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

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

July 9, 2026 · 26 min · Season 4 · Episode 12

About this episode

The episode discusses the impact of higher interest rates on real estate valuations and the emerging opportunities for investors.

Higher interest rates may have weighed on real estate valuations, but they have also created a more attractive income and return backdrop for investors. In this episode, Jafer Naqvi and Andrew Croll discuss the role of real estate in portfolio construction, why higher starting yields matter, how different property sectors are evolving, and where opportunities may be emerging across Canadian and global markets.

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