FP Video puts real estate in focus this week with an investment manager's take on the best buys in REITs and an update from Urbanation on Canada's crumbling condo market. Trade lawyer Mark Warner fills us in on the latest in Canada-U.S. trade negotiations.
REITs Set for Double-Digit Growth
Dennis Mitchell, chief executive and chief investment officer at Starlight Capital, talks to Financial Post's Larysa Harapyn about how REITs are poised to outperform the market. He highlights that real estate investment trusts are expected to see double-digit growth, offering opportunities for investors despite broader economic uncertainties.
Canada's Condo Supply About to Fall Off a Cliff
Shaun Hildebrand, president of Urbanation, discusses how 2026 started with zero new condo launches for the first time in decades and what that means for the market going forward. The lack of new supply is expected to tighten the market significantly, potentially driving up prices for existing units and reshaping buyer dynamics.
Canada Doesn't Have the Leverage Over U.S. It Thinks
Mark Warner, principal counsel at MAAW Law, talks about how CUSMA talks are shaping up, Canada as a possible member of the EU, and our own Arctic version of the Strait of Hormuz. He warns that talking tough on trade with the U.S. may backfire come CUSMA negotiations, as Canada's leverage is limited. Warner suggests exploring alternative partnerships and strategic assets to strengthen Canada's position.
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