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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Videos
October 21, 2021
The Canadian Industrial Market: Why It Will Continue To Defy Gravity
Whitepapers
August 18, 2021
Canadian Real Estate Market Update – Q2 2021
The Bank of Canada is maintaining its extraordinary forward guidance on the path for the overnight rate. According to the Bank of Canada’s April 2021 projection, the expected timeline for a policy interest rate hike off the effective lower bound is expected sometime in the second half of 2022. As the global economic outlook continues […]
Whitepapers
May 21, 2021
Canadian Real Estate Market Update – Q1 2021
As populations get inoculated and larger parts of the economy reopen, the powerful revitalization in confidence should unleash massive amounts of pent-up demand, particularly as savings remain extraordinarily elevated around the world. While the factory sector has demonstrated a growing resilience during the pandemic, the resumption in services sector activity should make way for more […]
Podcast
May 5, 2021
An interview with John Valentini, CEO of Fiera Private Alternative Investments
This is an edited version of a cover profile interview conducted by Real Assets Adviser editor Mike Consol with John Valentini, CEO, Fiera Private Alternative Investments. Valentini’s profile appears in the May 2021 edition of Real Assets Adviser.
Videos
March 19, 2021
Real Estate Emerging from the COVID-19 Pandemic
The COVID-19 pandemic has created unprecedented challenges for real estate fundamentals in the short-term; however, three key macro-economic trends were accelerated that will increase Canadian real estate values in the aftermath : lower interest rates for longer, higher inflation targeting and increasing capital allocations by institutional investors. Read the full article here.