CMHC: Ontario mortgage arrears will keep rising through mid-2027

Ontario's arrears rate hit 0.32% in Q2, and CMHC's new Residential Mortgage Industry Report says the largest, most sustained increase in Canada will be concentrated in the GTHA and Southwestern Ontario, right in the Windsor-Essex and London footprint. Stress is showing up first in auto loans, credit

PwC/ULI: Canadian investor buy sentiment just hit a 15-year high

The Emerging Trends 2027 report puts the aggregate buy rating at 3.61, the strongest in 15 years, with executives calling the bottom, while sell sentiment sits near record lows. Top bets for 2027: senior housing, retail and industrial. Investor impact: competition for quality income assets is about

Francisco Partners closed its $650M take-private of Weave

Weave, the patient-communication platform used by 40,000+ dental and healthcare locations, is now private at $7.40 per share. Investor impact: while dental practice deal counts fell this year, PE just paid up for the technology layer around the practices. Value in the dental vertical is shifting fro

US: a homebuilder-backed CRE lender is reportedly shutting down

LMF Commercial, Lennar's commercial lending arm with a claimed $14B in historical transactions, reportedly told staff on Oct 21 it is ending lending operations. Lennar declined to comment and there is no company confirmation, so treat this as single-chain reporting for now. This post is unverified.