THURSDAY, JUNE 18, 2026
CANADA'S ALTERNATIVE INVESTMENT PUBLICATION
SUBSCRIBE FREE →
REAL ESTATEPRIVATE CREDITMARKET DATAALT INVESTMENTSABOUTNEWSLETTERUNDERWRITE A DEAL →INVEST →
FEATURED · REAL ESTATE

GTA Multifamily's $569 Million Q1 Spike: What It Signals for Secondary Markets

Colliers logged $569 million in GTA multifamily sales in Q1 2026, up 228.7% year over year. Here is what the GTA print tells operators in London, Chatham, and Hamilton.

MARKET PULSE
London, ON · Vacancy Rate
3.8% YoY
London, ON · Avg Rent (2BR)
$1,551 YoY
London, ON · Cap Rate
5.0%4.5–5.5% YoY
Chatham-Kent · Vacancy Rate
4.4% YoY
ALL ARTICLES →
REAL ESTATE

Beyond the Hold: Ontario Real Estate's Trajectory After the Bank of Canada's 2.25% Rate

Ontario's real estate market is in transition, adapting to the Bank of Canada's 2.25% rate. This article explores impacts on mortgages, housing, and CRE for investors.

May 14, 2026 · 12 min read
READ →
REAL ESTATE

Why Multifamily Is Still the Anchor: Reading the KingSett-UPP Industrial Venture Without Panicking

KingSett and UPP launched a major industrial venture this month. The headline reads as a rotation away from multifamily. The numbers say the opposite: multifamily fundamentals remain the most durable in Canadian real estate.

May 13, 2026 · 4 min read
READ →
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
READ →
REAL ESTATE

Unpacking Ontario's Housing Paradox: CMHC Forecasts, BoC Stability, and Proptech's Role

Ontario's real estate market faces a complex outlook in mid-2026, balancing CMHC's cautious forecasts with the Bank of Canada's stable rates and Proptech's transformative impact.

May 8, 2026 · 10 min read
READ →
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
READ →
REAL ESTATE

Ontario's Housing Starts Face 2-Decade Lows: Private Capital's Critical Role

Ontario's housing starts are projected to hit near 2-decade lows by 2026. Yield the North analyzes how private capital and proptech are crucial for development.

May 2, 2026 · 10 min read
READ →
REAL ESTATE

Private Real Estate's $30 Billion Lockup: Navigating Illiquidity in Ontario

About $30 billion in Canadian private real estate funds are locked up, affecting investors. We analyze the causes, market headwinds, and what Ontario investors need to know.

Apr 25, 2026 · 12 min read
READ →
PRIVATE CREDIT

CMHC MLI Select at 2.25%: A Worked Example of Why the Math Got Better Without a Rate Cut

The BoC has held at 2.25% since October 2025. Most investors know that. Fewer have run the MLI Select math at that anchor. Here is the worked example.

Apr 22, 2026 · 5 min read
READ →
PRIVATE CREDIT

Proptech and ESG: New Pillars for Private Real Estate Value in Canada

Proptech and ESG are no longer optional extras, they are critical pillars for private real estate investors in Canada, reshaping asset value and risk.

Apr 19, 2026 · 10 min read
READ →
MARKET SNAPSHOT · UPDATED MONTHLY
Ontario Secondary Market Snapshot
FULL DASHBOARD →
London, ON
Vacancy Rate
3.8%
year over year
London, ON
Avg Rent (2BR)
$1,551
year over year
London, ON
Cap Rate
5.0%
4.5–5.5% year over year
Chatham-Kent
Vacancy Rate
4.4%
year over year
NEW PRODUCT
Professional Underwriting for Your Next Apartment Deal

Enter your deal details, pay $49 CAD, and receive a full underwriting report — NOI, CMHC MLI Select financing, IRR, sensitivity analysis, and a written deal verdict — by email in under 60 seconds.

UNDERWRITE A DEAL — $49 CAD →
12
REPORT SECTIONS
60
CANADIAN CITIES
< 60s
DELIVERY TIME
$49
PRICE
FREE WEEKLY NEWSLETTER

The North Brief.
Every Monday.

Ontario market data, investment insights, and alternative asset analysis -- written for Canadian investors who want more than a mutual fund.

Trusted by Canadian investors and operators
JOIN CANADIAN INVESTORS
No spam. Unsubscribe anytime.