Insights
Canadian Real Estate: A Strategic Shield Against Monetary Debasement
In the current new regime, Canadian real estate is no longer just a yield play. It is a strategic “shield.” A repricing mechanism. A scarce store of value that responds almost mechanically to debasement, adjusting upward in price to reflect declining value changes in the denominator – money itself.
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Whitepapers
December 21, 2022
The Uncertain Future of the Canadian Office Market
When COVID-19 emerged and the World Health Organization declared the outbreak a “Pandemic” on March 11, 2020, the world instantly changed. The global economy came to a screeching halt via government-mandated lockdowns and, out of necessity, the world’s service workers pivoted immediately to a work-from-home model. This ability to digitally work on a home computer […]
Videos
December 21, 2022
The Uncertain Future of the Canadian Office Market
When COVID-19 emerged and the World Health Organization declared the outbreak a “Pandemic” on March 11, 2020, the world instantly changed. The global economy came to a screeching halt via government-mandated lockdowns and, out of necessity, the world’s service workers pivoted immediately to a work-from-home model. This ability to digitally work on a home computer […]
Whitepapers
November 10, 2022
Canadian Real Estate Market Update – Q3 2022
With the economy continuing to grow above trend and inflation still elevated, the Bank of Canada is likely to continue raising rates to push forward on its path to neutral, putting further pressure on risk assets’ valuations and future economic growth. According to Fiera Capital, the most probable scenario as a result of these dynamics […]
Whitepapers
August 24, 2022
Canadian Real Estate Market Update – Q2 2022
With inflationary pressures remaining elevated in the near-term, the Bank of Canada continues to push forward on its path to neutral, which is putting pressure on risk assets’ valuations. While this outlook bodes unfavourably for both stocks and bonds, the natural evolution for investors seeking stability, higher income, and the potential for capital gains is […]
Videos
June 21, 2022
Negative Real Interest Rates Are Here to Stay: Implications for Real Estate Performance
Because of unprecedented debt levels accumulated by developed governments, a negative real interest rate environment is likely to persist for the long-term. Many developed nation governments have breached debt levels of over 100% of gross domestic product (“GDP”) since the Global Financial Crisis of 2008-09 (“GFC”) – Canada included at 116%. This is not just […]