Tag: Westcliff Corporate Finance
Webinar – Thrive in ’25 – Alternative Investments
Alternative investments can be a significant asset in diversifying and enriching your portfolio. The “Thrive in ’25” webinar series, featuring industry experts Addy Saeed and Kaz Jaffer, delves into innovative strategies for passive investing using equity and debt strategies. This blog post summarizes the key insights from the first webinar in the series.
Introduction to Alternative Investments
Welcoming all attendees, Addy Saeed, a registered dealing representative with Waverley Corporate Finance, introduces the concept of alternative investments. He outlines the agenda, which includes a comprehensive guide to equity and debt strategies, an exploration of investment opportunities, and guides on utilizing digital tools for engaging with the presenters during the webinar.
Key Benefits of Passive vs. Active Investing
Addy outlines two primary investment methods: active and passive investing. While active investing involves direct ownership and management of assets like real estate, passive investing is defined by its minimal initial capital requirement, absence of debt involvement, professional management, and diversification across multiple assets. This method leverages non-traditional investment options beyond stocks and bonds, thus offering robust diversification.
Advantages of Real Estate and Private Equity
Don McDonald from Waverley Corporate Finance explains why Canadians heavily invest in public equities and bonds, pointing out the control exerted by banks and life companies. He shares insights into why the “smart money” is often directed towards private equities and real estate for better risk-adjusted returns, better capital protection, and comparatively low volatility.
Exploring Real Estate Investing
Kaz Jaffer picks up the baton to describe why additional scrutiny is required when dealing with alternative investments as compared to public equities. Private alternative investments tend to capitalize on the tangible appreciation of assets rather than sentiment-driven market trends. Investors must also consider factors like project-specific risks and capital accessibility.
Equity vs. Debt Investment Strategies
Kaz further emphasizes understanding equity and debt strategies, underscoring the necessity for investors to ascertain their position within the capital structure—whether reaping the rewards through profit sharing in equity or through interest payments in debt.
Ensuring Compliance and Customer Knowledge
The webinar underscores the importance of compliance through Know Your Customer (KYC) and Know Your Product (KYP) processes, fit to ascertain suitable selections tailored to individual client profiles. Addy and Kaz, as regulated dealing representatives, are required to adhere to the strictest compliance practices to protect the public interest.
Investment Opportunities Presented
Four investment opportunities discussed in the webinar include:
Centurion Asset Management: A household name targeting 7-12% annual returns by investing in 158 properties across Canada.
Durum Industrial REIT: Offers exposure to industrial real estate, growing significantly due to the e-commerce boom with a target return of 8-12%.
Ginkgo MIC: A mortgage investment corporation providing annual returns in the vicinity of 9%, leveraging a diversified loan portfolio.
North America Home Finance: Provides a development opportunity in Langford, BC, with expected returns of 55% over approximately 36 months.
Final Thoughts
This introductory session in the Thrive in ’25 series illustrates the advantages of alternative investing and highlights the importance of due diligence, legal compliance, and strategic diversification. Engaging with experts and seeking personalized advice are crucial steps in navigating the world of alternative investments.
Websites Mentioned
Westcliff Corporate Finance Announces Strategic Partnership with Waverley Corporate Financial Services
Toronto, Ontario
Westcliff Corporate Finance (“Westcliff”), a Waverley Corporate Financial Services Ltd. (Waverley Financial) division, proudly announces that Addy Saeed and Kaz Jaffer are registered as Dealing Representatives with the Ontario Securities Commission (OSC). With this registration, Westcliff Corporate Finance can offer exclusive private real estate investment opportunities under regulatory compliance standards through our new strategic partnership with Waverley Financial Services.
To qualify for the Dealing Representative license under Waverley Financial, partners Addy Saeed and Kaz Jaffer have fulfilled several crucial criteria in compliance with the Ontario Securities Commission (OSC) and National Instrument 31-103 for Exempt Market Dealers (EMDs). Addy and Kaz have completed all the courses per OSC requirements, such as the Exempt Market Proficiency (EMP) course and required training.
Addy Saeed, Partner – Operations at Westcliff Asset Management, commented, “Through our partnership with Waverley, we see a tremendous opportunity to bring unique real estate private capital opportunities to the market.”
Kaz Jaffer, Partner – Finance at Westcliff Asset Management, added, “Our team performed a thorough vetting process over the past year, ensuring we were partnering with a seasoned team to support our clients. The team at Waverley stood out with its track record and passion for mid-market real estate issuers. We are thrilled to embark on this next growth stage for Westcliff.”
Westcliff is pleased to work with Waverley Financial Services, a trusted platform for private capital markets in Canada. Through this strategic partnership, Waverley combines a seasoned track record of investment dealer compliance with Westcliff’s deep real estate investment expertise.
Waverley’s CEO, Don McDonald, commented, “We see our relationship with Westcliff Corporate Finance as an opportunity to support the growth of mid-market real estate issuers and provide investors access to unique opportunities. The strong real estate investment background of the Westcliff team allows our issuers to tailor competitive offerings while providing investors with compelling private capital opportunities. We look forward to the path ahead!”
About Westcliff
Found in 2023 by Addy Saeed and Kaz Jaffer, Westcliff has pioneered the Learn, Invest, and Manage approach to mid-market real estate investing in Canada.
Our services include:
- Learn – Through our Westcliff Investor Network (WIN) community, members can access exclusive real estate investment education and content. The community is accessible at https://win.westcliffam.com
- Invest – Westcliff Corporate Finance, through its strategic partnership with Waverley Finance, offers access to unique private real estate investment opportunities accessible via https://www.westcliffam.com/invest
- Manage – Strategic advisory and asset management support for mid-market real estate developers and investment funds seeking opportunities to source capital.
For more information, please visit our website at www.Westcliffam.com or subscribe to our podcast, Smart Real Estate with Westcliff, which is available on all major podcasting platforms and at www.westcliffam.com/listen
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About Waverley Corporate Financial Services
Waverley was founded to bridge the gaps and break down the barriers that exist in the efficient flow of private equity capital in Canada.
Waverley has built a national platform of Dealers with proven track records of success. This platform allows issuers to leverage institutional and high-net-worth relationships across the country, not only in their local markets. We offer our dealers the opportunity to leverage the platform to increase the distribution potential for any new financing, which will facilitate quicker closings, exposure to more potential investors, and potentially higher valuations.
We provide our dealers with a platform consisting of best practice compliance, due diligence, communication, and technology, allowing them to spend more time adding value to our clients.
Waverley is licensed as an Exempt Market Dealer pursuant to National Instrument 31-103 in the provinces of BC, AB, SK, MB, ON & QC. For more information about Waverley, please visit our website at www.waverleycf.com