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The Canadian Real Estate Correction Chartbook

Last fall Paris based bank, Societe Generale, produced a comprehensive report on the impact of changing global demographics on consumer trends. The report points to the rapid development of property markets in much of the western world since the 1990s as a by-product of maturing baby boomers shifting into an asset-accumulation-phase of their consumer life.…

Canadian Housing-Bubble Chart Book

We continue to believe that Canadian real-estate is an asset class with an asymmetric risk profile. Simply put, the upside price potential to real estate is limited due to already extreme valuations yet the downside risks are significant from a number of factors including: Canadian Housing-Bubble Chart Book UPDATE: An update of this report was…
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