Being half-Swiss, I spent a lot of time in Switzerland, as a military conscript there. I was captivated by the mountains every moment I was there. My Omi (grandmother), a Swiss immigrant to Canada, seems to be similarly emotive towards the large bodies of water we have here. This fascinated me, and has always given … Continue reading A tale of two shores – Harbours [Innisfil & Georgina]
One of the easily ignorable differences in the future analysis of the Shores of Lake Simcoe is the differences in urban planning and settlement patterns over the course of the histories of these municipalities. Both municipalities have their historic cores, with a couple of 190X homes densely put together to capitalize on some random enterprise … Continue reading A Tale of Two Shores – Arteries, Highways & Regional Roads [Innisfil vs. Georgina]
A Tale of Two Shores - Chapter 2 See Chapter 1: How the GO Train may not change the future of Innisfil vs. Georgina The first point of fascination for me in regards to these two municipalities is that they're functionally very similar, and a small detail in their past has made them ever so … Continue reading A tale of two shores – They’re called “Skilled” trades for a reason. [Innisfil vs. Georgina]
Investment capital is moving further and further away from the core. We've already seen it East & West along the 401. As a result, I find myself often providing detailed market analysis and planning reviews for clients in smaller and smaller municipalities. I have a lot of groups looking for high-margin infill sites, and a … Continue reading A tale of two shores – How the GO Train may not change the future of Innisfil & Georgina
Stuck on the Highway It's just a cultural norm in the GTA that you can send a text and just say "stuck on the highway" and you're automatically excused from being late. In the GTA, it seems that housing capital migration is "stuck on the highway", too. I had to spit out my conclusion quickly … Continue reading How we move: regional migration patterns along provincial highways
I remember back when I was a gymbro (I still sort of am, just not fit), I bought a cool shirt that said "never settle" on it. I bought it because I thought it was reflective of the work ethic and motivation I had at the time. I didn't really realize that it was more … Continue reading You settle somewhere so that you don’t have to settle elsewhere.
Those who know me and work closely with me know that I'm no stranger to spending (wasting) money on strange tech plays in the real estate space. My experience with it has given me a healthy dose of skepticism towards the idea that real estate will get an "uber" - that being a completely peer-to-peer … Continue reading The Uberification of Property is Computer-Assisted Real Estate vs. agent kick-backs
If you study people who really understand investing in companies, you can typically find some pretty sound fundamental analysis and systems for the valuation and investment of companies that can be purchased at a fair price. In your studies, you may come across a couple of gentlemen named Warren Buffett and Charlie Munger. If you study people who really … Continue reading Timing the housing market should be judged like timing the stock market
The short answer is "it's too early to tell." The longer answer is probably synonymous to the reason I'm asking this question, so I'll give you that rationale first: I have a couple of motivations for wanting to answer this question, but the primary one would be my concern for young Canadians and our role … Continue reading Could Canada end up with a European-style housing economy?
Q: What is the best investment that you can make in real estate today? A: Residential income property located on a major arterial road within the secondary plan of a small town in the GTA. I work with a lot of small-cap investors, and I get asked this question regularly. I'm typically reluctant to answer … Continue reading Small-cap investors: What’s the best investment you can make today?