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Boardroom Brief: EP. 08 – Investing With Geographic Perspective

Date:
June 16, 2025
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What happens when strong long-term fundamentals are met with short-term economic headwinds? In the latest episode of Boardroom Brief, we explore how Greybrook is navigating the delicate balance between opportunity and caution in today’s dynamic real estate landscape.

Greybrook Securities CEO Sasha Cucuz joins host Alex Nisenker for an insightful conversation on the firm’s strategic approach across the U.S. and Canadian markets—unpacking where capital is being deployed, why timing matters, and how macro forces like interest rates, supply constraints, and immigration trends are shaping the investment landscape on both sides of the border. Sasha outlines why our firm remains bullish on both countries’ outlook and is tactically deploying capital where opportunities best align with market conditions.

In the U.S., constrained new supply and limited resale inventory are creating strong fundamentals for value-add rental opportunities. Meanwhile, in Canada, a sharp slowdown in new construction—especially in cities like Toronto and Vancouver—combined with sustained immigration is setting the stage for a significant supply-demand imbalance in the years ahead.

The episode also examines how the differing regulatory environments affect strategy, with Sasha offering a nuanced take on how Canada’s slower approvals process serves as a check against overbuilding and boosts price resilience against market cycles. For anyone looking to understand how Greybrook is allocating capital today—and why patience, timing, and location still matter—this episode is a must-listen.


  • Why Greybrook is actively exploring value-add rental investments in the U.S., and how current market conditions support that strategy.
  • The impact of mortgage lock-in and limited mobility in the U.S. housing market on rental demand.
  • Why long-term land development remains compelling in Canada, despite near-term market headwinds.
  • Why bureaucratic hurdles in Canada, though frustrating, create pricing durability.
  • How cross-border investing enhances Greybrook’s macro perspective and builds resilience into the portfolio.

 

Listen On:
   
Spotify | YouTube

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