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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Other Insights
Canadian Real Estate Market Update – Q3 2024
Canada’s economic outlook is brimming with optimism, with a high probability that the nation will see a “Soft Landing” over the next 12-18 months, as projected by Fiera Capital. In this scenario, central banks around the globe successfully navigate inflationary pressures without pushing economies into recession, paving the way for a balanced, sustainable economic environment. […]
2024 Sustainable Investing Report
In recent years, the urgency to address climate change has become increasingly evident, and the Canadian real estate market presents a critical opportunity to drive meaningful change in reducing Canada’s collective greenhouse gas emissions. The Canadian market is unique in both its challenges and opportunities. With extreme climate variations across provinces, including rising sea levels […]
Private Real Estate Credit as a Replacement to Traditional Fixed Income Investments
As Canada’s population ages, the need for reliable income streams to support retirement becomes increasingly important. Traditionally, government and corporate bonds have provided this stability, but with rising interest rates, these options have shown vulnerabilities. In light of recent economic shifts, higher-returning and more stable alternatives, like private real estate credit solutions, are becoming more […]
Canadian Real Estate Market Update – Q2 2024
Fiera Capital has increased its forecast for a “Soft Landing” scenario to a 55% probability over the next 12-18 months, reflecting optimism about successful inflation management and economic stability. This scenario would enable central banks to cut interest rates aggressively without causing a recession, positively impacting real estate valuations through declining interest rates, increased borrowing […]
Canadian Real Estate Market Update – Q1 2024
The commercial real estate sector continues to face lingering risks, particularly within the office segment, where escalating interest rates could lead to higher capitalization rates amid global geopolitical tensions. Despite these challenges, the probability of a recovery after two years of negative performance has substantially grown, supported by the robust fundamentals of Canada’s industrial and […]


