The Canadian Real Estate Investor

A full breakdown of CBRE's 2026 Canada Real Estate Market Outlook, all 42 pages, every sector, every major market. With GDP slowing, the Bank of Canada holding at 2.25%, and CUSMA under review in July, the episode unpacks what uncertainty means for investors and where the opportunities are. Office is the surprise story net absorption at double the 20-year average, no new supply expected until 2030, and investment volumes rebounding after being cut in half. Multifamily is entering a transition year with rising vacancy, but seniors housing offers a compelling contrarian play. Industrial is finding its floor, retail remains quietly resilient, and $56 billion in capital is looking for a home. City-level spotlights on Toronto, Vancouver, and Calgary, plus sleeper picks in Halifax, Ottawa, and Saskatoon
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Canada's housing crisis isn't over, it just changed shape. Nick and Dan break down two major CMHC reports and find a market that isn't crashing, but isn't moving either. Construction is stalling, developers are pulling back, and the projects that should be getting built in 2026 simply aren't penciling. The result: a supply gap that keeps compounding in the background while everyone debates prices. They cover what the data actually says, why activity collapse is more dangerous than price collapse, and what buyers, sellers, and investors should be doing in a market defined by paralysis, not momentum. Plus, a conversation with CMHC's Mathieu Laberge on what the data really shows and what they're worried about next.
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February 2026 home sales were 8.1% below last year — the weakest comparable data since the 2009 financial crisis — despite improving affordability, as tariff fears, job losses, and rising delinquencies keep buyers on the sidelines
Canada lost 83,900 jobs in February and mortgage arrears are climbing, with Toronto and Vancouver facing the highest projected delinquency risk as softer prices, weaker resale liquidity, and a shakier labour market all hit at once
The national average is masking a country moving in opposite directions: Toronto's benchmark price is down 7.9% year over year while Quebec City is up 12.3% and Alberta stays resilient — there is no single Canadian housing market, only a national average pretending to be one
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The federal GST rebate for first-time buyers is now live — and most people are missing the real story. Yes, qualifying buyers can save up to $50,000 federally (and up to $130,000 combined with Ontario's provincial rebate) on eligible new homes. But Ottawa's own numbers imply the average benefit is closer to $22,400 per home. So what's actually going on?
Nick and Dan break down the mechanics of the new rebate, why the government's own fiscal tables reveal this is less about affordability and more about keeping the construction pipeline from stalling, and why this policy is likely deflationary, not inflationary, for new home pricing. They also cover the existing purpose-built rental rebate, the retrofit gap nobody's talking about, and what buyers, investors, and sellers should actually do with this information.
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Nick is joined by Josh & Ehren from BLD to go over the myths and truths of commercial financing.
CMHC demystified — the real qualification requirements, net worth, liquidity and experience you actually need to build multifamily in Canada (and why Instagram is lying to you)
CMHC on the way in vs. out — the two main construction financing paths explained, when to use each, and what the risks are in today's volatile market
How to get your first project done — practical advice on building your power team, finding a developer partner, and understanding tranches, soft costs and the true cost of building missing middle housing
extras months from a 2 years plan
Exchange-Traded Funds (ETFs) | BMO Global Asset Management
VANCOUVER MULTIPLEX EVENT TICKETS
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