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Old 09-13-2023, 05:37 PM   #27844
mikemhg
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Originally Posted by headhunt3r View Post
Recently, I've found myself really disliking private equity and investors in general. They mostly don't provide much value to the world and are more leeches than anything. PE buying into RE is just one of many. PE in the business world is the same. They just find any industry that they can squeeze a dollar out of, and then start an M&A shit storm then leave after they've "improved efficiency" and made a buck.
The problem with private equity is that a lot of private equity funds are directly linked to public/private pension dollars.

The problem is also that we've tied our entire idea of retirement and pension funds to the market itself. What is the fiduciary duty of a money market manager for their clients? Make money, make profits. Where are the easy profits in Canada, historically? Real estate.

A prime example is the OTPP (Ontario Teachers Pension Plan). Their plan owns tons of assets in real estate, the fund is rich, the teachers are not.

We've created this self-fulfilling circular market problem. Housing is too expensive, yet pension funds need housing to be expensive and profitable in order to produce the returns to fund their pension liabilities.
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