Insights

Fiera Capital forecasts a 55% probability of ‘stagflation’, where economic growth slows, and inflation remains high, prompting policymakers to ease tightening measures. This scenario could lead to a wage-price spiral, pushing inflation higher and possibly causing more aggressive rate hikes, ultimately stalling the economy. Risk assets may see reduced valuations, but not as severely as […]

Canadians have a reputation for politeness and tend not to boast. This humble approach should be set aside for the benefit of global real estate investors – the merits, track record, and the prospects of Canadian real estate should be trumpeted now more than ever. The Canadian real estate market has demonstrated stronger overall performance […]

The prospects for commercial real estate are currently clouded by several factors, including the lingering effects of the Pandemic, increasing interest rates and capitalization rates, and ongoing geopolitical uncertainty. These conditions present a challenge for the industry, like other asset classes. However, despite these challenges, the underlying fundamentals of real estate remain strong, in the […]

Since the Global Financial Crisis in 2008-09, the real estate industry had operated within a favourable macro-economic environment characterized by easily accessible capital, low interest rates, and stable inflation. In that benign macro-environment, the valuation of property was given a gentle tailwind to allow owners to focus solely on growing their future cash flows. That […]

Commercial real estate prospects face murkier conditions relative to the last decade as it continues to sort through, like all asset classes, the lingering effects of the Pandemic, increasing interest rates and capitalization rates and ongoing geopolitical uncertainty. In contrast, the broad fundamentals underpinning real estate remain robust. The land that houses the economy is […]