Like the captain of a boat, business leaders must know their company's magnetic "true north." I’ve been obsessed with ocean navigation and boating for almost my whole life. As a young adult, my ...

We look at the recently released Q4-2023 numbers to tell why our thesis is shaping exactly as we expected and why we are staying out. This was the key theme. That occupancy would fall and would fall a ...

We had previously recognized that the strong leasing momentum had reduced some risks for True North Commercial REIT. This quarter continued in that fashion and the distribution made a comeback as well ...