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Canadian Retail Sector – Keep it Simple

Canadian macroeconomic expectations have deteriorated in the second half of 2024. Immigration policies are becoming more conservative, adding to uncertainty. Unemployment rates have lately jumped off as the private sector employment is in recession. In such context, personal income growth…

Spread-ing Our Bets

What are commercial mREITs:  At their core, commercial mREITs operate simple businesses. They write short-term, floating-rate loans collateralized by pre-stabilised (transitional) commercial real estate assets. They then turn around and lever up the returns on these loans using financing from…

U.K. Retail Analytics Pro Health Index 101

Real estate is a simple business, but the devil is always in the detail. Nowhere is this more apt than with the retail sector. Where an industrial building usually has one tenant and an office building often only has a…