『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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  • 8: Rates, Distress, and Where the Opportunity Is with Peakhill Capital's Harley Gold

    8: Rates, Distress, and Where the Opportunity Is with Peakhill Capital's Harley Gold
    2026/09/22
    EPISODE DESCRIPTIONIn this episode, we're joined by Harley Gold.Harley is the President & CEO of Peakhill Capital from the Greater Toronto Area of Ontario, who has closed in excess of $25B in loans in over 5,000 deals over the past 25 years in Canada and the U.S.Harley has extensive financing experience in all real estate asset types including multi-family, senior housing, retail, industrial, hospitality, and land development. Prior to founding Peakhill Capital, Harley was the Vice President of Business Development at CMLS Financial for 11 years, where he originated for institutional accounts, including RBC and PHN.  Harley also worked for 6 years at a US mortgage banking firm, and was successful bringing US lenders into the Canadian market.Harley holds a Master of Business Administration from Canisius College and a Bachelor of Arts in Economics from the University of Toronto. He is a founding director and the Chairman of the Board of Lighthouse Credit Union, a new credit union formed in 2022 focused on servicing the Jewish community.Peakhill Capital is an Ontario-based commercial real estate investment manager focused on credit and equity investments across North America. Now with nearly 200 employees, Peakhill has originated over $17.5 billion in mortgages since launching in 2019, while also holding a current pipeline exceeding $3 billion in rental construction loans. Their vision is to shape the future of commercial real estate through a comprehensive platform defined by value creation and innovation.Harley is here to discuss:→ Peakhill's business model, how they increased 15% year over year to fund $6-7B in 2026, and their current $3B rental construction pipeline.→ How Peakhill's Income Opportunity Limited Partnership has delivered 8-10% new returns over the past 6 years, which boasts a portfolio of over $800M, and equity from investors at $425M.→ Peakhills's current risk appetite, which asset classes they focus on, and the distressed areas that they've avoided which have allowed them to thrive.→ Where the opportunity is in the market right now, including retail, malls, and office buildings, and capitalizing on various government incentives, grants, and increased funding from program like Build Canada Homes.→ Why Peakhill lends in Canada but invests in the US, where interest rates are going, and how putting together a flexible team is driving success.***🌎 Peakhill Capital Website: www.peakhillcapital.com🔗 Peakhill Capital LinkedIn: @PeakhillCapital📸 Peakhill Capital Instagram: @peakhillcapital🔗 Harley Gold's LinkedIn: @HarleyGold***If you would like to learn more about investing with Peakill, you can email us at info@hawkeyewealth.com, or visit our website: www.hawkeyewealth.com***CHAPTERS00:00 Intro00:52 Today's Guest: Harley Gold & Peakhill Capital3:32 How Peakhill is Up 10-15% YOY5:00 Which Asset Classes Are the Focus5:57 Peakhill's Current Risk Appetite7:39 Current Distressed Areas 8:42 Where the Opportunity is Right Now13:30 Why Peakhill Lends in Canada But Invests in the US14:51 An Important Market Indicator - Rents16:32 Peakhill Income Opportunity Limited Partnership19:27 Where Interest Rates Are Going21:11 Advice for the Industry25:44 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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    27 分
  • 7: Investing in Self Storage, with U-Lock's Robert Madsen

    7: Investing in Self Storage, with U-Lock's Robert Madsen
    2026/08/25
    EPISODE DESCRIPTIONIn this episode, we're joined by Robert Madsen.Robert is the President of both U-Lock Mini Storage and the Canadian Self Storage Association from the Greater Vancouver Area of BC, who was born into the self-storage industry and has amassed over 40 years of experience.Regarded as pioneers of Canada's self-storage industry, the Madsen's founded their first facility of U-Lock Mini Storage in Vancouver's historic Yaletown district in 1978. Today, they own over 500,000 square feet of premium self-storage facilities serving the Lower Mainland and Vancouver Island, and continue to expand their portfolio through strategic acquisitions, development, and new product offerings.Robert is here to discuss:→ His journey in self-storage and why it is not a passive industry.→ The unique benefits & risks of the self-storage asset class, including being both a real estate investment and operating business combined, and the typical rent-up timeline of 3-5 years.→ The typical metrics for self-storage feasibility including supply and demand, renting rates, and unit mix, what factors impact customer demand, and why comps are so hard to find.→ The typical facility size in the Lower Mainland and staffing needs.→ Canada's current self-storage market and what makes it niche compared to the US.→ How self-storage boosts the economy, the impacts on entrepreneurs, and the opportunity for value adds.→ How AI has impacted the self-storage industry as a whole and Robert's business so far and where it could go in the future.→ The biggest over and under-blown risks in the self-storage space - the next generation of consumers and that it is an actual business.→ Two pieces of advice - never make assumptions and keep innovating.***🌎 U-Lock Mini Storage Website: ⁠⁠⁠⁠www.selfstorage.ca📸 U-Lock Mini Storage Instagram: @ulockministorage🔗 Robert Madsen's LinkedIn: ⁠@RobertMadsen***CHAPTERS00:00 Intro0:26 Today's Guest: Robert Madsen3:34 Unique Benefits to Investing in Self-Storage5:03 Unique Risks of Self-Storage7:07 Typical Metrics for Feasibility & the Difference of the US Market10:22 What Factors Impact Customer Demand12:12 The Current Canadian Self-Storage Market, Number of Facilities, & Finding Comps16:34 The Opportunity for Value Adds17:46 Municipalities Misguided View on Storage as an Economy Booster19:15 How AI Has Impacted Robert's Business & the Storage Industry So Far22:09 Typical Facility Size in the Lower Mainland & Staffing25:02 Over/Under-Blown Risks in the Storage Space28:27 Important Metrics - Supply/Demand, Rates, & Unit Mix31:20 The Rent-Up Timeline (3-5 Years)35.28 Two Pieces of Advice36:43 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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    37 分
  • 6: Why Rentals Recover Before Condos Do with M3's Matthew Boukall

    6: Why Rentals Recover Before Condos Do with M3's Matthew Boukall
    2026/07/28

    EPISODE DESCRIPTION

    In this episode, we're joined by Matthew Boukall.


    Matthew is the Director of Market Advisory at M3 Development Management from Calgary, Alberta, who has over 20 years of experience in real estate research, advisory, and data analytics across Canada, the US, and international markets, and is currently focused on Western Canada's multi-family and industrial markets.


    A sought-after market expert and industry leader, Matthew has in-depth knowledge of real estate data, predictive analytics, and real estate strategies, providing insights that help clients identify opportunities, manage risk, and maximize value.


    M3 Development Management (M3) is a Calgary-based development team made up of seasoned professionals who have gained both broad-based and specialized, international experience, collectively spanning decades within the development and construction sectors. With more than a decade of delivering excellence, M3 guides clients through every stage of real estate development from vision to execution, with an approach built on trust, precision, and results.

    Matthew is here to discuss:


    → His journey in real estate, who M3 is, and what they do.


    → The current condo and rental markets in Calgary and Edmonton, including the unique factors that make Calgary the stronger condo market while Edmonton is the stronger rental market.


    → The specific factors lead to the challenges of Vancouver's condo and rental markets, their possible recovery timeline of 18 to 24 months, and if BC reducing DCCs by up to 50% will help with more housing starts.


    → An overview of Calgary, Edmonton, and Vancouver's industrial markets, why the Calgary area has had huge growth in industrial, and what makes industrial hard in Vancouver.


    → The potential impact of the newly announced Delta Port Expansion, with a capacity of up to 2,000,000 additional shipping containers arriving annually, and what that could mean for BC's lower mainland industrial.


    → What separates top developers from the rest and advice for new investors.

    ***

    🌎 M3 Development Management Website: ⁠www.m3dm.ca

    🔗 M3 Development Management LinkedIn: @M3DM

    📸 M3 Development Management Instagram: @m3developmentmanagement


    🔗 Matthew Boukall's LinkedIn: @MatthewBoukall

    ***


    CHAPTERS

    00:00 Intro

    0:26 Today's Guest: Matthew Boukall

    3:12 Calgary & Edmonton's Condo Market Shifts

    6:31 Vancouver's Condo Market Challenges

    9:14 The Vancouver Rental Market

    10:45 When Will the Vancouver Market Turn Around?

    13:26 Will BC Reducing DCCs by 50% Help with Housing Starts?

    17:38 Calgary, Edmonton, & Vancouver's Industrial Markets

    22:45 Vancouver's Industrial Condo Market

    24:34 The Potential Impact of the Delta Port Expansion on Lower Mainland Industrial

    28:12 What Separates the Top Developers from the Rest

    31:02 Advice for New Investors

    ***

    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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    33 分
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