{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"In the Money with Amber Kanwar","title":"Dennis Mitchell: The Brutal Truth About Real Estate, REITs & the Housing Crisis","html":"","width":"100%","height":180,"duration":3160,"description":"Veteran investor Dennis Mitchell of Starlight Capital shares nearly 20 years of hard-earned insights into real estate investing—debunking myths, unpacking market fundamentals, and explaining why there is potential for serious upside in the REIT sector—if you have the discipline to wait.In this episode of In the Money with Amber Kanwar, Dennis lays out his investing playbook: focus on recurring cash flow, irreplaceable assets, low leverage, and owner-minded management. He doesn’t claim to be a genius—just someone with more data, a longer time horizon, and a process that keeps emotions out of decision-making.He also tackles Canada’s housing crisis with refreshing clarity. From immigration and supply shortages to municipal red tape and affordability myths, Dennis offers bold, actionable perspectives—and pushes for real government leadership and a national plan. As he says, “Nobody lives in a national house.”He answers your questions on Minto Apartment REIT (MI.UN), RioCan REIT (REI.UN), SmartCentres REIT (SRU.UN), InterRent REIT (IIP.UN) —  which received a takeover bid the day of our release — and more — offering his honest assessments of their strengths, weaknesses, and where he’s putting his capital. He also shares his Pro Picks, the REITs he believes are best positioned today, including Killam Apartment REIT (KMP.UN) for its dominant position in Atlantic Canada and exposure to manufactured home communities, Chartwell Seniors Housing REIT (CSH.UN) for its post-pandemic growth in seniors housing, and VICI Properties (VICI), a U.S.-based REIT with triple-net leases, 100% occupancy, and built-in inflation protection.Whether you're an investor, policymaker, or just trying to understand the real estate landscape, this conversation is packed with substance, strategy, and real-world relevance.Timestamps00:00 Show intro 01:50 Why real estate in anything but boring 04:00 Why REITs look attractive right now - the three sources of return 05:25: Dennis’s real edge in real...","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}