REITs

I have grown to dislike residential REITs simply because of the overall environment here in Canada. I do believe our housing situation will make it difficult for REITs to increase rents as they're already unaffordable. Additionally, the high housing costs are creating significant social and political pressure, and I believe this makes the sector particularly susceptible to government regulation aimed at cooling the market. These factors could weigh on the growth prospects and profitability of residential REITs in the Canadian context.

I own a single REIT, and it is also the only REIT featured here and that is Canadian Foundational Stock Granite REIT.

I believe there are quite a few tailwinds in the industrial space. Ecommerce growth, automation, distribution warehouses etc. Whereas with the residential space, I primarily see headwinds and potential regulatory issues.