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CATEGORY

Market data

15 articles
MARKET DATA

London Tenants Are Moving More, and New Leases Are Signing Lower. Three Readings of Yardi's Fall Rent Report

Yardi's Fall 2026 report shows London with the fastest-rising turnover in Canada and new leases signing 1.9% below prior rents. Three ways to read the numbers, and the arithmetic that decides between them.

Nov 1, 2026 · 6 min read
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MARKET DATA

Costs Up, Rents Down: What the Bank of Canada's October Report Means for Southwestern Ontario Rentals

The Bank of Canada's first hike since 2023 is the headline. The Monetary Policy Report underneath projects rising housing costs, easing rents and new tariffs aimed at industries London and Windsor depend on.

Oct 29, 2026 · 5 min read
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MARKET DATA

London Builds, Windsor Hires: Southwestern Ontario's Two Rental Markets Are Moving in Opposite Directions

London's housing starts are up 28% this year while its employment fell by 19,500. Windsor is the mirror image. What the gap means for rental investors in both cities.

Oct 23, 2026 · 5 min read
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MARKET DATA

One Bad Month or a Trend? How to Read Ontario's September Housing Starts

Ontario starts fell 46% in September, but year-to-date they're down only 5%. A big base effect is behind the monthly drop. The pipeline data matters more.

Oct 17, 2026 · 4 min read
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MARKET DATA

Canada Has 155,000 Fewer People in Their 20s Than a Year Ago. Ontario Landlords Should Take Note

StatCan's July 1 estimates show the slowest population growth since the 1940s, driven by fewer temporary residents. The age data shows who is missing from rental demand.

Sep 25, 2026 · 4 min read
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MARKET DATA

826 Units, One Cheque: What Parkwood Hills Says About Ottawa's Legacy Rental Stock

Minto's sale of the 826-suite Parkwood Hills portfolio shows how new entrants buy scale in a tight Ottawa rental market, and what's being paid for.

Sep 23, 2026 · 5 min read
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MARKET DATA

CMHC's New Supply Math: Toronto's Gap Narrowed for Uncomfortable Reasons, Ottawa's Widened

CMHC's fall Housing Supply Report says Canada is on pace for about 231,000 starts a year, against a need of 417,000 to 469,000. In Ontario, the gap has moved to ownership.

Sep 15, 2026 · 4 min read
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MARKET DATA

Studios Fell, Three-Bedrooms Held: Unit Mix Is Ontario's Underwriting Edge

August rent data splits sharply by unit size and building type. For Ontario rental investors, suite mix now matters as much as location.

Sep 13, 2026 · 5 min read
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MARKET DATA

Low Turnover, Heavy Capex: The Operating Math Behind a 1,212-Suite North York Purchase

Groupe Dumont's purchase of The Oaks on the Green is a bet on renovating 1972 towers where tenants rarely leave. Here is how that changes the economics of older rental stock.

Aug 30, 2026 · 4 min read
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MARKET DATA

Toronto Rental Listings Fell 6% in July. Watch Supply, Not Just Rents

Toronto asking rents rose for a fourth straight month in July while listings fell about 6% from a year earlier. Here's why the inventory number matters more.

Aug 22, 2026 · 4 min read
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MARKET DATA

Rentals.ca May 2026: Ontario Down 5.2%, London Holds, Hamilton Rises. Reading the Divergence Honestly

The Rentals.ca and Urbanation May 2026 report shows the 19th consecutive month of national rent declines. Ontario is down 5.2%, but the city-level data tells a more interesting story.

May 8, 2026 · 5 min read
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MARKET DATA

BoC Rate Decision Eve: Private Credit, Proptech, and Ontario's Investment Landscape

As the BoC decision looms, Ontario real estate investors must consider private credit, proptech, and ESG. This article covers tomorrow's rate decision, private credit risks, proptech's rise, and ESG's impact on secondary markets, offering timely insights for navigating Canada's evolving real estate landscape.

Apr 15, 2026 · 10 min read
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MARKET DATA

The Bank of Canada Holds at 2.25% — But the Iran War May Have Changed the Math

The BoC holds at 2.25%, but the Iran war has pushed bond yields and fixed mortgage rates higher. What it means for investors.

Mar 17, 2026 · 5 min read
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MARKET DATA

Reading the CMHC 2025 Rental Market Report: What Ontario Investors Need to Know

CMHC's 2025 Rental Market Report shows vacancy rising across Ontario. Here is a straight read of what the data says, what it means, and what it does not mean for long-term multifamily investors.

Feb 22, 2026 · 6 min read
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MARKET DATA

What CMHC's Rental Market Survey Actually Measures — And Its Limitations

CMHC's RMS is the most widely cited source of Canadian rental data. But it has significant blind spots that investors need to understand before acting on its numbers.

Feb 19, 2026 · 5 min read
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