Outlook for Canadian Real Estate and REITs in a Post-COVID World

By André-Philippe Hardy, Pammi Bir & Jimmy Shan
Published October 7, 2022 | 16 min listen

The COVID-19 pandemic significantly altered daily routines, including the use of real estate. While a return to some form of normalcy is underway, the effects of the pandemic continue to be felt across property types to varying degrees.

In the latest episode of Industries in Motion, Pammi Bir and Jimmy Shan, Canadian Real Estate analysts, discuss with the Head of Canadian and APAC Research, Andre-Philippe Hardy, the outlook for the commercial and residential real estate sectors in Canada. Faced with a new set of challenges and opportunities, the discussion dives into the outlook across subsectors amid rising interest rates, heated inflation, and a potential recession in the not too distant future. As employers increasingly adopt hybrid work models, where are office fundamentals heading? What silver linings can we draw from the pandemic in retail real estate and how is the sector positioned to navigate another economic slowdown? How can the disconnect between the strength in industrial real estate fundamentals and lagging REIT unit prices be explained? What tailwinds underpin a constructive outlook for rental residential real estate?

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André-Philippe HardyCanadian REITs & REOCsIndustries in MotionInflationJimmy ShanPammi BirPandemicReal Estate

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