Leading Edge Strategies for Apartment Developers & Investors

Leading Edge Strategies for Apartment Developers & Investors

Platinum Sponsor

Platinum Sponsor: CFO Capital

Who Should Attend

  • Owners
  • Investors
  • Developers
  • Builders
  • Financial Services Providers
  • Technology Solution Providers

Benefits of Attending

  • CONNECT in person with top decision-makers and benefit from unmatched networking opportunities.
  • INSPIRE yourself by joining sessions, panel discussions and a development workshop.
  • INQUIRE about the solutions to the most pressing issues facing the apartment industry and gain direct feedback from industry experts.
  • ACQUIRE incomparable knowledge on industry trends, upcoming challenges and future opportunities.

Program:

Toronto

December 3, 2019

Metro Toronto Convention Centre, South Building
222 Bremner Blvd
Toronto, ON M5V 3L9

Registration opens at 8:30 am | Seminar begins at 9:00 am | Cocktail Reception to follow at 4:30 pm

Registration:

Opens at 8:30 AM

Seminar:

Begins at 9:00 AM

Session 1:

Identifying Leading-Edge Strategies That Create Value-Add & Development Equity

Investing and developing apartment properties with an opportunity to improve cash flows and create value by addressing physical, occupancy management, lease ups and other situational issues. Identifying new development opportunities utilizing development experience and relationships.

Speaker: Derek Lobo

Session 2:

Leading-Edge Due Diligence & Feasibility

Failure proof apartment development and investing by learning these essential principles. In this session Sally will identify the items and issues that must be reviewed and considered before purchasing, selling or developing an apartment investment property.

Speaker: Sally Turner

Session 3:

Leading-Edge Strategies for Financing Apartment Developments

CFO Capital will demystify the financing options available for purpose-built rental apartments, including equity partners, mezzanine loans, construction loans, and take-out permanent loans. This session will identify the benefits available through CMHC financing and a leveraged capital stack.

Speakers: Mark Kay & Mike Scott

Session 4:

Increasing the Value of the Asset Through Leasing & Marketing

Do you want to lease up apartments faster at higher rental rates while driving your marketing cost down? We understand the financial drivers behind a successful apartment project. In this session, we will delve into apartment development and rehabs to uncover today’s lead edge practices and addresses the unique challenges apartment developers, investors, and owners face today. All Apartment buildings deal with a unique set of circumstances. We will share our comprehensive apartment knowledge and show you how to deliver higher financial returns on apartment projects of varying size and complexity. We will identify valuable opportunities for developers, owners, and investors in development and rehab to enhance Leasing, Marketing, and Management.

Speaker: TBA

Session 5:

The Development Workshop

How do you go from a piece of land to a completed apartment development? How do you even find the piece of land? In this workshop, small groups will work on a group-created hypothetical apartment development project, identifying existing conditions, market conditions, how to make a site plan, how to make a development program, how to structure a deal, what economic models are best to use, how to build, and how to market. We identify solutions to challenges and point to effective strategies used by successful apartment developers. Each small group will share the hypothetical development they have created, and everyone will gain a better understanding of how to visualize their development, and bringing it to reality.

Cocktail Reception:

Begins at 4:30 PM

Speakers:

Derek Lobo

Derek Lobo
CEO & Broker of Record
SVN Rock Advisors Inc., Brokerage

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Derek Lobo is the founder and CEO of SVN Canada Inc., SVN Rock Advisors Inc., and the Derek A. Lobo & Associates Inc. For more than 30 years, Derek has worked extensively in the apartment and student housing industry across Canada and the United States advising clients on all aspects of apartment ownership and development ranging from feasibility analysis, financial modelling, design and construction, asset management and leasing to dispositions and brokerage. Derek specializes in large and complex asset sales and has brokered transactions some of the largest transactions in Canada. He continues to be regarded as a knowledge expert in the areas of new apartment construction and luxury student housing and has been intimately involved in the many developments across Canada.

Mark Kay

Mark Kay
President
CFO Capital

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Since 2004, Mark Kay has owned and operated CFO Capital and has financed billions of dollars in commercial mortgage projects. Today, he leads a team of dedicated commercial banking professionals to make CFO Capital one of the fastest growing commercial mortgage companies in Canada.

Mark’s expertise in strategic debt structuring spans every asset class including multi-residential, student housing, hotel and resort, retail, office, medical, and single purpose properties for both construction and term financing. He has established a large network of commercial mortgage lenders and industry professionals to form a global team which creates control and leads to success.

Prior to CFO, Mark worked in Commercial Real Estate at the Business Development Bank of Canada, specifically focusing on owner user, investment properties, management buy-outs and company acquisitions.

Mark is a graduate of the University of Toronto having completed a double major Honours in Finance and Economics.

Mike Scott

Mike Scott
Senior VP of Business Development
CFO Capital

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Mike Scott is Senior VP of Business Development, at CFO Capital. With over 30 years of commercial banking experience, Mike’s primary focus is origination, client development and relationships, referral network development and relationships, and deal structuring.

Prior to joining the CFO team, Mike was a top-rated sales manager and business developer with TD Financial Group. He spent over 25 years effectively building and nurturing strong relationships in the National Accounts, Commercial Banking and Business Banking groups.

Mike is a graduate of Western University, earning his BA in Economics in 1985 and completing his Honours Business Administration degree, at Ivey School of Business, in 1987.

Sally Turner

Sally Turner
Director, Research and Consultancy
SVN Rock Advisors Inc., Brokerage

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Sally Turner is Director of SVN Rock`s Research and Consultancy Department. Sally is a trained urban planner, having earned a PhD in Urban Geography from the University of Toronto, with an additional six years of professional experience in land use planning and development. Sally brings this experience to SVN Rock Advisors, providing planning expertise and experience land development and acquisition to all research projects.

Registration

General Admission

Early-bird – $497
Regular    – $597

Leading Edge Strategies for Apartment Developers & Investors – Toronto

HST is not included.
Price is in Canadian Dollars.

For questions, please contact Stefanie Schopen.

Please Note: Registration for the Toronto session is done through the registration for the Toronto Real Estate Forum (TREF). Registration for the SVN Rock Advisors seminar is a separate fee from TREF and registration for TREF is not required. All event details, including location, date, time, and program, are subject to change without notice. All events, other than the Toronto session, have been cancelled. We apologize for any incovenience this may have caused. We will be in touch with those who have already registered.