Insight Conditions and sentiment survey hero image
Q4 2024 Results

CRE industry conditions and sentiment survey - Canada

Q4 results reveal a stronger appetite to transact, resiliency around multifamily sentiment, and reemerging recession concerns


Altus Group conducted a survey across Canada to provide insights into the market sentiment, conditions, metrics, and issues affecting the commercial real estate (CRE) industry.

Key questions include:

  • How would you characterize current pricing by property type?

  • What are your expectations for the availability of capital over the next 12 months?

  • Rank which property types you expect to be the best/worst performing in the next 12 months.


We are happy to announce that the Q4 2024 results for Canada are now available for download.


AGL Insight Featured Industry Conditions Survey CA Cover

Key findings

Priority issues
Interest rates
Recession
Transactions
Property performance

Costs dominated respondents' expected priorities, with majorities identifying the cost of capital (56%) and construction costs (50%) as key issues for the next 12 months.


AGL Insight Figure Priority Issues

Average all-in interest rates across hospitality, industrial, multifamily, office, and retail fell around 150 bps on the quarter (vs Q3 2024 survey) for both 5-year and 10-year loans.


AGL Insight Featured Industry Conditions Survey Canada Interest Rates

Fifty-one percent of respondents expect a recession to be either “somewhat likely” or "very likely" over the next 6 months, up from 46 percentage points in Q3.


AGL Insight Figure Recession

One in five (20%) of respondents at the largest firms (greater than $5 billion CAD) noted that they plan on only selling - up 11 percentage points from Q3 2024.


AGL Insight Figure Transactions

Sentiment remains resilient for multifamily properties, with 72% of respondents expecting strong performance over the next 12 months, a 3% increase quarter-over-quarter.


AGL Insight Figure Property Performance
Altus Intelligence

Canadian CRE Industry and sentiment survey

Gain insights into the market sentiment, conditions, metrics, and issues affecting the Canadian commercial real estate industry based on our Q4 2024 survey.

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About the survey


The Commercial Real Estate Industry Conditions and Sentiment Survey is a quarterly survey providing insights into the market sentiment, conditions, metrics, and issues affecting the Canadian and United States commercial real estate industry.

The Q4 installment of the Canada survey was conducted between October 9th and November 5th, 2024. There were 240 respondents, representing at least 79 different firms.


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