By Ian Ardill

In this webinar, Centurion Executive Chair Greg Romundt, whom I have been honoured to interview twice on Money Match (here and here), discusses several timely and important topics, including Centurion’s recent executive team expansion, the political landscape in both the U.S. and Canada and its impact on real estate, ongoing tariff wars and broader geopolitical risks, Centurion’s core macroeconomic thesis and recession outlook, as well as apartment sector cap rates and Centurion’s overall investment strategy.

Here is the essence of my view:  Canada has a macro imbalance between supply and demand, which will continue to put pressure on inflationary indicators, especially in food, health, military spending – and housing.  Centurion is trying to be a part of the solution by providing excellent rental housing for Canadians. 

Here are some more details from the webinar:

Centurion Asset Management is undergoing a transformation. With $7.8 billion in assets under management and 158 buildings across 45 cities, it stands as one of Canada’s largest apartment REITs. But size isn’t the whole story—strategy is. Founder Greg Romundt has stepped into the role of Executive Chair, passing the torch to a new CEO as part of a deliberate succession plan that positions Centurion for long-term resilience.

This leadership evolution reflects Centurion’s broader response to economic headwinds. Greg warns that inflation may last longer than expected, interest rates could remain elevated, and Canada’s housing supply targets are unrealistic under current policies. In this challenging environment, Centurion isn’t chasing deals—it’s doubling down on discipline. Asset recycling, tenant quality, and operational efficiency are central to its game plan.

The company is also integrating more technology into its operations and emphasizing data-driven decisions to boost profitability and service quality. While 2024 and 2025 may demand a defensive posture, Centurion is preparing to seize future opportunities with precision.

The message to investors is clear: this is a REIT built for the long haul—resilient, forward-thinking, and increasingly independent of any one leader.

Check out this highly informative webinar – and if you’d like to discuss Centurion as an investment opportunity, please let me know.

Ian Ardill, B.A., M.T.S.
Wealth Advisor
CEO, Ardill Group

Direct: 1 905 769 2004
Office: 1 905 907 7000
ian@ardillgroup.com