My Private Network

Hosted by Bob Simpson, today's episode we invited Trez Capital's Co-Chief Executive Officer & Global Head of Origination, John Hutchinson, to speak on one of the  topics that is always trending, investing in real estate.

Real estate lending and private debt investing are strategies Trez does well. With $5.5 Billion of assets under management, this episode uncovers all important and pressing questions, along with an invitation for investors to not only learn but start investing in this exciting concept today!

Today's questions of interest:
0:00 Intro
1:14 Tell us about your journey and Group RMC.
6:53 Tell us about how you started ground leasing.
7:57 Could you go more in depth with ground leasing and how they evolve over time?
10:03 Comparing this to traditional real estate,  what role do ground leases play in the broader investment landscape?
12:27 How do investors benefit from investing in ground leases?
16:46 How would an investor get into investing in ground leases?
20:58 If interested, how would an investor work with a firm like group RMC?
23:35 What would an investors experience look like in the next 5 years with ground leasing?
26:44 What is the difference between investing in multifamily versus ground leasing?
28:33 Final thoughts?

If you enjoyed this episode, please subscribe and visit our website at https://www.privatedebtandequity.ca/ for any questions or to learn more!

Ever wonder how to combat inflation and meet your future financial needs while watching your invested retirement income grow? Your goal as an investor is to get the rate you need to achieve your financial objectives without falling prey to the unpredictability of market fluctuations.

In this episode we showcase Session Three of our Investing for Income Summit - a free online webinar series.

Featuring a line-up of four industry experts, this episode explores the following topics:

Michael Baker
Principal & Director, ICM Asset Management
Topic: High-Yield Returns from Music Royalties

Aly Damji
Managing Partner, Forum
Topic: Investing in Purpose-Built Student Accommodation

Mustafa Bukhari
National Team Lead, Skyline Wealth
Topic: Tax-Efficient Investment Strategies

Paul Tyers
Managing Director, Wealth Stewards
Topic: Capital Preservation & Income Generation

This webinar originally aired on November 27 at 7PM EST.

If you want to learn more, register today for Session Three, we're looking forward to seeing you there! https://privatedebtandequities.ca/investing-for-income-summit/

Visit our website at https://www.privatedebtandequity.ca/ to learn more.

If you have any questions, contact us here: https://www.privatedebtandequity.ca/contact-us.

Follow us on all our social platforms:
LinkedIn - https://www.linkedin.com/company/private-debt-and-equity/
Facebook - https://www.facebook.com/profile.php?id=100093038917690&mibextid=LQQJ4d
Instagram - https://www.instagram.com/privatedebtandequity/
Twitter - https://twitter.com/privatestewards

If you enjoyed this episode, please subscribe and visit our website at https://www.privatedebtandequity.ca/ for any questions or to learn more!

Ever wonder how to combat inflation and meet your future financial needs while watching your invested retirement income grow? Your goal as an investor is to get the rate you need to achieve your financial objectives without falling prey to the unpredictability of market fluctuations.

In this episode we showcase Session Two of our Investing for Income Summit - a free online webinar series.

Featuring a line-up of four industry experts, this episode explores the following topics:

Mike Meekins
President, Westbridge Capital
Topic: Diversified Private Debt with Equity Participation

Tony Kim
Vice President, Business Development, Equiton Inc.
Topic: Income from Canadian Multifamily Apartment Investments

Chaim Karpel
Vice President, Peakhill Capital
Topic: Secured Mortgage Investments

Gabriel Millard
Managing Partner, Avenue Living
Topic: High Income from Self-Storage Facilities

This webinar originally aired on November 20 at 7PM EST. Session Three will air on 27th at 7PM EST.

If you want to learn more, register today for Session Three, we're looking forward to seeing you there! https://privatedebtandequities.ca/investing-for-income-summit/

If you enjoyed this episode, please subscribe and visit our website at https://www.privatedebtandequity.ca/ for any questions or to learn more!

Hosted by Bob Simpson, today's episode we invited Group RMC USA's Managing Director, Mike Mangione, to bring to you one of the most lucrative investment strategies, ground leasing.

This investment strategy used by the British Monarchy and the Vatican is seen by Mike as, "the pearl of real estate." Learn how you can add these real estate royalties to your portfolio today!

Today's questions of interest:
0:00 Intro
1:14 Tell us about your journey and Group RMC.
6:53 Tell us about how you started ground leasing.
7:57 Could you go more in depth with ground leasing and how they evolve over time?
10:03 Comparing this to traditional real estate,  what role do ground leases play in the broader investment landscape?
12:27 How do investors benefit from investing in ground leases?
16:46 How would an investor get into investing in ground leases?
20:58 If interested, how would an investor work with a firm like group RMC?
23:35 What would an investors experience look like in the next 5 years with ground leasing?
26:44 What is the difference between investing in multifamily versus ground leasing?
28:33 Final thoughts?

If you enjoyed this episode, please subscribe and visit our website at https://www.privatedebtandequity.ca/ for any questions or to learn more!

Ever wonder how to combat inflation and meet your future financial needs while watching your invested retirement income grow? Your goal as an investor is to get the rate you need to achieve your financial objectives without falling prey to the unpredictability of market fluctuations.

In this episode we showcase Session One of our Investing for Income Summit - a free online webinar series.

Featuring a line-up of four industry experts, this episode explores the following topics:

Sean Rogister
CEO, Cortland Credit
Topic: Senior Secured, Asset-Backed Private Lending

Will Granleese
Portfolio Manager, Antrim Investments
Topic: Maximizing Returns Through Private Lending

Adam Dean
VP & Portfolio Manager, CMLS Asset Management
Topic: Mortgage Investments in Commercial and Residential Real Estate

Ryan Dunfield
CEO & Managing Principal at SAF Group

This webinar originally aired on November 13 at 7PM EST. The next two in the series will air on 20 and 27th at 7PM EST.

If you want to learn more, register today for the other two sessions, we're looking forward to seeing you there! https://privatedebtandequities.ca/investing-for-income-summit/

If you enjoyed this episode, please subscribe and visit our website at https://www.privatedebtandequity.ca/ for any questions or to learn more!

Ever wonder how to combat inflation and meet your future financial needs while watching your invested retirement income grow? Your goal as an investor is to get the rate you need to achieve your financial objectives without falling prey to the unpredictability of market fluctuations.

In this episode, Bob explains how to achieve your financial goals with minimal risk and volatility while preserving and growing your wealth by introducing you to the Investing for Income Summit.

This webinar series is running on November 13, 20 and 27th at 7PM EST.

This is your chance to hear from industry experts about private investing sphere and how you can generate steady, reliable and higher returns than yoru traditional bank strategy.

Register today, we're looking forward to seeing you there! https://privatedebtandequities.ca/investing-for-income-summit/

If you enjoyed this episode, please subscribe and visit our website at https://www.privatedebtandequity.ca/ for any questions or to learn more!

Hosted by Bob Simpson, today's episode focuses on the opportunity to invest in private lending and what it can look like when added to your portfolio.

Featuring Michael Scott, Managing Director at SAF Group, this episode takes you into how to get an income from investing in private lending through SAF Group. 

Today's questions of interest:
0:00 Intro
2:18 What is your story Mike and what drew you into private lending?
5:45 What do you recommend for a portfolio?
6:22 Why would you recommend that to investors?
6:55 How is an investor, who's looking to do something within the 60/40 and the fixed income part of their portfolio, going to benefit versus traditional investments? 
8:00 If you're investing in a private credit fund, what are the risks?
9:09 What does loan to value mean?
10:09 When we look at the private lending market versus the public market, what's the big difference? 
12:06 So where would you say your sweet spot is on loan size? 
12:56 What makes you different than the other firms in this space? 
14:38 Could you give us input on the importance of the funnel?
17:14 Could you tell us about the depth and experience of your team?
18:05 Why are corporate borrowers choosing SAF group instead of just going to the bank?
21:41 What does a return profile look like for an individual investor? 
23:36 How are decreasing rates going to affect the marketplace for private lending?
25:44 As we look at private credit market, what are your concerns in the market today?
29:58 What should the experience be like for reasonable returns over the next two to three years? 
32:42 Final thoughts.

If you enjoyed this episode, please subscribe and visit our website at https://www.privatedebtandequity.ca/ for any questions or to learn more!

Hosted by Bob Simpson, today's episode focuses on the opportunity to invest in private lending and what it can look like when added to your portfolio.

This episode takes you into a deep dive into a due diligence interview with Cortland Credit President, Sean Rogister.

Today's questions of interest:
3:32 Sean, can you provide an overview of the company history and founding?
5:26 What's the ownership of the company look like right now?
7:00 But where are you now on employees?
8:48 How does your firm make money?
10:33 Can you just talk a bit about a typical profile of a borrower that you would work with?
12:32 Could you touch on senior secured, short term and asset based?
15:18 Could you explain the details of your Cortland report that you send out?
17:38 What percentages is factoring in your portfolio?
20:35 How would Cortland Credit deal with loans gone bad?
23:30 Can you explain the unique occurrence of the 24% Saskatchewan loan?
25:44 Do these issues in the portfolio affect performance?
27:35 Could you talk about the announcement about the successful repayment of credit facility for insulation technology group?
29:18 Can you talk about the process that you follow when you're underwriting new loans?
33:01 How many loans do you approve, what's the process?
33:53 What is your debt history?
35:12 What do you see in the portfolio that are the major risks in the portfolio?
38:02 Who's an ideal investor for this fund?
39:32 Compare investing in this fund to a bond fund.
41:58 What should investors anticipate when it comes to the fund's performance?
44:08 Could you explain the new equity linked version of your fund?
47:55 Final thoughts.

If you enjoyed this episode, please subscribe and visit our website at https://www.privatedebtandequity.ca/ for any questions or to learn more!

Hosted by Bob Simpson, today's episode focuses on the opportunity to invest in green energy and what it can look like when added to your portfolio.

This episode takes you into a deep dive into the Skyline Green Energy Fund, with expert guest, President of the fund, Robert Stein.

Discover all that investing in green energy has to offer and how you can make a difference in the planet and in your investment portfolio when choosing this fund.

Today's questions of interest:
0:00 Intro
2:54 Rob, tell us about your background and your transition into Skyline.
5:53 Why should somebody choose Skyline if they're looking at getting into clean energy? 
8:46 Tell us about the fund and how it is constructed.
12:04 Could you tell us about the level of operational duties and risk involved with this fund?
12:41 Where is green energy today in terms of progress?
15:48 Is green energy more of a local strategy rather than building a massive production plant?
17:55 Could you tell us about the massive commercial sites for solar?
20:21 What should an investor expect in terms of returns?
22:22 Could you explain the cashflow and capital gains process?
24:28 What are the biggest risks for investors in this fund? 
27:55 Final thoughts.

If you enjoyed this episode, please subscribe and visit our website at https://www.privatedebtandequity.ca/ for any questions or to learn more!

Hosted by Bob Simpson, today we learn more about Antrim Investments and Mortgage Investment Corporations.

Today we're going into a deep dive into the Antrim Balance Mortgage Fund's performance, past and expected returns, their investments strategies and they havs grown to become the largest residential private lender in Canada.

Our expert guest on this episode is Will Granleese, Director and Portfolio Manager at Antrim Investments. 

Today's questions of interest:
0:00 Intro
4:44 Antrim Investments origins and background.
9:26 What your employee base looks like and just a bit of a description about the operations of your firm?
11:25 What are you seeing as you look at the mortgage lending industry today in Canada? 
16:11 How Antrim handled the rise of interest rates.
20:40 How does Antrim make money?
22:06 What are some of the highlights that you see when you look at your track record and what are some of the low lights that you might see? 
23:32 What are you most proud of in your performance?
25:34 Who are your borrower profiles?
27:41 How many mortgages are there currently in the portfolio and how's that number changed? 
32:09 Average size of the places?
32:24 Average equity in a mortgage?
34:09 What is your process for reviewing and underwriting new mortgages. 
36:31 Could you touch on your debt history?
39:02 What's your take on preservation of capital?
40:29 Can you explain your liquidity?
42:11 Talk about the F class and what your returns have looked like since inception.
45:44 I'm interested in your opinion on how would you use in a typical investor portfolio?
47:16 Final thoughts.

If you enjoyed this episode, please subscribe and visit our website at https://www.privatedebtandequity.ca/ for any questions or to learn more!