Today I welcome back Sasha Cucuz, CEO of Greybrook Securities.
The focus today is to understand the variables impacting the margins (& expected returns) on investments in real estate development.
Discussion points:
- Greybrook's high rise model (2:19)
- understanding the value of land (3:30)
- what variables are controllable? (9:25)
- the outlook for pre-construction condos (15:25)
- how are margins impacted for condo projects? (24:25)
- has the southern Ontario investment thesis changed? (31:15)
- the anatomy of a USA value add project (37:50)
- what areas excite Greybrook in the US? (48:04)
- closing thoughts (53:02)
Greybrook: https://greybrook.com/
Yatin:
beyond MD with Dr. Yatin Chadha