Commercial Real Estate Library

From a pension allocation perspective, returns in the Canadian real estate market are generally 150-300 basis points lower on an unleveraged basis compared to the U.S., depending on the strategy. Is it limited access to global institutional capital, a smaller and less liquid market, lower competition leading to less competitive pricing, or regulatory constraints? What factors do you think contribute to the return gap between Canadian and U.S. real estate? Watch the Full Podcast Here: https://lnkd.in/emNkRJWS Give a Listen on Spotify: https://lnkd.in/edGZx5s4

U.S. investors face double taxation on Canadian real estate, paying taxes both in Canada and in their home state, whereas Canadians investing in U.S. real estate benefit from tax credits to avoid double taxation. With these tax disparities, are we boosting the U.S. economy more than our own, without seeing the same gains in return? Watch the Full Podcast Here: https://lnkd.in/emNkRJWS Give a Listen on Spotify: https://lnkd.in/edGZx5s4

Is Canada becoming the "Condo Capital" of the world? It is common practice in Canada to leverage consumer deposits to finance the construction of buildings, putting the financial risk on consumers. In contrast, in the United States, it is actually illegal to use deposits for construction projects in 49 states. Now Canada’s residential housing market represents nearly 40% of the nation's GDP - higher than China’s reliance on housing. The structure is not only different - it is an entirely new level of financial exposure. Watch the Full Podcast Here: https://lnkd.in/emNkRJWS Give a Listen on Spotify: https://lnkd.in/edGZx5s4

Min Suh, Managing Partner of Steady Capital LLC, joined the CRE Library team to discuss Canada’s housing crisis, the major differences between the US and Canadian markets, and the top locations and asset classes to watch in 2025 for high returns—along with much more. Watch the Full Podcast Here: https://lnkd.in/emNkRJWS Give a Listen on Spotify: https://lnkd.in/edGZx5s4 Dayma Itamunoala Garret MacGillivray #RealEstate #Mortgages#CRE

Canada Lands is setting its sights on fringe markets and unlocking the potential of federal government properties for housing. One prime example is Wateridge Village in Ottawa - formerly Canadian Forces Base Rockcliffe - where 125.5 hectares (310 acres) of land are being transformed into vibrant communities. With affordable housing projects already underway, including partnerships with Ottawa Community Housing, Habitat for Humanity, and Multifaith Housing Initiative, over 300 units have been created for families and homeless veterans. Watch the full podcast: https://lnkd.in/eBxnfP_Q Listen to the discussion on YouTube: https://lnkd.in/ejiZMPkc

Developers are committing significant capital and taking on considerable risk, particularly with rising material costs, labor expenses, and escalating development charges. If we want to jumpstart construction, we need to take the pressure off. Streamlining approval processes, reducing development charges, and ensuring faster timelines would help guarantee a return for developers and encourage more projects to break ground. Why do you think Toronto’s development process is slower compared to its peers? Share your thoughts in the comments below. Watch the full podcast: https://lnkd.in/eBxnfP_Q Listen to the discussion on YouTube: https://lnkd.in/ejiZMPkc

Stéphan Déry, highlighted the exciting plans underway to revitalize underutilized federal sites, including the iconic Tunney’s Pasture in Ottawa. In collaboration with Public Services and Procurement Canada (PSPC), this 121-acre campus is set to undergo a remarkable transformation. Once a bustling employment hub for thousands of federal workers, Tunney’s Pasture will be reimagined as a dynamic, sustainable, and transit-oriented mixed-use community, bringing new energy and opportunities to the area. Watch the full podcast: https://lnkd.in/eBxnfP_Q Listen to the discussion on YouTube: https://lnkd.in/ejiZMPkc

Have you heard about one of North America's largest real estate developments? With the closure of Downsview Airport, Canada Lands, in partnership with Northcrest, is transforming the area into a vibrant, sustainable community. This ambitious project will bring over 45,000 new homes to Toronto, shaping the city’s future and leaving a lasting legacy for generations to come. Watch the full podcast: https://lnkd.in/eBxnfP_Q Listen to the discussion on YouTube: https://lnkd.in/ejiZMPkc

Canada lags behind other countries in the time required to secure essential construction permits, with projects now taking 25-30% longer to complete compared to just five years ago. Will these ongoing hurdles continue to impact Canada's real estate development for years to come? Watch the full podcast: https://lnkd.in/eBxnfP_Q Listen to the discussion on YouTube: https://lnkd.in/ejiZMPkc

Did you know Canada’s housing affordability is at an all-time low, with private debt as a % of GDP reaching 235%, even higher than Japan’s peak crisis of 213% in the '90s! But there’s hope! The Canada Public Land Bank, launched in August 2024, is a revolutionary geospatial tool turning unused federal properties into much-needed housing opportunities. With properties in various stages of disposal, this initiative streamlines land use, to create more homes across the country. Could this be the key to easing Canada’s housing crisis? Watch the full podcast: https://lnkd.in/eBxnfP_Q Listen to the discussion on YouTube:  https://lnkd.in/ejiZMPkc