increase (4% to 6.5%) can cause a 38.5% property value drop, potentially eliminating equity for leveraged investors. Recession Patterns: Cap rates rise during downturns as investors require higher returns for increased risk, even when interest rates initially fall. Investor Strategy: Savvy investors avoid assuming further cap rate compression and instead stress-test for expansion to ensure investments can withstand market changes. Exchange-Traded Funds (ETFs) | BMO Global Asset Management Buy & sell real estate with Ai at Valery.ca Get a mortgage pre-approval with Owl Mortgage Canadian Investor Rodeo TicketsUnpacking Multiplexes Tickets free 1 week trial for Realist PremiumSee omnystudio.com/listener for privacy information.
The Podcast For Canadian Real Estate Investors.
The podcast features in depth discussion around investing in real estate, ongoing news in the Canadian real estate market, how to structure deals and grow your portfolio.Show hosts Daniel Foch and Nick Hill bring experience, fresh takes, well-researched information and entertainment to a real estate investing podcast for Canadians.
Listen to The Canadian Real Estate Investor, The Diary Of A CEO with Steven Bartlett and many other podcasts from around the world with the radio.net app
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