A full breakdown of CBRE's 2026 Canada Real Estate Market Outlook, all 42 pages, every sector, every major market. With GDP slowing, the Bank of Canada holding at 2.25%, and CUSMA under review in July, the episode unpacks what uncertainty means for investors and where the opportunities are. Office is the surprise story net absorption at double the 20-year average, no new supply expected until 2030, and investment volumes rebounding after being cut in half. Multifamily is entering a transition year with rising vacancy, but seniors housing offers a compelling contrarian play. Industrial is finding its floor, retail remains quietly resilient, and $56 billion in capital is looking for a home. City-level spotlights on Toronto, Vancouver, and Calgary, plus sleeper picks in Halifax, Ottawa, and Saskatoon

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Canada's housing crisis isn't over, it just changed shape. Nick and Dan break down two major CMHC reports and find a market that isn't crashing, but isn't moving either. Construction is stalling, developers are pulling back, and the projects that should be getting built in 2026 simply aren't penciling. The result: a supply gap that keeps compounding in the background while everyone debates prices. They cover what the data actually says, why activity collapse is more dangerous than price collapse, and what buyers, sellers, and investors should be doing in a market defined by paralysis, not momentum. Plus, a conversation with CMHC's Mathieu Laberge on what the data really shows and what they're worried about next.

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• February 2026 home sales were 8.1% below last year — the weakest comparable data since the 2009 financial crisis — despite improving affordability, as tariff fears, job losses, and rising delinquencies keep buyers on the sidelines
• Canada lost 83,900 jobs in February and mortgage arrears are climbing, with Toronto and Vancouver facing the highest projected delinquency risk as softer prices, weaker resale liquidity, and a shakier labour market all hit at once
• The national average is masking a country moving in opposite directions: Toronto's benchmark price is down 7.9% year over year while Quebec City is up 12.3% and Alberta stays resilient — there is no single Canadian housing market, only a national average pretending to be one

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