Insights

December 8, 2025 Weekly Market Pulse This week I am paying more attention to how the middle of the curve firmed while credit spreads continued to tighten. Here’s what caught my attention, particularly as I think about portfolio positioning heading into the winter leasing cycle. I’m seeing stability return to parts of the rate structure that had been erratic earlier in the year, and that shift is influencing how I’m evaluating both refinancing windows and acquisition timelines

December 1, 2025 Every week I review the same core data points, and this week the overall picture showed a market settling into a more stable interest rate environment, even as a few small movements reminded me that financing conditions remain sensitive. Here’s what caught my attention as I walked through the latest numbers. Canada 5-Year Bond at 2.76 Percent The first thing that stood out was the firming of the mid-curve, particularly the 5-year Canada bond, which closed at

Strategic Insights for Canadian Real Estate Investors Week of November 24, 2025 Every Monday morning, I review the same data points because successful real estate investing is about understanding the economic signals that drive property values and returns. This week's numbers reveal an opportunity that investors should be paying close attention to. Here 's what caught my attention: the Canada Government 5-year bond has settled at 2.80%, marking a 48-basis-point decline over