Insights & Field Notes
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Real Estate
Canadian real estate: structural forces every investor should model
Immigration-driven demand, constrained supply, stress-tested lending, and provincial rent rules. What actually shapes Canadian property returns, and how to underwrite around it.
15 September 2026 · 5 min
Real Estate
US real estate for operators: the numbers that decide the deal
Rate sensitivity, insurance, and the operating costs that quietly eat returns. A practical framework for evaluating US property without relying on appreciation.
15 September 2026 · 5 min
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