Toronto and GTA Markets in December 2024

9 January 2025

GTA REALTORS® Release December 2024 Stats

“The Greater Toronto Area (GTA) housing market experienced a transitionary year in 2024. Annual sales were up slightly compared to 2023, and new listings were up significantly year-over-year. Buyers benefited from substantial negotiating power on price, especially in the condominium apartment market. Average selling prices in 2024 dipped in comparison to 2023 as a result.

“Borrowing costs were top of mind for home buyers in 2024. High interest rates presented significant affordability hurdles and kept home sales well below the norm. The housing market did benefit from substantial Bank of Canada rate cuts in the second half of the year, including two large back-to-back reductions. All else being equal, further rate cuts in 2025 and home prices remaining below their historic peaks should result in improved market conditions over the next 12 months,”

said the Toronto Regional Real Estate Board (TRREB) President Elechia Barry-Sproule.

Annual 2024 home sales amounted to 67,610 – up by 2.6 per cent from 65,877 sales in 2023. New listings, at 166,121, were up by a greater annual rate of 16.4 per cent. Listings increasing by a greater rate than sales provided buyers with considerable choice in the marketplace, which effectively kept a ceiling on any widespread price growth. The average selling price for all home types combined was $1,117,600 in 2024, representing a decline of less than one per cent compared to the 2023 average of $1,126,263. Market conditions were tighter for ground-oriented housing and selling prices held up better in these segments as a result. Price declines were more notable for condo apartments.

“Market conditions varied by market segment in 2024. Sales of single-family homes, including detached houses, increased last year, whereas condo apartment sales were down. Many would-be first-time buyers remained on the sidelines, anticipating more interest rate relief in 2025. The lack of first-time buyers impacted the less-expensive condo segment more so than the single-family segments,”

said TRREB Chief Market Analyst Jason Mercer.

“Consumer sentiment, monetary policy, development policy, and issues such as congestion continued to impact the resale, new, and rental housing markets in 2024. Government policies on these fronts need to be reviewed in 2025. TRREB is providing in-depth coverage on all of these topics in our highly anticipated Market Outlook and Year in Review report to be released at the beginning of February,”

said TRREB CEO John DiMichele.

GTA home sales amounted to 3,359 in December 2024 – down slightly from December 2023. New listings were up over the same period, continuing the trend of a well-supplied market. The MLS® Home Price Index Composite Benchmark was up by less than one per cent year-over-year in December. Over the same period, the average price, at $1,067,186, edged lower.”

Average Sales Prices GTA

These are the monthly indications of the average sales prices of single family homes (all property types) in the GTA:

2021

$932,297                         January 1st

$966,001                         January 31st

$1,044,910                      February

$1,097,319                      March         

$1,090,414                      April

$1,108,137                      May

$1,089,012                      June

$1,061,653                      July

$1,070,176                      August                    

$1,135,027                      September

$1,155,624                      October

$1,162,564                      November

$1,157,837                      December

2022

$1,157,837                      January 1st                   

$1,242,407                      January 31st

$1,334,021                     February                          (all time peak)

$1,298,705                      March                             

$1,250,704                      April                               

$1,210,372                      May                                

$1,145,796                      June                                

$1,073,213                      July                                  *                                     

$1,078,999                      August                             *                 

$1,086,456                      September                        *                 

$1,087,590                      October                            *                 

$1,079,420                      November                        *       

$1,051,409                       December                        *

2023

$1,051,409                      January 1st                                   *

$1,037,027                      January 31st                                *

$1,096,157                      February                          *

$1,107,052                      March

$1,152,519                      April

$1,195,274                      May

$1,181,002                      June

$1,116,978                       July

$1,082,881                      August

$1,118,200                       September

$1,123,390                      October

$1,077,891                      November                        *

$1,084,757                      December                        *

2024

$1,084,757                      January 1st                                   *

$1,025,226                      January 31st                                *

$1,109,444                      February

$1,120,984                      March

$1,154,348                      April

$1,165,077                      May

$1,161,144                      June

$1,106,685                      July

$1,074,083                      August                             *

$1,106,542                      September

$1,134,859                      October

$1,106,148                      November

$1,067,186                      December                        *

What usually happens each year? The market starts off in January, rises in February, gains momentum in March and April and reaches its peak for the year in May. The market declines in June, declines in July and then bottoms out in August. In September, it reverses itself and rises once again, and in October, it reaches its second peak for the year. In November, the market declines, as it does again in December, and the cycle repeats itself the following year.

In 2024 the market started out in January, increased in February, March and again in April. It reached a peak for the year in May. It declined in June,, declined again in July and August and reversed itself in September. Then, it reached its second peak for the year in October, declined in November and again in December. So, we had a perfectly predictable 2024 on a monthly basis!

The overall market peak took place at the end of February 2022. Then, we had a series of significant increases in the Bank of Canada rate. That brought the market down and levelled it off. This past year, the Bank lowered rates again, but of course they are still substantially higher than they were in February 2022, when they were 0.25%, and within a month they doubled. That’s the effective impact. Now, a 0.25% decrease in rates has only a modest impact since we are currently at 3,25%.

Bank of Canada Rate Decreases in 2024 (overnight rates)

11 December                   3.25% 

23 October                       3.75%  

4 September                     4.25%

24 July                             4.50%

5 June                              4.75%

10 April                           5.00%

6 March                           5.00%

(historically, February 2022, the rate was 0.25%

It’s important to appreciate that the Bank of Canada rate has gone from 0.25% (in February 2022) to 5.00%. That’s TWENTY Times! That’s the single most significant factor affecting the marketplace. Everyone is (or was) on pause until the new numbers settle in. Buyers who thought they could afford a detached home can only afford a townhouse, now that they factor in their increased mortgage payments.

We are not likely to see the 0.25% again. That’s quite unrealistic. The current rate is actually quite reasonable. The above noted rates are not the rates for the average consumer, they are the rates charged by the Bank of Canada when it lends money to Banks.

This is an outline of the current mortgage rates that are available for consumers:

As of January 9, 2025, mortgage rates in Ontario ranged from 2.99% to 5.79% depending on the term and type of mortgage. 

Fixed-rate mortgages 

  • 6 month fixed: 2.99%
  • 1 year fixed: 5.79%
  • 2 year fixed: 4.84%
  • 3 year fixed: 4.39%
  • 4 year fixed: 4.59%
  • 5 year fixed: 4.29%

Variable-rate mortgages 

  • 5 year variable: 4.35%

Other mortgage rates 

  • 5 year open: 4.95%

Price Decline

You will notice that prices have declined from a high of $1,334,021in February 2022 to $1,067,186 at the end of December. That’s a loss of $266,835 which represents a 20.00% decline.

If you look through the numbers whether there were small increases or decreases since the peak, the final result, namely $1,067,186 (or relatively close) was reached on a number of occasions (all noted with an asterisk * above).

When you look back, what you will find consistently is that the market is almost always 20% below the February 2022 market peak.

Sales Activity

Buyers have been sitting on the sidelines until the Bank of Canada stopped raising interest rates. Obviously, it’s time to jump back in again. We are likely to see increasing prices going forward, subject of course, to the annual predictable fluctuations.

At the outset Sellers held back and didn’t list their properties, however there are now a considerable number of listings and we would have a “balanced market” in terms of supply and demand.

Set out here are the number of sales transactions which took place each year:

2021            121,712

2022            75,045

2023            65,877

2024            67,610

Prior to 2021, there were several years over 100,000 in sales. The decline has been substantial and it looks like the consumer has lost interest.

The Market has Bottomed out and we are on a Rise Again

That’s the hope and expectation for 2025, but unfortunately there is no evidence of that, at this moment. We are looking for bidding wars to return. That will be an indication of the change.

Long Term Performance

It’s unfortunate, that the media hasn’t written about this yet. Over the longer term, real estate has proven to be an excellent investment. They will in time.

Here are the annual returns if you owned property (single family home in the GTA) from the following dates:

Year                      Value                    % Increase           Annual %

10 years 2014        $566,611               104.4%                  10.44%

5 years 2019          $787,842               35.46%                  7.09%

Obviously, the returns over the last three years produce negative results.

For the Consumer

If you are a Buyer, this is a good time to get into the market. If you are a Seller, then, it would be wise to wait and take advantage of subsequent increases. If you are both a Buyer and a Seller, then it all depends. Trading up, proceed now, trading down, then wait. Naturally, each individual case must be determined upon its own merits.

If you would like to discuss the market, please give me a call at 647-404-8150.

Brian Madigan LL.B., Broker

www.iSourceRealEstate.com

www.OntarioRealEstateSource.com

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