Get a Head Start on Alternative Investing
This section features a collection of commentaries and analysis on industry news and developments written by Centurion's Leadership Team. Sign up for your copy of our quarterly newsletters to receive early access to the latest articles.
May 28, 2026
Canadian Immigration Update: Headline Risk, Not Housing Risk
Canada's recent population decline has raised questions about the outlook for housing demand. However, a closer look at the data reveals a more nuanced story.
In this whitepaper, Carl Gomez, Chief Economist & Executive Vice President, Research, examines how federal policy changes have reduced the number of non-permanent residents, driving Canada's first population decline in decades. While these developments have generated headlines, permanent immigration, the primary driver of long-term population growth and household formation, remains firmly intact.
Designed for investors and advisors, the report explores the distinct housing impacts of permanent immigrants and non-permanent residents, and why recent population declines are expected to have only a modest effect on rental apartment demand. The paper also highlights how continued immigration and household formation are projected to increase rental demand to approximately 7 million households by 2030, further intensifying Canada's long-standing rental housing supply shortage.
April 27, 2026
What Investors Need to Know about REIT Risks and Returns
Risk and return are fundamental to real estate investing, shaped not only by market performance but also by asset quality, location, tenant profile, and leverage. This paper outlines the four primary real estate investment strategies—Core, Core Plus, Value-Add, and Opportunistic—each representing a different point on the risk-return spectrum.
Designed for investors and advisors, the analysis highlights how to align strategy with risk tolerance and investment objectives, while emphasizing the role of disciplined management in preserving capital and navigating market cycles.