Let's meet for a coffee!

Connect and network with fellow real estate investors & REIN’s Trusted Partners before Summit begins on Saturday morning!

Come prepared to share what you learned the night before, and what you’re looking to get out of Summit throughout the day. Our Trusted Partners will be there to help guide you toward the specific keynotes, breakouts and working sessions that will be most beneficial for you and where you’re at in your real estate investing journey.

Dalia Barsoum, Amy Leong & Allyson Ballam, George Dube, Susan Flanagan, Randy Dyck, Keith Uthe

Summit Day 2 Opening

If you enjoyed the segments on Day 1, hold on to your seats as we cover more today – Keynote, multiple breakout rooms to choose from, Marketing, and REIN’s Research.

Get ready to have a jam-packed day of learning, fun, and connection.

Patrick Francey, JG Francoeur, Nick Banks

Keynote: The Future of Homeownership, How Gen Z Is Redefining Real Estate Investment

Technologically dextrous rebels with a social cause – as Gen Z comes of age, they’ve made a name for themselves questioning the legacy systems generations before them have accepted as norm.

But, Zoomers do more than cast shade at their predecessors. They demand better. If something is broken, they will push to fix it.

Their influence is causing seismic shifts across industries from luxury retail to transportation. And with Gen Z’s purchasing power expected to grow 400% to $33 trillion over the next decade, it’s no wonder marketing, political and entertainment sectors alike are paying attention to what they like.

Now, Gen Z is shifting their focus to industries that have locked them out: like real estate investing. Tune in to hear from addy co-founders, Michael Stephenson and Stephen Jagger, to learn why this industry is about to get a Gen Z makeover.

Michael Stephenson and Stephen Jagger

Breakout 1 - Property Ladder: Getting Started, Your Steps to Success in the New Real Estate Investing World

Learn the 15 steps to safeguard your real estate investment portfolio. Whether you’re starting out or you’ve been investing for years now, this session will tell you why you shouldn’t skip a step.

Breakout Room Name: Property Ladder

Patrick Francey

Breakout 2 - Rethinking Real Estate: Go into depth on the cascading effects of technological and its impact on real estate

The future will NOT and I repeat will NOT look like the past for us real estate investors and it’s time to prepare for what’s to come. This presentation will discuss the cascading effect of the disruptive technologies that will bring immense changes in all economic sectors including transport, energy, agriculture, information technology all of which will impact real estate and your investments.

Breakout Room Name: Rethinking Real Estate

JG Francoeur

Breakout 3 - Rethinking Work in a Virtual World

When the world pushed everything to be done virtually, it opened so many doors of opportunities to connect and do business on a much wider scale. As real estate investors, you can now expand your portfolio across Canada faster than ever before. Join Cheryl and Nick as they talk about ways you can take advantage to optimize your business.

Breakout Room Name: Working in a Virtual World

Cheryl Maycock & Nick Banks

Breakout 1 - The Next Generation of Investors: Ways to Transfer the Wealth to your Kids Panel

As a real estate investor, you have already built a sustainable portfolio. Now what?

Join Patrick and our panel of experts to explore the effective strategies for transferring wealth to your kids. Will there be tax and liability consequences? Don't miss the discussion in this breakout.

Breakout Room Name: The Next Generation of Investors

Patrick Francey, George Dube, Shayle Rothman

Breakout 2 - Tactics of Millenials & First Time Homebuyers Panel

Millennials and First-time homebuyers represent a significant segment of the demographics. Led by Kyle, the young panelists will talk about the challenges they face as first-time homebuyers and the creative ways they do to afford a home. The best part of this session - it's for the Millennials by the Millennials. As real estate investors, we need to learn how this cohort thinks and their perspective when it comes to property investing.

Not part of this demographic but with a millennial child at home? Let them attend this breakout room."

Breakout Room Name: Millennials/First Time Homebuyer

Kyle Green, Joanna Gregson, Dayle San Pascual, Jadene Ferreira

Breakout 3 - Real Estate Investing for Women

In this breakout, Natasha and Shannon will take the lead in talking about what real estate can do to help women get ahead in the curve. Join the discussion in empowering women in building your business.

Breakout Room Name: Real Estate Investing for Women

Natasha Phipps & Shannon Murree

BDO: Changes to how you can protect more of your assets from the CRA now, and in the future.

Takeaways:

• Learn what we are doing differently for ourselves and with clients from a tax perspective, plus where we see this evolution going.
• Obtain guidance on whether using OPM (other people's money) to pay for future taxes/retirement/legacy objectives makes sense in your particular situation. You'll know what the benefits are and how to do it.
• Find out some of the biggest mistakes that we see investors make from an income tax perspective so that you can learn from other experiences vs. only yours.

Breakout Room Name: BDO

George Dube

Engel & Völkers - Amy & Ally: Planning for a healthy retirement with creative ways to use cashflow, equity and more

Key takeaways:

• Planning ahead for the economic & demographic shifts so you can capitalize on these trends.
• Inheritance, downsizers, international purchasers, immigration, job growth
• What is the best way to use your equity to increase your net worth?
• What kind of retirement do you want? How to be a snowbird investor and also cash in on your home away from home.
• Creative ways to maximize cashflow and what to look for in your next investment

Breakout Room Name: Engel & Völkers – Amy & Ally

Amy Leong and Ally Ballam

Green Mortgage Team: Learn how to do cashflow analysis with Kyle Green, one of Canada’s top Mortgage Brokers

You will learn:

• How to shortcut the cashflow analysis to know within seconds if a property is likely to cashflow or not
• Quick math on how to know whether spending more on a property for more income is worth it or not
• Complete a full cashflow analysis with examples
• Receive a tool to help with performing analysis on future acquisitions

Breakout Room Name: Green Mortgage Team

Kyle Green

Phipps Real Estate Group (CIR Realty): Overcoming Obstacles!

We will tackle everyone’s largest roadblocks together. Topics will include but not limited to:

1. Finding deals
2. How to work best with your Realtor
3. Family / friends unsupportive
4. Analysis paralysis
5. Mindset
6. Accountability

Breakout Room Name: Phipps Real Estate Group

Natasha Phipps

Park Insurance: Get Your Questions Answered and find out what coverages you should have & what you should look for in this ever changing insurance market

Join Chris and Cathy as they address questions from investors regarding insurance. What to look for, what are the important coverages I need to know, why should I insure my property, these are only some of the questions they’ll be answering in this session. So, you list down all your questions related to property insurance and join this session.

Breakout Room Name: Park Insurance

Chris Westrop and Cathy Su

Greybrook Realty Partners: How to invest in Major Real Estate Developments using your RRSP’s, LIRA’s, TFSA’s, RESP’s” for as little as $25,000

Greybrook Realty Partners is a leading private equity firm that invests in large-scale Real Estate Developments across North America. Build your diversified portfolio on a project by project basis.

Don’t miss this session. We be announcing our newly launched Development Project in Markham!

This is a Q & A session.

Breakout Room Name: Greybrook Realty Partners

Peter Politis

Amir Shahidi: Investing in the Kelowna Real Estate Market

We'll cover:

Kelowna Rental Market
Pre-Construction
Short-term rentals & AirBnb

• Discuss the rise of Rural Markets in BC and explore future development opportunities to match demand for housing supply.
• Analyze the current Rental Market in Kelowna and identify opportunities for greatest Cashflow.
• Learn how to buy Pre-Construction for massive net-worth growth by knowing how to find a deal that has the best chances of being profitable.
• Identify the risks and concerns associated with this type of value speculation, what to look for to produce instant equity.
• Cover Airbnb Investment Opportunities in the Okanagan, Short Term Rental rules and regulations, and overcoming challenges for maximum Cashflow.

Breakout Room Name: A. Shahidi, Royal LePage Kelowna

Amir Anthony Shahidi

Streetwise Mortgages: Aligning Financing strategy and Investment Strategy

In this session we will go over the most famous real estate investment strategies and how to best setup/optimize financing to support a successful implementation of the strategy and avoid the costly mistakes

This will include financing for the following strategies:

• Long term Buy/Holds
• New construction
• Garden Suite Additions
• Buy/ Renovate/ Refinance/ Rent ( residential )
• Buy/Renovate/Refinance/Rent ( multi residential )
• Student Rentals
• Flips
• Airb&b

Breakout Room Name: Streetwise Mortgages

Dalia Barsoum

Redline Real Estate Group: The Perfect Three Property Portfolio for a New Investor

Join Brett as he shows you how new investors should be strategizing your approach to your first three properties.

Real estate investing is not a one size fits all business.

The objective of the working session will be to help investors develop an acquisition plan unique to them, taking into account their goals, talents and experience and buying power.

When done correctly, a simple three property portfolio can:

Serve as a building block for a much larger portfolio

• Create a template for raising capital for unlimited growth
• Allow investors to practically apply teachings from REIN
• Completely change your financial future even if you stopped at 3
• Serve as a compliment to a successful working career for those with busy lives

At the end of the working session, investors should be able to envision what those properties will look like, in a way that is unique to you. You can then work with your power team to make the next one happen for yourselves.

Breakout Room Name: Redline Real Estate Group

Brett Turner

IRR | TriView: How Investors Are Adding Private Equity Real Estate To Their Portfolio

• The key characteristics of private equity investments
• Who is eligible to invest in private equity investments
• How private equity can provide you with portfolio diversification
• Learn how to invest in multifamily real estate using your RRSP | TFSA

Breakout Room Name: IRR | TriView

Taylor Steele

Mycor Insurance Solutions: Insurance Due Diligence When Buying and Investment Property

We'll cover:

1. Insurance Market Update
   A. Insurer Capacity
   B. Appetite
2. Claims Examples – Challenges
   A. New Cannabis Legislation/Controlled Substance Claim Example
   B. Sewer Back Up Claims Example
   C. Flood – Re Insurance Data Underwriting Updates
   D. Tenants Vandalism Claims Example
   E. Vacancy Coverage Example.
   

Breakout Room Name: Mycor Insurance Solutions

Alex Bell

eXp: Edmonton CMA (Census Metropolitan Area) opportunities in the communities surrounding Edmonton

We’ll cover:

1. CMA (Census Metropolitan Area)
2. Why should we look into these communities?
3. What are the opportunities in this area?

Breakout Room Name: eXp

Michel Lafleur

Eximus Real Estate Team: Cashflow and Good Deals Amid Market Changes

Are there cashflow properties available? There's lots of talk about inflation surrounding goods; is that affecting the market or is it something else? As an investor, what is new construction and presale pricing teaching us about the future market? How is government regulation affecting the market; are they for or against affordability?

Breakout Room Name: Eximus Real Estate Team

Randy Dyck

Enrich Mortgage Group: How to have a Tax Deductible Interest on your Home Mortgage using Smith Manoeuvre?

The Smith Manoeuvre is known to help you have Accelerated Wealth Growth. But did you know there are other areas that Smith Manoeuvre can help you? In this session, you will learn how to convert your current non-tax-deductible interest on your primary home mortgage into a tax-deductible interest.

Breakout Room Name: Enrich Mortgage Group

Keith Uthe

Shannon Murree - MovingSimcoe.com Team: How to Choose a Strategy that's RIGHT for YOU? A conversation on the PROs and CONs

Shannon Murree will have an FAQ-style session where you’ll get to know more about the different types of investment tactics: Buy and Hold, BRRRR, Fix and Flip, Secondary Suites, and a lot more. Join this breakout and get away with the best strategy that can work for you.

Breakout Room Name: Shannon Murree-MovingSimcoe.com

Shannon Murree

Private Money 4 Mortgages: When and Where to use a Private Mortgage

• Clear examples will be given for when using a private mortgage makes sense.
• Example of when a private mortgage will not make sense.
• We will work through the actual numbers of some recently funded mortgages.

Breakout Room Name: Private Money 4 Mortgages

Susan Flanagan

Equiton: Why you should utilize both Passive and Active Real Estate Investing strategies to maximize your wealth

Active real estate investing is a great way to build wealth, but there are many common pitfalls that investors must deal with. Join us to understand how to best deal with these pitfalls and also why complimenting your active approach with passive real estate investing is a proven way to maximize your wealth.

Breakout Room Name: Equiton

Kyle Agro

Designing a Marketing Ecosystem To Find & Buy Private Real Estate

In today’s pricing environment, buying ‘retail’ often makes it difficult to cash flow. One tactic is to learn how to buy and sell real estate privately. In this session discover a proven system to attract leads, sort opportunities and generate buying and selling deals.

JG Francoeur

Your Next Step

Whether you're on step 1 or step 10,000, Patrick and JG will show you the next step that fits your real estate journey.

Patrick Francey, JG Francoeur

New Markets To Watch & Why

The real estate market is changing and it’s changing fast. New influencers are emerging and new cities will be prime for future investment. If you want to invest for the future, you must consider these markets to watch.

Patrick Francey, JG Francoeur

Cocktail Party

Whatever questions you’re left with today, we’ll do our best to get it answered. Let’s end this event with some cheers!

Patrick Francey, JG Francoeur

Networking

Like in any other Real Estate Investment Network event, it doesn't end in the Closing or Cocktail Party. We just love hanging around our community.

At this Summit, you will get the chance to meet and connect with other like-minded people, regionally. We have rooms for British Columbia, Alberta, and Ontario. If you're a guest, we have a special room for you to get to know and celebrate with the Real Estate Investment Network Team.