The Canadian Real Estate Show

Darryl Frankfort and TK Butler

The Canadian Real Estate Show is about everything Real Estate and whatever else we end up talking about. We discuss Canadian real estate with a particular focus on the Greater Toronto Area. We regularly touch on topics like:  -Toronto Real Estate  -Canadian Real Estate  -Real Estate Investing  -Real Estate Development  -The economy  -The Government  -Technology  -"Conspiracy theories"   A weekly deep dive into the current Canadian Real estate News.

  1. 4d ago

    Population Crash Hits Housing Demand | GTA Sales Up Listings Down 138 Yorkville Rumours & Land Debt

    Canada's housing market continues to send mixed signals.In this episode of *The Canadian Real Estate Show*, Darryl Frankfort and TK Butler break down the latest June 2026 real estate data and ask the question nobody seems willing to answer:What happens to housing demand when population growth slows dramatically?We discuss:• GTA home sales rising while listings decline• The impact of Canada's population slowdown on future housing demand• Why the housing shortage narrative may be changing• The growing pressure of land debt and development financing• The reality developers are facing behind the scenes• Rumours surrounding 138 Yorkville and what they may signal for the luxury market• Why many projects simply don't work financially at today's costs and interest rates• What investors, developers, lenders, and homebuyers should be watching nextNo spin. No headlines. Just the numbers, the economics, and what's actually happening on the ground.📍 Subscribe for weekly insights on Canadian real estate, development, investing, mortgages, and the economy.Follow ushttps://preview.shrubs.me/branch/CUKKMLKI#TorontoRealEstate #CanadianRealEstate #HousingMarket #RealEstateInvesting #Toronto #GTAHousing #Yorkville #Developers #PopulationGrowth #HousingCrash #InterestRates #MortgageMarket #LandDevelopment #RealEstateNews #CanadianEconomy #HousingDemand #Investing #TheCanadianRealEstateShow #DarrylFrankfort #TKButler

    1h 29m
  2. May 17

    Jesta's $500M Bet Isn't a Recovery Signal — It's a Distress Play

    Every outlet is calling Jesta's $500M Toronto condo acquisition a recovery story. They're reading it backwards. When institutional money moves at this scale, at this moment, it isn't confidence — it's capitulation. Smart operators don't buy at the bottom because they think the market is turning. They buy because the pain hasn't cleared yet and they can afford to wait until it does. Meanwhile, CMHC delinquencies in the Toronto corridor are up 45% year-over-year. The distress is still live. Jesta knows it. This week, it's me and TK — no guest — breaking down what this deal actually signals, who it's good news for, and who it absolutely isn't.If you're still holding pre-construction, waiting to list, or trying to figure out whether the bottom is in — this is the episode you need to hear before you make a move.👉 Full breakdown, charts, and key takeaways: https://preview.shrubs.me/branch/CUKKMLKIIn this episode:Why Jesta's $500M buy is a distress play, not a recovery signalWhat CMHC delinquencies up 45% YoY actually means for the marketThe difference between capitulation money and confidence moneyWhy the pain hasn't cleared — and who's still holding the bagWhat institutional timing tells you about where the bottom really isHow the 'buy distressed, hold to 2030' playbook maps onto the GTA right nowFollow for more real estate insights: We break down what's actually happening in the Canadian market — no fluff, no spin. Me and TK have links on the Canadian Real Estate Show website.

    1h 20m
3.9
out of 5
63 Ratings

About

The Canadian Real Estate Show is about everything Real Estate and whatever else we end up talking about. We discuss Canadian real estate with a particular focus on the Greater Toronto Area. We regularly touch on topics like:  -Toronto Real Estate  -Canadian Real Estate  -Real Estate Investing  -Real Estate Development  -The economy  -The Government  -Technology  -"Conspiracy theories"   A weekly deep dive into the current Canadian Real estate News.

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