
With development activity slowing and capital becoming increasingly selective in today’s market, it’s more important than ever to sit down, cut through the noise, and have an honest conversation about what’s really happening on the ground.
Last weekend, Greybrook Securities Inc. CEO, Sasha Cucuz joined Simeon Papailias, President of REC Canada, for a candid discussion on the conditions shaping GTA development. With fewer projects moving forward, shifting cost structures, and heightened capital selectivity, today’s environment demands discipline, patience, and rigorous feasibility analysis.
Sasha and Simeon explored what the slowdown in development activity reflects, which projects are continuing to advance, and how developers are responding to equity pressure and cost recalibration. A key theme was the longer-term impact of today’s decisions, particularly how a constrained future supply pipeline, combined with sustained demand, remains an important consideration for long-term investors.
The conversation provided a timely perspective on a market in adjustment, emphasizing fundamentals, disciplined planning, and the importance of taking a long-term view during periods of change.
Watch the full exchange for a deeper look at what’s unfolding across GTA development.