In Episode 147 of the REI Hot Seat, Dave and Jake walk through a real-time market update for multifamily and commercial real estate in Ontario. They break down current sentiment, what’s actually moving, where inventory is getting gobbled up, and why institutional and family office capital is back in a big way while smaller investors sit on the sidelines.They compare different asset classes and markets, from stalled development sites and struggling small plexes to strong-performing retail plazas and 20+ unit multifamily buildings. They also dig into cap rates, CMHC financing, fear vs greed, what they expect for pricing and cap rate movement over the next 6–12 months, and how sellers and buyers should be positioning themselves right now.

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0:07 New studio intro and market update setup

0:45 Dave’s take on inventory, pricing and power of sale deals

2:16 Should you list now or wait and how sellers are approaching timing

2:53 Jake on which markets are hot and which are stagnating

3:52 Who’s actually buying right now and the fear vs greed dynamic

6:24 Development, retail, multifamily and how each asset class is performing

8:11 Larger buyers moving down into smaller unit counts

8:46 Will cap rates compress and what happens if interest rates hold

9:59 Normalizing interest rates, realistic cap rates and spoiled expectations

11:32 Final thoughts, predictions and why now is a strong buying market

DISCLAIMER: THIS EPISODE, AS WITH EVERY EPISODE OF THIS SHOW, SHOULD NOT BE CONSIDERED AS ADVICE. INVESTMENT ADVICE IS NEVER GIVEN ON THIS SHOW. ALWAYS CONSULT A COMPETENT INVESTMENT ADVISOR BEFORE MAKING AN INVESTMENT DECISION.