# Canadian Retail Property Investment with Matt Smith - Where We Buy #365

Page: https://stenobird.com/podcast/where-we-buy-retail-real-estate-with-james-cook-547667/canadian-retail-property-investment-with-matt-smith-where-we-buy-365
Text version: https://stenobird.com/podcast/where-we-buy-retail-real-estate-with-james-cook-547667/canadian-retail-property-investment-with-matt-smith-where-we-buy-365.md
Podcast: [Where We Buy: Retail Real Estate with James Cook](https://stenobird.com/podcast/where-we-buy-retail-real-estate-with-james-cook-547667)
Published: 2026-01-21T13:00:00+00:00
Episode link: https://wherewebuy.show/canadian-retail-property-investment-with-matt-smith-where-we-buy-365
Audio file: https://traffic.libsyn.com/secure/wherewebuy/WWB_365_-_Matt_Smith.mp3?dest-id=522615
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/where-we-buy-retail-real-estate-with-james-cook-547667/episodes/canadian-retail-property-investment-with-matt-smith-where-we-buy-365
Duration seconds: 1468

## Resource

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: jamesd.cook@jll.com 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 .

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/where-we-buy-retail-real-estate-with-james-cook-547667/episodes/canadian-retail-property-investment-with-matt-smith-where-we-buy-365/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/where-we-buy-retail-real-estate-with-james-cook-547667/canadian-retail-property-investment-with-matt-smith-where-we-buy-365.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.