The Curious Investor

In EP 15, of The Curious Investor, Stephen Jones from Blueline Real Estate Group, a previous guest on the show, takes centre stage in Part 3 of 3 of a roundtable discussion about everything assignment, and how to finance it! In part 3, RICK & DON LEWIS Lewis Brothers Properties & Tridium Corp take a deep dive into private sales and assignments, for properties that likely can’t be sold the traditional way.

What is an assignment? From RECO:

“An assignment is a sales transaction where the original buyer of a property (the “assignor”) allows another buyer (the “assignee”) to take over the buyer’s rights and obligations of the Agreement of Purchase and Sale, before the original buyer closes on the property (that is, where they take possession of the property). The assignee is the one who ultimately completes the deal with the seller.

In other words, an assignment clause allows the buyer of a home to sell the place before they take possession of it.”

The group, (bios below) discuss various aspects of an assignment such as how assignment deals work, what goes into hem, and also working with wholesalers.

STEPHEN JONES

Sales Representative & Team Lead, Blueline Real Estate Group

Stephen Jones is known as a Preferred Investment-Focused Realtor. Embarking on his investment journey back in 1998, Stephen purchased his very first investment property in the heart of Pickering. To date, he is involved in land development and is the owner of multiple properties in Ontario, Alberta and BC. Currently, he is on a mission to assist his valued clients in building secure, lucrative real estate portfolios.

RICK & DON LEWIS

Lewis Brothers Properties & Tridium Corp

The Lewis brothers are real estate investors and property flippers who have been in the industry for almost a decade - renovating, flipping and reselling homes.They've paired their background in contracting and construction with their passion for real estate to take "unsellable" homes and make them beautiful. They create signature homes that sell quickly on the market and income properties that generate positive cash flow every month.

DIANA ISKANDER

Mortgage Agent, The Lending Suite

Diana has spent 17 years in the mortgage industry, 3 most recent of those years as co-founder at The Lending Suite. Diana has developed a passion for being able to successfully structure complex files to deliver the best results for her clients. With her tenacity and creativity combined with leveraging her access to major banks, B lenders and private lenders has allowed her to find solutions to challenging client situations. 

JASON LANE

B.B.A., J.D. - Woitzik Polsinelli LLP

Lawyers & Mediators

Jason joined Woitzik Polsinelli LLP in 2018 as a summer law student and obtained his Juris Doctor degree from The University of Western Ontario in 2019. He is now an associate in our Family and Real Estate Groups and is primarily focused on the drafting, review and negotiation of legal documents as well as client advocacy in family matters on your behalf. 

Nicole's passion and curiosity for investing in real estate began early but has shown up in almost every stage of life. Watching her Dad develop raw land as a personal past-time. Nicole's business spans all aspects of Commercial Real Estate and she has led transactions of all complexity in the areas of industrial, office, retail, multi-family, leasing and land development. Tune in as she lets her curiosity drive every episode to explore each guest's journey in the world of commercial real estate. 

Contact: 

Email: [email protected] 

Web: http://www.reidjames.ca/

Ph: 905-723-5944

In EP 14, of The Curious Investor, Stephen Jones from Blueline Real Estate Group, a previous guest on the show, takes centre stage in Part 2 of 3 of a roundtable discussion about everything assignment, and how to finance it! What is an assignment? From RECO:

“An assignment is a sales transaction where the original buyer of a property (the “assignor”) allows another buyer (the “assignee”) to take over the buyer’s rights and obligations of the Agreement of Purchase and Sale, before the original buyer closes on the property (that is, where they take possession of the property). The assignee is the one who ultimately completes the deal with the seller.

In other words, an assignment clause allows the buyer of a home to sell the place before they take possession of it.”

The group, (bios below) discuss various aspects of an assignment such as how assignment deals work, what goes into hem, and also working with wholesalers.

STEPHEN JONES

Sales Representative & Team Lead, Blueline Real Estate Group

Stephen Jones is known as a Preferred Investment-Focused Realtor. Embarking on his investment journey back in 1998, Stephen purchased his very first investment property in the heart of Pickering. To date, he is involved in land development and is the owner of multiple properties in Ontario, Alberta and BC. Currently, he is on a mission to assist his valued clients in building secure, lucrative real estate portfolios.

RICK & DON LEWIS

Lewis Brothers Properties & Tridium Corp

The Lewis brothers are real estate investors and property flippers who have been in the industry for almost a decade - renovating, flipping and reselling homes.They've paired their background in contracting and construction with their passion for real estate to take "unsellable" homes and make them beautiful. They create signature homes that sell quickly on the market and income properties that generate positive cash flow every month.

DIANA ISKANDER

Mortgage Agent, The Lending Suite

Diana has spent 17 years in the mortgage industry, 3 most recent of those years as co-founder at The Lending Suite. Diana has developed a passion for being able to successfully structure complex files to deliver the best results for her clients. With her tenacity and creativity combined with leveraging her access to major banks, B lenders and private lenders has allowed her to find solutions to challenging client situations. 

JASON LANE

B.B.A., J.D. - Woitzik Polsinelli LLP

Lawyers & Mediators

Jason joined Woitzik Polsinelli LLP in 2018 as a summer law student and obtained his Juris Doctor degree from The University of Western Ontario in 2019. He is now an associate in our Family and Real Estate Groups and is primarily focused on the drafting, review and negotiation of legal documents as well as client advocacy in family matters on your behalf. 

Nicole's passion and curiosity for investing in real estate began early but has shown up in almost every stage of life. Watching her Dad develop raw land as a personal past-time. Nicole's business spans all aspects of Commercial Real Estate and she has led transactions of all complexity in the areas of industrial, office, retail, multi-family, leasing and land development. Tune in as she lets her curiosity drive every episode to explore each guest's journey in the world of commercial real estate. 

Contact: 

Email: [email protected] 

Web: http://www.reidjames.ca/

Ph: 905-723-5944 

Tags: #commercialrealestate, #commercialinvestment, #realestateinvestment, #realestateinvesting, #entrepreneurship, #businessowner, #commercialproperties, #retail, #commercialrealestatebroker, #investmentproperty, #industrialrealestate, #passiveincome, #wholesaling, #realestateassignment, #reco, #mortgages, #financing, #contracts, #hoarders

In EP 13, of The Curious Investor, Stephen Jones from Blueline Real Estate Group, a previous guest on the show, takes centre stage in Part 1 of 3 of a roundtable discussion about everything assignment! What is an assignment? From RECO:

“An assignment is a sales transaction where the original buyer of a property (the “assignor”) allows another buyer (the “assignee”) to take over the buyer’s rights and obligations of the Agreement of Purchase and Sale, before the original buyer closes on the property (that is, where they take possession of the property). The assignee is the one who ultimately completes the deal with the seller.

In other words, an assignment clause allows the buyer of a home to sell the place before they take possession of it.”

The group, (bios below) discuss various aspects of an assignment such as how assignment deals work, what goes into hem, and also working with wholesalers.

STEPHEN JONES

Sales Representative & Team Lead, Blueline Real Estate Group

Stephen Jones is known as a Preferred Investment-Focused Realtor. Embarking on his investment journey back in 1998, Stephen purchased his very first investment property in the heart of Pickering. To date, he is involved in land development and is the owner of multiple properties in Ontario, Alberta and BC. Currently, he is on a mission to assist his valued clients in building secure, lucrative real estate portfolios. 

RICK & DON LEWIS

Lewis Brothers Properties & Tridium Corp

The Lewis brothers are real estate investors and property flippers who have been in the industry for almost a decade - renovating, flipping and reselling homes.They've paired their background in contracting and construction with their passion for real estate to take "unsellable" homes and make them beautiful. They create signature homes that sell quickly on the market and income properties that generate positive cash flow every month. 

DIANA ISKANDER

Mortgage Agent, The Lending Suite

Diana has spent 17 years in the mortgage industry, 3 most recent of those years as co-founder at The Lending Suite. Diana has developed a passion for being able to successfully structure complex files to deliver the best results for her clients. With her tenacity and creativity combined with leveraging her access to major banks, B lenders and private lenders has allowed her to find solutions to challenging client situations.  

JASON LANE

B.B.A., J.D. - Woitzik Polsinelli LLP

Lawyers & Mediators

Jason joined Woitzik Polsinelli LLP in 2018 as a summer law student and obtained his Juris Doctor degree from The University of Western Ontario in 2019. He is now an associate in our Family and Real Estate Groups and is primarily focused on the drafting, review and negotiation of legal documents as well as client advocacy in family matters on your behalf. 

Nicole's passion and curiosity for investing in real estate began early but has shown up in almost every stage of life. Watching her Dad develop raw land as a personal past-time. Nicole's business spans all aspects of Commercial Real Estate and she has led transactions of all complexity in the areas of industrial, office, retail, multi-family, leasing and land development. Tune in as she lets her curiosity drive every episode to explore each guest's journey in the world of commercial real estate. 

Contact: 

Email: [email protected] 

Web: http://www.reidjames.ca/

Ph: 905-723-5944 

Tags: #commercialrealestate, #commercialinvestment, #realestateinvestment, #realestateinvesting, #entrepreneurship, #businessowner, #commercialproperties, #retail, #commercialrealestatebroker, #investmentproperty, #industrialrealestate, #passiveincome, #wholesaling, #realestateassignment, #reco, #mortgages, #financing, #contracts, #hoarders

In EP 12 of The Curious Investor, Nicole Tanner chats with David Edie about the role of an executor, and his experience with navigating the death of a family member. David is a Certified Executor Advisor (CEA) who has worked in the financial planning industry in Montreal for more than 35 years. He’s advised hundreds of clients, written over 200 articles about personal finance, and shared his expertise on radio and television myriad times. 

David is not just an expert, he is someone who knows this topic inside and out from personal experience, having spent SEVEN years and $50,000 in lawyer fees to come to an agreement with siblings over his parents’ estate, and a who has written a book that deals with his family’s situation in working through a will. 

Nicole's passion and curiosity for investing in real estate began early but has shown up in almost every stage of life. Watching her Dad develop raw land as a personal past-time. Nicole's business spans all aspects of Commercial Real Estate and she has led transactions of all complexity in the areas of industrial, office, retail, multi-family, leasing and land development. Tune in as she lets her curiosity drive every episode to explore each guest's journey in the world of commercial real estate. 

Contact David:  https://www.davidedey.com 

Contact: 
Email: [email protected] 
Web: http://www.reidjames.ca/
Ph: 905-723-5944 

Tags: #commercialrealestate, #commercialinvestment, #realestateinvestment, #realestateinvesting, #entrepreneurship, #businessowner, #commercialproperties, #retail, #commercialrealestatebroker, #investmentproperty, #industrialrealestate, #passiveincome, #financialplanning, #executor, #estateplanning,

EP 10: How To Best Serve Your Clients As An Agent w/Guest Host Eleni Tsoravas

In EP 10 of The Curious Investor, guest host Eleni Tsoravas puts Nicole in the hot seat, sharing many ways new agents and mega agents can best serve their clients, and put a strong focus on customer service. Nicole's client base, as a commercial real estate agent, is primarily residential real estate agents. She describes how she works with them, and the unique working relationships with residential. 

Nicole's passion and curiosity for investing in real estate began early but has shown up in almost every stage of life. Watching her Dad develop raw land as a personal past-time. Nicole's business spans all aspects of Commercial Real Estate and she has led transactions of all complexity in the areas of industrial, office, retail, multi-family, leasing and land development. Tune in as she lets her curiosity drive every episode to explore each guest's journey in the world of commercial real estate. 

Contact: 

Email: [email protected] 

Web: http://www.reidjames.ca/

Ph: 905-723-5944 

Tags: #commercialrealestate, #commercialinvestment, #realestateinvestment, #realestateinvesting, #entrepreneurship, #businessowner, #commercialproperties, #retail, #commercialrealestatebroker, #investmentproperty, #industrialrealestate, #passiveincome 

EP 11: Market Update Roundtable & Lessons Learned

In EP 11 of The Curious Investor, Master of Ceremonies Larry Lloyd facilitates a round table discussion with industry professionals including Nicole, about the current market, what they learned and how they survived during the pandemic, as well as some great recommendations on some books to add to your reading list!
Nicole's passion and curiosity for investing in real estate began early but has shown up in almost every stage of life. Watching her Dad develop raw land as a personal past-time. Nicole's business spans all aspects of Commercial Real Estate and she has led transactions of all complexity in the areas of industrial, office, retail, multi-family, leasing and land development. Tune in as she lets her curiosity drive every episode to explore each guest's journey in the world of commercial real estate. 

(MC) Larry Lloyd - Entrepreneur & Realtor - [email protected]
Lindsay Smith - Realtor and Team Lead of Buy,Sell,Love Durham - [email protected]
Jonathan Hager - Lawyer at Mack Laywers - [email protected]
Kurt Henry - Mortgage Broker - [email protected]

Contact: Email: [email protected] 
Web: http://www.reidjames.ca/
Ph: 905-723-5944 

Tags: #commercialrealestate, #commercialinvestment, #realestateinvestment, #realestateinvesting, #entrepreneurship, #businessowner, #commercialproperties, #retail, #commercialrealestatebroker, #investmentproperty, #industrialrealestate, #passiveincome, #marketupdate, #lessonslearned

In EP 9 of The Curious Investor, Nicole Tanner interviews Tom Mitchell, as they discuss how to not only survive but thrive in a shifting market!

Tom has been a licensed Realtor in the province of Ontario since 1986 and a member of the Toronto Real Estate Board. Tom and his wife, Diane Mitchell ranked in the top 100 Teams in Keller Williams International, receiving Lifetime Achievement and Double Platinum awards.

Tom and Diane learned a lot from the major shift in 1989 including strategies to safeguard investments and how to thrive in real estate through active forms of lead generation.

Also, every show closes with the Fast 5, five rapid-fire questions meant to get the guests thinking quickly!

Nicole's passion and curiosity for investing in real estate began early but has shown up in almost every stage of life. Watching her Dad develop raw land as a personal past-time. Nicole's business spans all aspects of Commercial Real Estate and she has led transactions of all complexity in the areas of industrial, office, retail, multi-family, leasing and land development. Tune in as she lets her curiosity drive every episode to explore each guest's journey in the world of commercial real estate. 

Contact: 

Email: [email protected] 

Web: http://www.reidjames.ca/

Ph: 905-723-5944 

Tags: #commercialrealestate, #commercialinvestment, #realestateinvestment, #realestateinvesting, #entrepreneurship, #businessowner, #commercialproperties, #retail, #commercialrealestatebroker, #investmentproperty, #industrialrealestate, #passiveincome 

In EP 8 of The Curious Investor, Nicole Tanner again interviews Sali Fitzpatrick, from BDC Canada. Sali’s role is her dream gig, helping many entrepreneurs go from wherever they are to the next level! 

Sali has been with the BDC for several years, moving from one role to another, finally arriving at her perfect role. On this episode, Nicole digs deep to find out specifically how BDC can help business owners succeed!

The BDC is a financial institution devoted to Canadian entrepreneurs. They help create and develop strong Canadian businesses through financing, advisory services and capital, with a focus on small and medium-sized enterprises. Whether you are looking at buying new equipment, hiring staff, paying for inventory or purchasing a business, the BDC is your partner, working with chartered banks, to help you have the necessary funds to grow your business.

Also, every show closes with the Fast 5, five rapid-fire questions meant to get the guests thinking quickly!

Nicole's passion and curiosity for investing in real estate began early but has shown up in almost every stage of life. Watching her Dad develop raw land as a personal past-time. Nicole's business spans all aspects of Commercial Real Estate and she has led transactions of all complexity in the areas of industrial, office, retail, multi-family, leasing and land development. Tune in as she lets her curiosity drive every episode to explore each guest's journey in the world of commercial real estate. 

Contact: 

Email: [email protected] 

Web: http://www.reidjames.ca/

Ph: 905-723-5944

In EP 7 of The Curious Investor, Nicole Tanner interviews Sali Fitzpatrick, from BDC Canada. Sali’s role is her dream gig, helping many entrepreneurs go from wherever the are to the next level! 

Sali has been with the BDC for several years, moving from one role to another, finally arriving at her perfect role.

The BDC are a financial institution devoted to Canadian entrepreneurs. They help create and develop strong Canadian businesses through financing, advisory services and capital, with a focus on small and medium-sized enterprises. Whether you are looking at buying new equipment, hiring staff, paying for inventory or purchasing a business, the BDC is your partner, working with chartered banks, to help you have the necessary funds to grow your business.

Also, every show closes with the Fast 5, five rapid-fire questions meant to get the guests thinking quickly!

Nicole's passion and curiosity for investing in real estate began early but has shown up in almost every stage of life. Watching her Dad develop raw land as a personal past-time. Nicole's business spans all aspects of Commercial Real Estate and she has led transactions of all complexity in the areas of industrial, office, retail, multi-family, leasing and land development. Tune in as she lets her curiosity drive every episode to explore each guest's journey in the world of commercial real estate. 

Contact: 

Email: [email protected] 

Web: http://www.reidjames.ca/

Ph: 905-723-5944 

Tags: #commercialrealestate, #commercialinvestment, #realestateinvestment, #realestateinvesting, #entrepreneurship, #businessowner, #commercialproperties, #retail, #commercialrealestatebroker, #investmentproperty, #industrialrealestate, #passiveincome 

In EP 6 of The Curious Investor, Nicole Tanner interviews Craig Mack, lawyer, business owner and investor.

Craig shares his journey to his chosen profession, helping buyers and sellers get the most from any commercial or corporate real estate transaction by protecting their interests with his legal opinions. He also shares how his investment journey started and the plans he has for some commercial real estate holdings in Brooklin, Ontario!

Also, every show closes with the Fast 5, five rapid-fire questions meant to get the guests thinking quickly!

Nicole's passion and curiosity for investing in real estate began early but has shown up in almost every stage of life. Watching her Dad develop raw land as a personal past-time. Nicole's business spans all aspects of Commercial Real Estate and she has led transactions of all complexity in the areas of industrial, office, retail, multi-family, leasing and land development. Tune in as she lets her curiosity drive every episode to explore each guest's journey in the world of commercial real estate. 

Contact: 

Email: [email protected] 

Web: http://www.reidjames.ca/

Ph: 905-723-5944