Back to today’s briefing

Story perspectives

Canada's REITs Set for 20% Return Amid Housing Drop

7/18/2025

50 9

Summary

Story summary

Desjardins analyst Kyle Stanley projects a 15-20% return for Canada's REIT sector in 2025 due to a positive economic outlook and M&A activity.
BMO economist Robert Kavcic notes an 18% drop in Canadian home prices, reflecting four years of correction, especially in Ontario and B.C.
U.S. market concentration is rising, with Morgan Stanley forecasting AI's major influence on media production costs and content creation.

1 of 1

Story summary

Desjardins analyst Kyle Stanley projects a 15-20% return for Canada's REIT sector in 2025 due to a positive economic outlook and M&A activity.
BMO economist Robert Kavcic notes an 18% drop in Canadian home prices, reflecting four years of correction, especially in Ontario and B.C.
U.S. market concentration is rising, with Morgan Stanley forecasting AI's major influence on media production costs and content creation.