Daniel’s Substack
Daniel FochMy personal Substack
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 41 | Subscribers | Read | danielfoch.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
New Multiplex Masterclass by Realist.ca
I wanted to use this platform for a little personal project that I’m really excited about:
Strategic Advantage in a Late-Stage Housing Correction
Canada’s housing market is speaking in two registers at once. The surface appears composed, shaped by modest gains in sales, a softening in real interest rates, and an inventory profile that looks orderly at first glance. Yet underneath thi...
Canada’s International Student Reset and the New Architecture of Rental Investment
For years, international students (enrolment numbers in the table below, courtesy of PLACE Centre) acted as an unspoken foundation of Canada’s rental economy. Their arrival patterns shaped absorption rates, underpinned cash flow assumptions...
When Population Growth Stops, What Happens to Housing as an Investment
For decades, every bullish argument for Canadian real estate began with one fact. The population always grows. It was the tailwind behind rents, pre-construction profits, and asset inflation. Now Ottawa’s 2025 budget projects near-zero popu...
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Authors
The writers behind this newsletter.
Broker & Chief Real Estate Officer at valery.ca Host of The Canadian Real Estate Investor Podcast MSc Applied Economics Candidate, University of Bath '26
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