Investment Shifts, Tenant Advocacy, and Market Adjustments
Multifamily Real Estate Insights Podcast
The Real Estate Multifamily Insights Podcast is your trusted source for news, strategies, expert interviews, and actionable tips to grow your wealth through multifamily real estate, in Canada and beyond. Hosted by seasoned investor Sandy Mackay.
Sandy MacKay

Investment Shifts, Tenant Advocacy, and Market Adjustments

E211 • Nov 30, 2025 • 8 mins

In this episode, Sandy MacKay delves into Canadian commercial property investment trends, highlighting current shifts and developments. He examines the investment trends in U.S. data center facilities and discusses the impact of ongoing trade tensions. The episode explores the shift from U.S. office properties to industrial assets, reflecting changing investor priorities. Sandy also addresses tenant issues and advocacy efforts at 55 Triller Avenue in Toronto. Additionally, he covers recent leadership changes at Re/Max Canada and their implications for market adjustments. The episode concludes with Sandy's sign-off and final thoughts.

Key Points

  • Canadian commercial property investors are increasingly investing in U.S. real estate, driven by the availability of assets, despite ongoing trade tensions.
  • The shift in Canadian outbound investments is moving away from U.S. office properties towards industrial assets and mission-critical facilities like data centers.
  • Tenant advocacy and collective action are proving essential in opposing above guideline rent increases, highlighting the importance of community support in addressing housing affordability issues.
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