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Real estate bankruptcies in Canada expected to exceed levels seen during the global financial crisis

The real estate development industry in Canada is currently facing a significant challenge as insolvencies among residential property developers are on the rise. Higher borrowing and construction costs, coupled with elevated interest expenses, are putting a strain on developers, leading to a growing number of projects in distress.

According to data from the federal Office of the Superintendent of Bankruptcy, the number of insolvent real estate companies and projects has been steadily increasing over the past year. Experts warn that this trend is likely to worsen as interest expenses remain high, making it difficult for developers to manage their debts and stay afloat.

Colin Doran, head of development advisory at Altus Group, a commercial real estate firm, has been providing advice on distressed real estate projects for 15 years. He notes that there are more real estate projects in distress than ever before, with many developers struggling to avoid insolvency.

From January to May of this year, an average of 20 real estate insolvencies occurred in Canada every month. If this trend continues, Canada is on track to see about 240 real estate insolvencies this year, a significant increase from previous years.

One high-profile project that has faced financial difficulties is Sam Mizrahi’s luxury downtown Toronto condo tower, The One. The project defaulted on its loans, with lenders owed $1.6 billion. This is just one example of the challenges that developers are currently facing in the industry.

The cost of construction has been steadily rising, with a 10% increase in the Toronto region from 2017 to 2018. This, coupled with a surge in demand for new condos, has put pressure on developers to deliver projects on time and within budget.

The pandemic further exacerbated these challenges, causing delays in construction and pushing up costs even more. As a result, developers are struggling to cover their mortgage payments and other expenses, leading to a growing number of insolvencies in the industry.

The Bank of Canada has started cutting its benchmark interest rate, but borrowing remains expensive, and there is little demand for preconstruction condos. Buyers are hesitant to purchase new units at inflated prices, leading to a cash flow crunch for developers.

Overall, the current landscape of the residential property development industry in Canada is challenging, with many developers facing financial difficulties and insolvency. It is crucial for developers to adapt to the changing market conditions and find innovative solutions to navigate these turbulent times.

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