The Canadian Real Estate Investor

The CREA March 2026 release looked like a flat month on the surface — sales down 0.1%, listings down 0.2%, prices drifting lower. But underneath the headline is a real story: a mid-March bond yield spike drove fixed mortgage rates up 30 basis points, threatening to freeze out first-time buyers during the most important sales months of the year. CREA and TD both revised their 2026 forecasts downward, and the regional divergence is now the widest in recent memory, Alberta sitting at 3.2 months of inventory with prices rising, while BC is at 7.8 months with prices falling nearly 6% year-over-year. Nick and Dan break down what the rate jump means for buyers, sellers, and investors, why "balanced market" is a meaningless national average, and where the real opportunities and risks are heading into spring.
EDMONTON MULTIPLEX EVENT
Try it NordVPN risk-free now with a 30-day money-back guarantee! Use our code "realestate" to get 4 extras months from a 2 years plan
Exchange-Traded Funds (ETFs) | BMO Global Asset Management
LISTEN AD FREE
Realist.ca

See omnystudio.com/listener for privacy information.

What the "Great Wealth Transfer" actually looks like in Canada, and why it's really a Great Space Transfer. With $8.4 trillion in residential real estate (nearly 4x GDP) and boomers owning 41% of all Canadian homes (most mortgage-free), the inheritance story here isn't about stock portfolios, it's about houses, postal codes, and market access. They dig into the regional lottery (inheriting in Vancouver vs. Winnipeg), the Bank of Mom and Dad now enabling 1 in 3 first-time buyers, the cottage tax trap, the rise of multiplex zoning as a generational wealth multiplier, and the estate-planning conversations most Canadian families still aren't having. Practical takeaways for investors, heirs, and anyone navigating the Canadian housing market over the next two decades.
Try it NordVPN risk-free now with a 30-day money-back guarantee! Use our code "realestate" to get 4 extras months from a 2 years plan
Exchange-Traded Funds (ETFs) | BMO Global Asset Management
LISTEN AD FREE
Realist.ca

See omnystudio.com/listener for privacy information.

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
Try it NordVPN risk-free now with a 30-day money-back guarantee! Use our code "realestate" to get 4 extras months from a 2 years plan
Exchange-Traded Funds (ETFs) | BMO Global Asset Management
LISTEN AD FREE
Realist.ca
See omnystudio.com/listener for privacy information.

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.
Try it NordVPN risk-free now with a 30-day money-back guarantee! Use our code "realestate" to get 4 extras months from a 2 years plan
Exchange-Traded Funds (ETFs) | BMO Global Asset Management
VANCOUVER MULTIPLEX EVENT TICKETS
LISTEN AD FREE
Realist.ca
See omnystudio.com/listener for privacy information.

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
Try it NordVPN risk-free now with a 30-day money-back guarantee! Use our code "realestate" to get 4 extras months from a 2 years plan
Exchange-Traded Funds (ETFs) | BMO Global Asset Management
VANCOUVER MULTIPLEX EVENT TICKETS
LISTEN AD FREE
Realist.ca
See omnystudio.com/listener for privacy information.