Welcome to episode 30 of The 5-Minute Investor Podcast, where Stockhouse columnists Jonathon Brown and me, Trevor Abes, each deliver a 2.5-minute stock profile related to recent news stories with investment implications. In this week’s podcast, we’re talking about Canadian real estate stocks well worth your due diligence when it comes to capitalizing on a potentially more dovish interest rate environment, lower mortgage rates and an expected rebound in economic growth.
Here is Jon’s supporting material for episode 30:
- Rate cut opportunity: Why you should eye real estate, small-caps, and key sectors.
- CAPREIT reports second quarter 2025 results.
- Jon’s Canadian real estate stock is Canadian Apartment Properties Real Estate Investment Trust (TSX:CAR.UN), Canada’s largest publicly traded provider of quality rental housing.
- At the time of writing, CAPREIT stock traded at C$40.45 and has given back 26.4 per cent year-over-year and 12 per cent since 2020.
Here is Trevor’s supporting material:
- A Canadian real estate stock with a margin of safety.
- BTB announces resilient Q2 operational results with growth in the rental renewal spread, reaching 4.8%.
- Trevor’s Canadian real estate stock is BTB REIT (TSX:BTB.UN), whose underlying company owns 73 industrial, suburban office and retail properties spanning about 6.1 million square feet.
- At the time of writing, BTB REIT traded at C$3.76, having added 5 per cent year-over-year and 34 per cent since 2020.
Here’s a list of past episodes:
- Episode 1: Lithium and AI.
- Episode 2: Envelopes and space travel.
- Episode 3: Booze and concrete.
- Episode 4: Graphite and GameStop.
- Episode 5: High-flying stocks.
- Episode 6: Shopify and First Mining Gold.
- Episode 7: Galaxy Digital and Liberty Defense.
- Episode 8: Dollarama and Standard Lithium.
- Episode 9: Cancer drugs and corner stores.
- Episode 10: Boeing vs. Bombardier.
- Episode 11: Crypto picks from Consensus 2025.
- Episode 12: Profitable growth picks.
- Episode 13: A full breath of cannabis stocks.
- Episode 14: Buy-now tech stocks.
- Episode 15: Ferroglobe and HPQ Silicon.
- Episode 16: CGI and Power Metallic Mines.
- Episode 17: Top Canadian aerospace stocks.
- Episode 18: Theatre stocks post-COVID – recovery, or just for show?
- Episode 19: Green giants of the north.
- Episode 20: Profitable Canadian small-caps stocks.
- Episode 21: Security stocks to watch.
- Episode 22: Interest rate-resilient stocks.
- Episode 23: Watchlist-worthy defensive stocks.
- Episode 24: Cannabis reclassification plays.
- Episode 25: ESG stocks.
- Episode 26: Small-cap bank stocks.
- Episode 27: Solid dividend stocks.
- Episode 28: Flow-through mining plays.
- Episode 29: Green infrastructure stocks.
Thanks for listening!
The 5-Minute Investor is on Spotify, YouTube, iHeartRadio, Podbean, Stockhouse or wherever finer podcasts are found.
Join the discussion: Find out what investors are saying about The 5-Minute Investor Podcast and these Canadian real estate stocks on the CAPREIT and BTB REIT Bullboards, and make sure to explore the rest of Stockhouse’s stock forums and message boards.
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