The addy Podcast

We sat down with Jon Love, the Founder and Executive Chair of KingSett Capital, one of Canada’s premier private equity real estate investment firms managing over $18 billion in assets. Before founding KingSett, Jon served as CEO of Oxford Properties, a company originally founded by his father, where he led the firm for over a decade, cementing his legacy as a leader in Canadian real estate.

We sat down with Jon Love, the Founder and Executive Chair of KingSett Capital, one of Canada’s premier private equity real estate investment firms managing over $18 billion in assets. Before founding KingSett, Jon served as CEO of Oxford Properties, a company originally founded by his father, where he led the firm for over a decade, cementing his legacy as a leader in Canadian real estate.

Kingsett Capital - https://www.kingsettcapital.com/

Jon Love - https://www.kingsettcapital.com/about-us/people/jon-love/

0:50 - Canada's New Federal Government

2:30 - 500,000 New Houses

6:00 - Idea: Tax Changes for New Housing

8:30 - Taxes on Housing

10:00 - Development Charges, Voters Opinion, Political Will

13:00 - What is happening in Toronto?

14:00 - Proposal: Tax Increment Financing

15:00 - Are there opportunities in the market?

16:00 - Government getting into housing development

16:20 - Modular Housing

20:15 - What about the rest of the market? Industrial, Retail, Commercial, Hotels, etc

25:45 - When do we get certainty in the market? (immigration, policies, etc)

26:40 - Kingsett Capital

31:00 - Canada as a resource superpower

35:00 - Artificial Intelligence

40:00 - Bank of Canada decision? up? down? hold?

41:30 - Advice to a real estate investor (reminder, do your own research, consult with a professional)

To learn more about addy and sign up - https://addyinvest.ca/Download the appiOS - https://apps.apple.com/ca/app/addy-real-estate-investing/id1595926089 Android - https://play.google.com/store/apps/details?id=com.addyinvest.app&hl=en_CA
𝗗𝗶𝘀𝗰𝗹𝗮𝗶𝗺𝗲𝗿Purchasing investments made accessible through addy will unless otherwise indicated be conducted by by registered dealers (including, in the case of exempt market products, exempt market dealers), registered or exempt funding portals or directly by issuers of securities.The information provided on addy's website, webinars, blog, emails and accompanying material is for informational purposes only. It does not constitute or form any part of any offer or invitation or other solicitation or recommendation to purchase any securities. It should not be considered financial or professional advice. You should consult with a professional to determine what may be best for your individual needs.𝗙𝗼𝗿𝘄𝗮𝗿𝗱-𝗟𝗼𝗼𝗸𝗶𝗻𝗴 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀Some information contains certain forward-looking information and forward-looking statements within the meaning of applicable securities legislation (collectively "forward-looking statements"). The use of the words "intention", "will", "may", "can", and similar expressions are intended to identify forward-looking statements. Although addy believes that the expectations reflected in such forward-looking statements and/or information are reasonable, undue reliance should not be placed on forward-looking statements since addy can give no assurance that such expectations will prove to be correct. These statements involve known and unknown risks, uncertainties and other factors that may cause actual results or events to differ materially from those anticipated in such forward-looking statements. Furthermore, the forward-looking statements contained in this news release are made as at the date of this news release and addy does not undertake any obligations to publicly update and/or revise any of the included forward-looking statements, whether as a result of additional information, future events and/or otherwise, except as may be required by applicable securities laws.

What's happening in the GTA, Missing Middle and AI with Daniel Foch

Daniel Foch - Daniel Foch is a real estate broker, market analyst, and co-founder of The Habistat, a real-time real estate data platform. He’s widely recognized for his sharp insights into the Canadian housing market, regularly featured in major media outlets like BNN Bloomberg, CBC, and the Globe and Mail. Daniel also co-hosts The Canadian Real Estate Investor podcast, where he breaks down market trends and investment strategies with clarity and candor.

2:25 - What's happening in the GTA?

7:15 - What about Vancouver, Calgary, etc?

23:25 - The Missing Middle

35:00 - Federal Government next moves

45:20 - Artificial Intelligence in Real Estate

Daniel Foch podcast - https://thecanadianinvestorpodcast.com/podcast/the-canadian-real-estate-investor

Daniel Foch on X - https://x.com/daniel_foch/

To learn more about addy and sign up - https://addyinvest.ca/

Download the app

iOS - https://apps.apple.com/ca/app/addy-real-estate-investing/id1595926089

Android - https://play.google.com/store/apps/details?id=com.addyinvest.app&hl=en_CA

Follow the addy social channels to keep up with everything that's happening in the addy community:

Discord: https://discord.gg/addy

TikTok: https://www.tiktok.com/@addyinvest

Instagram: https://www.instagram.com/addyinvest/

Twitter: https://www.instagram.com/addyinvest/

Facebook: https://www.facebook.com/addyinvest/

LinkedIn: https://www.linkedin.com/company/addyinvest

𝗗𝗶𝘀𝗰𝗹𝗮𝗶𝗺𝗲𝗿

Purchasing investments made accessible through addy will unless otherwise indicated be conducted by by registered dealers (including, in the case of exempt market products, exempt market dealers), registered or exempt funding portals or directly by issuers of securities.The information provided on addy's website, webinars, blog, emails and accompanying material is for informational purposes only. It does not constitute or form any part of any offer or invitation or other solicitation or recommendation to purchase any securities. It should not be considered financial or professional advice. You should consult with a professional to determine what may be best for your individual needs.

𝗙𝗼𝗿𝘄𝗮𝗿𝗱-𝗟𝗼𝗼𝗸𝗶𝗻𝗴 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀

Some information contains certain forward-looking information and forward-looking statements within the meaning of applicable securities legislation (collectively "forward-looking statements"). The use of the words "intention", "will", "may", "can", and similar expressions are intended to identify forward-looking statements. Although addy believes that the expectations reflected in such forward-looking statements and/or information are reasonable, undue reliance should not be placed on forward-looking statements since addy can give no assurance that such expectations will prove to be correct. These statements involve known and unknown risks, uncertainties and other factors that may cause actual results or events to differ materially from those anticipated in such forward-looking statements. Furthermore, the forward-looking statements contained in this news release are made as at the date of this news release and addy does not undertake any obligations to publicly update and/or revise any of the included forward-looking statements, whether as a result of additional information, future events and/or otherwise, except as may be required by applicable securities laws.

In this episode of The addy Podcast, host Steve Jagger sits down with Phil Soper, President & CEO of Royal LePage, to dive into the highs and lows of Canada’s real estate market. From the 2024 market slowdown and the complexities of housing affordability to the future of urban development and the game-changing role of AI in real estate—this episode is packed with expert insights. Plus, they unpack the impact of U.S. tariffs, interprovincial trade challenges, and how tech is transforming property investment. Whether you're a seasoned investor or just curious about the future of Canadian housing, this episode is a must-listen!TIMESTAMPS:00:00 Introduction to the addy Podcast00:28 What is addy?01:26 Special Guest: Phil Soper01:57 2024 Real Estate Market Recap05:05 Housing Affordability in Canada vs. USA09:27 Toronto's Real Estate Development Challenges13:09 Opportunities in Multiplex Housing18:28 Investing with addy: A Personal Experience22:52 Impact of Tariffs and Politics on Real Estate33:31 The Role of AI in Real Estate38:59 Conclusion and How to Learn More------------------------------------------------------------------To learn more about addy and sign up - https://addyinvest.ca/Royal LePage - https://www.royallepage.ca/en/Download the appiOS - https://apps.apple.com/ca/app/addy-real-estate-investing/id1595926089 Android - https://play.google.com/store/apps/details?id=com.addyinvest.app&hl=en_CAFollow the addy social channels to keep up with everything that's happening in the addy community:Discord: https://discord.gg/addyTikTok: https://www.tiktok.com/@addyinvestInstagram: https://www.instagram.com/addyinvest/Twitter: https://www.instagram.com/addyinvest/Facebook: https://www.facebook.com/addyinvest/LinkedIn: https://www.linkedin.com/company/addyinvest𝗗𝗶𝘀𝗰𝗹𝗮𝗶𝗺𝗲𝗿Purchasing investments made accessible through addy will unless otherwise indicated be conducted by by registered dealers (including, in the case of exempt market products, exempt market dealers), registered or exempt funding portals or directly by issuers of securities.The information provided on addy's website, webinars, blog, emails and accompanying material is for informational purposes only. It does not constitute or form any part of any offer or invitation or other solicitation or recommendation to purchase any securities. It should not be considered financial or professional advice. You should consult with a professional to determine what may be best for your individual needs.𝗙𝗼𝗿𝘄𝗮𝗿𝗱-𝗟𝗼𝗼𝗸𝗶𝗻𝗴 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀Some information contains certain forward-looking information and forward-looking statements within the meaning of applicable securities legislation (collectively "forward-looking statements"). The use of the words "intention", "will", "may", "can", and similar expressions are intended to identify forward-looking statements. Although addy believes that the expectations reflected in such forward-looking statements and/or information are reasonable, undue reliance should not be placed on forward-looking statements since addy can give no assurance that such expectations will prove to be correct. These statements involve known and unknown risks, uncertainties and other factors that may cause actual results or events to differ materially from those anticipated in such forward-looking statements. Furthermore, the forward-looking statements contained in this news release are made as at the date of this news release and addy does not undertake any obligations to publicly update and/or revise any of the included forward-looking statements, whether as a result of additional information, future events and/or otherwise, except as may be required by applicable securities laws.

addy Co-Founder Stephen Jagger sits down with Ron Lovett, Founder & CEO of Vida, to explore how he's flipping the script on traditional real estate management. From building ambassadors and community contractors to launching a $300M affordable housing fund, Ron shares his game-changing approach to transforming tenants into passionate stakeholders. Dive into this episode to learn how Vida is reshaping the rental experience, fostering community, and creating a sustainable, people-first housing model.

Note - We had a sound issue with Stephen's microphone unfortunately. Apologies for the inconvenience.

00:00 — Intro – Disclaimers & welcome to the addy podcast

00:37 — Meet Ron Lovett – CEO & Founder of Vida

01:17 — Origins of Vida – From Halifax roots to 3,000+ units

02:54 — Outrageous Empowerment – Turning employees into passionate stakeholders

04:25 — Building Culture That Performs – The 5 key steps to success

07:12 — Blue Ocean Strategy – How Vida found its niche in workforce housing

08:56 — Redefining the Tenant-Landlord Relationship – Customers, not just tenants

10:43 — The Building Ambassador Model – Empowering residents as community leaders

14:09 — Community Contractors – Side hustles that build community pride

17:09 — Driving NOI Creatively – Partnerships with Amazon, telehealth services & more

18:34 — $300M Canadian Noah Preservation Fund – Scaling sustainable housing

19:58 — Innovating with Modular Housing – Beta Villages & affordable homeownership

29:33 — What’s Next for Vida? – Scaling, partnerships, and future goals

33:09 — Ron’s Resilient Mindset – Navigating market shifts & seizing opportunities

34:40 — Wrap-Up – Final thoughts & where to connect with Ron

To learn more about addy and sign up - https://addyinvest.ca/

Vida - https://www.vidaliving.ca/

Ron's book - http://ronlovett.ca/book/

Download the appiOS - https://apps.apple.com/ca/app/addy-real-estate-investing/id1595926089

Android - https://play.google.com/store/apps/details?id=com.addyinvest.app&hl=en_CA

𝗗𝗶𝘀𝗰𝗹𝗮𝗶𝗺𝗲𝗿

Purchasing investments made accessible through addy will unless otherwise indicated be conducted by by registered dealers (including, in the case of exempt market products, exempt market dealers), registered or exempt funding portals or directly by issuers of securities.The information provided on addy's website, webinars, blog, emails and accompanying material is for informational purposes only. It does not constitute or form any part of any offer or invitation or other solicitation or recommendation to purchase any securities. It should not be considered financial or professional advice. You should consult with a professional to determine what may be best for your individual needs.

𝗙𝗼𝗿𝘄𝗮𝗿𝗱-𝗟𝗼𝗼𝗸𝗶𝗻𝗴 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀

Some information contains certain forward-looking information and forward-looking statements within the meaning of applicable securities legislation (collectively "forward-looking statements"). The use of the words "intention", "will", "may", "can", and similar expressions are intended to identify forward-looking statements. Although addy believes that the expectations reflected in such forward-looking statements and/or information are reasonable, undue reliance should not be placed on forward-looking statements since addy can give no assurance that such expectations will prove to be correct. These statements involve known and unknown risks, uncertainties and other factors that may cause actual results or events to differ materially from those anticipated in such forward-looking statements. Furthermore, the forward-looking statements contained in this news release are made as at the date of this news release and addy does not undertake any obligations to publicly update and/or revise any of the included forward-looking statements, whether as a result of additional information, future events and/or otherwise, except as may be required by applicable securities laws.