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THE BIRD'S EYE VIEW

The purpose of the Bird’s Eye View newsletter is to help our network achieve higher risk-adjusted returns by providing unique insights into the private real estate investment industry. Topics include current events and their impact on real estate, what strategies we believe will outperform, best practices in the industry, as well as what to watch out for when selecting deals to invest in. 


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MOST RECENT INSIGHT


By Hawkeye Wealth Ltd. February 22, 2025
Most investors would be thrilled with the outcomes forecasted in the CMHC 2025 Housing Market Outlook given the level of uncertainty ahead. The question is, how likely is CMHC to be right?

PREVIOUS INSIGHTS


By Hawkeye Wealth Ltd. February 22, 2025
Most investors would be thrilled with the outcomes forecasted in the CMHC 2025 Housing Market Outlook given the level of uncertainty ahead. The question is, how likely is CMHC to be right?
By Hawkeye Wealth Ltd. January 25, 2025
Demand is high and has nearly chewed through the supply overhang in many markets, which should result in rising rents and falling vacancies over the next few years.
By Hawkeye Wealth Ltd. December 21, 2024
While GDP isn’t a perfect predictor of housing prices, the two tend to run in the same direction. If we do in fact see a decline in GDP from 2024, it would take a unique set of circumstances to see anything more than flat housing prices in 2025.
By Hawkeye Wealth Ltd. November 23, 2024
It doesn’t take a genius to hypothesize that population decreases could cause rental rates and housing prices to soften over the next two years. However, a look at historical data shows that changes in population growth often don’t result in immediate housing price changes
By Hawkeye Wealth Ltd. August 24, 2024
While we will continue to watch and seek to understand how investors may be affected by who ends up in government and any resulting policy shifts, there is something reassuring about knowing that in the past, real estate has performed well for investors regardless of who is in power.
By Hawkeye Wealth Ltd. July 23, 2024
In this edition of the Bird's Eye View, we look at deal structure changes that developers are making to attract LP investors, and how these features are making deals more attractive on a risk-adjusted basis.
By Hawkeye Wealth Ltd. June 21, 2024
In this edition of the Bird’s Eye View, we cover how real estate prices have historically moved in falling rate environments and explore some of the perils both in forecasting rates and what prices will do as a result of changes in rates.
By Hawkeye Wealth Ltd. May 25, 2024
In this edition of the Bird’s Eye View, we review and analyze the 2024 Housing Market Outlook report, prepared by CMHC, where they forecast major price and rent increases in Canada over the next three years.
By Hawkeye Wealth Ltd. April 27, 2024
In this edition of the Bird’s Eye View, we provide summaries and commentary on federal budget initiatives through the lens of private real estate investment. We focus on items that have seen less commentary from media, such as the potential freeze of development cost charge increases in communities over 300,000 population, and the Public Lands for Homes Plan, parts of the recently released Solving the Housing Crisis: Canada’s Housing Plan .
By Hawkeye Wealth Ltd. March 29, 2024
In this edition of the Bird’s Eye View, we explore the stages of the real estate cycle, focusing on the multifamily asset class, and compare the very different positioning between the United States and Canada within this cycle. Let’s explore this tale of two countries!
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