Dec 1, 2020 • 39M

#13 - Investing In REITs Canada With Jon Gold

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Episode details

Investing In REITs Canada With Jon Gold

In today’s episode, we interview Gold Investment Managements Founder and President Jonathon Gold, CFA. Our conversation covers everything you need to know about investing in REITs Canada, including the macro characteristics of the uncorrelated returns, the benefits of diversification within Real Estate, why publically traded real estate is in many ways superior to private markets, and much more.

If you've ever been interested in Investing in REITs Canada, this episode is a can’t miss. You don’t need millions of dollars to own a stake in the millions of square feet of Datacenters, hotels or apartment buildings across the world.

Join us to learn how this is possible.

>> Updated November 30th, 2020 - find part 2 of this conversation in a more recent episode with Jon here. <<

[1:40] - What is a Real Estate Investment Trust (REIT)?

[3:20] - How does this compare with private real estate investing?

[4:15] - What forms of leverage are possible in REITs?

[6:30] - Are there obvious advantages of REITs over privately owned real estate?

[9:10] - What are the non-obvious pitfalls to watch out for with REITs?

[17:30] - What is considered the last mile of delivery?

[19:30] - What does it mean that to be marked to market?

[23:00] - Is there a price volatility myth?

[27:30] - What are the tax implications of owning REITs?

[29:30] - How can you get exposure to foreign real estate?

[30:45] - Are grocery-anchored REITs a hedge for an internet bubble?

[37:00] - Beyond Income Investors, who are REIT’s most suitable for?

“Just because something is overvalued doesn’t mean it’s going to change course.” - Jonathon Gold

Stock Names Mentioned in Podcast:
$CHP.UN - Choice Properties (Loblaws)
$EQIX - Equinex (data centers)

$DLR - Digital Realty Trust (data centers)
$SRU-UN.TO (Walmart anchored retail centers)
$DIR-UN.TO (light industrial)
$CRR-UN.TO (Grocery anchored)
$WIR-UN.TO (TSX in USD - US exposure)

Contact GIM if you’re interested in learning more here.


Gold Investment Management Ltd. (“GIM”) is registered as a portfolio manager in the provinces of Alberta, British Columbia, Saskatchewan, Manitoba, Ontario and Quebec and as an investment adviser with the U.S. Securities and Exchange Commission. This material is provided to you for informational purposes only. For greater certainty, the information contained herein should not be construed as a recommendation of any specific model portfolios or investment actions. Any third-party information contained herein has been compiled from sources believed to be reliable, however, GIM makes no representation or warranty, express or implied, as to its accuracy or completeness. Any market prices and estimates in this report are for informational purposes only. The opinions contained herein are effective as at the date of the report and GIM does not assume any responsibility for advising the reader of any subsequent change of opinion. Any indications of past performance contained herein is not indicative of future results and any information with regard to the performance of GIM’s investment portfolios is presented gross of fees which will vary from mandate to mandate. For additional information please visit our website: