THE REAL ESTATE INVESTORS
COACHING CONFERENCE
AUGUST 14, 2021
11AM – 6PM ET
It’s in times like these that savvy real estate investors are creating opportunities to grow their real estate portfolio and profit.
Are you currently feeling confused and choosing to stand on the sidelines? The pandemic has been so devastating for many yet EXTREMELY rewarding for many real estate investors who’ve taken the time to learn the right way to invest in real estate.
It’s in times like these that savvy real estate investors are creating opportunities to grow their real estate portfolio and profit.
Are you currently feeling confused and choosing to stand on the sidelines? The pandemic has been so devastating for many yet EXTREMELY rewarding for many real estate investors who’ve taken the time to learn the right way to invest in real estate.
Because there’s a ton of confusion and uncertainty, it’s time to get clear as there’s new opportunities abound in the new real estate cycle. Opportunities are presenting themselves more than ever before – especially since the pandemic began.
If you’re reading this, you’ve likely been paying attention to what’s going on in the Canadian real estate market and probably hearing the mainstream media pontificate about the real estate bubble or boom. It seems like hardly anyone agrees or even knows what’s happening.
But what if you knew? What if you understood that real estate has a predictable cycle, boom, slump and recovery? What if you had the foundational knowledge to understand these cycles and create opportunities for yourself? To learn how to take the right actions at the right time?
The answers and the path to follow to real estate investing success is at The Real Estate Investment Network Coaching Conference.
You can’t win in real estate by doing it all alone. You need others to help and guide you through the confusion and uncertainty.
In this 6 hour, action-packed event, you can either follow our growth track, or our portfolio management track.
In the growth track, it’s all about exactly how to grow a profitable portfolio and how to take your game to the next level. You’ll learn how to properly position yourself as we come out of this real estate cycle that’s currently defined as a slump and move into recovery. Even more opportunities are coming and it’s critical you’re prepared. If you’re prepared, you’ll profit. We’ll be walking you through tactics such as fix & flips, buy & rent, renovate to rent, refinance, rent to own, purpose-built rentals, vendor take backs, agreements for sale and so much more!
Our Trusted Partners will also show you how to take advantage of the abundance of private funds that available right now for real estate investors. All of this content is JUST in the growth-track alone!
In the portfolio management track, we’ll guide you through understanding the concept and context of portfolio management opens the door to a very pragmatic approach so you have a clear plan and action steps to take.
So many real estate investors get into real estate without a clear exit plan profitably. A group of focused experts will be joining us to teach on a range of topics for sophisticated investors to apply. From wills and estates and tax planning that will maximize the amount of money that goes into your bank account, to understanding the details of The Smith Maneuver. You’ll walk away with the tactics to grow your portfolio and maximize cash flow, and creating exit strategies.
Our events are known for delivering huge value, the quality of our content and experts are second to none. But don’t take our word for it. Come see for yourself what all the hype is about. (We back up everything we deliver with a 100% satisfaction guarantee.) This event is designed to either get investors started, or to lead experienced investors to the next step of their journey.
Transform the way you view real estate so you can recognize the opportunities that are showing up across Canada. This is a chance to learn from those who have traveled the path before you so you can avoid the same mistakes they made.
Over the past 29 years, we’ve mentored over 165,000 real estate investors and have transacted more than $5.4B in real estate wealth. We’re not realtors and we don’t sell real estate, so you can be sure the information you’re receiving is 100% BS-Free.
The Real Estate Investors Coaching Conference is free to attend for All Access Members. Not a REIN Member and want to attend? Subscribe to REIN Channel (annual) and receive half-day access to the conference on us! ($1497 value)
THE HOSTS
Patrick Francey
The Real Estate Investment Network
CEO
Patrick Francey is the real deal. An authentic and effective educator and speaker, charismatic host of The Everyday Millionaire podcast, established Canadian-based real estate investor and Chief Executive Officer of the Real Estate Investment Network. His longevity and success as a business owner contributes to Patrick’s significant role in contributing to the vision, development and growth of Real Estate Investment Network. He is a genuine, driving force behind the business and development that supports the Real Estate Investment Network Team’s foundational belief that every Canadian deserves financial freedom by design and can achieve it through investing in real estate. Proud husband, father and grandfather, Patrick’s motto says it best: Success is SIMPLE.
JG Francoeur
The Real Estate Investment Network
Visture Property Group, CEO
Jean-Guy (JG) Francoeur is the Chief Growth Officer at the Real Estate Investment Network and CEO of Visture Property Group (www.visture.ca). He is the bestselling author of Messy Manager and has written hundreds of articles for international business publications. A serial entrepreneur, JG has built several companies from start-up and his personal mission is to shape future generations through real estate investing. JG is an experienced investor with an extensive property investment portfolio. He has the ability to develop a long-term vision, which is exactly what he is doing at the Real Estate Investment Network, where he is building the futurization of real estate.
GUEST SPEAKERS
Randy Dyck
Eximus Real Estate Team
President
Randy has been a top producing realtor for over 27 years in the Fraser Valley Real Estate Board, involved in ownership, sales, investing, and most importantly, client care. Over the past 18 years, he has developed and led one of the most successful real estate teams in Canada with averaging more than 300 transactions per year. Under the leadership of Randy Dyck, The Eximus Real Estate Team has achieved many outstanding awards in the FVREB, eXp Realty, RE/MAX Canada, and RE/MAX International including eXp ICON award, Top 6 RE/MAX Teams in Canada, and Top 50 Worldwide. Multiple years earning the FVREB Team President’s award, RE/MAX Lifetime Achievement, RE/MAX Circle of Legends and most recently named one of the top 200 agents in Canada. Randy’s passion, knowledge, commitment, and desire to provide exceptional professional client care has driven him to advance professionalism within the industry.
Born and raised on a southern Alberta farm, Randy realized early on, that a strong work ethic was the secret ingredient that produced great results. 33 years ago, Abbotsford became his home where he works, plays, and enjoys the west coast lifestyle with his wife of 32 years, 3 children, 2 sons-in-law, and a soon-to-be daughter-in-law. He enjoys all things that involve speed, thrills, and a bit of risk. Randy’s latest passion is Kite Surfing.
Jordan Spitters
Eximus Real Estate Team
Partner
Born and raised in the Fraser Valley, he grew up on a commercial broiler chicken farm. It was there that he learned the values of hard work and dedication.
With a background in sales, construction, and finance, he studied Business Administration. He had the opportunity to return to the family farm and assist in its transition into the largest certified organic chicken farm in Canada. During this time, he cemented his belief in ethical business practices and bringing integrity to every aspect of his career.
He had the honour of winning Rookie of the Year at his brokerage and in subsequent years consistently ranking in the top 1% of agents in BC. This is only possible through a commitment to his clients, their needs, and their goals.
Real estate isn’t just a career to him, it’s a lifestyle, and one that he finds incredibly fulfilling. Whether it’s looking for the perfect family home or an investment that helps build long-term wealth, nothing to him is as satisfying as exceeding client expectations and helping to make a positive impact in their lives.
Michel Lafleur
eXp Realty – Alberta
Realtor
Your guide to Real Estate Success. Michel has been a long time member with the Real Estate Investment Network – where he has both evolved as a Realtor and Investor. Michel helps investors uncover where they are headed, engineer strategic real estate transactions, and execute with care and attention to detail. Committed to accuracy and transparency, Michel says it likes it is to help remove uncertainty and infuse confidence in the industry.
Brett Turner
Redline Real Estate Group
Broker/Owner
Brett is the Broker and Co-owner of Redline Real Estate Group, an independent real estate brokerage based out of Calgary, Alberta. Brett has a wide-ranging background in the world of investment real estate with 16 years of experience representing real estate investors and coaching investment focused realtors towards their goals.
Paul McGill
Northbrook
President
Paul launched NorthBrook as a lending advisory group in 2001, and has subsequently worked with a wide range of lending programs, borrower groups and funders, including banks, credit unions, pension funds and a wide range of private funders and investors. He has advised the federal government on the Canada Student Loan program and has run a $1.2 billion fund on behalf of a group of Canadian pension funds providing mortgages to business-for-self individuals.
Over the last 10 years Paul has focused his attention on creating innovative solutions for commercial real estate lending. In the last 2 years Paul has been working with lenders and borrowers to develop new real estate financing programs to support what will be coming out of the new post-COVID economy.
Alan He
Engel & Völkers – Amy & Ally
Real Estate Advisor
Alan spent a majority of his childhood in Mainland China, where at the age of 10 years old Alan’s family uprooted to Canada. Proving to be extremely adaptive in any situation, Alan completed his formal education while learning English, and creating a strong network in Canada. Alan’s determination, discipline, and successful business tactics comes from his father, who holds a PhD in science and worked at University of Saskatchewan in cancer research, now he owns a long-term care home business working with the elderly and people with disability. As well as his mother who was an international business woman in the natural health product industry. Upon graduating from the University of Saskatchewan with a bachelor’s of Science in Nursing, Alan started his career in the hectic Emergency Department as a Registered Nurse.
Alan’s ability to keep cool, think critically, and solve problems in a high-pressured situation is second nature to him. Alan transitioned into a corporate Account Management role with CRH Medical Corporation and fell in love with helping his clients solve their business problems. His success in the corporate world came effortlessly from his ability to diagnose problems by really listening to his clients and by providing solutions based on the clients’ best interest. Today, Alan works with a top 1% team in Vancouver providing real estate services in the Greater Vancouver area. His passion for helping people to achieve their goals and taking care of his clients like they are family makes him a valuable asset for anyone looking to sell, buy, or invest in real estate. When Alan is not tirelessly working, you will likely find him outside running on the seawall near his Crosstown apartment or around the Richmond Ironwood neighborhood where his Mom currently lives.
Amy Leong
Amy & Ally – Engel & Völkers
Real Estate Advisor
Amy is a top 10 real estate advisor at Engel & Volkers Vancouver and active real estate investor. She is known for her ability to uncover amazing opportunities in the real estate market for valued clientele. An avid spreadsheet lover, Amy’s eye for numbers and smart investing is a necessity for Buyers and Sellers looking to build substantial wealth. She has won Elite Realtor status with one of Canada’s most reputable builders, Concord Pacific and was nominated for the Real Estate Investment Network of Canada’s (REIN) Top Agent of the Year 2019. Both Amy and her partner, Ally Ballam earned the prestigious title of Top 25 advisors in North America 2019 and Top 10 in Vancouver in 2020. Early in Amy’s career, she sold numerous condo and town home developments which has proven to be a secret marketing weapon today. As a very active listing specialist, homeowners, investors, developers, and builders continue to seek out Amy’s creative marketing background to assist in selling their prized properties. In up and down markets, her consistent energy, think-outside-the-box strategy, and unparalleled knowledge have proven to be highly rewarding for those she works for. Amy is a perfectionist with her real estate craft and it shines through in every property she sells.
Ally Ballam
Amy & Ally – Engel & Völkers
Real Estate Advisor
Ally is a top 10 advisor in Engel & Volkers Vancouver and active investor. She carries an incredibly high level of market knowledge combined with lucrative negotiating skills. Known for her ability to go above and beyond for her Investors, Buyers and Sellers, Ally has garnered a flourishing business by being deeply connected to her clients and fellow agents. Ally is able to peel back the layers of highly complex deals so clients are always at ease and taken care of. Multiple real estate purchases over the short span of 10 years has given Ally the experience and skill set to spot incredible real estate deals and help those around her achieve their goals faster and retire earlier. You can find Ally teaching first responders, nurses, doctors, or first time students how to invest in real estate. She is an award winning listing specialist and consistently achieves huge wins for her very valued clientele. After meeting Ally, you’ll understand why clients become friends so quickly.
Shannon Murree
MovingSimcoe.com Team with RE/MAX Hallmark Chay Realty Brokerage
Realtor
Shannon has been a member with the REIN community for over 10 years and received Michael Millenaar Memorial Leadership Award and Realtor of the Year awards. She is a REIN Ambassador & Advisor. Shannon is an investor as well as Investor Savvy REALTOR in the Barrie, Orillia & Simcoe County area for almost 18 years.
Anthony Amir Shahidi
Royal LePage Kelowna
Realtor
Amir has been in real estate for almost 20 years. He focuses on helping his clients find the best deals, or properties below market value. He is based in the Okanagan, at Royal Lepage in Kelowna, which actually holds the biggest market share in the area.
George Dube
BDO Canada
Partner, Canadian Tax
George is a veteran real estate investor and Chartered Accountant . With his partner Peter Cuttini, their firm, Dube & Cuttini Chartered Accountants LLP, focuses on providing the knowledge and tools clients need to increase and preserve the value of their businesses. George is a frequent guest speaker, addressing a variety of tax and accounting topics with implications for real estate investors. He has written and contributed to articles in various national and regional publications and co-authored two books: 81 Financial and Tax Tips for the Canadian Real Estate Investor: Expert Money-Saving Advice on Accounting and Tax Planning (Campbell, Murji and Dube: Wiley 2010) and Legal, Tax & Accounting Strategies for the Canadian Real Estate Investor (Cohen and Dube: Wiley 2010). He also developed the accountant in-a-box™ program for real estate investor.
Shayle Rothman
Real Estate Lawyers.ca LLP aka Parnes Rothman LLP
Managing Partner, Founder & Notary Public
Shayle Rothman is the managing partner and founder of Real Estate Lawyers.ca LLP. He is a Real Estate Lawyer, REIN Legal Faculty, investor and real estate mentor for over a decade. Whether it be closing a purchase, sale or mortgage refinance, Joint Ventures, Rent to Owns or incorporating your real estate business Shayle is able to provide gainful insight for your transaction.
With over 30 offices across Ontario and FREE mobile signing service, Shayle’s office is able to assist with the closing of real estate transactions across Ontario.
Carla Browne
Real Property Management
Operations Manager
Carla has been in the Real Estate Industry since 1993 and as an acting Real Estate Broker since 2004 in Saskatchewan where she is connected to 3 different Franchise Brand offices. She recently joined RPM as Operations Manager as well as the Managing Broker for the Central RPM Offices.
Her passion for the professionalism of the property management industry along with seeing others alongside her excel are her main drivers. Teamwork, support, taking risks, always being ethical and most importantly caring about others are the qualities she feels are most important in business.
In 2016 she was recognized as shaping the future of Real Estate as one of Canada’s Top 100 Elite Women in Real Estate as well as receiving the inaugural CENTURY 21 Canada Brand Leadership Award in recognition of outstanding Leadership and Brand Loyalty. In 2018 she was named the Franchisee of the Year with RPM Brand.
Keith Uthe
Mortgage Alliance-EnRich Mortgage Group
Mortgage Broker
As a top mortgage broker, Smith Manoeuvre Certified Professional, and top real estate investment advisor, Keith strives to fulfill his vision that ‘Everyone Shall Live a Life of Abundance’. He strives to impact his clients by providing the most knowledgeable service and trusted guidance to enable his clients to live in abundance. With personal experience on how wealth-building impacts people’s lives, Keiths helps his clients create theirs by design, not by accident. In addition to residential housing, Keith assists with private commercial and business financing solutions.
As a mortgage broker, Keith represents clients on multiple levels and with many different lenders to ensure his clients receive the best mortgage for their needs. Every client’s situation is specific to them, which is where Keith’s expertise comes into play.
Though based in Alberta, with the #1 brokerage in Mortgage Alliance, Enrich Mortgage Group, Keith provides services to clients across Canada. He believes every home or property is an important investment. He acts as a second set of eyes to investors’ cash-flow analysis to ensure each property suits their goals and won’t impede them and their endeavours.
Keith has been investing since 2003 and has been a member of The Real Estate Investment Network since 2011. He understands the fundamentals of their teachings and has successfully employed them in his investments. Keith is an active member of the REIN Community and as a Trusted Partner. He has been honored to win awards from REIN for Real Estate Professional of the Year in 2017 and 2019, as well as Innovative Investor of the Year in 2015.
Susan Flanagan
PrivateMoney4Mortgages.com
Founder
Susan Flanagan is a seasoned real estate investor of over 25 years’ experience. She has done everything from regular buy and holds, student rentals, rent to own, flips and along the way added creative financing strategies to build her portfolio. She has also been lending her own funds for mortgages for more than 12 years, as well as using private funds for her various real estate projects. That experience has led her to becoming a Mortgage Broker, specializing in Private Mortgages. She is the Principal broker/owner of “Private Money 4 Mortgages- Lic#13251”.When the Bank says “NO”, we say “YES”! She and her team are the solution when needing a Private Mortgage !They are “matchmakers”, connecting lender’s and borrower’s for a WIN-WIN scenario.
Cathy Su
Park Insurance
Assistant Vice President of Commercial Lines
Throughout her 11 years in the insurance industry, Cathy has built up a strong knowledge of the insurance business. She started doing auto insurance, then personal lines and has spent the last seven years in the commercial insurance department at Park Insurance. She believes in being a life-long learner and has earned her CAIB (Canadian Accredited Insurance Broker) and CIP (Chartered Insurance Professional) designations, and is constantly learning about new coverages and changes in the industry.
She is an efficient, thorough and reliable individual who sincerely cares about helping her clients. Cathy does not shy away from a challenge – she enjoys learning about new industries and businesses so that she can determine the very best coverage for each client’s unique needs.
Cathy is fluent in English, Mandarin and speaks some basic Japanese. She really enjoys engaging in conversations, building relationships and becoming a trusted resource for her clients.
In her personal life, Cathy loves spending time outdoors pursuing her passion for hiking and photography. She is also an avid traveler, having visited such diverse locations as France, Morocco, Japan, Thailand and Australia – to name a few!
Michael Browne
Green Mortgage Team
Account Manager
Michael started at The Green Mortgage team after learning everything he could about the banking industry at TD. Michael focused on mathematics in school and continued his self studies to learn quantitative finance. His main focus is to help people understand the nuances of borrowing and investing and find the best ways to leverage what they have.
Outside of numbers, Michael competes at international dance battles and likes to travel.
Denise MacPherson
SDMAC Properties
Real Estate Investment Advisor (certified by the Dragon’s Den Business School)
Denise MacPherson is an award-winning investor whose success has been subject to international and national media exposure. Denise is a certified Real Estate Investment Advisor and regularly provides coaching and advice to investors across Canada. Denise’s teaching history has instilled a lifelong respect for education, and as such, she is committed to helping people succeed and routinely hosts a series of group support and networking events for new and experienced real estate investors. Denise uses real estate as a means to create wealth through strategic investments in residential buildings, whether single family or multi-family. She utilizes innovative strategies and has developed an expertise in leveraging unconventional and innovative financing options including the use of registered funds such as RRSPs and TFSAs to grow a portfolio and to create retirement income for others. Denise is fluently bilingual and resides in Ottawa with her husband and partner Stuart and are active members in their community and in real estate investor circles. Together, the couple have a blended family of 4 adult children and 6 (soon to be 7) grandchildren.
Stuart MacPherson
SDMAC Properties
Real Estate Investment Advisor (certified by the Dragon’s Den Business School)
Stuart MacPherson is a retired executive of the Government of Canada. He is an accomplished public speaker & trainer, successful entrepreneur, experienced real estate investor, devoted family man and active community leader. Shortly before his retirement from the federal civil service, Stuart began investing in real estate alongside his wife, Denise. Within a year, they quickly amassed a large and increasing portfolio of income properties and co-founded SDMAC Properties Inc. Due to their success in real estate, Stuart and Denise have been the subjects of international and national media exposure. Stuart is certified as a Real Estate Investment Advisor, and acts as a coach and mentor to investors across Canada. As the proud son of a Royal Canadian Air Force officer, Stuart grew-up exposed to Canada’s breadth of rich beauty and national heritage. Stuart returned to his roots in Ottawa, where he currently resides with his wife and business partner, Denise. Together, they have four grown children and six grandchildren.
Natasha Phipps
Phipps Real Estate Group – CIR Realty
Investment Specialist Realtor
Natasha is an investment specialist Realtor supporting her clients through educational events and content, finding the best opportunities for her investors is her passion. In the next stage of her career, she has joined CIR Realty and started the Phipps Real Estate Group – a specialized group of specialized investment Realtors focused on providing education relevant to her local market and finding creative opportunities! In recent years Natasha was named REIN’s Realtor of the year for 2019, achieved number top producer status repeatedly and is looking forward to expanding upon her experience through collaboration and public speaking.
Dalia Barsoum
Streetwise Mortgages
President and Principal Broker
Dalia Barsoum is an award-winning mortgage broker and a finance advisor with over 20 years of experience in the banking sector, spanning lending, wealth management strategy and real estate. She holds an MBA in Finance from Dalhousie University and is a Fellow of the Institute of Canadian Bankers Association.
Robinson Smith
Smith Consulting Group Ltd
President
ROBINSON C. SMITH operates Smith Consulting Group Ltd, out of Victoria, B.C, on Vancouver Island. He has an extensive history in the investment space, both international and retail. Robinson has a double major in Chinese Studies and Economics from the University of Victoria and an MBA in International Business from Simon Fraser University.
Alex Bell
MyCor Insurance Solutions
Managing Partner, Vice President Realty Practice
Alex Bell is a Managing Partner of Mycor Insurance. He entered the insurance industry in 1995 and is a highly specialized expert providing insurance solutions catered towards the real estate industry vertical. His entire practice is focused exclusively on working with real estate developers and investors. He and Mycor have access to best in class solutions/products through every stage of the real estate cycle. In his spare time Alex enjoys keeping active and spending time with his dog, Guinness.
Check out the agenda here
11:00 AM - 12:00 PM ET
12:00 PM - 2:00 PM ET
2:10 PM - 3:10 PM ET
3:20 PM - 5:00 PM ET
5:10 PM - 6:10 PM ET
Welcome & Opening
People are talking about the direction of the Real Estate market. The Real Estate Cycle has shifted. Where are you at today in your journey? What should you be looking for? What are you going to do post-pandemic
To open this conference, we will talk about an economic update that will guide you as an investor to the next level, whether you want to GROW or MANAGE your portfolio. Then, we will touch on what\'s on your way so you can properly position yourself for recovery.
Speakers:
Patrick Francey - The Real Estate Investment Network, CEO
JG Francoeur - The Real Estate Investment Network, Visture Property Group, CEO
Growth Track: Tactics
If you want to get more properties, this track is for you. JG will give you an overview of different ways to grow your portfolio and make your money go further. He will teach you what to look for based on the tactics. At the end of this session, you will be able to identify which tactic can generate income, grow your wealth, or both. Also, often when people grow, they miss one aspect - scalability. He will touch on this so you won\'t miss it. PLUS! Some of our Trusted Partners will join him to show you the different tactics.
Speakers:
JG Francoeur
Randy Dyck
Michel Lafleur
Brett Turner
Paul McGill
Alan He
Shannon Murree
Anthony Amir Shahidi
Portfolio Management Track: Part 1
This session is for investors who are satisfied with their portfolio, regardless of the number of properties they own, whether you are looking for ways to maintain it or plan for your exit strategies. Some of our Trusted Partners will join Patrick and talk about Property Management, Wills, Estates, and other conversations that people think only seasoned investors should know.
Why is it crucial to plan it out? Join this track to find the answer.
Speakers:
Patrick Francey
George Dube
Shayle Rothman
Carla Brown
Keith Uthe
Your Next Step (For Guests Only)
This breakout room is intended for Guests where Patrick and JG will guide you on taking your next step towards your real estate journey.
Speakers:
Patrick Francey
JG Francoeur
Trusted Partner Working Session (For REIN Members Only)
Working Session 1: Using the Smith Manoeuvre to access more Joint Venture Partners
At the end of this working session, you will be able to understand how to discover opportunities potential JV partners have to access capital and how you can guide them to solutions they did not realize were possible.
Speaker:
Keith Uthe, Enrich Mortgage
Working Session 2: Rental Management is a People Business
In Real Estate Investing, we often talk about the numbers - the root of this business is people and managing the people is essential to the success of your business. In this workshop, we will review the art of conflict and how to avoid the three main sources of potential conflict in managing your rental property.
Speaker:
Carla Browne, Real Property Management
Working Session 3: How best to use your existing property to climb the property ladder?
In this working session, you will learn the following:
1. Using a HELOC
2. Using what you already have
3. House hacking
4. Adding a suite
5. Adding a laneway home
6. Renovating and taking out the added value
7. Using your home as a bank\"
Speaker:
Alan He, Engel & Völkers
Working Session 4: Joint Ventures : Tips to Setting Appointments with Potential Partners, What to Include in your Package and How to Prepare for your First Meeting!
In this working session, you will learn the following:
1. Some Do’s and Don’ts when talking to potential partners
2. Go through an example template package of an opportunity Natasha have presented to partners
3. How to prepare for your first meeting and outline what topics you should cover
4. PRO tips, common mistakes and pitfalls people are making (if time permits)
Speaker:
Natasha Phipps, Phipps Real Estate Group
Working Session 5: Let\'s work on real life deals that need Private Mortgages for Flips and the BRRRR strategy
Susan will show previous examples of deals funded with real numbers. Also, you can send your deals prior to the workshop and go through each one together as a group, and have plenty of time to interact with questions as we go along.
Speaker:
Susan Flanagan, Private Money 4 Mortgages
Working Session 6: \"Earth, Wind & Fire: A Good Name for a Rock Band—But Never Good for Your Property — Adjusting Your Coverage Now to Meet Climate Change—\"
In this working session, Cathy will discuss:
1. The importance of key coverages and the importance of being adequately insured
2. Some common causes for a property loss
3. Coverage limitations that some insurers may have on a policy (such as a sublimit or roof limitations)
4. Some ways to prevent a loss and to avoid/mitigate an insurance claim (tenant screening, regular inspections, sewer backup valves, rubber roof)
5. Some key insurance features to look for as a property owner (example: why a small difference in the rental income indemnity periods {12 months vs 18 months} can mean collecting longer periods of loss rents from the insurer vs out-of-pocket sooner)
6. PLUS, some Q&A sessions with attendees
Speaker:
Cathy Su, Park Insurance
Working Session 7: Using OPM (Other People’s Money) to pay for your future income taxes
This working session will show you that proper structuring and tweaking can save considerable income taxes, but there can still be funds left on the table from an income tax perspective. This planning can be used in various industries but George believes, it is ideal for real estate investors and agricultural industry (where he first saw the application).
Speaker:
George Dube, BDO
Working Session 8: Equity generation vs. Cash flow – what to chose and how to make them happen
At the end of this working session, you will walk away with:
- Understanding how equity generation and cash flow work together to enhance returns
- What makes a great equity based investment and how to find them
- What makes a great cash flow investment and how to find them
Speaker:
Brett Turner, Redline Real Estate Group
Working Session 9: Getting Started: Multi Family Real Estate
Get to know NorthBrook as our newest Trusted Partner. Join this session and you will get the nuts and bolts of purchasing, funding and operating Multi-Family. PLUS, Paul will guide how to move from retail to commercial banking. He will also walk you through an actual example of the process for a 14 to 20 unit apartment.
Speaker:
Paul McGill, NorthBrook Capital
Working Session 10: How to calculate the Debt Coverage for Multi Residential, Mixed Use and Small Multiplexes
In this session, Dalia will teach you how to calculate the Debt Coverage for multi residential, mixed use and small multiplexes (and what to account for in terms of adjustments (that the lenders use) to determine the maximum loan amount the property can support under Commercial financing (both conventional and CMHC).
This DCR method can also be used to group together small residential properties and finance them under the commercial guidelines; which is a method used once all options have been exhausted on the residential side due to portfolio size, ratios or personal income.
You will have access to a calculator that they developed and go through real apartment building/small residential deals.
Speaker:
Dalia Barsoum, Streetwise Mortgages
Working Session 11: Building your Financing Game Plan
You will get a worksheet that you can go through with Michael during this session.
The main takeaways:
- Review of where you currently are
- Tips for income and down payment
- How rental properties affect your borrowing power
- Cash flow vs Appreciation
- Putting a plan together
Speaker:
Michael Browne, Green Mortgage Team
Working Session 12: Are there opportunities in the ‘shadows of the (Fraser) Valley?’ What to watch for, what to avoid!
Still finding deals? Join this Working Session as Randy and Jordan will share how to source properties in the Valley, what to look for, what to avoid. PLUS, get to know the areas that this team recommend, and product types that bring the highest returns.
Speakers:
Randy Dyck and Jordan Spitters, Eximus Real Estate Team
Working Session 13: Insurance due diligence when buying and investment property
You will learn the following in this session:
1. What Insurance Companies are looking for in a Property
A. Underwriting criteria – age of utilities etc
B. What is not acceptable when looking at a property
2. Coverages – that every real-estate investor should look for in their policy
A. Sewer Back Up Claims Example
B. Flood – Re Insurance Data Underwriting Updates
C. Tenants Vandalism Claims Example
D. Vacancy Coverage Example
3. Look at claims examples
Speaker:
Alex Bell, MyCor Insurance Solutions
Working Session 14: Tips on How to Construct an Investor-Friendly Offer
Whether you\'re starting out or need a refresher, here are some takeaways:
1. What should you know or look for before making an offer
2. Understand the difference (and importance) in making an offer from buying a home vs an investment property
3. Learn the \"\"how to\"\" with tenant occupied properties vs vacant properties
4. Learn how to make sure your agent is an investor savvy one by the clauses they use
Speaker:
Shannon Murree, MovingSimcoe.com Team
Growth Track: Financing
In continuation of our Portfolio Growth conversation, this track will help you get to know different funds available to you that you may not be aware of.
At the end of this session, we will connect the tactic and financing to help you grow your portfolio to the next level.
Speakers:
JG Francoeur
Denise & Stuart
Susan Flanagan
Natasha Phipps
Dalia Barsoum
Portfolio Management Track: Part 2
In the 2nd part of Portfolio Management, we will have a conversation on Tax Consequences, Legalities, and Smith Manoeuvre and its application.
Don\'t miss the chance to end the conference without hearing important points to maintain your portfolio or plan your exit strategy.
Speakers:
Patrick Francey
George Dube
Robinson Smith
Cocktails & Coaching
It never fails to wind down with cocktails in your hand and talk about all the things you\'ve learned today. This section is your last chance to ask questions that you haven\'t asked to help you move forward. At the end of the day, the most important thing - TAKE ACTION!
Speakers:
Patrick Francey
JG Francoeur
growth Track
11:00 AM - 11:40 AM ET
11:40 AM - 1:40 PM ET
1:40 PM - 1:50 PM ET
1:50 PM - 2:50 PM ET
2:50 PM - 3:00 PM ET
3:00 AM - 5:00 PM ET
5:00 PM -5:10 PM ET
5:10 PM - 6:10 PM ET
Opening (Setting of intentions/mindset)
Patrick Francey - The Real Estate Investment Network, CEO
JG Francoeur - The Real Estate Investment Network, Visture Property Group, CEO
What are you going to do post-pandemic? We\'re heading to the recovery, are you positioned properly? - (MINDSET) What\'s on my way? What\'s the story I\'m telling myself? \"Connect it back to Anything is Possible, IT doesn\'t Matter Theme\"
Growth Track: Tactics (growing portfolio/wants to get more properties)
JG Francoeur - The Real Estate Investment Network, Visture Property Group, CEO
Randy Dyck (Commercial/Industrial)
Michel Lafleur (RTO &AFS)
Brett Turner (Purpose Built)
Paul McGill (MF)
Amy & Ally (Pre-Construction)
Shannon Murree (Fix & Flip / Fix, Fip & Refi)
Amir (Wholesaling)
Oveview of different ways to grow your portfolio and make your money go further (divide them by income, wealth, income & wealth strategy). We will teach you what to look for based on the tactics / Exercise: Why do you want to grow? Do you want income-generating or wealth growth or income and wealth? / Start with scalability (bookkeeping, PM), stop bouncing around / Trusted Partner\'s to talk about different strategies (10 mins each)
Transition to the next breakout
Trusted Partner Working Session
Trusted Partner Working Session 1: Using the Smith Manoeuvre to access more Joint Venture Partner\'s
Trusted Partner Working Session 2: The Price Is Right
Trusted Partner Working Session 3: How best to use your existing property to climb the property ladder
Trusted Partner Working Session 4: Calculating Your retirement Shortfall AND how to invest to reach that goal!
Trusted Partner Working Session 5: Let\'s work on real life deals that need Private Mortgages for Flips and the BRRRR strategy
Trusted Partner Working Session 6: \"Earth, Wind & Fire: A Good Name for a Rock Band—But Never Good for Your Property — Adjusting Your Coverage Now to Meet Climate Change—\"
Trusted Partner Working Session 7: Using OPM (Other People’s Money) to pay for your future income taxes
Trusted Partner Working Session 8: Equity generation vs. Cash flow – what to chose and how to make them happen
Transition to the next breakout
Growth Track: Financing
JG Francoeur - The Real Estate Investment Network, Visture Property Group, CEO
Denise & Stuart (RSP)
Susan Flanagan (Private)
Natasha Phipps (Raising Capital/VTB)
Dalia Barsoum (Commercial Financing & Insured Mortgages)
Funds available to you. Last part of the session, connect tactic and financing. Setup an appointment and take action
Break - Get a cocktail
Cocktails and Coaching / Close
Patrick Francey - The Real Estate Investment Network, CEO
JG Francoeur - The Real Estate Investment Network, Visture Property Group, CEO
Portfolio Management Track
11:00 AM - 11:40 AM ET
11:40 AM - 1:40 PM ET
1:40 PM - 1:50 PM ET
1:50 PM - 2:50 PM ET
2:50 PM - 3:00 PM ET
3:00 AM - 5:00 PM ET
5:00 PM -5:10 PM ET
5:10 PM - 6:10 PM ET
Opening (Setting of intentions/mindset)
Patrick Francey - The Real Estate Investment Network, CEO
JG Francoeur - The Real Estate Investment Network, Visture Property Group, CEO
What are you going to do post-pandemic? We\'re heading to the recovery, are you positioned properly? - (MINDSET) What\'s on my way? What\'s the story I\'m telling myself? \"Connect it back to Anything is Possible, IT doesn\'t Matter Theme\"
Portfolio Management Track (3+ properties & maintain or exit plan)
Patrick Francey - The Real Estate Investment Network, CEO
George Dube
Shayle Rothman
Carla Brown
Keith Uthe
Advance/Veteran Investors - How do you plan? Wills & Estates, Exit Strategies
Transition to the next breakout
Trusted Partner Working Session
Trusted Partner Working Session 1: Using the Smith Manoeuvre to access more Joint Venture Partner\'s
Trusted Partner Working Session 2: The Price Is Right
Trusted Partner Working Session 3: How best to use your existing property to climb the property ladder
Trusted Partner Working Session 4: Calculating Your retirement Shortfall AND how to invest to reach that goal!
Trusted Partner Working Session 5: Let\'s work on real life deals that need Private Mortgages for Flips and the BRRRR strategy
Trusted Partner Working Session 6: \"Earth, Wind & Fire: A Good Name for a Rock Band—But Never Good for Your Property — Adjusting Your Coverage Now to Meet Climate Change—\"
Trusted Partner Working Session 7: Using OPM (Other People’s Money) to pay for your future income taxes
Trusted Partner Working Session 8: Equity generation vs. Cash flow – what to chose and how to make them happen
Transition to the next breakout
Portfolio Management Track
Patrick Francey - The Real Estate Investment Network, CEO
George Dube
Shayle Rothman
Robinson Smith
Advance/Veteran Investors - How do you plan? Tax Consequences & Smith Maneuver
Break - Get a cocktail
Cocktails and Coaching / Close
Patrick Francey - The Real Estate Investment Network, CEO
JG Francoeur - The Real Estate Investment Network, Visture Property Group, CEO