『The Canadian Private Real Estate Podcast: Insights for LPs』のカバーアート

The Canadian Private Real Estate Podcast: Insights for LPs

The Canadian Private Real Estate Podcast: Insights for LPs

著者： Hawkeye Wealth | Canadian Private Real Estate for LPs
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Insights for limited partners (LPs) and accredited investors in Canadian private real estate. Hosted by Justin Smith of Hawkeye Wealth, this podcast helps you navigate the private real estate markets, covering market trends and strategies, deal structures, mortgage fund (MIC) and private REIT investing, and the risks unique to private real estate. Clear, professional analysis to help Canadians building long-term wealth through private real estate investing.Hawkeye Wealth | Canadian Private Real Estate for LPs 個人ファイナンス 経済学
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  • 5: Multifamily, Cap Rates, and the Setup for Post-2027 Rent Growth with Centurion Chief Economist Carl Gomez

    5: Multifamily, Cap Rates, and the Setup for Post-2027 Rent Growth with Centurion Chief Economist Carl Gomez
    2026/06/23
    EPISODE DESCRIPTIONIn this episode, we're joined by Carl Gomez.Carl is the Chief Economist & Executive Vice President of Research at Centurion Asset Management from the Greater Toronto Area in Ontario, who has over 25 years of experience as a Canadian economist and investment professional, specializing in real estate and capital markets.Carl began his career at the Canada Mortgage and Housing Corporation (CMHC) before working as a Senior Economist at both RBC Financial Group and TD Bank Financial Group. His career includes senior positions at Bentall Capital, Bentall Kennedy, QuadReal Property Group, and the CoStar Group before joining Centurion in January of 2026.Centurion Asset Management Inc. is a Canadian asset management company specializing in real estate and other alternative investments. A recognized leader in the space since 2003, Centurion is Canada's largest private REIT, managing over $8 billion in assets. Carl is here to discuss:→ His career so far, who Centurion is and how he joined them, and what he does in his day-to-day including working with teams, deal vetting, & road shows.→ If Canada is in a recession, future expectations for the Canadian economy, including GDP and job growth, and the differences between structural and cyclical issues and their impacts.→ If we will have a deal with the US soon and AI's potential impact on real estate.→ What the data is saying about multifamily and the areas in which he's pessimistic, like how we've been building the wrong housing type, and the areas in which he's optimistic, like rent growth being strong in markets where there isn't over-supply.→ The data set real estate investors should actually be watching, long-term bond yields, because they are the true indicator of capital costs as policy rate decisions by central banks world wide have lagged behind for years, and how they impact interest rates.→ Why the Bank of Canada will be raising interest rates in the near future and how they have been mismanaged since the start of the Covid pandemic.→ What is happening with current cap rates for class A multifamily, why long-term institutional and private investors are currently benefitting the most, and what factors could lead to positive rent growth post-2027.→ Debunking the myth of Canada having a housing supply problem, when it is really an affordability problem.→ Canada's immigration rebalancing strategy, which is currently in a system correction, with the negative population growth due to exiting non-permanent residents in 2026, that will turn into 1.5% population growth with a rebalanced system post-2027.→ The most impactful advice he received early on - trust is the essence of investment. 🌎 Centurion Asset Management Website: www.centurion.ca🔗 Centurion Asset Management LinkedIn: @CenturionAssetMGMT🔗 Carl Gomez's LinkedIn: @CarlGomez***CHAPTERS00:00 Intro00:26 Today's Guest: Carl Gomez1:27 Who Are Centurion & How Carl Got There3:10 Carl's Day-to-Day4:30 Expectations for Canadian Economy (GDP & Jobs)6:53 Will We Have a US Deal Soon?8:08 AI's Potential Impact on Real Estate11:19 What the Data Says About Multifamily15:26 When Will the Headlines Change?17:53 Data Real Estate Investors Should Be Watching19:35 BoC Will Raise Interest Rates23:49 Caps Rates for Class A Multifamily30:25 Canada Has an Affordability, Not a Supply, Problem32:18 Canada's Immigration Rebalancing Strategy Explained37:39 One Piece of Advice - Trust is the Essence of Investment39:05 Wrap-Up*** CONNECT WITH THE SHOW🎙️ The Canadian Private Real Estate Podcast: www.canadianprivaterealestatepodcast.ca*** CONNECT WITH HAWKEYE WEALTH🌎 Hawkeye Wealth Website: www.hawkeyewealth.com🔗 Hawkeye Wealth LinkedIn: @HawkeyeWealth📬 Hawkeye Wealth Newsletter: @Newsletter💰 Hawkeye Wealth Mortgage Fund Guide: @MortgageFundGuide***
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    40 分
  • 4: The Coming AI Shockwave and What it Means for Real Estate with Thomasfield Homes' Tom McLaughlin

    4: The Coming AI Shockwave and What it Means for Real Estate with Thomasfield Homes' Tom McLaughlin
    2026/05/26

    EPISODE DESCRIPTION

    In this episode, we're joined by Tom McLaughlin. Tom is the VP of Finance of Thomasfield Homes from Guelph, Ontario, a family-owned home builder and land developer based in Southern Ontario since 1978.


    With over 15 years of experience in homebuilding, land development, and project management, Tom has led the financing and execution of complex real estate projects from planning to completion. He is the second vice-chair of the Ontario Home Builders’ Association (as of 2025) and a past-president of the Guelph & District Home Builders’ Association.


    In 2025, Tom authored a brilliant article in the Real Estate News Exchange titled, "Construction's Productivity Illusion, and the Robot-Filled Future That Just Might Fix It", which is the springboard for this conversation today.

    Tom is here to discuss:


    → His journey in real estate from urban planning to Thomasfield Homes


    → How AI has improved day-to-day operations at Thomasfield like expediting workflows, and areas where it hasn't worked like plan rendering.


    → What the real estate industry is getting wrong about AI - building up way too much short-term hype, while also being blind to the long-term vision.


    → AI's role in construction's productivity problem - How AI robots, like the Tesla Optimus, could change the construction industry, when these changes could be coming, and the common objections to AI robots in construction.


    → If real estate, in this new future, will still be an inflation hedge.


    → The historical impact transportation has always had on real estate, and how autonomous vehicles could reshape the future of urban planning.


    → The factors to prioritize when investing in real estate in the new world - jurisdictions with strong property rights, housing supply deficits, climate resilience, and reliable energy infrastructure.


    → The most impactful advice he received early on - cycles are temporary, but good assets endure.

    Thomasfield Homes Website: www.thomasfield.com

    Tom McLaughlin's LinkedIn: @TomMcLaughlin

    ***


    CHAPTERS

    00:00 Intro

    00:26 Today's Guest: Tom McLaughlin

    05:01 How AI Has Changed Day-to-Day Operations at Thomasfield

    07:01 Areas at Thomasfield Where AI Hasn't Worked

    09:53 What the Industry is Getting Wrong About AI

    10:35 How AI Robots Will Change the Construction Industry & When It's Coming

    15:51 Common Objections to AI Robots in Construction

    17:50 Will Real Estate Still Be an Inflation Hedge?

    22:29 The Impact of Autonomous Cars & Transportation on Real Estate

    28:04 Where & What Real Estate to Own in the New World

    34:41 Most Impactful Advice

    35:40 Wrap-Up

    ***

    CONNECT WITH THE SHOW

    🎙️ The Canadian Private Real Estate Podcast: www.canadianprivaterealestatepodcast.ca

    ***

    CONNECT WITH HAWKEYE WEALTH

    🔗 Hawkeye Wealth Website: www.hawkeyewealth.com

    📋 Hawkeye Wealth LinkedIn: @HawkeyeWealth

    📬 Hawkeye Wealth Newsletter: @Newsletter

    💰 Hawkeye Wealth Mortgage Fund Guide: @MortgageFundGuide

    ***
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    36 分
  • 3: Beyond the Boom, A New Era for Real Estate with Wendy Waters

    3: Beyond the Boom, A New Era for Real Estate with Wendy Waters
    2026/04/28

    EPISODE DESCRIPTION

    In this episode, we're joined by Wendy Waters. Wendy is a real estate research specialist from Vancouver, BC, who has over 20 years of experience in real estate research. Wendy regularly publishes research on LinkedIn, and takes part on podcasts and panels across Canada.


    From 2006 to 2025, Wendy led the Research Services & Strategy Team at GWL Realty Advisors, where they provided strategic analysis on office, industrial, retail, and multi-residential portfolio strategy across Canada, focusing on the economic, demographic, and social drivers of real estate performance as well as capital flow and market trends that shape returns.

    Wendy currently volunteers on the steering committee of the Urban Land Institute (ULI) of BC. Until September, 2025, she was also the Co-Chair of the RealPac Research Committee, and a member of the Board of Directors of the Urban Development Institute of BC (UDI).

    Wendy is here to discuss:


    → Her experience in the real estate industry and how AI will change real estate in the future.


    → How real estate historically is used as an inflation hedge and the disconnect between how there is a demand for housing, but the current price-points it sits at is not attainable for buyers.


    → The old mantra of "growth pays for growth" - how high development charges in BC is leading to younger buyers subsidizing the older, wealthier population of current home-owners when it comes to infrastructure, leading young people hundreds of thousands of dollars behind.


    → If Ontario cutting development fees & HST for home buyers have led to greater affordability.


    → The impact of less immigration and population decline on housing including the how less non-permanent residents are affecting the rental market, Vancouver's vacancy rates, and renters finally having options.


    → The 2 key demographic shifts investors should be aware of, 25-35 year old new permanent residents and the aging Boomers, and where opportunities could be to cater to those populations.


    → The 2 risks investors are either over or underestimating, including that there's "too much housing", and the new realities of an interest rate environment where it's stable or increasing as opposed to falling.


    Wendy Waters's LinkedIn: @WendyWaters

    ***


    CHAPTERS

    0:00 Intro

    0:26 Today's Guest: Wendy Waters

    4:25 Real Estate as an Inflation Hedge

    8:32 There is Housing Demand, but the Price is Wrong

    10:37 Vancouver Vacancy Rate - Renters Finally Have Options

    15:18 Impacts of Ontario Cutting Development Fees & HST

    16:38 "Growth Pays for Growth" Mindset Hurting Young Buyers

    18:40 Impact of Population Decline on Rentals

    20:04 Impact of AI on Real Estate in the Near Future

    26:21 Demographic Shifts Investors Should Be Aware Of

    33:42 Risks Investors are Over/Under Estimating

    37:11 Wrap-Up

    ***

    CONNECT WITH THE SHOW

    🎙️ The Canadian Private Real Estate Podcast: www.canadianprivaterealestatepodcast.ca

    ***

    CONNECT WITH HAWKEYE WEALTH

    🔗 Hawkeye Wealth Website: www.hawkeyewealth.com

    📋 Hawkeye Wealth LinkedIn: @HawkeyeWealth

    📬 Hawkeye Wealth Newsletter: @Newsletter

    💰 Hawkeye Wealth Mortgage Fund Guide: @MortgageFundGuide

    ***
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    38 分
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