Canadian real estate stocks have struggled over the past 3 years
but Dean Orrico, President & CEO of Middlefield believes
there’s never been a better time to invest in the sector. He
explains why the Canadian REIT stocks are a better buy than
American ones and reveals his top 3 stocks to buy right now.
Timestamps
For detailed show notes, navigate using the timestamps below:
00:00: Show intro
1:40: Dean talks about his 30 years investing in the real estate
sector
4:25: Dean on rates, immigration and real estate
8:00: Why this is one of the best buying opportunities Dean has
ever seen
13:00: How Dean is managing the portfolio
15:55: How do you deal with hype? For example, AI data
centres
18:25: ITM Mailbag: Dean’s thoughts on Dream Industrial REIT and
what tariffs mean for the industrial REIT sector
23:30: Why Dean likes Canadian REITS over U.S. REITs
25:05: Why Dean thinks Boardwalk (BEI.UN) is a great REIT
29:00: Dean’s thoughts on the office REIT sector
post-pandemic
32:40: Why Dean thinks seniors housing REITS are
well-positioned
36:05: Dean’s Pro Picks
Sponsors
This episode is sponsored by BMO InvestorLine. Investing can be
intimidating, but it doesn’t have to be. With BMO InvestorLine,
you have the tools and resources you need to make informed
decisions and build a successful portfolio. Their easy-to-use
platform, packed with research, tools, and commission-free
trading on over 100 popular ETFs, can help you take control of
your financial future.
Learn more at
bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16
Pro Picks is brought to you by ATB Financial. With $62 billion in
assets, ATB Financial is powering possibilities for more than
820,000 financial services clients in Alberta and beyond. ATB's
Capital Markets arm is a full-service investment dealer that
offers investment and corporate banking, sales and trading,
institutional research, and risk management.
Visit ATB.com/inthemoney for more information.
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positions in any securities discussed on the podcast. Always
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