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Adam Jacobs
Colliers Canada
First call on the ledger
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else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
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Vacancy 'has come down a lot, and rather rapidly' @0:32 especially downtown; 'the speed of return to office has really surprised everyone' @0:54 and versus a year ago 'it's really night and day in terms of the demand for office' @1:08; on supply, 'there's really nothing in the pipeline' @1:28 and new starts would land 'in the 2030s' @1:45.
“So I think in the short term, we see the market tightening up just because it's not an area of real estate that can turn on a dime and add 10 million square feet of new supply very quickly.”
BullCanada
leaning · 2026-07-17
Asked whether CRE companies once seen 'at risk' are 'doing just fine now'; his mechanism is rates: 'we've had eight, nine rate cuts since then. Borrowing costs are back at a pretty normal level' @3:25 and there is 'a tailwind that wasn't there even a couple of years ago' @3:36.
“We're seeing a recovery, not just in office real estate, but in the warehouse and logistics market, in the hospitality market, pick your area of real estate, and there's actually, you can paint a picture of recovery there I think.”
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