Category Archives: The REITE Club

Award Winning Passive Real Estate Investing

Education, Investing, Podcast, Real Estate, Real Estate Investing, The REITE Club

Podcast: Play in new window | Download | Embed

Subscribe: Apple Podcasts | Spotify | Android | TuneIn | RSS | More

Mark Baltazar started in real estate investing around 5 years ago after spending a couple of years researching and procrastinating and is the founder of Peak Property Investments, a company designed to help real estate investors building wealth through passive real estate investing in multi-family commercial assets and single-family properties through partnerships and coaching.

Guest: Mark Baltazar, Real Estate Investor 

Mark Baltazar started in real estate investing around 5 years ago after spending a couple of years researching and procrastinating and is the founder of Peak Property Investments, a company designed to help real estate investors building wealth through passive real estate investing in multi-family commercial assets and single-family properties through partnerships and coaching.

Winner of the Real Estate Investment Network’s Top Player Award in 2017, Mark continues to build strong momentum in growing his real estate portfolio.  Investing in the GTA and surrounding areas, Mark has developed a proven system to identify strong investment opportunities and take the necessary actions to acquire and grow the value of these assets for his investor partners’ portfolio and his own.  

With 22 doors in his buy & hold portfolio and over 20 flips successfully completed over the last 4 years in key Ontario growth markets, Mark currently leads a team of professionals in the acquisition of multi-family commercial properties to fuel long-term wealth, while continuing to operate a buy-fix-sell (flip) division that generates active income.  In each asset class, Mark works with time-starved investors to help them take action and get past the hurdles that many faces along the path to financial freedom.   

Mark`s business interests also include ownership of a Toronto-based marketing research firm that services some of North America’s leading consumer brands.  

In addition to helping others build their real estate portfolio, Mark’s family life fuels his ‘why’ – he is a husband and father of 3 very active, hockey-playing young boys.

In this episode learn about:– Multi-family and understanding cap rate
– Exponential growth using cap rate
– Financing your project
– Joint Venture insights
-What is NOI (net operating income) how it works and going to the analytics gym

To get in touch with Mark: 
Email: Mark@PeakPropertyInvestments.ca
Website: PeakPropertyInvestments.ca

Tax and Accounting Changes & Insights for Real Estate Investors

Education, Investing, Podcast, Real Estate, Real Estate Investing, The REITE Club

Podcast: Play in new window | Download | Embed

Subscribe: Apple Podcasts | Spotify | Android | TuneIn | RSS | More

George Dube is a partner at BDO and a veteran tax accountant and investor whose practice focuses on providing the knowledge and tools clients need to increase and preserve the value of their businesses. Around 20 years ago he started to get more involved in working with real estate investors after getting involved in investing himself.  This gives him a synergy with many of his clients and an obvious incentive to stay on top of the latest developments in tax and accounting. 

Guest: George Dube, Real Estate Investor and Accountant

George Dube is a partner at BDO and a veteran tax accountant and investor whose practice focuses on providing the knowledge and tools clients need to increase and preserve the value of their businesses. Around 20 years ago he started to get more involved in working with real estate investors after getting involved in investing himself.  This gives him a synergy with many of his clients and an obvious incentive to stay on top of the latest developments in tax and accounting. 

He is a frequent guest speaker at a variety of meetings, events and workshops in which he addresses a range of tax and accounting topics with implications for real estate investors, with a particular focus on tax strategies. He talks about ways investors can improve communication with their accountants and better organize their financial affairs. George also updates listeners about how their businesses are impacted by rule changes in the accounting and tax industries.

George is a graduate of the University of Waterloo’s Master of Accounting Program, where he completed a double specialization in Taxation and Public Accounting. He also completed the Canadian Institute of Chartered Accountants’ two-year In-Depth Taxation Course.

Also, an author, George has written and contributed to articles in various national and regional publications. He has 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, a cloud-based accounting and bookkeeping solution.

George has a long-time commitment to family, church, community and professional service.

In this episode learn about:– Why is it important to look for real estate specialist accountant 
– The mistakes investors frequently make and what to do about it
– Insights into tax, accounting and the spin-off from there
– Changes investors should be staying on top of. 
– Different strategies for buying properties
– The cost of setting up a trust

To get in touch with George: 
Email: georgeedube@georgeedube.com
Website: https://www.bdo.ca/en-ca/our-people/george-dube-1/

Creative Strategies to Structure Different Real Estate Investments

Education, Investing, Podcast, Real Estate, Real Estate Investing, The REITE Club

Podcast: Play in new window | Download | Embed

Subscribe: Apple Podcasts | Spotify | Android | TuneIn | RSS | More

There is not a real estate investment strategy that Mathew Frederick hasn’t executed over the last 25+ years including residential, commercial, new development, raising capital, land development, storage units. USA and off-shore.

Guest: Mathew Frederick, Real Estate Investor

There is not a real estate investment strategy that Mathew Frederick hasn’t executed over the last 25+ years including residential, commercial, new development, raising capital, land development, storage units. USA and off-shore.

With a constant mindset of learning, Mat knew he was not going to stick to one strategy, he started in residential income property then expanded to buy-fix-sell, lease option, commercial buildings and new development projects. 

Mat has led projects renovating properties which includes partnering with a developer over the past 10 years to build 240 houses and low-rise condo buildings. He now focuses on managing the assets of commercial portfolios including mixed retail and residential plazas and multi-use storage units.

Using his creative skills to developing alternative approaches Mat also coaches and mentors investors in real estate and business acquisition. 

In this episode learn about:
– Investing strategy differences like a double VTB 
– Tips on finding the right partners in all aspects
– Market insights into investing in Belize
– Creative steps and processes to structure deals
– Lessons learned in being both successful and when making mistakes

To get in touch with Mathew: 
Email: Mathew.f@rccsol.com
Website: www.rccsol.com
Phone Number: (289) 440-2335

Understanding How to Get Into Commercial Real Estate Investing

Education, Investing, Podcast, Real Estate, Real Estate Investing, Real Estate Investor, The REITE Club

Podcast: Play in new window | Download | Embed

Subscribe: Apple Podcasts | Spotify | Android | TuneIn | RSS | More

Adney Fernandes of A2 Real Estate Investments is a self made multi-millionaire running his own real estate investment firm, who went from investing in condos in Toronto at age of 24 to a portfolio now of 74 properties, buying multi-unit apartment buildings, mixed-use retail plazas, office buildings and more recently buying medical plazas in key cities across Ontario. 

Guest: Adney Fernandes, Real Estate Investor

Adney Fernandes of A2 Real Estate Investments is a self made multi-millionaire running his own real estate investment firm, who went from investing in condos in Toronto at age of 24 to a portfolio now of 74 properties, buying multi-unit apartment buildings, mixed-use retail plazas, office buildings and more recently buying medical plazas in key cities across Ontario. 

Adney has concentrated on learning and implementing his high-income skill sets that have allowed him to raise over $20 million in Joint Venture funds over the last 5 years with most of those funds invested into commercial properties with active investors and partners. He has also coached and consulted several investors, who have successfully learned and implemented his high-income skills sets, and are now multi-millionaires themselves, running their own real estate firms.

As the President of the OnCom Club, an Oakville, Ontario based networking club, Adney is focused on educating, training, networking and growing the portfolios of current and future real estate investors, so that these investors can acquire and manage a vast array of commercial properties such as multi-unit apartment buildings, strip malls, retails plazas, office buildings, medical plazas, storage unit properties, retirement homes, engage in property development and much more. 

In this episode learn about:

– What to look for in a commercial property
– Key Indicators when looking at a commercial property
– The top 3 mistakes that commercial property investors make
– Commercial property financing insights and negotiating
– Advertising rental tips for your commercial properties

To get in touch with Adney: 
Website: http://a2realinvestments.com
Email: adney@a2realinvestments.com
Phone Number: (416) 875 9575

Systems, Strategies and Social Media to Grow Your Real Estate Business

Education, Investing, Podcast, Real Estate, Real Estate Investing, Real Estate Investor, The REITE Club

Podcast: Play in new window | Download | Embed

Subscribe: Apple Podcasts | Spotify | Android | TuneIn | RSS | More

Getting started investing in student rentals helped Matt McKeever to focus on cash flow at the age of 25 while still full-time employed in public practice as a CPA (Chartered Professional Accountant).

Guest: Matt McKeever, Real Estate Investor and CPA

Getting started investing in student rentals helped Matt McKeever to focus on cash flow at the age of 25 while still full-time employed in public practice as a CPA (Chartered Professional Accountant).

He feared his goal of financial independence and to retire early might not be possible when he hit the 3-5 properties hurdle that many Canadian real estate investors reach after only a few years. 

Always resourceful, Matt switched to a job that paid more but that was still not enough. He knew he had to figure out how to speed up the velocity of his money and not rely on doing the one property a year that ‘Matt’s Money’ could facilitate. 

He decided that the best way was to learn from others, so he started to network as much as possible both to get insights and ideas and then also to meet investors. Building his portfolio mainly focused on the BRRR strategy, Matt now has 18 properties with around 60 doors and quit his full-time job 3 years ago. 

Leveraging technology and setting up standard operating procedures Matt, who lives and runs his business out of a mansion in London, Ontario, is currently in the process of handing over all the day to day management and focus on the strategy and growth.

Originally not seeing the benefit of social media, Matt is now highly active to both promote his business, offer insights to others and also document his own journey on his YouTube channel with over 40,000 subscribers. He also runs networking events including London on FIRE and the OREC Conferences which this year ran in London and Windsor, Ontario.  He also is the co-host of the ON FIRE podcast and is a member of the Real Estate Rat Pack.  

In this episode learn about:
– Overcoming the challenges when reaching the first real estate investor hurdle of 3-5 properties. 
– Having the right mindset and approach for success.
– Best technology tools to systematize the processes and procedures of your real estate business
– Social Media tips to help your business grow and get noticed.

To get in touch with Matt: 
Youtube:https://www.youtube.com/channel/UCdRtqnqBSq4GY7DGiYICu5g/
Instagram: mattmckeever85
Facebook:https://www.facebook.com/Mattamatics

Having Short Term Pessimism for Long Term Optimism

Education, Investing, Podcast, Real Estate, Real Estate Investing, Real Estate Investor, The REITE Club

Podcast: Play in new window | Download | Embed

Subscribe: Apple Podcasts | Spotify | Android | TuneIn | RSS | More

Following a major life shift Cory Froc, who has been in a corporate life throughout his career wanted to have more control over his future. He looked at a number of opportunities including franchising but liked the freedom and flexibility that real estate investing offered him. 

Guest: Cory Froc, Real Estate Investor

Following a major life shift Cory Froc, who has been in a corporate life throughout his career wanted to have more control over his future. He looked at a number of opportunities including franchising but liked the freedom and flexibility that real estate investing offered him. 

In his late 30’s Cory started buying distressed properties in London, fixing them up and refinancing, which he later discovered was called BRRR. Believing transportation as one of the key fundamentals in real estate investing he has spread his portfolio to pre-built condos in Vaughan near a new transport hub. Now, with a couple of joint venture partners, he is looking at properties near to the new GO station in St Catharines. 

He is able to have this multi-location strategy because of a big learning curve, not having the best team in place when he was hit in the recession, having 27 doors going from a vacancy rate of zero to 50% in a short space of time. This resulted in his spending weekends in a sleeping bag in his vacant properties and burning through money with negative cash flow. Fortunately, he was able to get beyond that nightmare. 

With a constant approach of always expecting the end of a real estate cycle, Cory now has built a robust, multi-million dollar Real Estate Investment Portfolio with 9 properties and has been helping his clients for over 13 years. His passion, vision and expertise in Real Estate Investments have helped him work closely with his clients to get closer to their financial and retirement goals. 

When he isn’t finding the next great property for his clients, you’ll find Cory spending time with his family or playing a little hockey. 

In this episode learn about:- Setting up teams in different areas 
– Key factors you need to reconsider
– Insights on certain markets and fundamentals
– Cashflow strategies
– Understanding Joint Venture partnerships 

To get in touch with Cory: 
Website: coryfroc.com
Email: cory@coryfroc.com
Instagram: @coryfrocinvestments

Having Real Estate Investing Fund Your Passions and Lifestyle

Education, Investing, Podcast, Real Estate, Real Estate Investing, The REITE Club

Podcast: Play in new window | Download | Embed

Subscribe: Apple Podcasts | Spotify | Android | TuneIn | RSS | More

Dana Snow is the founder and head of Punk Rock Realty Inc. named after her passion for punk rock music. As a child, she was fortunate to observe and assist her parents in the design, construction and sale of a number of their homes. Inspired by the unlimited potential of real estate, she purchased her first property in her early twenties and has owned countless properties since, employing a wide variety of real estate investment strategies to support her school, art, music, and travel interests.

Guest: Dana Snow, Real Estate Investor, Realtor and Artist

Dana Snow is the founder and head of Punk Rock Realty, Inc. named after her passion for punk rock music. As a child, she was fortunate to observe and assist her parents in the design, construction and sale of a number of their homes. Inspired by the unlimited potential of real estate, she purchased her first property in her early twenties and has owned countless properties since, employing a wide variety of real estate investment strategies to support her school, art, music, and travel interests. 

If you want to know what it’s like to travel North America in an orange 1972 Volkswagen van with friends on a student budget, just ask her. She was a road trip master before there was GPS. Being a creative and expert problem solver helped her then and it still one of her best assets now that the van is gone and she’s moved to the lake.

Fast-forward to today, she has lived, renovated, and transacted in the majority of real estate markets throughout the G.T.A., the Greater Golden Horseshoe and Southern and Central Ontario – from Buffalo, Brantford, Hamilton, and Toronto, to Oshawa / Durham Region, and Peterborough / Kawartha Lakes. She is an active realtor in all of these markets, and able to provide you with the guidance you need to make informed decisions about your future home or investment property.

Her love of learning and trying new things is demonstrated in her extensive education. She holds: a Master’s Degree in the History of Art from the University of Toronto; an Associate’s Degree in Fine Arts / Photography from the Ontario College of Art & Design; Honour’s Bachelor’s Degrees in Philosophy and Contemporary Studies, and a Bachelor’s Degree in Communications from Wilfrid Laurier University; and a Post-Graduate Certificate in Web Design, Development & Maintenance from Humber College. Aside from her scholastic career, she also has over 20 years experience working in the marketing and communications field in various roles including writer, researcher, web developer, graphic designer, and Director of Marketing and Communications.

Some of her favourite bands and musicians include Ripcordz, BFGs, Rancid, Her downtime is spent attending concerts, boating, motorcycling, and hanging out with her wife Joanne and their many pets.

In this episode learn about:
– Dana’s experience and insights into certain markets
– Tips for new investors and first-time buyers in what to look for

To get in touch with Dana: 
Website: www.punkrockrealty.ca
Email: dana@punkrockrealty.ca
Phone:  1-888-999-9731 EXT: 101

Success as a Newbie Real Estate Investor and Lessons Learned

Education, Investing, Podcast, Real Estate, Real Estate Investing, Real Estate Investor, The REITE Club

Podcast: Play in new window | Download | Embed

Subscribe: Apple Podcasts | Spotify | Android | TuneIn | RSS | More

Roger Sherwood is a young, newer Real Estate Investor having started a little over a year ago and already has two buy and holds and recently bought his first flip. Although he has many of the challenges that younger people face, like student debt he still was open to looking at real estate investing and was immediately attracted to the future freedom it offers.

Guest: Roger Sherwood, Real Estate Investor 

Roger Sherwood is a young, newer Real Estate Investor having started a little over a year ago and already has two buy and holds and recently bought his first flip. Although he has many of the challenges that younger people face, like student debt he still was open to looking at real estate investing and was immediately attracted to the future freedom it offers.

His goal is to have 31 doors in 5 years and he focuses on up and coming areas in the Niagara region having already found properties that have future development potential as he builds equity in his portfolio. Roger attributes his early success to taking action and following his mantra of ‘always learning, always growing’ being sure to surround himself with the right people. As he says real estate investing is a team sport.

Roger continues to be employed full-time, is a Certified Engineering Technologist, Professional Quantity Surveyor and Project Management Professional and uses his daily commute as his very own mobile university listening to podcasts and continuing his real estate investing education.

In this episode learn about:
– Investing insights and process for the first-time homebuyer investor
– Opportunities in the Fort Erie and Port Colborne Market
– Understanding the fundamentals before investing in an area
– Breaking down some of the figures in his investments 

To get in touch with Roger: 
Website: https://ontariopropertyfreedom.com/
Facebook: www.facebook.com/ontariopropertyfreedom/
Instagram:www.instagram.com/ontariopropertyfreedom/

Strategies and Insights to Finding and Financing Flips

Investing, Podcast, Real Estate, Real Estate Investing, The REITE Club

Podcast: Play in new window | Download | Embed

Subscribe: Apple Podcasts | Spotify | Android | TuneIn | RSS | More

After getting started in real estate investing Shawn Allen realized he had to commit to taking it to the next level, so  5 years ago he left a corporate career in human resources in the automotive industry to go full-time and build one of the busiest real estate teams, flipping 30 properties a year.

Guest:  Shawn Allen, Real Estate Flipper and Investor

In this episode learn about:

– The pros and cons of flipping
– Different strategies to find 30 flip properties a year
– Flipping tips and strategies
– Insights into financing flips
– Crunching the numbers and finding the profit

After getting started in real estate investing Shawn Allen realized he had to commit to taking it to the next level, so  5 years ago he left a corporate career in human resources in the automotive industry to go full-time and build one of the busiest real estate teams, flipping 30 properties a year.

Although specializing in the buy-fix-sell model he has created a large portfolio and gained practical knowledge on everything from flips to buy and hold, joint venture deals to wholesaling, full-scale renovations to creative financing. 

Through his experience developing an in-depth understanding of residential real estate investing Shawn has received numerous nominations for investor awards including Investor of the Year by Canadian Real Estate Wealth Magazine.  

After recognizing the need for an organized, value-driven networking group in South-Western Ontario, he founded ONREIA, The Ontario Real Estate Investors Association and holds monthly education & networking events in London.  He lives in Innerkip, Ontario with his wife Jenn and two boys. 

Get in touch with Shawn:

Email: verandaproperty@hotmail.com

Facebook Personal:  www.facebook.com/shawn.allen.98837
ONREIA:  www.facebook.com/theonreia/
Projects:  www.facebook.com/rescuerealestateteam

Instagram
Personal:   www.instagram.com/shawn___allen/
ONREIA:  www.instagram.com/theonreia
Projects:  www.instagram.com/rescuerealestateteam/

Website:http://onreia.com

Understanding How a Mortgage Broker Can Help You Scale Your Real Estate Investing Business

Investing, Podcast, Real Estate, Real Estate Investing, The REITE Club

Podcast: Play in new window | Download | Embed

Subscribe: Apple Podcasts | Spotify | Android | TuneIn | RSS | More

Amiel Jelinek is a full-time licensed Mortgage Broker with Mortgage Alliance Company of Canada located in the GTA and is also an active real estate investor and has been for over 10 years.  He holds single-family rentals as well as large multi-family and commercial buildings.   

Guest: Mortgage Broker, Amiel Jelinek

What you will learn;

  • A Mortgage Agent’s secret sauce – the Purview Report and how it helps investors, especially with multi-unit investing.
  • Some differences between US and Canadian real estate financing
  • Financing everything from single-family units to commercial
  • Tips on expanding your portfolio

Amiel Jelinek is a full-time licensed Mortgage Broker with Mortgage Alliance Company of Canada located in the GTA and is also an active real estate investor and has been for over 10 years.  He holds single-family rentals as well as large multi-family and commercial buildings.   

As a top producing broker Amiel has a wide range of experience from traditional purchases through to the tough deals such as large portfolio investing, handling self-employed income, corporate mortgages and equity lending. His favourite strategy is helping clients get into home ownership through rent-to-own programs.  

Amiel has a Bachelor of Applied Science in Mechanical Engineering from the University of Waterloo and holds a non-practicing Professional Engineers license with Professional Engineers Ontario (PEO) and is a busy father and husband with a young family.  

Get in touch with Amiel:
Website: https://www.jelinekmortgages.ca
Phone Number: 416-402-7448