Commercial & Agricultural Lender, Conservative Political Wonk, Bass Fisherman Extraordinaire & Challenger of Wankers of Disinformation. All opinions are my own.
Episode #62 is out now! Our guest this episode is @BenRabidoux — founder of North Cove Advisors and Edge Realty Analytics, and one of Canada's most closely followed housing and macroeconomic analysts. Ben's data-first research is relied on by institutional investors and real estate professionals across the country, and he returns to the show to break down where Canada's real estate market is headed in 2026.
In this episode, Dave and Ben dive into the state of the Canadian economy and what it means for housing. They unpack the disconnect between strong bank earnings and a weakening economy, the rising power of sales, and what corporate results from companies like Tim Hortons and Pizza Pizza reveal about the health of the consumer. Ben also explains why new rents may be poised for a trend reversal and what the latest data signals for the months ahead.
The conversation also explores the pressures facing real estate agents, whether a coming wave of baby boomer property sales could suppress prices, and early signs of life in the GTA condo market. Ben also weighs in on government tax changes and development fees, blanket appraisals in the condo market, and what next year's mortgage renewal environment could look like.
Whether you're a homeowner, an investor or simply trying to make sense of where Canadian real estate is heading, this episode is packed with data-driven insights you won't want to miss. Tune in now on our website, YouTube, Apple Podcasts, Spotify and all other podcasting platforms.
@ronmortgageguy You are right on, Ron. Maintenance will be huge and I doubt there are enough riders to make it viable. Ag groups are already lobbying against it and environmentalists are dizzy with excitement. And I am sure it will cross native land at some point. Definition of a cluster fuck!!
@BenRabidoux They will underestimate the weakness of demand but they are going to get a fast education! Landlords are going to have to get aggressive if they want to retain their good tenants.
@BenRabidoux Drive delinquency and defaults. Declining prices mean eventually the owner will be in the ditch with no equity left in the home. At that point the owner gives up and walks away after dropping the keys on the banker’s desk. No equity, no incentive to stay.