{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"In the Money with Amber Kanwar","title":"Real Estate Stocks: The Good, The Bad, and the Ugly with Jeff Olin ","html":"","width":"100%","height":180,"duration":4083,"description":"There’s no shortage of negativity in the real estate sector but Jeff Olin, one of Canada’s top real estate investors, believes there are opportunities to be had. The President & CEO of Vision Capital has built a track record of finding value in real estate when others miss it, and he shares where he’s bullish, where he’s cautious, and why supply and demand is his ultimate “North Star.”He takes questions from our viewer mailbag, sharing a no-holds barred, unfiltered perspective on real estate stocks. He weighs in on Canadian Apartment REIT's (CAR.UN) struggles, the long-term outlook for Mainstreet Equity (MEQ), and what could come from H&R REIT's (HR.UN) strategic review. He also explains why Allied Properties (AP.UN) may have no choice but to cut its distribution, unpacks the messy Artis REIT (AX.UN) takeover deal, and gives his take on cold storage giant AmeriCold (COLD) and new IPO GO Residential (GO.U). If you’ve been watching these names, you’ll want to hear his candid insights.Jeff ends the episode with his three high-conviction ideas: Chartwell Retirement Residences (CSH.UN), a seniors’ housing play with powerful demographic tailwinds; Dream Industrial REIT (DIR.UN), a deeply discounted industrial name with strong income and growth potential; and First Capital REIT (FCR.UN), which he calls the highest-quality grocery-anchored shopping center portfolio in the world.Don’t miss this masterclass in navigating real estate investing from one of the sharpest minds in the sector.Timestamps00:00 Intro & info on swag giveaway 02:15 Jeff Olin’s approach to investing 06:00 Why he’s constructive on certain asset classes (and names which ones)11:00 Why his M&A track record has been so good 13:00 Jeff’s thoughts on InterRent 17:15 Why Jeff is fairly neutral on office today 20:45 Jeff’s view the condo market right now 23:40 ITM Mailbag: Canadian Apartment REIT  (CAP.UN)26:30 Mainstreet Equity stock (MEQ) 30:00 H&R REIT (HR.UN)33:00 Americold 36:50 Allied Properties REIT...","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}