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Alternative investments

18 articles
ALTERNATIVE INVESTMENTS

One Portfolio, Two Price Tags: What Morguard's TDAM Deal Shows About London and Windsor Rental Exposure

Morguard's $1.1 billion stake in TD Asset Management's apartment portfolio is now firm. The property-by-property split puts every London and Windsor building in the REIT, at a much lower price per suite than the Toronto-heavy parent's share.

Nov 3, 2026 · 6 min read
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ALTERNATIVE INVESTMENTS

London and Windsor Mortgage Arrears Are Rising Fastest Outside Toronto. What CMHC's Report Means for Mortgage Fund Investors

CMHC's fall mortgage report puts London and Windsor right behind Toronto for rising arrears, and shows the sharpest stress at mortgage investment entities. Here's how investors in private mortgage funds should read it.

Oct 28, 2026 · 5 min read
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ALTERNATIVE INVESTMENTS

Bulk Buyers Took 45% of GTA New-Condo Sales. Condo-to-Rental Is Now a Capital Strategy

Investment groups bought 339 unsold GTA condos in Q3 at roughly 40% below original prices. Here's the economics of turning them into rentals.

Oct 22, 2026 · 6 min read
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ALTERNATIVE INVESTMENTS

Priced Like an Operating Business: What Welltower's Amica Deal Says About Seniors Housing

Welltower closed its C$4.1B purchase of 38 Amica communities in April. The structure shows why seniors housing is valued on operations, not just real estate.

Oct 19, 2026 · 4 min read
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ALTERNATIVE INVESTMENTS

Builder Meets Operator: The 50-50 Partnership Model Behind 744 New Toronto Rentals

Stafford and DBS Developments are splitting two Toronto rental projects evenly, pairing construction expertise with rental operations. Here is why that structure fits today's market.

Oct 13, 2026 · 4 min read
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ALTERNATIVE INVESTMENTS

Housing as Health Care: The Numbers Behind Toronto's Social Medicine Expansion

A hospital-led supportive housing model in Toronto reported a 52% drop in emergency visits. Its expansion shows how health savings are becoming part of the housing funding case.

Oct 5, 2026 · 4 min read
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ALTERNATIVE INVESTMENTS

A Toronto Rental Giant Raises £680M for Britain. What the Export Says About Home

Starlight Investments closed a $1.27B U.K. build-to-rent fund. Canadian managers are taking their rental know-how abroad while development at home gets harder.

Sep 21, 2026 · 4 min read
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ALTERNATIVE INVESTMENTS

Foreign Capital Is Returning. Ontario Rental Investors Should Read the Vacancy Data First

Foreign buyers took 43.9% of Canadian CRE acquisitions in Q2. The gap in return targets explains why, and what it means for Ontario rental buyers.

Sep 17, 2026 · 6 min read
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ALTERNATIVE INVESTMENTS

Missing Middle at Scale: Can Toronto's Multiplexes Be Aggregated?

Alliance REIT is looking to buy and convert more small Toronto buildings into boutique rentals. The model tests whether a fragmented asset class can attract pooled capital.

Sep 7, 2026 · 4 min read
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ALTERNATIVE INVESTMENTS

H&R's $6.7B Breakup Shows How Public Real Estate Discounts Get Resolved

A GO Residential-led group plans to split H&R REIT among several buyers. The structure says a lot about how private and public capital value the same assets.

Sep 5, 2026 · 4 min read
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ALTERNATIVE INVESTMENTS

Why Ontario Apartments Are Back in the Buy Box

Peakhill's first Toronto apartment buys show why private capital is rotating toward durable rental income, affordability and CMHC financing.

Aug 21, 2026 · 8 min read
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ALTERNATIVE INVESTMENTS

Proptech Fuels Ontario's Multifamily Stability Amidst Market Shifts

Proptech is a key driver for stability and efficiency in Canada's multifamily sector, enhancing operations, data insights, and aligning with CMHC financing for affordable housing.

Jun 12, 2026 · 7 min read
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ALTERNATIVE INVESTMENTS

RioCan's $379 Million Multifamily Exit: What the Public REIT Signal Actually Means

RioCan is selling $379 million of multifamily, including FourFifty The Well. That is a signal about the public REIT structure, not about the asset class.

May 9, 2026 · 4 min read
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ALTERNATIVE INVESTMENTS

Beyond the Bond: Replacing Traditional Fixed Income with Private Real Estate Credit

Explore why private real estate credit is replacing traditional fixed income for Canadian accredited investors in the 2026 market.

Apr 11, 2026 · 8 min read
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ALTERNATIVE INVESTMENTS

The Exempt Market Pivot: Navigating Private Placements in a 2.25% Rate Environment

Explore why Canadian investors are pivoting to the exempt market and private placements as the BoC holds rates at 2.25% in 2026.

Apr 9, 2026 · 7 min read
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ALTERNATIVE INVESTMENTS

The Great Migration: Why Capital is Moving from Public to Private REITs

Explore why Canadian investors are shifting from public to private REITs to find stability and higher risk-adjusted returns in 2026.

Apr 9, 2026 · 7 min read
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ALTERNATIVE INVESTMENTS

What Is a Private REIT? A Canadian Investor's Complete Guide

Private REITs offer real estate exposure without the volatility of public markets. But they are fundamentally different products from their public counterparts. Here is everything you need to know before investing.

Feb 16, 2026 · 8 min read
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ALTERNATIVE INVESTMENTS

Accredited Investor Rules in Canada: What They Are and Why They Matter

Canada's accredited investor definition determines who can access most private investment opportunities. Here is a plain-English breakdown of the rules, the thresholds, and what they mean for investors.

Feb 14, 2026 · 6 min read
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