There’s no shortage of negativity in the real estate sector but
Jeff Olin, one of Canada’s top real estate investors, believes
there are opportunities to be had. The President & CEO of
Vision Capital has built a track record of finding value in real
estate when others miss it, and he shares where he’s bullish,
where he’s cautious, and why supply and demand is his ultimate
“North Star.”
He takes questions from our viewer mailbag, sharing a no-holds
barred, unfiltered perspective on real estate stocks. He weighs
in on Canadian Apartment REIT's (CAR.UN) struggles, the long-term
outlook for Mainstreet Equity (MEQ), and what could come from
H&R REIT's (HR.UN) strategic review. He also explains why
Allied Properties (AP.UN) may have no choice but to cut its
distribution, unpacks the messy Artis REIT (AX.UN) takeover deal,
and gives his take on cold storage giant AmeriCold (COLD) and new
IPO GO Residential (GO.U). If you’ve been watching these names,
you’ll want to hear his candid insights.
Jeff ends the episode with his three high-conviction ideas:
Chartwell Retirement Residences (CSH.UN), a seniors’ housing play
with powerful demographic tailwinds; Dream Industrial REIT
(DIR.UN), a deeply discounted industrial name with strong income
and growth potential; and First Capital REIT (FCR.UN), which he
calls the highest-quality grocery-anchored shopping center
portfolio in the world.
Don’t miss this masterclass in navigating real estate investing
from one of the sharpest minds in the sector.
Timestamps
00:00 Intro & info on swag
giveaway
02:15 Jeff Olin’s approach to investing
06:00 Why he’s constructive on certain asset classes (and names
which ones)
11:00 Why his M&A track record has been so good
13:00 Jeff’s thoughts on InterRent
17:15 Why Jeff is fairly neutral on office today
20:45 Jeff’s view the condo market right now
23:40 ITM Mailbag: Canadian Apartment REIT (CAP.UN)
26:30 Mainstreet Equity stock (MEQ)
30:00 H&R REIT (HR.UN)
33:00 Americold
36:50 Allied Properties REIT (AP.UN)
43:14 Artis REIT (AX.UN)
49:00 Go Residential (GO.UN)
54:00 Jeff’s Pro Picks (CHR.UN, DIR.UN, FCR.UN)
Sponsors
For over 25 years, Raymond James has been helping Canadians
achieve their financial goals. Visit https://raymondjames.ca
today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. Visit
https://ATB.com/inthemoney for more information
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DISCLAIMERS
The information provided in this podcast is for informational
purposes only and does not constitute financial, investment, or
professional advice.The views expressed by the host and guests
are their own and do not necessarily reflect the opinions of any
organization or company. The host and guests may maintain
positions in any securities discussed on the podcast. Always
consult with a qualified financial advisor or professional before
making any investment decisions.
In the Money delivers expert stock picks, actionable ideas, and
timely money management tips. Hosted by business journalist Amber
Kanwar, each episode features interviews with top portfolio
managers who suggest ways to achieve good returns. Covering
everything from ETFs and Canadian stocks to global investing
trends, dividend strategies, and risk management, this show is
made for DIY investors, stock market enthusiasts, and anyone
looking to sharpen their financial strategy.
Contact: questions@inthemoneypod.com
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