Jeff Olin Predictions

President & CEO and Portfolio Manager, Vision Capital Corporation

Track Jeff Olin's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.

4 forecasts 4 pending
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4 forecasts
Person Subject Forecast* Source Date Deadline** Outcome
Jeff Olin Real Assets Real estate M&A activity will continue, driven by $300-350 billion in private equity dry powder needing to be deployed
See quote
[10:33] So we do think M&A will continue. Uh the latest data from CoStar that we've seen was there's like 300 mill $350 billion of dry powder sitting with the Blackstones and Brookfields and private equity funds fully funded sitting in cash. They got to put that money to work to buy real estate properties or they're going to have to give it back to their investors and they don't want to do that.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-10-01 2027-10-01 pending
Jeff Olin REITs The US apartment/Sunbelt REIT sector will see much better conditions and return to positive rent growth in 2027
See quote
[29:08] we think big picture, including BSR, but big picture, the US apartment picture probably looks much better in 2027 as some of that new supply gets rented up because the demand is there and we think you return to much more positive rent growth in 2027.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-10-01 2027-12-31 pending
Jeff Olin Bsr Reit BSR REIT will outperform over the medium term as peak supply has been reached and rent growth returns, with the stock currently trading at a 23% discount to fair value
See quote
[28:33] we think it's trading at a 23% discount um unlike Canada where apartments have suffered from a demand problem uh the the issue in the US has been a supply issue demand is strong and we think we've seen peak supply. So those with a more... For those with a medium-term view, I think BSR is a good choice.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-10-01 2028-10-01 pending
Jeff Olin Interest Rates Interest rates will remain higher for longer, staying around 5%
See quote
[7:32] certainly you know we're not in the business of forecasting interest rates. If you force me to guess I think 5% you know rates are going to be higher for longer and I think the market is prepared for that.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-10-01 2027-10-01 pending