Canadian Real Estate Wealth Investor Forum

THE LATEST UPDATES ON INVESTMENT PROPERTY HOTSPOTS: OPPORTUNITIES, TRENDS AND SOLUTIONS

2020 has been a tumultuous year for real estate investments, and it’s essential that investors stay up to date on the latest trends in order to capitalize on new market opportunities with confidence. The Investor Forum provides a platform for investors who want to hear from the country’s leading investment experts and portfolio strategists, gain the cutting-edge information required to guide their investment decisions, and network with real estate investors, property owners and real estate specialists as they plan their strategies for 2021.

In partnership with

AGENDA
November 4, 2020 | 3:00–9:30 pm EST

3:50–4:00 PM Registration and virtual orientation  

4:00–4:45 PM Keynote: Where to invest in real estate today — pros and cons  
In a tumultuous year for real estate investors, it’s vital to stay up to date with the latest trends in order to capitalize on new opportunities in the market. In this session, some of Canada’s most successful investors explore the potential gains and losses of the current real estate investment landscape.

In our current economy, what are the top regional real estate markets to watch?  
What are the new cash cows and money pits?  
Have student rentals become obsolete? 
Navigating the rapidly shifting condo market 
How should I pivot my portfolio or strategy? 
Summarizing the investment outlook and key opportunities for 2021

Moderator

Rachel Oliver
managing partner, Clover Properties

Panelists

	Kelly Fry Kelly Fry Team, Keller Williams Elite
	Erwin Szeto director, Mr. Hamilton
	Brady McDonald real estate investor, Bk Real Estate Investing
	Rob Break owner operator, Breakthrough Property Investments

4:50–5:20 pm Session 1: Tips and Traps for Financing Multi Residential Properties

In this session, you will learn:

How lenders view multi residential properties and what you need to keep in mind
How to calculate the Debt Coverage (DCR) on a multi-unit to determine the loan amount the property qualifies for
Creative acquisition strategies and capital structures
How the DCR method can benefit you as an investor if you no longer qualify for residential financing
How to be prepared for a multi residential property purchase or a refinance

Get a complimentary copy of the Streetwise Multi Residential approval binder!

Speaker:

Dalia Barsoum
president and principal broker, Streetwise Mortgages

5:20–5:35 pm Networking break

5:35–6:05 pm Session 2: Come grow with us: The 7 key growth factors for real estate investor success

Ever wonder why some investors are successful even in a crisis, while others quit or struggle? The REITE Club founders will be sharing their 7 key "must have" elements and why their unique club focuses on community to help investors grow.

Speakers:

	Daniel St-Jean co-founder and growth catalyst, The REITE Club
	Sarah Larbi co-founder, The REITE Club
	Alfonso Salemi co-founder, The REITE Club
	Laurel Simmons co-founder, The REITE Club

6:10–6:40 pm Session 3: Wealth planning with Calgary real estate

Is Calgary the answer to investors’ income questions? We will break down how and why investors can find income in Calgary with turnkey new construction opportunities!

Ryan Bond offers a holistic service, connecting real estate investments to financial plans, and helping investors take full advantage of opportunities when they see them.

Natasha Phipps finds those opportunities. The Calgary agent has built a reputation for finding investments that deliver consistent cash returns and equity growth for investors. Together, Phipps and Bond will be presenting how the Calgary market can build real wealth and generate real income in a way traditional income sources like bonds no longer can!

Speakers:

	Natasha Phipps realtor- investment specialist, Phipps Investment Ltd.
	Ryan Bond broker/owner, MortgageLine

6:35–6:50 pm Networking break

6:55–7:25 pm Session 4: Turn your equity into income with real estate

Are you equity rich but cash flow poor? Real Estate Broker Brett Turner and Mortgage Broker Garth Chapman will discuss how you can take your equity gains and use them to acquire income property to achieve a more balanced portfolio. With a focus on Calgary new construction, these two experts will show you several strategies you can use to make the most of your equity gains and build a very robust income property portfolio.

Understanding cash flow on cash returns vs. the cost of borrowing and how your capital can be used most effectively
Contrasting conventional financing vs. CMHC multifamily insured financing
Income potential of new construction vs. resale
How much cash flow can you get for $100k, $200k or $300k in equity?

Speakers:

	Brett Turner broker and co-founder, Redline Real Estate Group Inc.
	Garth Chapman mortgage advisor, Jencor Mortgage

7:30–8:00 pm Session 5: Condo investing 2021

What is happening in the condo market? Where are the opportunities? What will the future bring?

How COVID is impacting developers? Land prices and construction costs?
What are the best opportunities that have been created?
What happened to the rental market? The impact of the immigration shut-down?

Speakers:

	Matt Elkind broker and founder, Record Keller Williams Referred Urban Connect Realty
	Trevor Rabie founder and CEO, Prive Capital Investment Fund
	Ryan Rabinovich president and managing partner, PSR Brokerage

8:00–9:00 pm Networking