goREAL - Private Equity Real Estate

Deep dive into North American private equity real estate via the goREAL platform. This annual gathering of innovative and influential real estate leaders and investors offers one of a kind, intimate setting for industry stakeholders to address transformational market shifts as well as key economic, socio-demographic and technology tends impacting short/long-term investment decision-making. With a full day agenda covering a range of core topics on property markets, strategies across asset types, portfolio optimization, dealflow, fundraising, co-investments, deal structuring and transaction risk management, goREAL serves as a vibrant platform for sharing cutting edge solutions, sourcing capital and off-market deals while cultivating relationships with peers and investors.

AGENDA - goREAL 2018

Actionable content by and for industry shapers

Please visit this page regularly to keep abreast of updates to the program.

Registration

Coffee/tea and refreshments will be served.

Chair's Welcome

Opening Remarks

Keynote - Markets

Keynote Interview: Market Outlook and Key Trends in Private Equity Real Estate

  • Michael Turner – Executive Vice President and Global Head of Real Estate, OMERS; President, Oxford Properties Group
  • Naomi Powell – Reporter, Financial Post (Interviewer)

- Economic outlook, interest rates and how these impact short/long-term asset allocations
- Key global and regional trends shaping North American property markets
- Assessing the current lending environment
- Social, demographic and technological changes affecting the real estate sector
- Capital in and outflows, property valuation, market correction
- What makes the present cycle different from previous ones; what to expect in 2020 and beyond
- What should investors know today to make better investment decisions tomorrow
- US vs Canada: Challenges and opportunities for investors

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Portfolio Strategies & Performance

Panel: Strategies for smart asset allocation and premium risk-adjusted returns

  • Lindan Gill – Sr. Portfolio Manager, Real Estate Investments (Pension Fund Department), Canada Post Corporation
  • Nick Macrae – Senior Portfolio Manager, Real Estate, HOOPP (Healthcare of Ontario Pension Plan)
  • Warwick Marchant – Portfolio Manager, Manulife Real Estate

Moderator: Chad Gemmell – Chief Operations and Compliance Officer, ‎R2


- Which property classes and geographies offer the best risk/return trade-offs?
- Innovating portfolio-level strategy in competitive and volatile markets
- Assessing core, value-add and opportunistic investments
- Niche real estate investments - pitfalls and profits
- Investing in secondary markets - what works, what doesn't
- Fine-tuning established portfolios to market trends
- Co-investment structures and stakeholder management
- Leveraging technology for operational efficiency
- Portfolio risk management and tax considerations
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Dealflow and Co-investing

Dealflow and co-investment opportunities in the mid-market space

Speaker:  Peter Aghar, Founder & Principal, Crux Capital Corporation

 

Break

Networking Break

Coffee and refreshments served in the Main Dining Room. 

Development

Panel: Development 

Moderator: David Minor – Senior Advisor, Altus Group


- Development growth challenges and opportunities in key markets
- Supply/demand in residential and commercial real estate
- Coping with land/building costs and affordability
- Deal structuring, financing and alternative sources of capital
- Co-investment opportunities for private and institutional investors
- Key technology trends impacting the construction industry
- Real estate crowdfunding: competitive or complementary?
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In the Spotlight

Project: THE ONE

Featured Speaker: Sam Mizrahi – President & CEO, Mizrahi Developments

Interviewer: Stephen Moranis – Senior Advisor to the President, Forest Hill Real Estate Inc. Brokerage; Freelance Columnist at Financial Post

Legal, Compliance, Risk

Panel: Structuring Real Estate Deals for Profitability and Reduced Downside Risk 

Moderator: Thomas von Hahn, Partner (Co-Practice Leader, Real Estate Group), Blake, Cassels & Graydon LLP

- Real estate investment vehicles: what is right for you?
- Optimizing real estate deals (cost, structure, terms)
- Transactional risk management (commercial, multi-family properties)
- Trends and best practices in acquisition/disposition due diligence
- Legal/tax considerations for forming and operating private real estate funds in Canada
- Cross-border investments, tax strategies, offshore structures
- Evolving compliance and regulatory environment

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Lunch

Networking Lunch

Served in the Main Dining Room

Residential Real Estate

Panel: Multifamily Investment Strategies

Moderator: Derek Lobo - CEO, SVN Canada Inc.

- Re-assessing multifamily investment approaches in current markets
- Value-add and stabilized properties across the risk/return spectrum
- Getting into the construction game: The new dealflow?
- How shifting demographics and lifestyle attitudes impact the rental market
- Property value and cashflow enhancement techniques
- Boosting tenant acquisition and retention rates
- Portfolio diversification and risk management

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Fundraising

Fundraising strategies for a crowded marketplace 

  • Robert Bilse – Head of Capital Markets, North America, PATRIZIA Immobilien AG
  • Kursat Kacira – President & CEO, Firm Capital American Realty Partners Corp.

Moderator: David Pappin – President, IAM Real Estate Group 


- Running an effective fundraising campaign
- How investors source and select funds
- What incentives do you need to offer to LPs?
- Building a momentum in the fundraising process
- Raising capital from institutional firms
- Strategies for securing a first strong close
- Structuring your fundraising deals
- Examining deal terms and capital stack
- Working with placement agents
- Real estate crowdfunding
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Technology

FinTech Meets Commercial Real Estate Capital Markets

Amar will talk about leading technology trends in the CRE capital space and discuss challenges faced by capital users in the private capital markets industry.

Break

Networking Break

Coffee and refreshments served in the Main Dining Room. 

Commercial Real Estate

Panel: Investment Strategies and Opportunities for Retail and Office

  • Sheila Botting – National Leader, Real Estate & Construction, Deloitte
  • Joshua Kaufman – Senior Vice President, Retail and Commercial Development, Dream Unlimited Corp.
  • Les Miller - Managing Partner, Crown Realty Partners

Moderator: John G. Crombie – Senior Vice President, Retail Canada & Retail Business Development, Triovest Realty Advisors Inc.


- Investment climate and trends in primary and secondary cities
- Redevelopment and repositioning in response to evolving client needs
- Lease negotiation techniques for increased NOI and profitability
- Digitalization and outsourcing - implications for office real estate investment
- E-commerce, big data, analytics - how retailers and investors cope with technology
- What does the future hold for office and retail construction?
- CRE portfolio strategies for premium risk-adjusted returns
- Approaches to capital stack and risk management in CRE deals
- Biggest opportunities in 2020?
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Hospitality Real Estate

Investment Trends & Opportunities for Canadian/US Hotels

  • Jeff Hyslop – Senior Vice President, Asset Management, InnVest Hotels LP
  • Brian Stanford, CMC, ISHC, FRICS – Senior Managing Director, CBRE Limited (CBRE Hotels, Valuation & Advisory Services)
  • Eric Watson – President, MasterBuilt Hotels

Moderator: Alam Pirani – Executive Managing Director, Colliers International Hotels


- Hotel investment outlook: travel markets, hospitality trends
- What drives investor demand: local vs. foreign groups
- Competition for prime assets and its impact on valuation
- M&A activity and consolidation trends in key markets
- Deal structuring and financing options for investors
- Innovative asset value enhancement techniques
- Exit climate and secondaries
- Optimizing operations and auxiliary revenue drivers
- Choosing your hotel operator: What every investor should know
- Independent vs chain hotels
- Opportunistic development
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DealDeck

Fund Investment Opportunity

  1. Western Canadian Asset Manager with three funds (Core, Opportunities and Agriculture)
  2. Rocky Mountain Lodging Portfolio
  3. Ontario based Real Estate Equity Development Fund

Closing Reception

Bar Lounge - The National Club

SPEAKERS - goREAL 2018

Authoritative voices in North American Private Real Estate

Michael Turner – Executive Vice President and Global Head of Real Estate, OMERS; President, Oxford Properties Group
Michael Turner is the Executive Vice President and Global Head of Real Estate of OMERS, and President of Oxford Properties
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John G. Crombie, ICD.D – Senior Vice President, Retail Canada & Retail Business Development, Triovest Realty Advisors Inc.
John has been in commercial real estate for over 30 years. In his current role, John has accountability for strategic
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Thomas von Hahn – Partner, Blake, Cassels & Graydon LLP
Thomas is a well-known trusted adviser to pension funds and institutional and private investors in the acquisition and disposition of
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Robert Bilse – Head of Capital Markets, North America, PATRIZIA Immobilien AG
Rob Bilse is head of North America capital markets at PATRIZIA Property Inc. Bile’s network of client relationships focuses primarily
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Sam Mizrahi – President & CEO, Mizrahi Developments
A Business Romantic and Proven Entrepreneur As president and founder of Mizrahi Developments, Sam Mizrahi is a visionary entrepreneur with
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Evan Kirsh – President, Starlight U.S. Multi-Family
Evan Kirsh joined Starlight Investments in January 2013 as the President of Starlight U.S. Multi-Family. Evan has more than 25
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Greg Romundt – President & CEO, Centurion Asset Management Inc.
Mr. Romundt is the founder and President of Centurion Asset Management Inc., Centurion Apartment Real Estate Investment Trust, Centurion Real
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Sheila Botting – National Leader, Real Estate & Construction, Deloitte
Sheila is the National Real Estate Leader in Canada and a Partner in the Financial Advisory Practice. Over the past
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Brad J. Lamb – President & CEO, Lamb Development Corp.
Brad J. Lamb is the Broker of Record & CEO / owner of Brad J. Lamb Realty. He has been
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Eric Carmona – Partner (Real Estate), Stikeman Elliott LLP
Eric Carmona is a partner in the Real Estate Group. His practice focuses on commercial real estate and encompasses all
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Naomi Powell – Reporter, Financial Post
Naomi Powell is a business journalist with the Financial Post, covering Canadian real estate from a national perspective. Prior to
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Lindan Gill – Sr. Portfolio Manager, Real Estate Investments (Pension Fund Department), Canada Post Corporation
Bio forthcoming
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Jeff Hyslop – Senior Vice President, Asset Management, InnVest Hotels LP
Jeff Hyslop was named Senior Vice President of Asset Management in January 2018. Mr. Hyslop leads the Asset Management team,
Read more.
Nick Macrae – Senior Portfolio Manager, Real Estate, HOOPP (Healthcare of Ontario Pension Plan)
Bio forthcoming
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Les Miller – Managing Partner, Crown Realty Partners
Les serves as Managing Partner, Real Estate Management at Crown where he oversees the leasing, property management and customer service
Read more.
Joshua Kaufman – Senior Vice President, Retail and Commercial Development, Dream Unlimited Corp.
Joshua Kaufman is the Vice President of Retail and Commercial Development. He has 15 years of experience within the real
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Peter Aghar – Founder & Principal, Crux Capital Corporation
Peter Aghar is the President of Crux Capital Corporation, a value-add real estate investor and developer, and venture capital investor.
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Kursat Kacira – President & CEO, Firm Capital American Realty Partners Corp.
Kursat Kacira currently serves as President & CEO of Firm Capital American Realty Partners Corp., as TSXV-listed real estate investment
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David Pappin – President, IAM Real Estate Group
In addition to managing the overall business and providing strategic direction, David works closely with the investment team to source
Read more.
Zachary Pendley – Partner and Senior Vice President, Transaction Real Estate, EY
As a partner at EY, Zach is a dedicated strategist, transaction advisor and valuation specialist in the real estate industry.
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Derek Lobo – CEO, SVN Canada Inc.
Derek is the CEO of and Broker of Record at SVN Rock Advisors Inc., Brokerage. Derek is regarded as a
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David Minor, CPA, C.A, CBV, CFA – Senior Advisor, Cost Consulting & Project Management, Altus Group Limited
David is a real estate, building products and finance professional with over 25 years’ experience. He is CPA-Chartered Accountant and
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Amar Nijjar – CEO, R2
Amar is Founder & CEO of R2. Over last 17 years, Amar has worked within commercial real estate sector in
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Alam Pirani – Executive Managing Director, Colliers International Hotels
Alam Pirani is Executive Managing Director of Colliers International Hotels based in the Toronto office. He leads the team of professionals responsible
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Stephen Moranis – Senior Advisor to the President, Forest Hill Real Estate Inc. Brokerage; Freelance Columnist at Financial Post
Stephen Moranis is a strategic and seasoned real estate leader with broad international experience in the private, public and non-profit
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Arthur C. Salzer, CFA – CEO & CIO, Northland Wealth Management
Arthur C. Salzer, is the Chief Executive Officer & Chief Investment Officer of Northland Wealth Management. As the firm’s founder,
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Warwick Marchant – Portfolio Manager, Manulife Real Estate
Warwick Marchant is responsible for the asset management, leasing and performance of the Greater Toronto Area portfolio. In conjunction with
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Brian Stanford, CMC, ISHC, FRICS – Senior Managing Director, CBRE Limited (CBRE Hotels, Valuation & Advisory Services)
Brian Stanford, CMC, ISHC, FRICS is a Senior Managing Director and one of the practice leads with CBRE Hotels Valuation
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Eric Watson – President, MasterBUILT Hotels
Eric Watson is responsible for providing the vision, strategy and leadership across all divisions of MasterBUILT Hotels. Previously, Eric was
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Stuart Wilson – Chief Operating Officer, Alterra Developments
Stuart Wilson is the Chief Operating Officer at Alterra Developments. Stuart oversees, and is an integral part of, all aspects
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