Working Capital Commercial Real Estate

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

Jesse Fragale

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0:00 | 38:53

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.