Episode Summary
Real estate remains front-page news; from trade tensions and a soft condo market to the implications of BC’s Cowichan land claim ruling.
In this follow-up episode, Rob Olsen, Head of Nicola Wealth Private Capital, reconnects with Mark Hannah, Executive Managing Director, Real Estate, to revisit their earlier conversation on valuation pressure and liquidity challenges, exploring what has shifted since then and what investors can expect in 2026.
Mark shares updates on portfolio performance across Canada and the U.S., the state of redemptions, recent asset sales, and early signs of renewed momentum in leasing, transaction activity, and buyer demand, plus how improving risk premiums, geopolitical uncertainty, and evolving trade dynamics are influencing today’s opportunity set.
For investors navigating mixed headlines and evolving market signals, this episode provides a clear, measured perspective on where real estate stands today, and how discipline and long-term thinking may position portfolios for the next phase of the cycle.
Episode Featured on:
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Disclaimer
This material contains the current opinions of the author, and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy, or investment product. Nicola Real Estate (NRE) is the in-house real estate team at Nicola Wealth Management Ltd. (Nicola Wealth), including Nicola Institutional Realty Advisory, which is a wholly owned subsidiary of Nicola Wealth. Nicola Wealth is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required securities commissions. This investment is intended for tax residents of Canada who are accredited investors. Residency restrictions apply. Please read the relevant documentation for additional details and important disclosure information, including terms of redemption and limited liquidity. Nicola Wealth Management Ltd. (Nicola Wealth) is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required securities commissions. All investments contain risk and may gain or lose value. Please speak to your Nicola Wealth advisor for advice based on your unique circumstances.
