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

All Articles

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.

May 14, 2026 · 4 min read
READ →
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 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
READ →
PRIVATE CREDIT

Private Credit's Rise: Navigating Ontario Real Estate Amidst BoC Stability

Discover how private credit is reshaping Ontario's real estate investment landscape amidst the Bank of Canada's stable interest rate environment.

Apr 14, 2026 · 9 min read
READ →
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
READ →
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
READ →
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
READ →
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
READ →
REAL ESTATE

Ontario Secondary Markets: Why the Long-Term Thesis Survives a Softening Rental Market

Vacancy rates are rising across Ontario. New supply is hitting the market. For patient multifamily investors, this is not a reason to panic — it is a reason to understand the cycle.

Mar 5, 2026 · 8 min read
READ →
REAL ESTATE

London, Ontario's Rental Market in 2026: Reading the Data Honestly

London's vacancy rate has hit 4% — a 15-year high. Here is what the numbers actually mean for investors, and why the long-term case for the market remains intact.

Mar 3, 2026 · 7 min read
READ →
REAL ESTATE

Chatham-Kent and Ontario's Smaller Markets: What Rising Vacancy Means for the Thesis

Ontario's major centres are seeing vacancy rise. Smaller markets like Chatham-Kent, where CMHC coverage is thinner, require more nuanced analysis — and offer different dynamics.

Feb 28, 2026 · 6 min read
READ →
PRIVATE CREDIT

How CMHC MLI Select Financing Works — And Why It Matters More in a Softening Market

CMHC's MLI Select program offers below-market financing for qualifying multifamily assets. In a market where cap rates are under pressure, access to superior debt terms can be the difference between a deal that works and one that doesn't.

Feb 26, 2026 · 8 min read
READ →
PRIVATE CREDIT

Private Lending in Ontario: What Borrowers and Investors Need to Know

Private mortgages fill gaps that banks won't touch. Here is a plain-English breakdown of how Ontario's private lending market works, who uses it, and what the risks are on both sides of the transaction.

Feb 24, 2026 · 7 min read
READ →
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
READ →
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
READ →
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
READ →
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
READ →
PRIVATE CREDIT

The Case for Private Credit in a Canadian Portfolio — and the Risks to Understand

Private credit has grown into a major global asset class. For Canadian investors who can tolerate illiquidity, it offers returns that fixed income markets cannot match. But the risks are real and worth understanding carefully.

Feb 12, 2026 · 7 min read
READ →