The 2022 Global Real Estate Bubble

ByShaun Snapp

Executive Summary

  • At the beginning of 2022, there are multiple real estate bubbles around the world.

Introduction

This article covers the 2022 real estate bubbles and will propose an investment strategy based on this analysis.

Most Overpriced Global Property Markets

Two of the top ones are Canada and Australia.

Country #1: Australia

Banks that are caught up in the bubble.

  • Commonwealth Bank
  • ANZ
  • National Australia Bank
  • Westpac

This is explained in the article https://www.palmbeachgroup.com/palm-beach-daily/the-big-short-2-0-how-to-bet-against-the-canadian-real-estate-bubble/

Country #2: Canada

In Wednesday’s Daily, we told you the top Canadian banks were already in trouble due to scandals involving shady sales tactics. They also own a large share of mortgages in the country. If the real estate bubble bursts, they could tank.

These banks are:

  • Royal Bank of Canada (RY)
  • Bank of Montreal (BMO)
  • Canadian Imperial Bank of Commerce (CM)
  • Toronto-Dominion Bank (TD)
  • Bank of Nova Scotia (BNS)