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Amid shifting trade policies, volatile demographics and uncertainty around interest rates, Canada’s economic outlook has become more complex for real estate decision-makers.
In this episode of the CRE Talks Economics podcast, host Adam Jacobs is joined by Tony Stillo, director of economics for Canada at Oxford Economics, to unpack what has changed in forecasting; why USMCA negotiations are the key near-term hinge for growth; and how fiscal policy, infrastructure spending and immigration shifts are shaping the path ahead.
What you’ll learn:
- How to build resilience into long-term real estate underwriting.
- Why demographic volatility is the new wild card for real estate investors.
- The framework for evaluating the USMCA renegotiation risk to your portfolio.
- How rising long-end interest rates present both opportunity and risk despite flat short-end policy rates.
- Why condo market misalignment persists despite chronic housing shortages.
Stillo is the director of economics for Canada at Oxford Economics, where he leads the national macro forecast and provides critical analysis on data releases and macroeconomic trends shaping Canada's economy. With over a decade of experience at the Ontario Ministry of Finance managing macro policy and modelling, Stillo provides deep insight into how government decisions and policy interventions influence economic outcomes.
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