the rennie landscape - Spring 2021

housing

NEW SUPPLY RUNNING DRY? Robust housing demand seems to be hogging most of the headlines these days—especially in Metro Vancouver—but limited housing supply is also contributing to the rise in prices we’ve seen over the past year. Within the resale market, current home owners are reluctant to list their home knowing they will, in most cases, have to turn around and buy back into a highly-competitive market; furthermore, though the unemployment rate is high, continued government financial support and loose monetary policy has created affordable conditions for most owners.

Unfortunately, new supply doesn’t appear to be the knight in shining armour we might want it to be, with total housing starts in Metro Vancouver down 16% in the past 12 months versus the previous 12 months. This stands in contrast to the situation in Greater Montreal (starts are up 7%) and Greater Toronto (where they are up 31%). With job recovery continuing and migration set to reach new heights within the next year, true supply relief is likely to remain elusive.

METRO VANCOUVER’S NEW HOME CONSTRUCTION NEEDS A JUMP-START

50,000

206,651

40,000

38,960

35,550

30,000

27,720

22,741

20,000

10,000

0

MONTREAL

TORONTO

VANCOUVER

BRITISH COLUMBIA

CANADA

7%

31%

16%

15%

5%

HOUSING STARTS, PAST  MONTHS

CHANGE VS. PREVIOUS  MONTHS %

SOURCE: CANADA MORTGAGE & HOUSING CORPORATION DATA: TOTAL HOUSING STARTS

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