Rising Mortgage Rates, Foreign Investments, and First Capital REIT's Transformation
E169 • Oct 18, 2025 • 8 minsIn this episode, Sandy MacKay discusses the effects of rising mortgage rates on Canadian homebuyers, delving into the Bank of Canada's rate outlook and the resulting housing affordability challenges. The episode features a sponsor segment from Meyka, highlighting their AI-powered financial planning services. Sandy examines the surge in foreign investment and the growing demand for Canadian corporate debt, alongside a preference for US dollar debt and its implications for the Bank of Canada. The conversation shifts to First Capital REIT’s business reorganization and its anticipated benefits, followed by a look at trends in corporate streamlining operations. Sandy concludes with closing remarks and a preview of the next episode.
Energy Efficiency in Multifamily Housing and Adams Morgan Redevelopment Trends
E168 • Oct 17, 2025 • 5 minsIn this episode, Sandy MacKay delves into the significance of energy efficiency in multifamily housing, highlighting Duke Energy Florida's incentive program. Melissa Seixas joins the discussion to emphasize the importance of builder incentives and requirements in promoting energy-efficient developments. Steve Cervino provides insights into the benefits of ENERGY STAR-certified homes and how these align with existing programs. The episode also explores a redevelopment project in Adams Morgan, alongside current multifamily trends across North America. Sandy wraps up the discussion by summarizing the key insights and their implications for the multifamily real estate sector.
Canadian and South African Multifamily Insights with Boston Market Trends
E167 • Oct 16, 2025 • 8 minsIn this episode, Sandy MacKay delves into new investments within the Canadian multifamily real estate sector and offers insights into the South African multifamily market. The discussion expands to encompass a broader investment perspective, emphasizing the growth of multifamily housing. Sandy highlights the sale of the Royal Crest Warwick apartment building and a significant portfolio acquisition. Expert insights are provided on the multifamily markets in Boston and New England, offering listeners valuable perspectives on these regions. The episode concludes with Sandy's closing remarks, summarizing the key insights and their relevance for investors in the multifamily real estate arena.
CAPREIT's Portfolio Moves and Thompson Thrift's Multifamily Market Insights
E166 • Oct 15, 2025 • 8 minsIn this episode, Sandy MacKay introduces the latest developments in multifamily real estate, starting with CAPREIT's strategic portfolio moves, including $297 million in transactions. The discussion then shifts to a state loan guarantee for a housing development in Bend, Oregon, highlighting its focus on low-carbon initiatives. Sandy explores Thompson Thrift's 2026 Multifamily Development Limited Partnership, providing market insights and addressing the rising demand for rental housing. The episode also examines Thompson Thrift's long-term success and national recognition. Sandy concludes with closing remarks, summarizing the key insights and expressing gratitude to listeners.
Affordable Housing, Missing Middle, and Financing Insights with Walker & Dunlop
E165 • Oct 14, 2025 • 7 minsIn this episode, Sandy MacKay introduces The Saint George project, highlighting its impact on affordable housing in Toronto. The discussion then shifts to the potential of missing middle housing, with insights from CAPREIT's market perspective. Sandy explores Walker & Dunlop's financing strategies for the Bryant at Yorba Linda, emphasizing their achievements in debt financing. The episode concludes with Sandy's closing remarks, summarizing the key insights and their implications for investors in the multifamily real estate sector.
Starlight's New Fund and Multifamily Housing Trends Across Canada
E164 • Oct 13, 2025 • 5 minsIn this episode, Sandy MacKay begins by introducing Starlight Investments' new fund, detailing its structure and objectives. The discussion then shifts to the impact and implications of the Starlight Canadian Core Multi-Family Fund on the multifamily housing sector. Sandy provides insights into current trends and government initiatives affecting Canada's multifamily housing market. A regional analysis follows, covering key markets such as Toronto, Vancouver, Ottawa, Montreal, Calgary, and Edmonton, highlighting local dynamics and investment opportunities. The episode concludes with closing remarks and expressions of gratitude, summarizing the key takeaways for investors in the multifamily real estate sector.
CAPREIT's Moves and CMHC Financing Insights for Multifamily Success
E163 • Oct 12, 2025 • 6 minsIn this episode, Sandy MacKay begins by introducing CAPREIT's portfolio overhaul and its strategic implications for the multifamily real estate sector. The discussion delves into how CAPREIT's recent acquisitions are impacting local markets. Sandy then introduces the CMHC Income Property insurance, emphasizing its qualification flexibility. Detailed insights into eligibility, loan-to-value ratios, and rental income calculations for CMHC insurance are provided. The episode further explores CMHC financing options, including premiums, rates, and the benefits for investors. Sandy concludes with closing remarks, summarizing the key insights and their relevance to multifamily real estate investment strategies.
Navigating Market Trends: Inflation, Growth, and Strategic Insights
E162 • Oct 11, 2025 • 17 minsIn this episode, Sandy MacKay begins by addressing speculation surrounding a potential market crash, providing historical context and examining the impact of inflation. The discussion moves to the current market state and construction trends, emphasizing how these factors interplay with population growth and policy influence. Sandy explores regional market variations, offering expert forecasts and strategies for market participants. A sponsor message from The Saint George by Green Street Flats is included, followed by a highlight of a significant transaction by PRO Real Estate Investment Trust. The episode concludes with Sandy's closing remarks, summarizing key insights and their implications for the multifamily real estate sector.
Canadian Real Estate Trends: Incentives, Construction, and International Investments
E161 • Oct 10, 2025 • 8 minsIn this episode, Sandy MacKay kicks off with an overview of the current housing market, followed by a discussion on government incentives and legislative measures impacting the multifamily sector. The focus then shifts to construction trends in Montreal and Alberta, highlighting recent developments and opportunities for investors. A brief sponsor message from Invictus Real Estate Partners is included. Sandy also explores Canadian investment in Croatia's real estate market, examining the motivations and potential returns. The episode concludes with a summary of key insights and closing remarks, offering a comprehensive look at the multifamily real estate landscape.
Navigating Canada's Real Estate Market: Insights into Corrections and Strategic Overhauls
E160 • Oct 9, 2025 • 8 minsIn this episode, Sandy MacKay introduces CAPREIT's strategic overhaul in the multifamily real estate sector. The discussion shifts to the current market dynamics and the real estate downturn in Canada, with a particular focus on Ontario's market correction and the factors that fueled the previous boom. Sandy provides an overview of the CMHC Income Property, highlighting financing options available for investors. The episode also explores the Eco Products initiative, emphasizing its role in financial planning for sustainable investments. Sandy wraps up with closing remarks, summarizing the insights shared and their implications for investors navigating the multifamily real estate landscape.
Innovative Multifamily Developments: Toronto's Housing Crisis and Global Investment Trends
E159 • Oct 8, 2025 • 8 minsIn this episode, Sandy MacKay delves into Toronto's housing crisis, focusing on innovative multifamily developments and the CoStar Impact Award-winning Saint George project. Featuring insights from Leonid Kotov, the discussion covers the future of multifamily housing in Toronto, GO Residential's US expansion, and Canadian investment in NYC's luxury market. The episode also explores M&T Realty Capital's financing for hotel-to-multifamily conversions. It concludes with a discussion on innovative housing solutions and closing remarks.
Exploring Multifamily Growth: Insights from Alberta to Austin and Beyond
E158 • Oct 7, 2025 • 7 minsIn this episode, Sandy MacKay welcomes listeners and provides updates on the Canadian housing market, focusing on recent legislative measures. The discussion shifts to examine growth trends in Alberta and Austin's multifamily markets, highlighting key factors driving these developments. Sandy delves into insights on substantial investments in multifamily real estate, offering a perspective on their significance and potential returns. The episode also explores broader trends in North American multifamily markets, identifying patterns and opportunities for investors. Sandy concludes with closing remarks, summarizing the episode's insights and expressing gratitude to the audience.
Hazelview Achievements and Multifamily Strategies with Crombie REIT
E157 • Oct 6, 2025 • 11 minsIn this episode, Sandy MacKay introduces the episode by highlighting Hazelview's recent achievements in the multifamily real estate sector. The discussion features an interview with Colleen Krempulec from Hazelview Ventures, offering insights into their innovative approaches and strategic initiatives. Sandy then explores Crombie REIT's multifamily strategy and its urban development projects, providing a glimpse into their long-term vision. The episode also covers the CMHC Income Property product, discussing its features and the options available for investors. Sandy concludes with a sign-off, summarizing the episode's key insights and their implications for multifamily real estate investors.
Transforming The Saint George: Addressing the Housing Crisis in Beverly Hills
E156 • Oct 5, 2025 • 5 minsIn this episode, Sandy MacKay provides an introduction and overview of The Saint George project, focusing on its transformation and significance in the multifamily real estate landscape. The discussion explores the unit mix and strategic location of the project, emphasizing its impact on addressing the housing crisis. Sandy examines recent regulatory changes and design standards in Beverly Hills, highlighting their influence on the project. The episode also covers the city council's appreciation for the efforts made and discusses future regulatory phases that may affect similar developments. Sandy concludes with closing remarks, summarizing the key insights and their implications for multifamily real estate investors.
Urban Multifamily Trends and Strategic Insights with Starlight Investments
E155 • Oct 4, 2025 • 7 minsIn this episode, Sandy MacKay introduces Starlight Investments, setting the stage for a discussion on current trends in the multifamily sector. The conversation highlights the rising demand in urban areas and the resilience of the multifamily sector amidst changing market conditions. Sandy explores market dynamics and strategic repositioning within real estate, offering insights into adapting strategies. The episode also celebrates the achievements and impact of Simon Butler and Biria St. John in New England's real estate landscape. Sandy concludes with acknowledgments, summarizing the key takeaways and their implications for multifamily real estate investors.
Strategic Moves and Multifamily Development Opportunities in Real Estate
E154 • Oct 3, 2025 • 7 minsIn this episode, Sandy MacKay begins with an introduction to CAPREIT's recent strategic moves, setting the foundation for a deeper exploration of adaptability's crucial role in real estate. The discussion then shifts to multifamily development opportunities in the Shaw neighborhood, highlighting the potential for urban revitalization despite facing significant development challenges. Sandy offers insights into various real estate sectors, including office, multifamily, retail, and industrial, providing a comprehensive view of current trends and opportunities. The episode concludes with closing remarks, summarizing the key insights and implications for investors in the multifamily real estate landscape.
Affordable Housing Insights and Multifamily Investment Strategies
E153 • Oct 2, 2025 • 8 minsIn this episode, Sandy MacKay introduces the theme of affordable housing, focusing on The Saint George project. The discussion delves into the development challenges faced and the location benefits offered by The Saint George, highlighting its potential community impact and the industry commendations it has received. Sandy shifts to Allied Properties, providing an overview of their strategic focus and portfolio. The episode also covers GO Residential's public offering and their market strategy. Sandy concludes with insights into the future of multifamily real estate investments, offering a comprehensive look at current trends and future opportunities in the sector.
Canadian REIT Insights and Multifamily Market Trends in Northwest Arkansas
E152 • Oct 1, 2025 • 11 minsIn this episode, Sandy MacKay begins with an introduction to the Canadian REIT market performance, setting the stage for a detailed exploration of current trends. The discussion features insights from David Holden, who provides a comprehensive market overview and highlights noteworthy transactions. Sandy examines the Skyline Report, shedding light on the evolving market trends in Northwest Arkansas. The episode delves into building permits, new construction activities, and multifamily vacancy rates, offering a clear picture of the sector's dynamics. Additionally, infrastructure challenges and upcoming industry conferences are discussed, providing listeners with a well-rounded understanding of the multifamily real estate landscape.
Navigating Challenges and Opportunities in Canadian and US Multifamily Markets
E151 • Sep 30, 2025 • 8 minsIn this episode, Sandy MacKay kicks off with an overview of the episode's themes, focusing on the rise in multifamily construction and the challenges faced by developers in maintaining market balance. The discussion highlights a Denver-based developer's significant fund and their strategic investment approaches. Sandy delves into the Canadian multifamily sector, exploring innovative strategies and their implications for the market. The episode also features an analysis of Real Estate Investment Trusts (REITs) and the opportunities they present within the Canadian market. Sandy concludes with closing remarks, summarizing the insights and strategies discussed throughout the episode.
Security Properties' Expansion and Toronto's Affordable Housing Focus
E150 • Sep 29, 2025 • 9 minsIn this episode, Sandy MacKay opens with an overview of the episode's focus on recent developments in multifamily real estate. The discussion highlights Security Properties' major acquisition, offering strategic insights into their approach and market expansion efforts. Sandy examines the performance of Security Properties' fund, emphasizing its role in their growth strategy. The episode features a sponsor segment on CMHC Improvement Mortgage Loan Insurance, providing valuable information for investors. Sandy also explores the Saint George development, discussing its implications for affordable housing in Toronto. The episode concludes with closing remarks, tying together the insights shared throughout the discussion.