Is PropTech The Real Solution for Housing Affordability? Insights From Tyler Ashby, Partner at GroundBreak Ventures
In this episode, hosts Aaron Cameron and Adam Pawatik interview Tyler Ashby, a partner at Groundbreak Ventures, about the role of PropTech in tackling housing affordability. Ashby explains his transition from construction engineering to venture capital, the origins and focus of Groundbreak’s $25 million fund on early‑stage residential tech, and initiatives like the Centre for Housing Innovation with the DMZ incubator. He highlights the under‑funded nature of the residential sector, the need for technology to modernize a century‑old industry, and how recent policy support and AI advances are finally creating momentum for innovation.
Is the Real Estate Reset Stalled, or Just Slower? Insights From Carl Gomez, Chief Economist at Centurion Asset Management Inc.
In this 42‑minute episode, Chief Economist Carl Gomez explains that Canada’s commercial real‑estate market is undergoing a slow “Great Reset” driven by lingering uncertainty, high cap rates and the end of ultra‑low interest rates. While data shows the economy is...
Liquidity, Risk, and Real Estate’s Comeback with Dennis Mitchell, CEO & CIO at Starlight Capital
In this episode, hosts Aaron Cameron and Adam Pawlik sit down with Dennis Mitchell, CEO and CIO of Starlight Capital, to discuss the current state of commercial real estate, liquidity challenges, and the sector’s resurgence. Mitchell explains how real‑estate earnings...
Climate Risk, Capital Pressure, and CRE’s Inflection Point with Thomas Mueller, President & CEO at Canada Green Building Council
In this episode, hosts Aaron Cameron and Adam Pawlik speak with Thomas Mueller, President & CEO of the Canada Green Building Council, about the evolving landscape of ESG and climate risk in Canadian commercial real estate. Mueller highlights the shift...
How to Build Inflation-Proof Real Estate Strategies with Jose Pellicer, Co-Founder and Partner at Evonite
In this episode, hosts Aaron Cameron and Adam Powadiuk discuss how geopolitical turbulence is reshaping commercial real estate, with insights from Evonite co‑founder Jose Pellicer. Pellicer outlines a resilience‑focused, inflation‑protective investment thesis, emphasizing the strength of necessity‑based retail and food‑anchored...
Surviving the Refinance Wall: Lessons From an $8B Portfolio with Sarah Esler, Managing Director of Mortgage Investments at AIMCo
In this episode, Sarah Esler, Managing Director of Mortgage Investments at AIMCo, walks listeners through the dynamics of an $8 billion institutional mortgage portfolio spanning Canada, the U.S., and Western Europe. She explains how pension‑backed capital is coping with historic spread...