Braden Dennis

speaker

8,273 appearances 24 recordings 1 series first heard Apr 2026 last heard 2d ago

Braden Dennis’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 24 in all, peaking in May 2026 with 7.

Appearances

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The Canadian Investor · The BoC Is Concerned About Inflation & Bond Yields Hit New Multi-Year Highs · 5 Sep 2026 podcast

Like, can it really afford to take another hit? podcast-host

You know, and and I mentioned we would talk a little bit about like rental supply and how how sensitive it is to the bond yield. podcast-host

Cause the first place that you're gonna see podcast-host

All of the stuff and Canada's been sort of insulated on the bond yield side of things, which has been sort of fascinating to me. podcast-host

But I think the first place that you're really gonna see pain show up is actually in in a lot of the rental supply. podcast-host

Like and it's not to say that, well, some of the deals in the pipeline would probably suffer if if uh yields went up, you know, I don't know, um podcast-host

25 bips or whatever, and it translated into CMHC rental financing. podcast-host

Cause you know, I've talked about this a handful of times on the show. podcast-host

It's uh super high leverage product. podcast-host

So like and it's on a 50-year amortization. podcast-host

So you pay a ton of interest in the first five years, first first ten years, and and as a result, your pro forma, the model for your deal, is very sensitive to interest rates and they're and they're podcast-host

So the podcast-host

It's a five or ten. podcast-host

Yeah. podcast-host

So they'll issue a five or ten and they are yeah, but but yeah, it's really your five, right? podcast-host

So cheapest interest rate in the market, but the deals really depend on them being being podcast-host

where they are or staying where they are. podcast-host

Like, you know, and and volatility in that. podcast-host

in in interest rate environment really changes things in in a lot of the the models that are underwriting. podcast-host

So what would happen, my my estimation would be if we do end up in even a a slightly higher bond yield environment, that will constrict this huge flood of rental supply that we have coming on the market. podcast-host

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