In a rapidly evolving real estate market, staying informed is more crucial than ever. On March 18th, 2025, a riveting webinar was hosted by Westcliff Asset Management, featuring insights from Simon Reddish of Durum Capital. This event, part of the “Thrive in 25” series, focused on industrial real estate and its potential as a lucrative investment opportunity. Below, we delve into the key themes and insights shared during the session.
An Introduction to Westcliff Asset Management
Kaz Jaffer, co-host of the webinar, kicked off the session by introducing Westcliff Asset Management. Westcliff’s business strategy revolves around three core elements: Learn, Invest, and Manage. With a profound commitment to investor education, Westcliff offers a variety of resources, including podcasts and webinars. The company’s strategic partnership with Waverly Corporate Finance allows them to cater to accredited and eligible investors looking for tailored investment opportunities.
Meet the Speaker: Simon Reddish of Durum Capital
Simon Reddish, a key figure at Durum Capital, joined the discussion to shed light on the company’s shift towards innovative and value-driven investments. With a diverse background in asset management and development, Simon emphasized Durum’s creative approach to uncovering investment value where others might not.
Understanding Industrial Real Estate
The discussion transitioned to a broader overview of industrial real estate. Simon highlighted that industrial properties, encompassing everything from distribution facilities to manufacturing sites, are foundational to our everyday lives. Each click online to purchase a product typically involves industrial facilities at some stage—from manufacturing to shipping. These properties generally involve long-term leases (5-15 years), offering stability and predictability for investors.
The Durum Capital Landscape
Durum Capital is characterized by its diverse fund offerings, including an Industrial REIT focusing on Canada’s Prairie Provinces, Durum Developments, a Carbon Fund, and an Opportunities Fund. Each offers distinct opportunities and challenges. Simon touched on the competitive nature of acquiring industrial sites, particularly post-COVID, and the impact of macroeconomic elements like tariffs on their investments.
The Durum Approach to Investment
Simon detailed Durum’s investment principles, highlighting their focus on tenant creditworthiness and the physical characteristics of the properties. Recent acquisitions, like a notable one in Edmonton, demonstrate Durum’s strategic approach. These acquisitions often involve improvements designed to enhance property value and tenant satisfaction, indicative of Durum’s hands-on strategy to add investor value.
The Future of Industrial Real Estate with Durum
Looking ahead, Durum Capital aspires to grow significantly, driven by its focus on the Prairie Provinces, which offers higher yields compared to markets like Toronto or Vancouver. This strategic geographic focus, combined with Durum’s commitment to creating value through capital improvements and opportunistic acquisitions, positions them uniquely against other market players.
Conclusion: The Westcliff and Durum Collaboration
As the webinar wound down, Kaz and Addy of Westcliff reiterated their commitment to empowering investors through education and strategic partnerships. For those interested in exploring more about these exciting investment opportunities, Westcliff offers several ways to engage—from podcasts to their online community.
For inquiries or a copy of the webinar slides, Westcliff can be contacted via text at 647 799 2264 or through email at info@westcliffam.com.
In this episode of Smart Real Estate with Westcliff, hosts Addy Saeed and Kaz Jaffer discuss the latest trends in the real estate market influenced by technological advancements, economic shifts, and changes in housing regulations. They highlight the growing demand for homes with office spaces due to remote work, the influence of sustainability on real estate developments, and the trend of urban to suburban migration for more affordable housing. They emphasize the importance of staying informed on these trends for making strategic investment decisions. The hosts encourage listeners to subscribe, share their thoughts, and reach out for investment 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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Introducing Your Hosts and the Vision Behind Westcliff Asset Management
Hello, smart investors! Welcome to the very first episode of “Smart Real Estate with Westcliff.” We are thrilled to embark on this journey with you. I’m Addy Saeed, and joining me is my esteemed co-host, Kaz Jaffer. Today, we are excited to introduce ourselves, delve into the backstory of Westcliff, and share what you can expect from this podcast.
Meet the Hosts
Addy Saeed
I reside in Mississauga, Ontario, with my family. My wife, Fareeha, our three-year-old Golden Doodle, and our 16-month-old daughter are my world. In addition to my family life, I am passionate about physical activities like running and gym workouts. I’m also a motorhead with a love for two-stroke motorcycles and watching Formula One races. Professionally, I have been in the real estate industry for about two decades, focusing on acquisition, disposition, and asset management. Recently, I’ve also ventured into development. I’ve had the privilege of leading as the broker-owner of Remax Active Realty, serving as Vice President of Acquisitions for Equiton, and consulting for various other funds across Ontario.
Kaz Jaffer
I live in Thornhill, Ontario, with my lovely wife Nahid and our three children, aged 14, 12, and 9. My hands are full with their sports and activities, but I wouldn’t have it any other way. I’m a diehard NBA fan and an avid traveler. My professional background spans over 20 years in the finance industry, working with both Canadian and US real estate markets. As a CPA, I’ve held senior roles in companies like Forum Asset Management, Cushman Wakefield, and Ventera Realty. My expertise focuses on fund management to real estate development, maximizing investment returns, and strategic financial management.
The Vision Behind Westcliff Asset Management
Kaz and I founded Westcliff Asset Management with a vision of offering strategic, insightful opportunities in the real estate sector. By combining our complementary backgrounds, we can provide our clients with advisory and investment services that are unique in the marketplace. Our core principles are integrity, innovation, and investment excellence. Our mission is to provide our investors not just returns but also the knowledge and insights necessary to effectively manage and grow their net worth.
Transparency and Commitment to Investors
At Westcliff Asset Management, transparency in every transaction and a deep commitment to the financial well-being of our investors are at the heart of what we do. This commitment includes knowing our clients, understanding the products we offer, and providing advisory services to help them make better decisions.
What to Expect from Future Episodes
We have a lot of insights to share and are thrilled to help you become even smarter real estate investors. In each episode, we’ll explore different aspects of real estate investment, from detailed market analysis to investment strategies and risk management. Our goal is to empower our listeners with the knowledge they need to make informed investment decisions.
Stay Connected
Thank you for tuning in to our introductory episode. If you’ve enjoyed our discussion today and are eager to learn more about smart real estate investment, don’t forget to subscribe to our podcast. And if you have any questions or need advice, feel free to reach out. You can find us online at [www.westcliffam.com](http://www.westcliffam.com) or contact us at 647-799-2264. Here’s to making smart investment choices together. See you in the next episode!
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