Episode
Canadian Retail Property Investment with Matt Smith - Where We Buy #365
- Published
- Jan 21, 2026
- Duration seconds
- 1468
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Summary
Matthew Smith is the leader of retail investment in Canada for JLL, with 29 years of experience in Canadian capital markets. Smith discusses the current state of Canada's retail investment market, explaining why grocery-anchored centers remain the top investment choice for both domestic and international buyers. He covers the dominance of private capital in the market, the concentration of institutional investment in Canada's six primary markets, and the recent surge of activity in Alberta. Smith also addresses the impact of US tariffs on Canadian consumers and cross-border shopping patterns, the expansion plans of major Canadian grocery chains, and the challenges facing enclosed malls following Hudson's Bay's closure of all locations. He explores why shopping malls remain more central to Canadian retail than in the US, the slowdown in new retail construction, and the ripple effects of Canada's residential housing crisis on retail real estate investment. James Cook is the Director of Retail Research in the Americas for JLL. Subscribe: Apple Podcasts | Spotify Listen: WhereWeBuy.show Email: [email protected] YouTube: http://everythingweknow.show/ Read more retail research here: http://www.us.jll.com/retail Theme music is Run in the Night by The Good Lawdz, under Creative Commons license .