Have We Passed the Bottom in Commercial Real Estate? With Rob Kumer | EP190 episode artwork

EPISODE · Feb 20, 2026 · 38 MIN

Have We Passed the Bottom in Commercial Real Estate? With Rob Kumer | EP190

from Working Capital Commercial Real Estate · host Jesse Fragale

Rob Kumer is the Chief Executive Officer of KingSett Capital, a prominent Canadian private equity real estate investment firm managing approximately $18 billion in assets. Joining in 2004, he became CEO to lead the firm's strategy, investment committee, and mortgage lending, with a focus on sustainable growth, urban development, and decarbonization.In this episode, we talked about:•⁠  ⁠Rob’s path to CEO of KingSett.•⁠  ⁠How KingSett grew from a $220M fund to a $20B platform.•⁠  ⁠2008–09 crisis vs. today’s post‑COVID real estate downturn.•⁠  ⁠Trophy office, strong malls, solid industrial, stabilising rentals.•⁠  ⁠Why global capital may increasingly prefer Canada over the U.S.

Episode metadata supplied by the publisher feed · Published Feb 20, 2026

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Rob Kumer is the Chief Executive Officer of KingSett Capital, a prominent Canadian private equity real estate investment firm managing approximately $18 billion in assets. Joining in 2004, he became CEO to lead the firm's strategy, investment committee, and mortgage lending, with a focus on sustainable growth, urban development, and decarbonization. In this episode, we talked about: •⁠ ⁠Rob’s path to CEO of KingSett. •⁠ ⁠How KingSett grew from a $220M fund to a $20B platfor...

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Have We Passed the Bottom in Commercial Real Estate? With Rob Kumer | EP190

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This episode was published on February 20, 2026.

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