SCHEDULE

DAY 1: MARCH 4th, SATURDAY

08.00

REGISTRATION

08.00

BREAKFAST WORKSHOP: INVESTING IN REAL ESTATE FOR MORE CASH FLOW

The founders of Mothers of Real Estate, aka MORE share strategies, steps and systems that worked for them… while they juggled work, life and motherhood. They’re amazing moms who overcame major challenges and devastating setbacks. They are also empowering teachers.

Mothers of Real Estate will show you real-life scenarios that generate higher cash flow with: Buy-Rent-Hold, Rent to Own and Student Rentals.

If money, time, experience or knowledge are holding you back, you’ll discover how to overcome just about any obstacle. They will explain how to create a plan to reach your desired income goals. Where to find good investment properties and how to get started, even if you believe you don't have the money, experience or time.

Investor-Forum GillianGillian Irving Mothers of Real Estate; Owner, InvestInStudentRentals.com

Investor-Forum MonikaMonika Jazyk Mothers of Real Estate; Real Estate Investment Specialist & Wealth Builder, REAL Property Investments Inc.

Investor-Forum RachelRachel Oliver Mothers of Real Estate; Managing Partner, Clover Properties

09.10

WHEN LIFE GIVES YOU LEMONS...INVEST IN REAL ESTATE!

After suffering from debilitating anxiety, Tim quit his six-figure job and was able to start a meaningful business helping others. Thanks to real estate investing this former VP of Sales for a multinational software company managed to turn adversity into limitless opportunities. This moving keynote presentation will refocus your goals and inspire you to take on the world.

Investor-Forum Tim-JP-CollinsTim JP Collins, Entrepreneur; Professional Real Estate Investor; Stress & Anxiety Coach

09.55

WELCOMING REMARKS

Investor-Forum lloyd-mcDonaldLloyd McDonald, Vice President, Business Development, Pinnacle Wealth Brokers Inc.

10.00

HOW TO USE YOUR RRSP’S/TFSA’s TO INVEST IN A DIVERSIFIED REAL ESTATE PORTFOLIO

In this session Pinnacle Wealth Brokers VP of Business Development - Ontario, Carolyn Seaforth will be hosting a discussion with real estate experts who manage more than a $100,000,000 in assets. They will teach you how to build a diversified real estate portfolio including Commercial, Office, Retail and Multi-Residential in Canada and in the US. They will also discuss how they got started in real estate and how you can use your RRSP’s and TFSA to build your real estate portfolio. 

Investor-Forum Carolyn-SeaforthCarolyn Seaforth, Vice President, Business Development, Pinnacle Wealth Brokers Inc.

10.40

INVESTING IN DEVELOPMENTS

Strategy Session: 30 minutes

Learn more about syndicated mortgage financing - what projects, why (or why not), where, and when.

Investing in syndicated development mortgages has become a popular option for individuals, although somewhat controversial lately. Learn about the rewards and risks direct from a developer who has been in the business through 35 years of market cycles (not just the “good times”). Harry Stinson is always candid, and never boring.

Harry StinsonHarry Stinson, Stinson Properties

PORTFOLIO CONSTRUCTION & PRIVATE MARKETS

Strategy Session: 30 minutes

Clients are often presented with an array of potential investments from individual private market issuers and public stocks, bonds, mutual funds and ETF’s with little advice as to how to best put them together into a well constructed portfolio.

Wes Mills will speak to some of the theory that supports portfolio construction, some of the limitations of forecasting, and some “best practices” in the financial industry that are employed by both institutional and high net worth investors. Wes will provide insights and tools to assist you in building an investment portfolio that matches your goals, objectives, risk tolerance and time horizons.

Investor-Forum Wesley-MillsWes Mills, MBA, CFA, Chief Investment Officer, Pinnacle Wealth Brokers Inc.

LESSONS FROM SUCCESSFUL MULTI-FAMILY INVESTORS

Editors Session: 45 minutes

How do you make the jump from dozens of doors to hundreds of doors? How do you then make the jump from hundreds of doors to thousands of doors? Our esteemed panel of speakers will make sure to answer these questions. Learn from their success stories and failures, they will teach you what it took to get to where they are now and understand the terrible mistakes and lessons along the way.

Investor-Forum Pierre-Paul-TurgeonModerator: Pierre-Paul Turgeon, Multi-family Investor, Speaker & Author

Investor-Forum Darcy-WhiteDarcy White, Professional Real Estate Investor

Investor-Forum Emmett-KellyEmmett Kelly, Professional Real Estate Investor

For Editors Pass & Workshop Pass holders only

No-Sales-Pledge Guaranteed no sales pitch for this session

11.10

FINANCING STRATEGIES THAT ENABLE YOUR SUCCESS

Strategy Session: 30 minutes

During your investment journey, you may tap into one or more investment strategies and property types to build your wealth. This includes strategies such as Buy and Hold, Buy/ Renovate/Refinance (BRR), Rent To Own , Construction/ Development, Flipping, and Private Lending, and property types such as residential, multi-residential, commercial and land.

In this session, we will highlight the best financing strategies that go hand in hand with your chosen investment strategy. We will also share financing tips relating to each real estate asset class that will help you better structure your deals.

Investor-Forum DALIADalia Barsoum, Professional Real Estate Investor; Mortgage Broker, Streetwise Mortgages

CAR WASH INVESTMENT FUND - CASH FLOW INVESTMENT

Strategy Session: 30 minutes

Clear Sky Capital believes that opportunities exist to acquire Car Wash locations at attractive prices with existing operations, and the potential for consistent growth. These Car Washes are located in markets with strong employment growth, established operations and the potential to provide increasing cash flow. The Clear Sky Capital Income Portfolio Fund – Series I currently manages a portfolio of 29 car wash locations in the United States. The Fund will generally focus on acquiring, or otherwise investing in, Express Car Wash location which were constructed or refurbished in 2000 or later. The Clear Sky Capital Income Portfolio Fund - Series I has a targeted 10% annual investor ROI with the potential for additional investor returns.

Jatinder AulakhJatinder Aulakh, Investor Relations Manager, Clear Sky Capital Inc.

11.40

MAZATLÁN, A GREAT OPPORTUNITY TO INVEST

Strategy Session: 30 minutes

Insight to Mazatlán Real Estate Market, its growth and investment opportunities

The city of Mazatlán has been featured in stories in the LA Times, the Chicago Tribune, and The San Francisco Chronicle following recent accolades from the likes of none other than CNN Money and International Living. Quite impressively, Mazatlan was even listed as destination #24 in the New York Times article “53 Places to Go”, Features the largest Marina and the largest ocean drive in Latin America, find out why Mazatlán is Mexico´s best place to invest.

Investor-Forum Alfredo-ReynagaAlfredo Reynaga, Marketing Manager, Vicasa Desarrollos

COMMERCIAL REAL ESTATE STRATEGIES - WHAT ARE THE EXPERTS DOING?

Strategy Session: 30 minutes

Following the recent recession, a flight to income producing investments is the driving force for many investors. Learn how such objectives are achieved from strategies adopted by leading Commercial Real Estate professionals, and also what to possibly look for when investing in private market opportunities.

Nancy BaconNancy Bacon, Managing Director, Chase Alternatives

ESTATE PLANNING/ASSET PROTECTION: LEAVING A LEGACY - WHAT HAPPENS AFTER HAPPILY EVER AFTER?

Editors Session: 45 minutes

If you start investing early and own ten properties at age 35, your portfolio will be worth $11M when you are 85 . What happens after you enjoy the cash flow and appreciation from these properties? In this session, Cherry will share with you the tax impact upon death to your portfolio and common ways to minimize these taxes. She will also discuss the common structures that you can use to protect the assets during your lifetime.

Investor-Forum Cherry ChanCherry Chan, Real Estate Accountant

For Editors Pass & Workshop Pass holders only

No-Sales-Pledge Guaranteed no sales pitch for this session

12.10

BREAKING THE CODE OF INVESTING APARTMENT BUILDINGS IN CANADA

Strategy Session: 30 minutes

Apartment buildings remain one of the most sought-after assets because they are low risk and can generate multi-generational wealth much faster than small rental properties. In this session, Pierre-Paul will reveal his personal multi-family investing secrets like never before, including his own 4-step system that you can use to acquire apartment buildings without using your own money. This system includes his own methods to convince the banks to give you financing. You will also learn from this multi-family industry insider why investing in apartment buildings in Canada makes sense more now than ever.

Grab a free e-book on multifamily investing HERE.

Investor-Forum Pierre-Paul-TurgeonPierre-Paul Turgeon, President, Matterhorn Real Estate Investments Ltd.; Multifamily Investor; Speaker & Author

DURUM CAPITAL: DIVERSIFICATION BY DESIGN

Strategy Session: 30 minutes

Durum Capital, building best in class private equity investments through experienced governance and dedication to teambuilding. Durum offers both buy and hold growth strategies and yield through strategic acquisition and thoughtful management of assets. Bow Water and Land Trust: growth product with land asset and water license asset. Durum Industrial REIT: yield product with diversified staggered leases.

Eric HansenEric Hansen, Vice President, Durum Capital

12.40

NETWORKING LUNCHEON

TOP INVESTOR AWARDS GALA LUNCHEON

For Editors Pass & Workshop Pass holders only

01.40

PROPERTY RICH, CASH POOR?

Strategy Session: 30 minutes

Having access to cash (capital) is king for serious real estate investors! Let me give you strategies on how to continue to grow your portfolio to unlimited heights with creative financing practices for borrowing money. Knowing there is access to unlimited funds is a priceless resource. It allows you the ability to jump on opportunities quickly, and negotiate effectively for the right deal. These top-tier creative financing techniques are an asset to all real estate investors, whether you are starting out and need quick cash for that first deal, or are experienced and getting capped. Moving into bigger projects and investments can be hindered by limited access to capital.

Learn techniques for Other People’s Money effectively without overleveraging or dramatically increasing your cost of funds. This session will cover topics including sourcing joint venture partners, finding motivated sellers, negotiating vendor take backs to blanket mortgages and self-directed RSP, LIRA and TFSA’s.

Claire DrageClaire Drage, Professional Real Estate Investor, Elite Trainer, Mortgage Broker, Mortgage Alliance

OPPORTUNISTIC TEXAS REAL ESTATE INVESTMENT WITH ROCKSPRING CAPITAL

Strategy Session: 30 minutes

Real estate is a common asset class for investors. There are generally two types of real estate strategies with primary goals of either generating monthly income with lower return/risk or profits with higher return/risk. Rockspring provides investors the ability to invest in opportunistic Texas real estate to potentially achieve profits with higher returns coupled with a number of risk reducing strategies.

Investor-Forum Travis-StelTravis Stel, Rockspring Capital

ASK THE INVESTOR: OPEN FORUM DISCUSSION

Editors Session: 1 hour

In this interactive open forum panel discussion, you will have the opportunity to get answers to your most pressing questions. Our panel of esteemed real estate investors across Canada will share their success stories; roadblocks faced along the way and insights into how they overcame these challenges. Make sure to prepare a list of your questions in advance to get the most out of this open forum discussion!

Investor-Forum tom-karadzaModerator: Tom Karadza, Co-Founder, Rock Star Real Estate Inc.

Investor-Forum Evelyn-LaMarshEvelyn LaMarsh, Professional Real Estate Investor

Investor-Forum Charles-WahCharles Wah, Professional Real Estate Investor

Investor-Forum Lee-StraussLee Strauss, Professional Real Estate Investor

Investor-Forum Jules-McKenzieJules McKenzie, Professional Real Estate Investor

Investor-Forum DanielChinDaniel Chin, Professional Real Estate Investor

For Editors Pass & Workshop Pass holders only

No-Sales-Pledge Guaranteed no sales pitch for this session

02.10

DOUBLE-DIGIT REAL ESTATE CASH FLOW WITHOUT THE HEADACHES

Strategy Session: 30 minutes

Smart, efficient investing is about achieving the maximum financial return with minimal risk, effort, and work required. In this session, you will learn how to:

  •  achieve an instant double-digit cash flow return from real estate
  •  insulate your investment from changes in the marketplace
  •  avoid ever having to think about tenants, toilets, maintenance, and tradesmen
  •  grow your retirement savings and disposable income at an exponential rate
  •  create a perpetual and passive retirement income stream
  •  pass on your entire investment portfolio to your heirs (unlike an annuity)

This free information session is suitable for all investors, from novice to professional, as well as those simply considering real estate investment.

Investor-Forum Michael AngerMichael Anger, Professional Real Estate Investor and Investor Account Manager, Paramount Equity

EVERYBODY NEEDS STORAGE! MEET THE CHALLENGE OF SUPPLY VERSUS DEMAND OF SELF STORAGE PROPERTIES IN DENSELY POPULATED URBAN COMMUNITIES

Strategy Session: 30 minutes

Self Storage is about as recession proof a business you will find, as consumers buy more stuff when times are good and downsize their homes and need a placed to put their stuff when the economy is weak. Today's demand for self storage lockers has never been greater. As Baby boomers are retiring, generation X and Y are moving into micro-sized apartments, governments, municipalities and small businesses are all either growing or downsizing. This demand goes beyond just trends. Everyday lifestyle transitions— such as marriage, divorce, retirement, estate settlements, moving, or the simple need to de-clutter a home—all contribute to the strength of the self storage industry.

NationWide Self Storage Trust is a simple business model which provides tax efficient monthly income, and exposure to real estate (tangible asset). It's an investment that historically generates revenues equal to or better than rental income from residential or other commercial real estate investments. Join our presentation to learn how to invest now, build income and earn value.

Download our Corporate Brochure HERE to learn more!

Investor-Forum Anna-SannutoAnna Sannuto, Vice President of Business Development, NationWide Self Storage Trust

Investor-Forum David-ToddDavid Todd, Vice President of Business Development, NationWide Self Storage Trust

02.40

SURF THE OFFSHORE WAVE

Strategy Session: 30 minutes

With very few emerging markets left in the Caribbean, Belize has become a very attractive place to retire and invest. Daniel Hartin has over 20years of real estate experience and over a decade of that time in Belize representing resort development, sales and management. Learn what kind of momentum this market has had over the last few years that will encourage you to think outside of the box and learn what it means to create wealth in this untapped market.

Investor-Forum Daniel-HartinDaniel Hartin, Managing Partner, Sandy Point Real Estate; Director of Investments, Sandy Point Resorts

STREAMLINED AND COMPETITIVE SOLUTION FOR INVESTORS IN THE EXEMPT MARKET

Strategy Session: 30 minutes

Computershare is a global market leader in transfer agency and share registration, employee equity plans, mortgage servicing, proxy solicitation and stakeholder communications, with specializations in corporate trust, bankruptcy, class action and a range of other diversified financial and governance services.

In Canada, Computershare provides a comprehensive record-keeping and account administration platform, while delivering enhanced reporting through industry-leading web portals, an improved onboarding experience and greater value for investors. This session will provide information about Computershare and how we can help investors experience greater transparency and reporting for their exempt market investments.

Investor-Forum Felicia-ONeilFelicia O'Neil, Assistant Vice President, Business Development – Private Capital Solutions, Computershare

PROPERTY MANAGEMENT: WHAT YOU DON’T KNOW AS A LANDLORD – A TENANT WILL TEACH YOU!

Editors Session: 45 minutes

In this session we will review the Pros and cons of managing a property yourself, Property management best practices, tenant screening, how to do a proper showing. We will dicuss overcoming tenant problems and challenges: understanding specific examples and real-life scenarios. Review residential tenancy acts and how to write your lease – AB, BC, ON

Investor-Forum tom-karadzaModerator: Natalka Falcomer, Legal Columnist, Real Estate Magazine

Investor-Forum jeff-woodsJeff Woods, President and CEO, Woods & Mazzulla Properties; Professional Real Estate Investor

Investor-Forum MICHELLE_GAUTHERMichelle Gauthier, Owner, Greenridge Properties; Professional Real Estate Investor

Investor-Forum hans-mcfarlaneHans McFarlane, Professional Real Estate Investor

For Editors Pass & Workshop Pass holders only

No-Sales-Pledge Guaranteed no sales pitch for this session

03.10

THE TOP 3 MISTAKES REAL ESTATE INVESTORS MAKE AND HOW TO FIX THEM

Strategy Session: 30 minutes

It is important to be fully informed about the potential investment market that you are interested in. With tens of millions of baby boomers retiring over the next 10 years it is just as important to follow the wave of retirement when it comes to investment. In addition to this there are 2 further pillars that drive the offshore investment in Belize, there is the tourism market and also the high net worth movement of their wealth offshore. These 3 pillars will be discussed in detail along with actual data and portages that show the emerging market in these three areas

Investor-Forum-Stephan AarnioStefan Aarnio, Real Estate Entrepreneur

FINANCIAL HORIZONS GROUP

Strategy Session: 30 minutes

This is a closed session exclusively for Financial Horizons Group representatives and the Pinnacle Executive team and Dealing Representatives. Financial Horizons Group Reps will have the opportunity to meet the team at Pinnacle and to learn about the Exempt Market and how it can be of benefit to their clients.

REAL ESTATE FLIPPING: PITFALLS AND LESSONS LEARNED

Editors Session: 45 minutes

In this session we will show you the flipping methodology and process from A to Z by using real-life examples and scenarios. You will walk away with concrete strategies and practical steps, including dos and don’ts of flipping. Through this session, you will learn how to avoid making future mistakes, including:

  • Five mistakes that make house flipping a flop
  • How to flip homes and make real estate profit the right way
  • Tax consequences of flipping
  • What is shadow flipping, and how does it work?
  • Long flip versus quick flip
  • And much more!

Investor-Forum QUENTINQuentin D’Souza, Professional Real Estate Investor

For Editors Pass & Workshop Pass holders only

No-Sales-Pledge Guaranteed no sales pitch for this session

03.40

HOW TO INVEST IN ORLANDO: THE 2ND FASTEST GROWING METRO IN THE US

Strategy Session: 30 minutes

Orlando, Florida is benefiting from staggering new visitor figures. In the year 2009 the area welcomed 49 million visitors - in 2015 that number had skyrocketed to 66 million. The area also is now rapidly becoming an important hub for industries such as aerospace, digital media, medical tech, health, education and more. These factors along with low pricing is making Orlando a real hotspot for investment.

In this session, author and real estate developer Garrett Kenny will remove any doubt about how, where and why to invest in Orlando. Avoid the costly mistakes made by non-resident investors gone before you. Find out what and where investors are buying for safety, cash flow and upside potential and where Canadians are getting mortgages for Florida real estate.

Investor-Forum DALIAGarrett Kenny, President, Feltrim International

REDUCING RISK AND INCREASING RETURNS WITH MULTI-FAMILY REAL ESTATE

Strategy Session: 30 minutes

Kyle Pulis and Jason Thomsen will share the strategies and techniques that drive the success of the Pulis Investments multi-family real estate investment model. Learn how the Pulis team achieves 50% rent increases through substantial research, strategic planning, in-house renovations and property management, and professional marketing. This session is designed to appeal to both hands-on and hands-free investors, and will allow attendees to peek behind the curtain of a very successful and established real estate investing firm.

kyle-pulisKyle Pulis, President, Pulis Investments

Jason-ThomsenJason Thomsen, Director of Sales and Marketing, Pulis Investments

04.10

ALTERNATIVE REAL ESTATE PANEL

Strategy Session: 30 minutes

Brought to you by Canadian Real Estate Wealth Magazine

Alternative investments are not tied to the equity marketplace, instead they are used as an investment tool to reduce an investor’s overall portfolio risk through diversification. Learn about how you can diversify and enter into the proven Canadian real estate market and take advantage of the different opportunities available investors.

Justin Da RosaJustin Da Rosa, News Editor, Canadian Real Estate Wealth Magazine

Investor-Forum-Eddy-BoudiwanEddy Boudiwan, Executive Vice President, Acquisition & Asset Management, Equiton Partners

Investor-Forum-Candice Bakx-FriesenCandice Bakx-Friesen, Professional Real Estate Investor

ADVANTAGES TO REAL ESTATE INVESTING IN THE PRIVATE MARKETS U.S. & CANADA

Strategy Session: 30 minutes

Introduction to how investors can leverage the experience of ICM Realty Group as a fully integrated real estate investment firm that focuses on acquiring and managing commercial properties in the United States and Canada. ICM provides institutional and private clients with customized services in the areas of property management, portfolio/asset management, and transaction advisory services.

ICM currently has two active offerings which allow investors to use RRSP, TFSA and other registered plans, cash, corporate dollars and to invest in a diverse portfolio of commercial real estate assets:

The ICM (IX) Real Estate Trust is a cash flow producing investment trust providing qualified investors an opportunity to invest in a portfolio of commercial properties. Income, growth and tax efficiency.

The ICM Invico Balanced Real Estate Trust is a fund intended to acquire a diversified portfolio of opportunistic revenue producing western Canadian multi-family and commercial real estate properties and yield generating investments. Growth with income.

More information: www.icminvico.com

Geoff LafleurGeoff Lafleur, Director of Business Development, ICM Realty Group

THE FUTURE OF REAL ESTATE DEALS: JOINT VENTURE PARTNERSHIPS

Editors Session: 1 hour

With the new changes in the mortgage rules, investor interest in joint venture real estate deals is definitely on the rise! Learn from our esteemed panel of investors about the dos and don’ts of joint venture partnerships, including discussion on alternative joint venture structures. This session is a high-level overview of what the speakers will discuss in our in-depth joint venture workshop on Day 2. Through this panel, you will gain an understanding into the following:

  • What are some of the reasons for forming joint ventures? How do they work?
  • How to attract/find joint venture partners
  • Defining terms and responsibilities – who gets what?
  • Key components of a joint venture partnership/agreement
  • Alternative joint venture deals: partnerships that are not 50/50 – how to effectively negotiate and discuss terms
  • Best practices in putting together a basic agreement!
  • Legalities of joint venture deals and agreements

Investor-Forum Ryan-CarsonModerator: Ryan Carson, President & Lawyer, Carson Law Office Professional Corporation

Investor-Forum andrew-brennanAndrew Brennan, Professional Real Estate Investor

Investor-Forum hans-mcfarlaneHans McFarlane, Professional Real Estate Investor

Investor-Forum Mandy-BranhamMandy Branham, Professional Real Estate Investor

For Editors Pass & Workshop Pass holders only

No-Sales-Pledge Guaranteed no sales pitch for this session

04.40

ALTERNATIVE INVESTMENTS: MORTGAGES - WHY & HOW TO INVEST

Strategy Session: 30 minutes

Investors have been active in Canadian real estate for the better part of the last 2 decades. With low volatility in the stock market, and interest rates at an all time low, Canadians have been flocking to alternative investments, including residential mortgages, to diversify their portfolios. Bryan will discuss why private mortgages and Mortgage Investment Corporations (MIC), are both great investments, with an attractive risk/reward ratio, and the advantages and disadvantages of each.

Investor-Forum Brya-JaskolkaBryan Jaskolka, Vice President, Canadian Mortgages Inc.

DIVERSIFIED INCOME WITH PRIVATE, ALTERNATIVE STRATEGIES

Strategy Session: 30 minutes

The Invico Diversified Income Fund invests in a diversified portfolio of high yield lending and investment opportunities with a focus on generating monthly income and preserving capital through diversification and asset collateralization or direct ownership of the underlying assets. This uniquely structured portfolio encompasses active professional management and focuses on generating income through high-yield lending strategies, non-operated energy working interest and royalties in oil and gas. The base target preferred return is 8% p.a. plus potential profit sharing. The Invico Diversified Income Fund won the “2016 Fund of the Year” award within the “Diversified Mature Category” from the Private Capital Markets Association of Canada. Visit our website to learn more.

Ryan HittelRyan Hittel, National Sales Manager, Invico Capital Corporation

05.10

THE STATE OF THE MARKET: SFR INVESTING IN THE UNITED STATES

  • Evolution of the Industry
  • Current Drivers of the SFR Investment Market
  • Best Performing Markets
  • Financing Options for Canadian Investors
  • Future Supply vs. Future Demand

Shifting demographic and economic factors in the United States, like the growing number of households choosing to rent versus buy and favorable financing options, have created a unique environment in which Canadian real estate investors may take advantage of the evolving single-family residential (SFR) investment market. In this session, Dennis Cisterna, Chief Revenue Officer of Investability Real Estate, Inc. will examine the key market drivers as well as identify several of America’s best performing SFR markets. Canadian investors will come away with insight into financing options for foreign investors along with a better understanding of the SFR investment opportunities available in the U.S. Don’t miss this information-packed session!

Investor-Forum Dennis-CisternaDennis Cisterna, Chief Revenue Officer, Investability Real Estate, Inc.

 

05.30

CLOSING REMARKS AND NETWORKING COCKTAIL PROVIDED BY:

investability partners-logo

 

 

DAY 2: MARCH 5th, SUNDAY (Exclusive day for Workshop Pass holders only)

09.00

INCORPORATION WORKSHOP

Platinum Workshop: 1 hour & 45 minutes

To incorporate or not incorporate, that is the question that Cherry Chan gets the most from real estate investors during her speaking events. And, it’s completely understandable why someone would want to incorporate their real estate portfolio as there are tax advantages to doing so. But, incorporating is not right for every investor. There are many factors determining if it’s the right move for your real estate business or not.

In this workshop, Cherry will break down those determining factors into seven easy questions you need to ask yourself before you go looking for a professional real estate accountant to help you set up a corporation for your income properties. She will also discuss the common ownership structures, their pros and cons, and will use real-life examples to discuss the tax impact of all three common structures.

Investor-Forum Cherry ChanCherry Chan, Real Estate Accountant

For Workshop Pass holders only

No-Sales-Pledge Guaranteed no sales pitch for this session

10.45

NETWORKING COFFEE BREAK

11.00

CREATIVELY APPROACHING YOUR REAL ESTATE DEALS

Platinum Workshop: 1 hour & 45 minutes

Attend this hands-on instructional workshop to learn how regional experts across Canada would go about approaching various real estate deals in their markets. Our esteemed panel of speakers will use active MLS listings to guide you through a variety of real estate investment strategies they would use to generate profitable returns. They will show you how to see investment opportunities in every property, and how to make the numbers work to get the best bang for your buck!

Investor-Forum Elizabeth-KellyModerator: Elizabeth Kelly, Professional Real Estate Investor

Investor-Forum andrew-brennanAndrew Brennan, Professional Real Estate Investor

Investor-Forum Lee-StraussLee Strauss, Professional Real Estate Investor

Investor-Forum RICHRich Danby, Professional Real Estate Investor

Investor-Forum Klaud-CzeslawskiKlaud Czeslawski, PEAK Professionals Realty, Inc

For Workshop Pass holders only

No-Sales-Pledge Guaranteed no sales pitch for this session

12.45

NETWORKING LUNCHEON

01.45

JOINT VENTURE CONTRACTS AND AGREEMENTS

Platinum Workshop: 1 hour & 45 minutes

This workshop will build on the content discussed in the joint venture panel discussion on Day 1 and will help you understand various joint venture structures. Our panel of experts will walk you through sample agreements and contracts, including both commercial and residential properties. You will walk away from this workshop knowing how to put together a joint venture agreement, what clauses to include and why, and how to generate the most profit from your investment partnerships.

Investor-Forum Ryan-CarsonModerator: Ryan Carson, President & Lawyer, Carson Law Office Professional Corporation

Investor-Forum hans-mcfarlaneHans McFarlane, Professional Real Estate Investor

Investor-Forum Chris-ShebibChris Shebib, Professional Real Estate Investor; Joint Venture of the Year Award Winner, Top Investor Awards 2016

Investor-Forum Mandy-BranhamMandy Branham, Professional Real Estate Investor

Investor-Forum Erwin-SzetoErwin Szeto, Mr. Hamilton, Rock Star Real Estate; Professional Real Estate Investor; Real Estate Agent of the Year Award Winner, Top Investor Awards 2016

For Workshop Pass holders only

No-Sales-Pledge Guaranteed no sales pitch for this session

 

 

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E: registration@kmimedia.ca
Registration hotline: 1-855-283-2721

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National Sales Manager – Events & Conferences
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