Episode Details

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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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.

BMO DISCLAIMER 

Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.

The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a gen