NYC Congestion Relief Zone
Joined October 2015
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Ontario Could Mandate Made in Canada 🇨🇦Labels Amid US Tariffs
- if Canadians are boycotting Tesla and terminating Starlink, then maybe stop using X too ...
retail-insider.com/bulletin/…
Trump tariffs threaten rollout of NYC’s $1,000 trash can of tomorrow
gothamist.com/news/trump-tar…
Strathcona Resources Ltd. Announces Increased Public Float as a Result of Partial Disposition of Common Shares by Waterous Energy Fund dlvr.it/THjC3B
Chevron sold 500ksf suburban Houston office (former Noble Energy HQ) for $18.5mm ($36/sf)
houstonchronicle.com/busines…
$SEG NYP: Long-stalled Seaport project faces another delay after change of ownership
nypost.com/2025/01/26/busine…
NYP: The next eight years will likely see nearly 19,000 residential units created out of former office space — on top of 5,500 already converted since 2010.
nypost.com/2025/01/29/real-e…
Canadian Retailers expanding, but there's minimal new Retail RE supply ....
Empire: canadiangrocer.com/sobeys-pa…
Metro: canadiangrocer.com/discount-…
WalMart: renx.ca/walmart-announces-65…
G&M: Canada’s foreign buyer ban: A short-term political win with long-term consequences
- Foreign investment in condos, and willingness to accept low returns, increased rental availability
theglobeandmail.com/investin…
Urbanation GTA 4Q24 rental data vs 2023
- vacancy 3.4% (vs 2.5%)
- PBR rent +0.6%, but 50% of units have concessions (vs 15%)
- condo rent -1.8%, condo prices adjust faster, PBR will follow
- larger units outperforming, less condo competition
GTHA Rental Vacancy Rate Reaches Highest Level Since the Pandemic.
Our latest Q4-2024 Rental Market Results:
urbanation.ca/news/gtha-rent…
BofA says investors are underweight the biggest banks that would be biggest beneficiaries of deregulation
$DRM $MPCT.UN Sounds like a new govt handout for Dream's Quayside project
Nearly a billion dollars in new money earmarked for Toronto’s waterfront transformation
thestar.com/news/gta/nearly-…
$MPCT.UN New all-time closing low for Dream Impact Trust at $2.96 Michael Cooper testily corrected a bagholder at the Annual Meeting who said the price had dropped to $3.
Last month I warned that expectations for a transformational gain from development of 49 Ontario St were unrealistic and that the Trust should be restructured.
konekoresearch.com/p/dream-i…
Last March I wrote that the Trust "is not viable without changes to its crippling management agreement, failed strategy, heavy debt, and ineffective leadership."
konekoresearch.com/i/1415123…
