New analysis projects "significant opportunity for growth" drawing on the surging Canadian population, urban densification trends and minimal new competition for incumbent regional malls.

The credit rating service, DBRS Morningstar, is reiterating a general negative outlook for office properties, while highlighting lending and underwriting trends that have limited exposure for Canada's big six banks.

Distressed asset sales were a nominal and relatively consistent fraction of the Canadian commercial investment property market in the first half of 2023.

DBRS Morningstar’s recently released status report on commercial mortgage-backed securities counts July as the fourth consecutive month with rising delinquency rates.

Through a recent stress testing exercise, the U.S. Federal Reserve determined that potential losses on commercial real estate loans pose the second highest risk for lenders after credit cards.

Just two of Canada's listed real estate companies count recently failed U.S. banks among their tenants, occupying a minimal fraction of their portfolios in both cases.