Inflation, Rising Rates, and the Many Variables Currently at Play

Our views on current macro variables and their impact on the market and our investment decisions.

As we emerge from the pandemic, this latest phase of our economic recovery has been met with a host of macroeconomic variables that have had a direct impact on our everyday lives. From supply chain challenges to interest rates increases, inflationary pressures, as well as recent policy interventions aimed at housing affordability, the current climate has presented myriad variables that have direct implications on our investments and investment decisions.

As active asset managers with more than 8,000 LP investors, sharing our perspectives, insights and first-hand experiences in the residential real estate development industry, housing market and private equity investment space is important. In the first of our new Perspective & Insights digital series, we sit down with Sasha Cucuz, CEO, Greybrook Securities Inc., to discuss his thoughts on interest rates, inflation, and the potential impact on the housing market. Sasha also reflects on how the current economic environment is informing our acquisition and investment decisions today and how we are actively navigating the impact of these variables on our portfolio. Lastly, we touch on whether the recently presented provincial policy recommendations related to housing supply are expected have an immediate material impact on the available supply of housing.

Listen to Episode 1 of Perspective & Insights, a new digital series that aims to address key questions and pertinent topics on the minds of Greybrook investors and to share insights in the areas we know best that are most relevant to our investors.