Longer-form thinking on where the market goes.
57 white papers
On July 20, President Donald Trump signed three proclamations under Section 338 of the Tariff Act of 1930. The trade proclamations are scheduled to take effect on Aug. 19, 2026, and will impose a 50% tariff on certain goods entering the United States, including cement and plywood. Matt Long is a partner at Porter…
Analysis of Ontario's residential housing crisis and underlying development challenges.
Analysis of three macroeconomic drivers—demographic trends, debt levels, and currency debasement—reshaping the Canadian real estate market.
Analysis comparing economic and commercial real estate industry trends between Canada and the United States.
U.S. self-storage companies are expanding into Canada, lured by an undersupplied market and significant growth potential. The CEO and cofounder of Montreal Mini-Storage Group examines what this wave of billion-dollar investments means for Canadian operators and reveals the strategies they must adopt to compete…
Analysis of Dream Industrial REIT's positioning within Canada's urban industrial real estate market and competitive advantages related to supply scarcity and operational scale.
Interview with JLL executive discussing supply constraints and market dynamics in Calgary's industrial real estate sector.
Q&A interview with CBRE executive on Montreal office market recovery, industrial real estate dynamics, and year-end market outlook.
Q&A with CMHC's deputy chief economist discussing factors behind and implications of Canada's slowing housing starts.
A resource guide for institutional asset owners on developing climate metrics frameworks to measure and manage climate risk across real estate and other investment portfolios.
Research examining the redevelopment potential of contaminated industrial sites and brownfield properties as viable targets for sustainable real estate projects.
Commentary on Canada's foreign buyer restrictions and the need to examine actual capital flows in residential markets.
There was a time when buying a home in Ontario was considered a realistic milestone of adulthood. For many young people today, it feels more like winning the lottery. A striking new poll conducted on behalf of Royal LePage found that 55% of Greater Toronto Area residents would consider moving to a more affordable…
'Where I get concerned is if we start to see outflows'
Analysis of current interest rate environment and implications for real estate capital markets.
Analysis examining whether market diversification metrics may be masking underlying concentration risks and portfolio vulnerabilities.
Market commentary examining AI's leading role in real estate and broader economic trends amid inflationary pressures and interest rate dynamics.
Durham Region Non-Profit Housing Corporation and The Daniels Corporation have developed a scalable affordable housing model at 1707 Ritson Road North in Oshawa, Ontario.
Analysis of how Canadian federal government hybrid work policies are shifting toward increased office occupancy and its implications for workplace real estate.
Hazelview Investments and BretonGale discuss strategic partnership opportunities and long-term value drivers in small and mid-bay industrial assets.
Hazelview Investments explores how real estate debt can provide stability and income in uncertain markets, with commentary on capital market conditions and lending opportunities.
Hazelview Investments discusses how AI combined with proprietary operating data strengthens acquisition evaluation, underwriting benchmarking, and real-time market opportunity identification.
Hazelview Investments' 2025 Sustainability Report documents progress on responsible investment, decarbonization, green building certification, and community engagement across its real estate portfolio.
Hazelview Investments presents a viewpoint on evolving industrial real estate markets, highlighting long-term value in small and mid-bay assets driven by strong demand, constrained supply, and active management strategies.
A lender executive discusses strategies for adapting to market conditions, emphasizing conservative approaches and diversification.
Don Wilcox Residential Apartments Alberta May. 8 2024
A commercial real estate executive comments on improving occupancy trends in downtown office towers and retail spaces across the central core.
An examination of stadium district development trends in Canada and whether the country's real estate market is adapting to evolving placemaking strategies centered on mixed-use, experiential urban destinations.
Nicola Wealth signals long-term investment strategy and growth plans in Victoria's residential apartment market.
Analysis of the financial and business rationale for constructing net-zero and ESG-compliant buildings in Canadian real estate development.
A residential real estate commentary examining the relationship between declining rental rates in British Columbia and broader housing policy effectiveness.
Commentary on how artificial intelligence adoption will reveal operational and workforce gaps across the commercial real estate sector.
Cadillac Fairview executive commentary on retail real estate market trends and outlook for 2026.
An analysis of how fixturing credits and operational expense financing mechanisms are being used to structure and compete for industrial leases.
Commentary on repositioning prospects and challenges for aging office stock in the Toronto and Greater Toronto Area market.
For U.S.-based occupiers and investors, Canada remains a critical extension of the North American supply chain. From port expansion in Vancouver to renewed big box momentum in Toronto, regional shifts north of the border are influencing strategy, capital deployment, and long-term logistics planning. In this Q&A…
Royal LePage commentary on downward pressure on Metro Vancouver residential property values in the current year.
Green Street convenes industry perspectives on student housing demand trends and outlook across the UK and European markets.
Green Street announces expansion of its infrastructure research coverage to include infrastructure debt, transport, and data center assets.
Analysis of European hotel investment performance and demand dynamics in the context of short-term rental competition from platforms like Airbnb.
AFIRE Summit discussion examining Canadian real estate investment opportunities for international capital amid economic conditions.
Morningstar DBRS released an updated methodology document for rating and monitoring credit tenant lease transactions.
Morningstar DBRS examines geopolitical and terrorism risk exposure in global data center infrastructure and its impact on structured finance deals and credit performance.
Analysis of VAT treatment and implications for servicing fees in European securitised assets following recent EU General Court ruling.
Analysis of how European regulatory reforms to depositor preference frameworks may affect bank credit rating assessments and risk profiles.
![Stock photograph illustrating “North America 2025: Investing In A Brave New [Old] World”](/api/img?u=https%3A%2F%2Fimages.pexels.com%2Fphotos%2F15202224%2Fpexels-photo-15202224.jpeg%3Fauto%3Dcompress%26cs%3Dtinysrgb%26h%3D650%26w%3D940)
AEW's January 2025 whitepaper presents research-based investment perspectives on North American real estate markets, leveraging integrated analysis from ground-level economist teams across multiple regions.
AEW research whitepaper examining capital preservation strategies within the evolving private credit landscape for real estate investors across North America.
HVS guide examining hotel management contract structures and terms specific to the Canadian hospitality market.
Memphis is undertaking downtown revitalization efforts to rebuild hotel demand and convention business following pandemic-driven losses.
Article exploring how developers can leverage stacked incentives and tax credits for projects in underserved markets.
Research directors and Distinguished Fellows discuss trends shaping the short-term and long-term outlook for commercial real estate in Canada and the U.S.
Morningstar DBRS research on the rating methodology and ongoing monitoring practices for North American commercial mortgage-backed securities with multiple borrower pools.
Analysis examining how tariff policies affect construction expenses and economics across Canadian commercial real estate development.
The CEO Perspective, by Michael Brooks March 17, 2026 Decarbonization Depends on Clean, Available Power When does sustainability policy run into energy policy? The answer is increasingly clear, when the decarbonization pathway for buildings in Canada depends on electrification, and […] The post When Sustainability…
The CEO Perspective, by Michael Brooks March 11, 2026 Spring Economic Statement: Industry Priorities Each year, I try to speak to at least half of our Executive Members to understand, up to the moment, what’s going on in their business, […] The post Spring Economic Statement: Industry Priorities appeared first on…
The CEO Perspective, by Michael Brooks March 2, 2026 Montréal 2026: A Global Moment for Energy Efficiency Canada’s commercial buildings sector will have a seat at the table this summer as the International Energy Agency (IEA) convenes its 11th Annual Global […] The post Decarbonizing Commercial Buildings at Scale:…
The CEO Perspective, by Michael Brooks January 21, 2026 I spent much of my downtime over the holidays catching up on the myriad reports released by various government, not-for-profit, and for-profit entities that describe Canada’s housing challenges. The language that […] The post Re-Assessing the Housing Problem…