RI Report: Real Estate & Leasing

Q3 2026 Real Estate & Leasing: Strong Leasing Faces the Test of Delivery

Canadian retail property conditions remained selective during Q3 2026, with near-full necessity-oriented portfolios contrasting with major former department-store vacancies. The report examines leasing spreads, committed occupancy and redevelopment requirements, focusing on the capital and execution needed to produce open, rent-paying space.

Q2 2026 Canadian Retail Real Estate: Scarcity, Curation and Selective Growth Reshape the Market

Canadian retail real estate entered a scarcity-driven phase in Q2 2026 as prime assets gained pricing power, international retailers targeted top nodes, Hudson's Bay space created repositioning opportunities, and well-capitalized landlords pulled further ahead.

Q1 2026 Real Estate & Leasing Retail Report: Tight Space, Tougher Deals

Q1 2026 saw tight vacancy and rising rents collide with higher build-out costs. Winners are landlords who can reconfigure space fast; weaker assets face stress.
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