RE:Cooper not helping us here!I think you guys are missing the point on what Cooper meant. The double headwinds for office are decreased demand and increased supply. What demand there is, is for modern offices with good amenities. Dream has these, and has the financial resources to upgrade those that need it. Other owners do not. So he is implying that in terms of competition, there is actually 30% less supply.
Some office REITs may not survive (SOT.UN comes to mind), but Dream, Allied and Brookfield will come out the other side.