“2025 was the year of volatility — but out of the chaos came stability.”

In this episode of the BLD Financial Podcast, Josh & Ehren break down what defined the Canadian real estate market in 2025—and what investors need to prepare for heading into 2026.

They unpack the interest rate shifts, CMHC policy updates, and bond yield movements that shaped the past year, and share actionable insights for navigating the multifamily, construction, and development sectors as the market stabilizes.

You’ll also hear their take on the rise of missing middle housing, why mid-size developers are leading the next wave of growth, and how to structure financing in a tighter lending environment.

Topics covered include:
✅ How CMHC’s premium and underwriting changes affect new projects
✅ The real impact of bond yields and policy shifts on cash flow
✅ Why lenders are tightening up even as rates fall
✅ The growing opportunity in missing middle housing
✅ Smart acquisition and refinancing strategies for 2026
✅ How to position your team and relationships for off-market deals

Whether you’re an investor, developer, or industry professional, this episode will help you understand the capital markets behind Canadian real estate and make confident, data-driven decisions for the year ahead.

Subscribe to the BLD Financial Podcast for more insights from Canada’s top investors, developers, and industry experts.

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