What I'm Reading Risky Business: With interest rates rising, and property prices at all time highs, Canadian homeowners are increasingly turning to variable rate mortgages as a lower cost alternative. Variable rate mortgages, which offer a substantially lower initial payment now make up over half of all new home loans...
January 6th – The Long Game
What I'm Reading The Long Game: Private equity companies are transitioning their business models towards perpetual capital vehicles, and it is creating a lot of buying power in real estate. Globe Street IMO, this will be a particularly strong tailwind for assets with lower capex requirements like self storage (including...