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2026 Outlook – The Last Five Years: A Review
January 22, 2025
The past five years produced one of the sharpest housing cycles in Canadian history, with a rapid pandemic surge followed by a rate-driven reset. Farmland followed a different path. Its buyer base is long-term and fundamentals-driven, turnover is low, and supply is fixed. As a result, farmland compounded steadily through the cycle while housing proved to be more sensitive to financing conditions.
This divergence creates a constructive setup heading into 2026. Farmland enters the year from a position of stability rather than excess, while housing continues to normalize. At the same time, Ontario’s planning reforms are improving the long-term pathway from land to development. Structural asset durability combined with incremental policy tailwinds creates a favourable environment for disciplined farmland and land-banking strategies.
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