{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"In the Money with Amber Kanwar","title":"He Pushed for the Sale of InterRent—Now He Reveals Who Could Be Next","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/159b39a2\"></iframe>","width":"100%","height":180,"duration":3126,"description":"In this episode of In the Money with Amber Kanwar, real estate investor Michael Missaghie of Arch Corporation isn't just waiting for the real estate market to turn, he's actively making it happen. His firm was behind pushing for the sale of InterRent. And he says that's just one of many REITs poised for a takeover. He names who could be next! \nMissaghie gives a behind-the-scenes look at the InterRent (IIP.UN) deal, where his firm took an activist stake to push for change. He breaks down how the transaction unfolded, why it cleared the market, and what it signals about the next wave of REIT consolidation.\nHe also weighs in on the brewing trouble in Canada’s condo market and how distress in that space could get a lot worse before the next wave of opportunity.\nIn the mailbag, Amber and Michael tackle some of the most talked-about real estate names: H&R REIT (HR.UN), First Capital (FCR.UN), Minto (MI.UN), Mainstreet (MEQ), Allied Properties (AP.UN), and the recent Go Residential IPO. He weighs in on who’s in play, where value is being missed, and why office REITs are still a tough bet despite return-to-work trends.\nTo close the show, Michael shares his top three REIT picks right now: BSR REIT (HOM.U), a TSX-listed U.S. apartment play; Chartwell Retirement Residences (CSH.UN), a premium seniors housing name with M&A appeal; and Brookdale Senior Living (BKD), a U.S. turnaround story trading at a deep discount.\nIf you're watching REITs, real estate, or M&A trends, this episode is packed with insight.\nTimestamps\n00:00 Show Intro\n02:20 Michael’s approach to real estate investing \n04:20 What did staring during the crisis of 2008 teach him?\n05:35 Investing in public and private real estate\n08:45 How does the private market inform investing in the public market\n10:00 Is the market turning? Signs of inflection\n11:00 There’s trouble in the condo market, and there’s more to come\n14:50 Missaghie talks about his push for the sale of InterRent\n20:00 M&A and opportunity in the...","thumbnail_url":"https://img.transistorcdn.com/er9NR63MREFV6i2rlZX8f-yMY6gNSK83fNUOzBPoSt8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zZmQy/OWMwNmEzY2Y0YTg1/NjM4MjQ3Y2NjMWYy/Zjk1My5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}