Year: 2025
Series 5 – Investing with Impact Recap
In this special recap episode of ‘Smart Real Estate with Westcliff,’ hosts Addy Saeed and Kaz Jaffer review the key points from Series 5, titled ‘Investing with Impact.’ They discuss ESG (Environmental, Social, and Governance) principles and their growing influence in Canadian real estate investing. The series covered topics such as the environmental impacts of buildings, social responsibility, governance, green buildings, ESG reporting, investor demand for ESG-aligned real estate, and the regulatory landscape. The hosts emphasize three main takeaways: ESG is becoming a baseline, purpose and profit can coexist, and investors are increasingly focused on the impact of their capital. Westcliff is committed to integrating ESG metrics in their projects, offering transparency and value-aligned investment opportunities. They encourage viewers to join the Westcliff Investors Network for early access to ESG offerings and educational resources. The upcoming Series 6 will focus on investor success stories and family wealth transitions.
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Thrive in 25 Webinar 6: Biosis Real Estate Development
Introduction
The latest episode of the “Westcliff, Thrive in 25” series offers an insightful conversation about biosis real estate development. Kaz Jaffer and Addy Saeed welcome Samuel Herschorn of Biosis Real Estate Development to discuss the intricacies of real estate development, particularly focusing on high-growth secondary markets. This blog post will unpack the contents of their discussion, providing a comprehensive overview of their strategies, achievements, and the innovative approaches driving their projects.
Background and Approach
Samuel Herschorn brings a unique perspective to real estate development, having transitioned from a career in architecture. His journey began with a deep understanding of the foundational elements of design and construction, which has profoundly influenced his approach to development. Samuel shared his initial challenges and learning experiences, particularly the demanding work environment at architecture firms and how these experiences sparked his interest in creating a real estate business model that capitalizes on design and management efficiencies.
Forming the Biosis Team
The formation of Biosis Real Estate Development was driven by a shared vision among its founders. The team, comprising experts like a civil engineer, technology sales expert, and more, combines over 50 years of experience. Their multidisciplinary approach ensures that Biosis can handle all aspects of property development in-house, minimizing the need for outsourcing and enhancing control over project outcomes.
Market Focus: High-Growth Secondary Markets
A significant part of their discussion revolved around Biosis’s focus on high-growth secondary markets, particularly through the development of low to mid-rise structures. These wood frame or light gauge steel frame projects offer flexibility and cost-efficiency, targeting areas where population growth outpaces housing availability. This strategy positions Biosis at the forefront of meeting the demand for new housing in burgeoning suburbs around Toronto and Ottawa.
Innovations in Modular Construction
Biosis is pioneering innovative construction techniques, particularly modular construction. This method addresses the labor shortage challenges by allowing much of the build process to occur in a factory setting, significantly reducing on-site construction time and improving quality control. Samuel elaborated on their implementation of this technology, highlighting its potential to revolutionize building efficiency and cost-effectiveness.
Case Study: The Kemptville Project
One of the core projects discussed was Biosis’s development in Kemptville. This two-acre site, previously used for commercial self-storage, is being converted into a 52-unit rental community. The project exemplifies Biosis’s strategic approach to leveraging zoning opportunities and municipal partnerships to enhance project viability and appeal. The development is designed to attract young families, offering spacious units in a community-oriented environment.
Capital Raising and Future Opportunities
Kaz and Samuel also explored the financial aspects of real estate development, detailing the challenges and strategies in capital raising. They’ve navigated economic uncertainties by adapting to a more diversified investor base, attracting institutional-level investments due to Canada’s stable real estate market.
Conclusion
In conclusion, the discussion illuminated the various facets of Biosis’s approach to real estate development. By focusing on high-growth markets, utilizing modular construction, and fostering robust partnerships, Biosis is well-positioned to deliver successful projects that meet the housing demands of growing communities. For interested investors or those seeking more information, resources and contact information are readily available through the Westcliff Asset Management’s online platforms.
Join Westcliff’s Investor Network to stay connected and explore future opportunities in the dynamic field of real estate development.
Contact Information
For more information, reach out to Westcliff via email at info@westcliffam.com or visit their website. For slides or additional details from the webinar, send a text with the word “slides” to 647 799 2264. Always consult with a professional advisor to align your investment decisions with your financial goals.
Building a Portfolio with ESG in Mind – Episode 10
In the final episode of ‘Investing With Impact’ Series 5, hosts Addy Saeed and Kaz Jaffer discuss constructing a real estate portfolio with ESG (Environmental, Social, and Governance) principles. This approach goes beyond buying single green properties, emphasizing a portfolio that aligns with investors’ values, goals, and requires a balanced consideration of various ESG factors like energy, water, emissions, social impact, affordability, and governance. They advocate for diversified ESG exposure, including high-efficiency buildings, social housing projects, and transparent co-investment structures. Westcliff helps clients evaluate deals through an ESG lens, ensuring balanced portfolios prepared for future regulations. Listeners are encouraged to book a strategy session at cal.westcliffam.com and join the Westcliff Investors Network at win.westcliffam.com for early access to new ESG projects.
We hope you’ve learned something valuable in this episode. Subscribe to our podcast for more expert advice and visit westcliffam.com for more information.
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Regulatory Trends in ESG – Episode 9
In this episode of Smart Real Estate with Westcliff, Addy Saeed discusses the evolving regulatory landscape of ESG (Environmental, Social, and Governance) compliance for real estate investors. He highlights new mandatory carbon emissions tracking in Canada, green financing bonuses, and international regulations like the EU’s Sustainable Finance Disclosure Regulation and the US SEC’s climate-related disclosures. Westcliff’s proactive ESG due diligence ensures regulatory alignment, providing market readiness and long-term investment advantages. Listeners are encouraged to book sessions for further guidance and join the Westcliff investors network for updates and tools.
We hope you’ve learned something valuable in this episode. Subscribe to our podcast for more expert advice and visit westcliffam.com for more information.
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The Financial Returns of ESG Investing – Episode 8
In this episode of Smart Real Estate with Westcliff, hosts Addy Saeed and Kaz Jaffer discuss how investors can profit while adhering to ESG (Environmental, Social, and Governance) principles. They address the misconception that ethical investing means sacrificing returns, citing studies and real estate examples that show ESG-aligned portfolios often outperform traditional ones. They highlight a GTA project that improved NOI and attracted premium tenants through energy-efficient upgrades. ESG not only enhances financial performance but also reduces risks, leading to benefits like lower energy costs, reduced tenant turnover, and favorable financing. Westcliff integrates ESG principles from the start, focusing on impact frameworks and transparent reporting. They encourage investors to join their network for more insights and emphasize the importance of professional personalized advice.
We hope you’ve learned something valuable in this episode. Subscribe to our podcast for more expert advice and visit westcliffam.com for more information.
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Investor Interest in ESG – Episode 7
In this episode of Smart Real Estate with Westcliff, hosts Addy Saeed and Kaz Jaffer discuss the growing trend of ESG (Environmental, Social, and Governance) investing, particularly in the real estate sector. They explore the rising demand for sustainable investments driven by young investors, institutional mandates, and regulatory bodies. The hosts explain how ESG compliance reduces risk and enhances property resilience, and they outline how Westcliff is adapting by prioritizing energy-efficient, community-focused projects. The discussion includes examples of investor inquiries about sustainable housing and the importance of aligning investments with personal values. Listeners are invited to join the Westcliff Investors network for early access to sustainable real estate offerings and to seek personalized advice before making any investment decisions.
We hope you’ve learned something valuable in this episode. Subscribe to our podcast for more expert advice and visit westcliffam.com for more information.
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Webinar 5 – Thrive in ’25: Faris Capital Partners
Introduction
The real estate investment landscape is ever-evolving, and one area garnering significant interest among Canadian investors is U.S. multifamily properties. In a recent webinar hosted by Westcliff, key insights into this lucrative market segment were shared by the Faris Capital Partners team. From exploring the intricacies of cross-border investments to understanding strategic execution, this session was a treasure trove of information for potential investors.
An Overview: Faris Capital Partners’ Approach
The session began with an overview provided by Kaz Jaffer and Addy Saeed, introducing the audience to the experts from Faris Capital Partners – Mark Faris and John Makarewicz. They dived into the ethos that drives their business, which fundamentally revolves around three pillars: Learn, Invest, and Manage. This philosophy underscores their commitment to providing an enriched investor experience, underlined by transparency and operational excellence.
Mark Faris’ Journey and Expertise
Mark shared his personal journey from playing hockey to becoming a pivotal figure in real estate, highlighting the transition from residential real estate in Canada to multifamily investments in the U.S. His realization of the untapped potential in the U.S. market, primarily in states like Florida, Georgia, and South Carolina, stemmed from challenges faced in Canada due to rent controls and other constraints.
Differentiators: Why Faris Capital Stands Out
Faris Capital distinguishes itself in the crowded investment real estate field through its robust team and proactive execution strategies. They focus on creating tax-efficient structures for Canadian investors, ensuring a seamless investing experience. Moreover, their unique 28-day transformation plan for property upgrades stands as a testament to their commitment to delivering value and enhancing properties swiftly to maximize returns.
John Makarewicz’s Insights on Investment Philosophy and Core Values
John elaborated on the core values and philosophies that drive Faris Capital’s operations. A genuine love of people, wise decision-making, and a commitment to first-class service are central to their operations. Their approach to investing is not just about financial returns but also providing an exceptional resident experience, ensuring longevity and stability in their investments.
Delving into the Multifamily Investment Thesis
Faris Capital’s investment thesis is built on acquiring assets that are well-located in economically diverse areas with population growth. They prioritize properties offering immediate cash flow and opportunities for value-add renovations. By targeting properties in business-friendly states with low crime rates and affordable housing, they mitigate risks and position for long-term growth.
Managing Risks: Climate and Insurance
A pertinent discussion point was the management of risks associated with climate and insurance, notably in states prone to weather impacts like Florida. Faris Capital proactively seeks out properties in safe zones and collaborates with robust insurance partnerships to ensure their investments are protected against unforeseen climatic events.
Investment Strategies for Canadian Investors
For Canadian investors interested in U.S. opportunities, Faris Capital offers a sophisticated structure via a Canadian Limited Partnership, which simplifies tax efficiencies and reporting. This strategy negates the need for double taxation and provides investors with U.S. dollar distributions, easing the complexities often associated with cross-border real estate investments.
Conclusion
The Westcliff webinar with Faris Capital Partners underscored the potential of U.S. multifamily investments for Canadian investors. Through their strategic approaches and unwavering commitment to value, Faris Capital offers a compelling portfolio option for those looking to diversify and capitalize on the U.S. real estate market. For more insights, investors are encouraged to reach out and explore this opportunity further.
Call to Action
To dive deeper into U.S. multifamily investing, consider booking a call with Westcliff or joining their investor network. Stay informed through their weekly podcast, and don’t hesitate to connect for further educational resources.
Contact Information
For more information, reach out to Westcliff via email at info@westcliffam.com or visit their website. For slides or additional details from the webinar, send a text with the word “slides” to 647 799 2264. Always consult with a professional advisor to align your investment decisions with your financial goals.
ESG Reporting and Metrics – Episode 6
In this episode of Smart Real Estate with Westcliff, hosts Addy Saeed and Kaz Jaffer discuss the significance of ESG (Environmental, Social, and Governance) reporting and metrics in responsible investing. They explain why metrics are crucial for ensuring accountability and transparency in ESG initiatives. The discussion covers specific environmental, social, and governance metrics and highlights established ESG reporting frameworks like GRESB, SASB, and the Global Reporting Initiative. The hosts emphasize the importance of storytelling in ESG reporting to illustrate the impact and value of investments. They also invite investors to join the Westcliff Investors Network for exclusive insights and advice. The episode concludes with a teaser for the next topic on what drives investor interest in ESG.
We hope you’ve learned something valuable in this episode. Subscribe to our podcast for more expert advice and visit westcliffam.com for more information.
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Green Buildings and Sustainable Development – Episode 5
In this episode of Smart Real Estate with Westcliff, hosts Addy Saeed and Kaz Jaffer discuss the integration of ESG pillars through green buildings and sustainable developments. They explain how green buildings are designed with resource efficiency and environmental health in mind, covering energy efficiency, water conservation, air quality, and sustainable materials. Key certifications like LEED, BOMA BEST, WELL, and Passive House are highlighted, along with the tangible benefits of green buildings such as lower operating costs, higher tenant satisfaction, and favorable financing opportunities. The episode also explores sustainable development’s role in economic growth, environmental stewardship, and social inclusion, featuring examples like master plan communities with stormwater recycling and affordable housing. Listeners are encouraged to invest in sustainable real estate and join the Westcliff Investors Network for exclusive opportunities.
We hope you’ve learned something valuable in this episode. Subscribe to our podcast for more expert advice and visit westcliffam.com for more information.
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Governance and Transparency – Episode 4
In this episode of ‘Smart Real Estate with Westcliff,’ hosts Addy Saeed and Kaz Jaffer discuss the significance of governance in ESG investing, particularly focusing on governance and transparency. The hosts emphasize that effective governance involves ethical leadership, clear communication, risk controls, and transparent decision-making. They outline the importance of investor transparency, diverse leadership, and structured deal arrangements. They also highlight Westcliff’s commitment to transparent and ethical management, inviting listeners to join the Westcliff Investors Network for exclusive investment opportunities. The episode concludes with a reminder to consult a licensed advisor for financial decisions and a preview of the next episode on green buildings and sustainable development.
We hope you’ve learned something valuable in this episode. Subscribe to our podcast for more expert advice and visit westcliffam.com for more information.
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