Welcome to the CRE podcast. 100% Canadian, 100% commercial real estate.
In this episode of the Commercial Real Estate Podcast, hosts Aaron Cameron and Adam Powadiuk welcome Mark Rothschild, Analyst at Canaccord Genuity, for a deep dive into Canada’s evolving REIT market. Covering everything from industrial sector pressures and the fallout of Hudson Bay Company’s collapse to senior housing opportunities and office sector stagnation, Rothschild shares sharp analysis on valuations, portfolio strategies, and market pivots. A must-listen for CRE professionals seeking clarity amid market uncertainty.
What you will learn:
- How apartment REITs are adapting to changing market conditions
- Why industrial REITs are trading at 7% cap rates despite strong fundamentals
- The impact of the Hudson Bay Company’s insolvency on retail REITs
- How senior housing REITs are benefiting from strong demographics
- How rising construction costs and market uncertainty are hampering construction
- How REIT management teams evaluate privatization offers and strategic alternatives
- The shifting dynamics of retail anchors to experience-based tenants
- Why the office has become the “most boring” asset class
- How REITs are strategically managing their portfolios
- Why manufactured housing remains a stable asset class
Mark Rothschild is an Analyst at Canaccord Genuity and is recognized for his expertise in REIT analysis and commercial real estate market trends. With extensive experience covering Canadian REITs and real estate markets, he provides deep analytical insights into various property sectors, including apartment, retail, office, and industrial assets. In this episode, Mark shares a comprehensive analysis of current REIT valuations, market dynamics, and strategic trends across different asset classes. His work in REIT analysis has helped investors and industry professionals understand complex market dynamics, making him a respected voice in Canadian commercial real estate. Mark’s balanced perspective on REIT performance, privatization trends, and sector-specific challenges makes this conversation particularly valuable for those interested in commercial real estate investment and market analysis.
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