Whitepapers | November 10, 2026
Made in Canada: A New Structural Catalyst for Canadian Industrial Real Estate
This paper examines how Canada’s increasing investment in infrastructure, manufacturing, defence and productive-capacity investment could become a powerful new driver of industrial real estate demand.
Beyond specialized manufacturing, research suggests some of the greatest opportunities may lie in small- and mid-bay industrial properties, which support the supplier, logistics and distribution networks underpinning these investments. It also highlights Southern Ontario and Alberta as two of the most compelling markets, each for different reasons.
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Whitepapers
July 13, 2026
Private Real Estate Debt: A Complement to Traditional Fixed Income
This paper explores how private real estate debt may act as an attractive complement to traditional allocations, emphasizing its differentiated characteristics, including shorter duration and asset-backed exposure. It also outlines how these features may support diversification and income generation across varying market conditions.
Whitepapers
October 30, 2025
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.