Real Estate Trends for 2025 and 12 REITs to Watch

Published 2025-02-10, 07:30 a/m
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In this episode, Dan Foch from the Canadian Real Estate Investor Podcast joins me. We take a deep dive into how Canadian real estate and REITs performed in 2024 and what could shape the market in 2025. We explore why REITs and utilities underperformed compared to stock indices despite expectations of lower interest rates, the challenges posed by tight cap rate spreads, and how different real estate sectors are adapting.

We also discuss key trends in residential, retail, office, industrial, healthcare, and data center real estate—highlighting risks, opportunities, and what investors should watch for in the year ahead. We provide potential REIT ideas for exposure in specific types of real estate.

Original Podcast

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