Fear vs. Greed: Who’s Actually Buying in Today’s Market episode artwork

EPISODE · Dec 16, 2025 · 12 MIN

Fear vs. Greed: Who’s Actually Buying in Today’s Market

from REI Hot Seat · host Dave Hulshof and Jacob Campagnaro

In Episode 147 of the REI Hot Seat, Dave and Jake walk through a real-time market update for multifamily and commercial real estate in Ontario. They break down current sentiment, what’s actually moving, where inventory is getting gobbled up, and why institutional and family office capital is back in a big way while smaller investors sit on the sidelines.They compare different asset classes and markets, from stalled development sites and struggling small plexes to strong-performing retail plazas and 20+ unit multifamily buildings. They also dig into cap rates, CMHC financing, fear vs greed, what they expect for pricing and cap rate movement over the next 6–12 months, and how sellers and buyers should be positioning themselves right now.Sign up to the REI Hot Seat Insider: ⁠https://www.jotform.com/form/241655418022249REI Hot Seat Instagram: https://www.instagram.com/reihotseat/David Hulshof Instagram: https://www.instagram.com/davehulshof.realestate/Jacob Campagnaro Instagram: https://www.instagram.com/jacob_campagnaro/EP 147 - Fear vs. Greed: Who’s Actually Buying in Today’s Market0:07 New studio intro and market update setup0:45 Dave’s take on inventory, pricing and power of sale deals2:16 Should you list now or wait and how sellers are approaching timing2:53 Jake on which markets are hot and which are stagnating3:52 Who’s actually buying right now and the fear vs greed dynamic6:24 Development, retail, multifamily and how each asset class is performing8:11 Larger buyers moving down into smaller unit counts8:46 Will cap rates compress and what happens if interest rates hold9:59 Normalizing interest rates, realistic cap rates and spoiled expectations11:32 Final thoughts, predictions and why now is a strong buying marketDISCLAIMER: THIS EPISODE, AS WITH EVERY EPISODE OF THIS SHOW, SHOULD NOT BE CONSIDERED AS ADVICE. INVESTMENT ADVICE IS NEVER GIVEN ON THIS SHOW. ALWAYS CONSULT A COMPETENT INVESTMENT ADVISOR BEFORE MAKING AN INVESTMENT DECISION.

Episode metadata supplied by the publisher feed · Published Dec 16, 2025

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