Real Estate Yield is Back: What Investors May Be Missing | Minds and Markets Podcast

This episode explores why higher yields, inflation-linked income, and a slowdown in new construction are reshaping the outlook for real estate in Canada and globally. Investors will gain a better understanding of how different property sectors fit into a portfolio and what current market conditions may mean for future returns. Could today's higher starting yields be setting the stage for a different real estate story than many investors expect?

Join Jafer Naqvi and Andrew Croll as they explore the forces shaping real estate markets and discuss where investors may be finding opportunities today.

Highlights:

03:05 Why real estate belongs in portfolios

06:17 Real estate yields are at their highest level in years

10:16 What's really happening across property sectors

16:04 What global markets may be telling us

20:19 Real Estate Investment Trusts (REITs), private real estate, and signs of recovery

For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast 

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