Insights
Canadian Real Estate: A Strategic Shield Against Monetary Debasement
In the current new regime, Canadian real estate is no longer just a yield play. It is a strategic “shield.” A repricing mechanism. A scarce store of value that responds almost mechanically to debasement, adjusting upward in price to reflect declining value changes in the denominator – money itself.
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Whitepapers
May 26, 2025
Canadian Real Estate Market Update – Q1 2025
Canada entered 2025 with economic resilience. GDP growth remains positive, inflation is easing, and real estate fundamentals are stabilizing across key sectors. Industrial and retail assets are benefiting from steady tenant demand and limited new supply, while multi-residential remains structurally undersupplied despite some cyclical softening. Even the office sector is showing early signs of cyclical […]
Whitepapers
February 19, 2025
Canadian Real Estate Market Update – Q4 2024
Canada’s real estate market is evolving rapidly, presenting both opportunities and challenges for investors and industry professionals as sector bifurcations continue. Fiera Capital forecasts a moderate risk of “Inflation Revival” over the next 12 to 18 months, driven by economic resilience, a tight labour market, easing financial conditions, and the potential impact of new US […]
Whitepapers
January 17, 2025
Is it Time to Start Allocating to Canadian Retail?
The retail landscape in Canada is undergoing a dynamic shift. As e-commerce continues to reshape consumer habits, certain segments of bricks-and-mortar retail are showing surprising resilience. Luxury and discount stores are thriving, while food and drug-anchored centres remain steadfast, benefiting from steady demand. However, the broader market faces challenges, with consumer debt, shifting spending habits, […]
Videos
December 23, 2024
Macro Minutes with Mike
In this video, Michael Le Coche, Director, Research & Predictive Analytics at Fiera Real Estate, unpacks the leading indicators and trends that tend to provide strong signals to where future real estate performance is heading. Using liquidity, economic growth and valuation cycles, he shares how momentum in the right signals, can produce a robust predictive analytics edge […]
Whitepapers
May 21, 2024
Canada’s Housing Crisis: Fueling the Boom in Multi-Residential Real Estate
We are excited to share with you our latest whitepaper, "Canada's Housing Crisis: Fueling the Boom in Multi-Residential Real Estate."