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Canada’s Economic Reset: Rates, Inflation & Real Estate Investment Trends
Episode 20
Wednesday, 17 December, 2025
Could Canada’s housing crisis and economic headwinds be solved with smarter policy coordination? In this episode of the Colliers Talks Economics podcast, host Adam Jacobs is joined by Randall Bartlett, Deputy Chief Economist at Desjardins, to unpack why the condo market has cooled so dramatically, how purpose-built rental has surged in response, and what higher-for-longer interest rates and evolving demographics mean for developers, investors, and lenders.Subscribe to Colliers Talks Economics wherever you listen. Learn more about how Colliers Canada stays on top of real estate trends at www.collierscanada.com.What You’ll Learn:Why the condo market collapsed and why it won't recover without fundamental price correctionsHow to pivot development strategy from condos to purpose-built rentalThe infrastructure bottleneck killing downtown viability and office occupancyHow to recalibrate population growth expectations and navigate their impact on project underwritingWhy soft costs and development charges now represent the single largest obstacle to housing affordabilityRandall Bartlett is the Deputy Chief Economist at Desjardins, leading economic research and forecasting across Canadian and provincial economies, housing markets, and fiscal policy. With vast experience as Director of Economic Research at Omers, where he supported global investment decisions across asset classes, Randall brings deep expertise in macroeconomic trends, demographic shifts, and their cascading impact on real estate markets.If you enjoyed this episode, make sure to subscribe, rate, and review it on Apple Podcasts, Spotify, and YouTube Podcasts. Instructions on how to do so are here.Apple Podcasts: https://podcasts.apple.com/us/podcast/canadas-economic-reset-rates-inflation-real-estate/id1541655070?i=1000741709754Spotify: https://open.spotify.com/episode/1YpOxQ8P92zxChHy3BeVeq?si=wwvzvsDKR7qhkK6Tx78YgQYouTube: https://youtu.be/CfMqXEtP4Es
