In this episode, Axel Monsaingeon sits down with Sam Tsoumas, co-founder of Rosefellow, to break down what is really happening in Montreal's industrial real estate market and where the biggest opportunities are heading next.

If you want to understand where industrial real estate is really going and how top developers think, this episode delivers the insights you need.

Topics and timestamps

🏗️ From startup to major developer (00:01:08)

📦 Why speculative industrial still works (00:04:24)

📈 E-commerce and demand acceleration (00:05:14)

🏭 Manufacturing and new industrial demand (00:06:35)

📏 Shift from square footage to cubic volume (00:09:20)

🤖 Automation and robotics in warehouses (00:10:06)

🌍 Expansion beyond Quebec and Canada (00:12:21)

📍 Land value trends and core vs non-core markets (00:15:04)

🏢 Converting retail sites into industrial assets (00:16:23)

💰 Construction costs and timing the market (00:19:28)

🤝 Building with the right partners and relationships (00:23:25)

🚀 Future growth, residential and new sectors (00:25:19)

🔗Connect with Sam Tsoumas

💼 LinkedIn: https://www.linkedin.com/in/sam-tsoumas-13078414/
🏢Rosefellow: https://www.rosefellow.com/

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🌐 Explore more resources
📊 Market guides, data, and advertising opportunities: https://www.e5pace.com/

Dans cet épisode, Axel s'assoit avec Yves Auclair, associé chez Groupe AMA Capital, pour expliquer ce qu'est réellement la gestion d'actifs immobiliers et pourquoi la majorité des investisseurs se trompent.De la stratégie à long terme jusqu'à l'exécution, Yves partage comment les meilleurs investisseurs maximisent la valeur tout au long du cycle de vie d'un actif. Ils abordent des exemples concrets de repositionnement, de rénovation et de prise de décision en matière de rendement. Ils discutent également du marché actuel à Montréal, du retour des bureaux, de l'évolution des centres commerciaux et de l'importance croissante des projets mixtes. Un épisode essentiel pour penser comme un investisseur institutionnel.

Sujets et horodatages

🏢 Ce qu'est réellement la gestion d'actifs (00:03:14)

📈 Construire une stratégie de l'acquisition à la vente (00:03:34)

🏬 Étude de cas : stabilisation et repositionnement d'actifs (00:06:00)

🔄 Aligner location, opérations et développement (00:07:37)

💰 Comment évaluer le ROI des rénovations (00:08:53)

🏙️ Le retour du marché des bureaux post-pandémie (00:13:16)

🏗️ Coûts de construction et décisions d'investissement (00:15:27)

🛍️ L'évolution des centres commerciaux (00:18:24)

🌆 Projets mixtes et création de valeur (00:20:05)

🔗 Connectez-vous avec Yves Auclair

💼 LinkedIn: https://www.linkedin.com/in/yves-auclair-cpa-02418111/
🏢 Groupe AMA Capital / AMA Capital Group: https://groupeama.com/

👤Suivez Axel Monsaingeon
💼 LinkedIn: https://www.linkedin.com/in/axel-monsaingeon-42577b28/
📸 Instagram: https://www.instagram.com/axelmonsaingeon

🌐 Explorez plus de ressources

📊 Guides de marché, données et opportunités publicitaires: https://www.e5pace.com/

In this episode, Axel sits down with Laurent Dionne-Legendre, partner at Laurier Capital, to break down how he transitioned from lawyer to real estate investor and quickly closed major deals including Windsor Station. He shares how to build credibility from scratch, structure deals without financing conditions, and align capital partners for long-term value creation. This conversation is a masterclass on taking calculated risks, leveraging relationships, and executing at a high level in today's market.

Topics and timestamps

🔹 Closing Windsor Station and scaling fast (00:01:47)

🏗️ Breaking into real estate with no background (00:02:28)

📊 Transitioning from law to investments (00:04:18)

🚀 Launching Leyer Capital and early strategy (00:07:00)

💰 Winning deals with firm offers and no conditions (00:12:08)

🏢 Office investment thesis in today's market (00:15:16)

🤝 Raising capital and building investor trust (00:18:27)

📈 Structuring deals for long-term value (00:19:15)

⚡ The power of relationships in closing deals (00:22:11)

🎯 Scaling to $500M+ and building a team (00:24:41)

🔗Connect with Laurent Dionne-Legendre

💼 LinkedIn: https://www.linkedin.com/in/laurent-dionne-legendre-61903048/
🏢 Laurier Capital (LinkedIn): https://www.linkedin.com/company/lauriercapital/

👤Follow Axel Monsaingeon
💼 LinkedIn: https://www.linkedin.com/in/axel-monsaingeon-42577b28/
📸 Instagram: https://www.instagram.com/axelmonsaingeon

🌐 Explore more resources
📊 Market guides, data, and advertising opportunities: https://www.e5pace.com/