Recent analysis highlights significant shifts in Canada’s real estate sector, with condominium supply plummeting and real estate investment trusts (REITs) positioned for robust gains. Experts also weigh in on ongoing trade dynamics with the United States.
REITs Poised for Double-Digit Expansion
Dennis Mitchell, chief executive and chief investment officer at Starlight Capital, predicts REITs will outperform broader market trends. He emphasizes their potential for double-digit growth amid favorable investment conditions.
Condo Market Faces Sharp Supply Drop
Canada’s condominium sector entered 2026 with zero new project launches for the first time in decades, according to Shaun Hildebrand, president of Urbanation. This dramatic decline signals an impending supply cliff, reshaping market dynamics in the near term.
Canada’s Limited Leverage in U.S. Trade Talks
Trade lawyer Mark Warner, principal counsel at MAAW Law, assesses current Canada-U.S. negotiations under CUSMA. He argues Canada holds less leverage than perceived, while exploring possibilities like EU membership and strategic Arctic waterways akin to the Strait of Hormuz.
