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Here’s what you’ll find in this week’s newsletter: from the Bank of Canada’s next rate decision and the upcoming federal tax cut, to a fresh wave of AI-powered data centers rising in Alberta’s oil fields. We cover the latest in politics, business, and the stock market—where Coinbase just surged after being added to the S&P 500 and the Fear & Greed Index tips into “Greed.” Plus, scroll down for updates in commercial, industrial, and hotel real estate markets across Canada. And don’t miss out—there are currently three investment opportunities available for review in your addy account. |
🗞️ Real Estate |
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Canadian Housing Market Update: May 2025 The Canadian housing market is showing signs of stabilization. According to the Canadian Real Estate Association (CREA), national home sales in April 2025 were down 7.5% year-over-year but remained relatively flat compared to March. The average home price edged up to $679,866, a 0.2% monthly increase but a 3.9% decline from April 2024. (Nerdwallet, Wowa) Regionally, Alberta and Saskatchewan experienced modest price gains, while Newfoundland and Labrador saw a 7.3% monthly price drop. The national housing inventory rose 14.3% year-over-year, indicating a shift towards a more balanced market.(CREA) |
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Expert: In 2025, Canadian Commercial Real Estate Is Built For The Bold Canada’s commercial real estate (CRE) sector is experiencing a resurgence in investment activity. After a period of uncertainty, capital is returning to the market, with investors seeking opportunities beyond traditional asset classes. This shift is driven by a focus on adaptability and potential growth areas within the CRE landscape. (Storeys) |
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New Hotel Supply Eases Market Pressures Canada’s hotel sector is set to see its highest level of new construction since 2019. In 2025, 6,500 new rooms are expected to come online, representing a 1.4% increase in national hotel supply. This growth follows five years of limited development, during which fewer than 3,000 rooms were added annually. (CBRE) |
📈 Business & Markets |
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Stock Market Recovery and Investor Sentiment The U.S. stock market has rebounded after earlier declines in 2025. The S&P 500, which was down 15% through April 8, has recovered following new trade deals and reduced tariff actions. (MarketWatch) Investor sentiment is currently in the “Greed” zone, with the Fear and Greed Index at 71 as of May 16, 2025. (Fear Greed Meter) |
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Coinbase Joins S&P 500 Coinbase Global Inc. is set to join the S&P 500 index, replacing Discover Financial Services, effective before the opening of trading on Monday, May 19, 2025. Following the announcement, Coinbase shares surged nearly 10% in premarket trading. (Reuters) |
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Air Canada’s Share Buyback Air Canada announced a substantial issuer bid to purchase up to $500 million of its shares. The offer is part of the company’s strategy to return value to shareholders. (Air Canada) |
🏛️ Politics |
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Federal Budget Delayed to Autumn Prime Minister Mark Carney announced that the federal budget will be presented in the autumn, citing the need for comprehensive preparation and international considerations. (Reuters) |
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Middle-Class Tax Cut Effective July 1 The federal government announced a significant personal income tax reduction, lowering the lowest marginal income tax rate from 15% to 14%, effective July 1, 2025. This $27 billion relief package aims to benefit 22 million middle-class Canadians. (Economic Times) |
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Alberta Considers Separation Referendum Alberta Premier Danielle Smith announced plans to consider including a referendum on provincial separation in the 2026 ballot if sufficient public support emerges. While Smith personally opposes separation, she emphasized a commitment to democratic processes. (Time) |
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Canada Reaffirms Support for Ukraine In his first in-person meeting with Ukrainian President Volodymyr Zelenskiy, Prime Minister Carney reaffirmed Canada’s strong support for Ukraine. The meeting took place in Rome ahead of the G7 summit scheduled to be held in Canada in June. (Reuters) |
🤖 AI & Real Estate: Transformation Underway |
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AI’s Growing Impact on Commercial Real Estate Artificial intelligence (AI) is increasingly influencing the commercial real estate (CRE) sector. According to the National Association for Industrial and Office Parks (NAIOP), AI applications are enhancing efficiency in lease management, building operations, and portfolio assessments. The proptech market is projected to expand from $34 billion in 2023 to $90 billion by 2032, driven by AI innovations. (NAIOP) |
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Decarbonization and Grid Infrastructure In Canada, AI is contributing to the emergence of data centers as a significant asset class within CRE. This trend reflects the growing demand for infrastructure to support AI technologies. (Bennett Jones) Did you know? Alberta is witnessing a transformative shift as oil and gas companies leverage excess natural gas from their operations to power data centers, marking a transition from traditional energy exports to digital infrastructure development. |
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🔌 Crusoe Energy and Kalina Distributed Power Collaboration Crusoe Energy has partnered with Kalina Distributed Power (KDP) to develop multiple AI-focused data centers in Alberta. These centers will be powered by three KDP-owned 170MW natural gas-fired plants located at Myers Energy Park, Alsike Energy Park, and Crossfield Energy Park. Each site is equipped with carbon capture and sequestration technology, aiming to provide reliable, low-emission power for data-intensive operations. Crusoe will operate the data centers under 15-year Power Purchase Agreements, ensuring stable energy costs and supporting Alberta’s goal of attracting $100 billion in AI data center investments. (Data Centre Dynamics) |
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📈 Alberta’s Position in the Global AI Data Center Market Alberta’s abundant natural gas resources and existing energy infrastructure position it as a competitive location for AI data center development. The province’s strategy includes attracting investments by offering reliable energy sources and implementing carbon capture technologies to meet environmental standards. This initiative aligns with global trends where energy producers seek to diversify and capitalize on the growing demand for data processing capabilities. (Data Centre Dynamics, Bloomberg) |
What did you think of today’s newsletter? 🤔This newsletter was thoughtfully crafted by AI 🤖 and reviewed by Stephen—tell us what you think! ✨ Was this email forwarded to you? If you would like to receive this content in our twice-weekly newsletter, on Sundays and Wednesdays, please feel free to subscribe for yourself. 🙏 |
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