Tag: real estate

Photo by Unsplash (Pixabay)

How Solid Are Canada’s Big Banks?

The World Economic Forum consistently ranks Canada’s banks among the world’s safest. Competent regulators have overseen stress tests, tightened lending standards and delinquency rates are low. Demographics are good and the country’s diversified economy is backed by a treasure of […]

Real Estate Overview: All About The Cycles

Real Estate Overview: All About The Cycles

Analyzing real estate is all about the cycles. Evaluating real estate investments, including real estate investment trusts (REIT), depends on evaluating three cycles: the economic cycle (primarily jobs), the building cycle, and the interest rate cycle. We believe we are […]

How Fintech Is Reshaping Asset Management

How Fintech Is Reshaping Asset Management

Will venture capital’s bet on millennial-centric online asset management platforms pay off? How are active and alternative investors using technology to gain an edge and generate alpha? PitchBook’s latest fintech analyst report—Part 3: Asset Management—details how a confluence of demographics, […]

U.S. Economy & Dollar Strength

U.S. Economy & Dollar Strength

Davidson and I disagree to an extent on real estate. I think certain sectors are due to fall or flattening (apartments are overbuilt for example) but I see the sector in general having years of growth ahead of it. The […]

Apple grows its real estate holdings

Apple grows its real estate holdings

Apple is widely known for being super-secretive (see this post from Quora, for example). But the price of being a public company means that several times a year, they are required to peel the onion back a bit. At least, […]