Canada's Housing Market Just Hit Rock Bottom (Worst Market Ever) ...Here's What Happens Next)
Canada’s Worst Home Sales on Record (Per Capita), the Shift to Rentals, and How AI Is Changing Real Estate Ai agents for realtors: homiesai.com Multiplex Toronto Event: https://realist.ca/community/events/u... The speaker reviews Canadian housing supply and market conditions, noting it’s too early to judge the proposed condo “bailout” and that delinquencies/foreclosures tend to track unemployment. They argue Canada’s per-capita home sales are the worst on record, with sales comparable to 2003 despite a much larger population, while prices are down about 28% from peak nationally. The downturn is concentrated in Ontario and BC, which heavily weight national indices, while most other provinces have risen since early 2022. Policy and financing are driving a major shift toward purpose-built rental construction, with CMHC insuring more rental than homeowner projects and rental starts at record shares, creating risks from falling asking rents and especially interest-rate volatility. Toronto faces record pre-con condo supply, while recent tax rebates are boosting some pre-con freehold sales. The episode also pivots to AI in real estate, promoting Homies (a SaaS tool), outlining upcoming events, and describing benchmarking of AI models for real estate workflows. 00:00 Agenda and Condo Bailout 03:21 Is This the Worst Market 05:47 Prices and Two Markets 11:30 Speculation and Debt Risks 15:05 Why Sales Matter to GDP 16:05 Rental First Policy Shift 20:08 Purpose Built Rental Pivot 22:29 Rates Versus Rents Debate 27:22 Multiplex Upzoning Opportunity 29:58 Rents Falling With Population 31:24 Precon Inventory and Bailout 34:00 New Home Rebate Impact 38:10 AI Pivot and Homies Intro 40:31 Model Wars and Regulation 44:55 HomeBench Realtor Benchmark 48:58 Wrap Up and Q and A #canadianrealestate #realestateinvestingcanada #realestate #torontorealestate #vancouverrealestate

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