Episodes

Welcome to the CRE podcast, 100% Canadian, 100% commercial real estate. Toronto’s condo market has slowed to a crawl, with record unsold inventory and rising closing defaults. But could a pivot to purpose-built rental,

Welcome to the CRE podcast, 100% Canadian, 100% commercial real estate. Canada’s commercial real estate market is navigating a period of uncertainty shaped by political shifts, evolving office leasing trends, AI adoption, and higher borrowing costs.

Welcome to the CRE podcast, 100% Canadian, 100% commercial real estate. Canada’s multifamily real estate sector is navigating a challenging market shaped by rising interest rates, shifting immigration policies, and record levels of new housing supply. But could today’s correction create the foundations for the next upturn? In this episode of the Commercial Real Estate Podcast, powered by First National, hosts Aaron Cameron and Adam Powadiuk sit down with Mark Rothschild, Managing Director of Res...

Welcome to the CRE podcast, 100% Canadian, 100% commercial real estate. Canada’s multifamily real estate sector is navigating a challenging market shaped by rising interest rates, shifting immigration policies, and record levels of new housing supply. But could today’s correction create the foundations for the next upturn? In this episode of the Commercial Real Estate Podcast, powered by First National, hosts Aaron Cameron and Adam Powadiuk welcome back Brad Cutsey, President and CEO at CAPREIT,...

Welcome to the CRE podcast, 100% Canadian, 100% commercial real estate. AI is reshaping commercial real estate, but the biggest barrier to adoption may not be technology; it may be fear. In this episode of the Commercial Real Estate Podcast, powered by First National, hosts Aaron Cameron and Adam Powadiuk discuss the new challenges from rising rates for commercial real estate borrowers already navigating compressed lending spreads. Examine what the rapidly changing rate environment means for apa...

Welcome to the CRE podcast, 100% Canadian, 100% commercial real estate. AI is reshaping commercial real estate, but the biggest barrier to adoption may not be technology; it may be fear. In this episode of the Commercial Real Estate Podcast, powered by First National, hosts Aaron Cameron and Adam Powadiuk welcome Jennifer Podmore Russell, Chief Development Officer at Nch’ḵay̓ Development Corporation, about the Squamish Nation’s ambitious approach to Indigenous-led development. Jennifer shares ho...

Welcome to the CRE podcast, 100% Canadian, 100% commercial real estate. AI is reshaping commercial real estate, but the biggest barrier to adoption may not be technology; it may be fear. In this episode of the Commercial Real Estate Podcast, powered by First National, hosts Aaron Cameron and Adam Powadiuk welcome William Lépine, Senior Director of Operations at Lépine Apartments, to explore the principles behind his family’s three-generation, 1,500+ unit portfolio in Ottawa. William shares how h...

Welcome to the CRE podcast, 100% Canadian, 100% commercial real estate. Vancouver’s multifamily market is navigating a dramatic pricing reset, driven by punitive demand-side policy, interest rate shifts, and severe land value contractions. In this episode of the Commercial Real Estate Podcast, recorded live at the Canadian Apartment Investment Conference 2026 and powered by First National, hosts Aaron Cameron and Adam Powadiuk welcome Mark Goodman, Owner and Principal Broker at Goodman Commercia...

Welcome to the CRE podcast, 100% Canadian, 100% commercial real estate. AI is reshaping commercial real estate, but the biggest barrier to adoption may not be technology; it may be fear. In this episode of the Commercial Real Estate Podcast, powered by First National, hosts Aaron Cameron and Adam Powadiuk welcome Mike Bonneveld, President at Skyline Group of Companies, back to the show and examine how tariff uncertainty and economic volatility reshaped tenant behavior and stalled growth. Mike br...

Welcome to the CRE Podcast: 100% Canadian, 100% commercial real estate. Today we are re-running an episode of the Commercial Real Estate Podcast, to celebrate Brad Bradford’s Mayoral run for Toronto by revisiting the episode record with him earlier. Brad discusses the pressing challenges in Toronto’s housing market and the intersection of politics and housing policy in Toronto. Fresh off his removal from key housing-related roles by Mayor Olivia Chow, Brad unpacks the political tensions shaping ...

Welcome to the CRE podcast, 100% Canadian, 100% commercial real estate. AI is reshaping commercial real estate, but the biggest barrier to adoption may not be technology; it may be fear. In this episode of the Commercial Real Estate Podcast, powered by First National, hosts Aaron Cameron and Adam Powadiuk are joined by Stephanie Wood, VP at Alate Partners, to explore how CRE professionals can move beyond uncertainty and start using AI strategically. Stephanie shares practical examples of high-RO...

Welcome to the CRE podcast, 100% Canadian, 100% commercial real estate. What if the down cycles everyone fears are actually the best entry points for disciplined capital? Canadian shopping malls today may be one of real estate’s most overlooked opportunities. In this episode of the Commercial Real Estate Podcast, powered by First National, hosts Aaron Cameron and Adam Powadiuk are joined once again by Julian Schonfeldt, Chief Investment Officer at Primaris REIT, who explains the forces driving r...

Welcome to the CRE podcast, 100% Canadian, 100% commercial real estate. What if the down cycles everyone fears are actually the best entry points for disciplined capital? In this episode of the Commercial Real Estate Podcast, powered by First National, hosts Aaron Cameron and Adam Powadiuk welcome back returning guest Jeremiah Shamess, Executive Vice President at Colliers and head of the Private Capital Investment Group. Jeremiah revisits his previous market calls from 2016 and 2022 to examine w...

Welcome to the CRE podcast. 100% Canadian, 100% commercial real estate. What can we learn about life, leadership, and the Canadian real estate landscape from someone celebrating his retirement after nearly three decades as the President and CEO of Canada’s largest publicly traded apartment landlord? In this celebratory episode of the Commercial Real Estate Podcast, powered by First National, hosts Aaron Cameron and Adam Powadiuk are joined by Mark Kenney, former President and CEO of CAPREIT. Fol...

Welcome to the CRE Podcast. 100% Canadian, 100% commercial real estate. This is one of the episodes our audience keeps coming back to, and we’re putting it back in front of you because it deserves a wider audience than it got the first time. The arguments Dermot makes are just as sharp today as when we first recorded them, arguably sharper. What if the biggest barrier to solving Canada’s housing crisis isn’t capital or construction capacity, but zoning itself? In this episode of the Commercial R...

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 Carlo Timpano, President of Capital Developments, about the forces reshaping Canada’s residential development market. Carlo explains why developers are increasingly turning to purpose-built rent...

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 part two of a two-part episode on State of Lending on the Commercial Real Estate Podcast, powered by First National, hosts Aaron Cameron and Adam Powadiuk discuss the latest developments affecting borrowers, developers, and lenders across the country. They explain how a sharp increase in Canada Mortgage Bond liquidity is cr...

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 part one of a two-part hosts-only episode of the Commercial Real Estate Podcast, powered by First National, Aaron Cameron and Adam Powadiuk discuss the current state of lending in CRE. They discuss why Canada’s commercial real estate lending market is awash with capital, but far fewer deals are getting done. Adam and Aaron ...

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 Michael Lambert, President and Managing Partner at WHITNEY & Company Realty Limited, Brokerage, to explore how smaller markets across Southwest Ontario are becoming major opportunities for comme...

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 Marlon Bray, EVP at Clark Construction Management, for a candid discussion on the forces reshaping Canadian commercial real estate. Recorded at the Southwestern Ontario Real Estate Forum, the co...

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 Jason Castellan, Co-Founder and CEO of Skyline Group of Companies, to explore how Skyline has built a $10.5 billion real estate portfolio by focusing on secondary and tertiary markets across Ont...

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 Anthony Passarelli, Lead Economist for Southern Ontario at CMHC, to examine the forces reshaping rental housing markets across the region. Anthony explains how trade uncertainty, shifting demogr...

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 Braiden Goodchild, VP of Capital Formation and Strategic Transactions at Equiton, to examine why multifamily remains one of Canada’s most compelling real estate sectors. Braiden explains how Equ...

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 Bliss Edwards, EVP at SmartStop Self Storage, to unpack why self-storage is emerging as a major asset class in Canada. Bliss explains how a significant supply gap, especially compared to the US,...