Welcome to the CRE podcast. 100% Canadian, 100% commercial real estate. What if the global geopolitical churn is actually creating opportunities to realign your portfolio?
In this episode of the Commercial Real Estate Podcast, powered by First National, hosts Aaron Cameron and Adam Powadiuk are joined by Carl Gomez, Chief Economist at Centurion Asset Management Inc., to unpack the slow-moving “great reset” in Canadian real estate. Carl challenges the gap between market sentiment and reality, explaining why recovery is taking longer than expected and why waiting for cap rate compression is a losing strategy.
Instead, he emphasizes operational discipline, NOI growth, and prudent leverage. The conversation explores how immigration is reshaping rental demand, why affordability, and not supply, is the core housing issue, and how structural differences make Canada’s correction more gradual than the U.S. This episode reframes the current cycle as an operator’s market, where clarity, patience, and execution matter more than timing.
What you will learn:
- Why Sentiment Outpaces Reality in the Market
- The Cap Rate Compression Trap
- How to Reframe Leverage Risk
- Why Canada’s Reset Moves in Slow Motion
- The Housing Affordability Crisis vs. Supply Myth
- AI as Operational Enhancement, Not Replacement
- Generational Shift in Home Ownership
Carl Gomez is the Chief Economist at Centurion Asset Management Inc. bringing nearly thirty years of industry experience to the commercial real estate sector. With deep expertise in market analysis, economic forecasting, and investment strategy, Carl is recognized for his ability to distill complex economic data into actionable insights for real estate professionals.
The post Is the Real Estate Reset Stalled, or Just Slower? Insights from Carl Gomez, Chief Economist at Centurion Asset Management Inc. appeared first on Commercial Real Estate Podcast.
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