True North Commercial REIT T.TNT.UN

CANADA

[garyreins]

Correct me if Im wrong but regardless of what the fed does, if the BOC delievers at least 50bp cuts this year, it should help financing, FFO as well possibly help the economic GDP grow again.

Crazy that its not baking in these supposed "cuts" that the media is talking about, even if by the summer

almost looks like the reit space is not buying any cuts for 2024...

[luscar99]

1. The gap between US and Canada treasury yields has already generated substantial capital flight from Canada. 2. The politicized Bank of Canada and Statistics Canada lies about the raging inflation but they are fully aware of it. Another round of inflationary "carbon tax" will kick in April. 3. The huge budget deficits must be financed via Treasury issuance and money printing. 

[garyreins]

Money printing?  Arent they already doing QT.   Rates cannot be raised the housing market has no supply and needs lower rates to incentive developers. They should be lowered already

[luscar99]

It looks like people don't understand how this works. THEY DON'T HAVE A CHOICE! We're no longer in a situation where the Central Bank's rates are used for fine-tuning the economy or inflation.  Because of the huge budget deficits and accumulated public debt. Those rates you're talking about are correlated to the treasury bond yields. Trudeau can't sell treasuries at

[flamingogold]

All governments are starved for cash and they know exactly what they can dig into before they go back to any money printing.... residential real estate. Up to now, they have resisted. The BC gov't just opened the door to unwinding personal exemptions on principal residences. Do not be surprised if Ontario follows and Federal governments too. There is too much "gain" that can be