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  #1  
Old Posted Dec 17, 2018, 9:33 AM
kool maudit's Avatar
kool maudit kool maudit is offline
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Join Date: Jul 2001
Location: Stockholm
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Which ones are going to make it?

We are in the late part of the economic cycle and valuations are stretched across the board, not least due to central bank easing.

Some sort of downturn/recession is a near-certainty in 2019/20, and the above factor means that the pullback in asset prices could be severe.

As such, which projects do you see as being at risk of not going up?

I am concerned by:

Commerce Court 3
Pinnacle One Yonge (the taller ones)

and that Montreal QdS twin-tower thing.
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  #2  
Old Posted Dec 17, 2018, 9:55 AM
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CC3 is doubtful this cycle imho, too little buzz.
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  #3  
Old Posted Dec 17, 2018, 11:18 AM
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  #4  
Old Posted Dec 17, 2018, 5:27 PM
whatnext whatnext is online now
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Location: Vancouver
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Quote:
Originally Posted by kool maudit View Post
We are in the late part of the economic cycle and valuations are stretched across the board, not least due to central bank easing.

Some sort of downturn/recession is a near-certainty in 2019/20, and the above factor means that the pullback in asset prices could be severe.

As such, which projects do you see as being at risk of not going up?

I am concerned by:

Commerce Court 3
Pinnacle One Yonge (the taller ones)

and that Montreal QdS twin-tower thing.
My thread in the Vancouver forum on the site topic was locked. Apparently it was just too painful for some SSPers to speculate that their cherished projects might not happen.

In Vancouver, 601 Beach Crescent and I strongly suspect the Oakridge redevlopment will not go ahead as presented, it is way to dependent on Hot Asian Money and that's gone. Given the players behind it, it might proceed in some other form or a at a glacial pace.
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  #5  
Old Posted Dec 17, 2018, 10:44 PM
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Quote:
Originally Posted by kool maudit View Post
We are in the late part of the economic cycle and valuations are stretched across the board, not least due to central bank easing.

Some sort of downturn/recession is a near-certainty in 2019/20, and the above factor means that the pullback in asset prices could be severe.

As such, which projects do you see as being at risk of not going up?

I am concerned by:

Commerce Court 3
Pinnacle One Yonge (the taller ones)

and that Montreal QdS twin-tower thing.
I can do without CC3, but I sure hope your conjecture about One Yonge is wrong. I think the remaining towers have a good chance, given that the first is well under way.
Mirvish-Gehry, now that one is a joke. I'd actually be more surprised if it is built. It was approved years ago, but these guys can't seem to get their shit together.
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