40% of Canadians who'd rank in the top 1% of earners are already living in the U.S. and they're taking the productivity, the tax base, and the move-up housing demand with them. Dan and Nick unpack the brain drain, the February jobs collapse, the AI wildcard, and RBC's $1.8 trillion counter-narrative, and what it all means for Canadian real estate

EDMONTON MULTIPLEX EVENT

Try it NordVPN risk-free now with a 30-day money-back guarantee! Use our code "realestate" to get 4 extras months from a 2 years plan

Exchange-Traded Funds (ETFs) | BMO Global Asset Management

LISTEN AD FREE

Realist.ca

See omnystudio.com/listener for privacy information.

Everyone's been waiting for the silver tsunami to crash the Canadian housing market — a flood of boomer homes hitting the market, prices correcting, and millennials finally getting their shot. It hasn't happened, and it's not going to happen the way anyone expects.

In this episode, Nick and Dan break down the real story behind Canada's aging population: 9.2 million boomers who own 41% of Canadian homes, why they're not selling, and why the "silver tsunami" isn't a housing supply event at all, it's a slow-motion structural reshaping of Canada's economy, labour force, and wealth distribution.

• Why meaningful downsizing doesn't start at 65, it starts at 75, and what that means for timing
• The $1 trillion generational wealth transfer, and why it's widening inequality rather than closing it
• Senior housing: Canada's best-performing REIT category of 2025 (+62%) and the 450,000-unit supply gap by 2040
• The trades labour cliff, 700,000 skilled workers retiring by 2029 and what it does to your construction and reno budgets
• The small business succession crisis: $2 trillion in assets, 91% with no succession plan, and the ripple effect on commercial and residential real estate

EDMONTON MULTIPLEX EVENT

Try it NordVPN risk-free now with a 30-day money-back guarantee! Use our code "realestate" to get 4 extras months from a 2 years plan

Exchange-Traded Funds (ETFs) | BMO Global Asset Management

LISTEN AD FREE

Realist.ca

See omnystudio.com/listener for privacy information.

The CREA March 2026 release looked like a flat month on the surface — sales down 0.1%, listings down 0.2%, prices drifting lower. But underneath the headline is a real story: a mid-March bond yield spike drove fixed mortgage rates up 30 basis points, threatening to freeze out first-time buyers during the most important sales months of the year. CREA and TD both revised their 2026 forecasts downward, and the regional divergence is now the widest in recent memory, Alberta sitting at 3.2 months of inventory with prices rising, while BC is at 7.8 months with prices falling nearly 6% year-over-year. Nick and Dan break down what the rate jump means for buyers, sellers, and investors, why "balanced market" is a meaningless national average, and where the real opportunities and risks are heading into spring.

EDMONTON MULTIPLEX EVENT

Try it NordVPN risk-free now with a 30-day money-back guarantee! Use our code "realestate" to get 4 extras months from a 2 years plan

Exchange-Traded Funds (ETFs) | BMO Global Asset Management

LISTEN AD FREE

Realist.ca

See omnystudio.com/listener for privacy information.