February 2026 - Andersen Brethour Report

The February 2026 Andersen Brethour Report confirms that Canada’s economy and housing market are entering one of the most complex transitional periods in years.

Tariff uncertainty continues to ripple through the economy, suppressing consumer spending, business investment, and housing activity. Ontario, in particular, is feeling the impact, while Alberta and the Prairie provinces are accelerating ahead with stronger employment growth and rising confidence.

This growing regional divergence will shape real estate performance, capital flows, and development opportunities throughout 2026.

This month’s key insights include:

✅ Tariff uncertainty continues to suppress investment, housing, and consumer spending

✅ Ontario faces disproportionate economic pressure while Western Canada strengthens

✅ Single-detached housing remains deeply depressed despite strong multi-unit activity

✅ Federal tax rebates and policy relief are expected to unlock delayed housing demand

✅ Confidence — not affordability — remains the key factor determining market recovery

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