The Canadian Private Real Estate Podcast: Insights for LPs copertina

The Canadian Private Real Estate Podcast: Insights for LPs

The Canadian Private Real Estate Podcast: Insights for LPs

Di: Hawkeye Wealth | Canadian Private Real Estate for LPs
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Insights for limited partners (LPs) and accredited investors in Canadian private real estate. Hosted by Justin Smith of Hawkeye Wealth, this podcast helps you navigate the private real estate markets, covering market trends and strategies, deal structures, mortgage fund (MIC) and private REIT investing, and the risks unique to private real estate. Clear, professional analysis to help Canadians building long-term wealth through private real estate investing.Hawkeye Wealth | Canadian Private Real Estate for LPs Economia Finanza personale
Episodi
  • 9: Finding Value in Secondary Markets & Grocery-Anchored Retail with Shenoor Jadavji of Lotus Capital

    9: Finding Value in Secondary Markets & Grocery-Anchored Retail with Shenoor Jadavji of Lotus Capital
    Oct 27 2026
    EPISODE DESCRIPTIONIn this episode, we're joined by Shenoor Jadavji.Shenoor is the Founder & CEO of Lotus Capital from Vancouver, BC, with over 30 years of experience in real estate transactions totalling more than $3B across all real estate classes in both Canada and the US.Since founding Lotus Capital Corp. (Lotus) in 1995, Shenoor has grown the firm into a nationally recognized leader in real estate investment, development, and asset management. With a focus on delivering strong, risk-adjusted returns, Lotus has transacted over $2B CAD across diverse asset classes, including industrial, multi-residential, retail, office, and hotel properties in Canada and the U.S.Recognized for her forward-thinking strategies and commitment to inclusivity, Shenoor has set new industry standards while mentoring future leaders. After forming a strategic alliance and private placement investment with PROREIT, she continues to serve on its Board of Trustees, Investment Committee, and the Nominating and Compensation Committee. Other Board experience includes VGH, Multi-Generational Housing Advisory, and she leads an advisory committee for Aga Khan University, focusing on income-generating projects in Sub-Saharan Africa and Pakistan. Shenoor’s strategic vision, industry contributions, and commitment to lasting partnerships continue to drive growth and success for both Lotus and the commercial real estate industry.Shenoor is here to discuss:→ How she got to where she is today, her journey in real estate, and her advice for others.→ How her father instilled self-confidence by believing in her and letting her try things, including supporting her in starting a rug business at just 18 years old.→ Her experience as a female leader in the real estate industry and why she believes success is based on merit, not gender.→ The 3 factors that have contributed to Lotus' success, including building and nurturing relationships, always understanding the assets you are going after, and a willingness to get their hands dirty and really work on a deal.→ How global uncertainty is influencing this market cycle and makes this the toughest time to get a deal done, but every down cycle has the best opportunities, so the right deals are still out there if you are creative.→ How Lotus has been able to find success in the current market by staying conservative and thinking long-term, the factors that have contributed to industrial and retail being strong investments, and looking to secondary Canadian markets outside of BC and Ontario.→ Why it's been hard to invest in BC with the lack of affordability, land claims, and overall provincial government chaos including outrageous spending and snap elections.→ How the current federal government has improved since the last election, leading to more favourable economic policies including foreign-buyer ban restriction changes in early 2027 and $3T in foreign capital actively seeking deals.***🌎 Lotus Capital's Website: www.lotuscapitalcorp.com🔗 Lotus Capital's LinkedIn: @LotusCapitalCorp📸 Lotus Capital's Instagram: @lotuscapitalcorp🔗 Shenoor Jadavji's LinkedIn: @ShenoorJadavji***CHAPTERS00:00 Intro00:26 Today's Guest: Shenoor Jadavji03:49 The Experience as a Female Leader in the Industry07:12 How Her Dad Instilled Confidence in Her10:52 What's Contributed Most to Lotus' Success13:43 The Current Market Cycle16:18 What's Giving Lotus Confidence Right Now?17:54 Why the Interest in Industrial/Retail23:58 Investing Outside of BC28:33 How Shenoor Stays Optimistic30:59 Career Advice32:02 Wrap-Up***CONNECT WITH THE SHOW🎙️ The Canadian Private Real Estate Podcast: ⁠⁠⁠⁠www.canadianprivaterealestatepodcast.ca⁠⁠⁠⁠*** CONNECT WITH HAWKEYE WEALTH🌎 Hawkeye Wealth Website: ⁠⁠⁠⁠www.hawkeyewealth.com⁠⁠⁠⁠🔗 Hawkeye Wealth LinkedIn: ⁠⁠⁠⁠@HawkeyeWealth⁠⁠⁠⁠📬 Hawkeye Wealth Newsletter: ⁠⁠⁠⁠@Newsletter⁠⁠⁠⁠💰 Hawkeye Wealth Mortgage Fund Guide: ⁠⁠⁠⁠@MortgageFundGuide⁠⁠⁠⁠***
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    33 min
  • 8: Rates, Distress, and Where the Opportunity Is with Peakhill Capital's Harley Gold

    8: Rates, Distress, and Where the Opportunity Is with Peakhill Capital's Harley Gold
    Sep 22 2026
    EPISODE DESCRIPTIONIn this episode, we're joined by Harley Gold.Harley is the President & CEO of Peakhill Capital from the Greater Toronto Area of Ontario, who has closed in excess of $25B in loans in over 5,000 deals over the past 25 years in Canada and the U.S.Harley has extensive financing experience in all real estate asset types including multi-family, senior housing, retail, industrial, hospitality, and land development. Prior to founding Peakhill Capital, Harley was the Vice President of Business Development at CMLS Financial for 11 years, where he originated for institutional accounts, including RBC and PHN.  Harley also worked for 6 years at a US mortgage banking firm, and was successful bringing US lenders into the Canadian market.Harley holds a Master of Business Administration from Canisius College and a Bachelor of Arts in Economics from the University of Toronto. He is a founding director and the Chairman of the Board of Lighthouse Credit Union, a new credit union formed in 2022 focused on servicing the Jewish community.Peakhill Capital is an Ontario-based commercial real estate investment manager focused on credit and equity investments across North America. Now with nearly 200 employees, Peakhill has originated over $17.5 billion in mortgages since launching in 2019, while also holding a current pipeline exceeding $3 billion in rental construction loans. Their vision is to shape the future of commercial real estate through a comprehensive platform defined by value creation and innovation.Harley is here to discuss:→ Peakhill's business model, how they increased 15% year over year to fund $6-7B in 2026, and their current $3B rental construction pipeline.→ How Peakhill's Income Opportunity Limited Partnership has delivered 8-10% new returns over the past 6 years, which boasts a portfolio of over $800M, and equity from investors at $425M.→ Peakhills's current risk appetite, which asset classes they focus on, and the distressed areas that they've avoided which have allowed them to thrive.→ Where the opportunity is in the market right now, including retail, malls, and office buildings, and capitalizing on various government incentives, grants, and increased funding from program like Build Canada Homes.→ Why Peakhill lends in Canada but invests in the US, where interest rates are going, and how putting together a flexible team is driving success.***🌎 Peakhill Capital Website: www.peakhillcapital.com🔗 Peakhill Capital LinkedIn: @PeakhillCapital📸 Peakhill Capital Instagram: @peakhillcapital🔗 Harley Gold's LinkedIn: @HarleyGold***If you would like to learn more about investing with Peakill, you can email us at info@hawkeyewealth.com, or visit our website: www.hawkeyewealth.com***CHAPTERS00:00 Intro00:52 Today's Guest: Harley Gold & Peakhill Capital3:32 How Peakhill is Up 10-15% YOY5:00 Which Asset Classes Are the Focus5:57 Peakhill's Current Risk Appetite7:39 Current Distressed Areas 8:42 Where the Opportunity is Right Now13:30 Why Peakhill Lends in Canada But Invests in the US14:51 An Important Market Indicator - Rents16:32 Peakhill Income Opportunity Limited Partnership19:27 Where Interest Rates Are Going21:11 Advice for the Industry25:44 Wrap-Up***CONNECT WITH THE SHOW🎙️ The Canadian Private Real Estate Podcast: ⁠⁠⁠www.canadianprivaterealestatepodcast.ca⁠⁠⁠*** CONNECT WITH HAWKEYE WEALTH🌎 Hawkeye Wealth Website: ⁠⁠⁠www.hawkeyewealth.com⁠⁠⁠🔗 Hawkeye Wealth LinkedIn: ⁠⁠⁠@HawkeyeWealth⁠⁠⁠📬 Hawkeye Wealth Newsletter: ⁠⁠⁠@Newsletter⁠⁠⁠💰 Hawkeye Wealth Mortgage Fund Guide: ⁠⁠⁠@MortgageFundGuide⁠⁠⁠***
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    27 min
  • 7: Investing in Self Storage, with U-Lock's Robert Madsen

    7: Investing in Self Storage, with U-Lock's Robert Madsen
    Aug 25 2026
    EPISODE DESCRIPTIONIn this episode, we're joined by Robert Madsen.Robert is the President of both U-Lock Mini Storage and the Canadian Self Storage Association from the Greater Vancouver Area of BC, who was born into the self-storage industry and has amassed over 40 years of experience.Regarded as pioneers of Canada's self-storage industry, the Madsen's founded their first facility of U-Lock Mini Storage in Vancouver's historic Yaletown district in 1978. Today, they own over 500,000 square feet of premium self-storage facilities serving the Lower Mainland and Vancouver Island, and continue to expand their portfolio through strategic acquisitions, development, and new product offerings.Robert is here to discuss:→ His journey in self-storage and why it is not a passive industry.→ The unique benefits & risks of the self-storage asset class, including being both a real estate investment and operating business combined, and the typical rent-up timeline of 3-5 years.→ The typical metrics for self-storage feasibility including supply and demand, renting rates, and unit mix, what factors impact customer demand, and why comps are so hard to find.→ The typical facility size in the Lower Mainland and staffing needs.→ Canada's current self-storage market and what makes it niche compared to the US.→ How self-storage boosts the economy, the impacts on entrepreneurs, and the opportunity for value adds.→ How AI has impacted the self-storage industry as a whole and Robert's business so far and where it could go in the future.→ The biggest over and under-blown risks in the self-storage space - the next generation of consumers and that it is an actual business.→ Two pieces of advice - never make assumptions and keep innovating.***🌎 U-Lock Mini Storage Website: ⁠⁠⁠⁠www.selfstorage.ca📸 U-Lock Mini Storage Instagram: @ulockministorage🔗 Robert Madsen's LinkedIn: ⁠@RobertMadsen***CHAPTERS00:00 Intro0:26 Today's Guest: Robert Madsen3:34 Unique Benefits to Investing in Self-Storage5:03 Unique Risks of Self-Storage7:07 Typical Metrics for Feasibility & the Difference of the US Market10:22 What Factors Impact Customer Demand12:12 The Current Canadian Self-Storage Market, Number of Facilities, & Finding Comps16:34 The Opportunity for Value Adds17:46 Municipalities Misguided View on Storage as an Economy Booster19:15 How AI Has Impacted Robert's Business & the Storage Industry So Far22:09 Typical Facility Size in the Lower Mainland & Staffing25:02 Over/Under-Blown Risks in the Storage Space28:27 Important Metrics - Supply/Demand, Rates, & Unit Mix31:20 The Rent-Up Timeline (3-5 Years)35.28 Two Pieces of Advice36:43 Wrap-Up*** CONNECT WITH THE SHOW🎙️ The Canadian Private Real Estate Podcast: ⁠⁠www.canadianprivaterealestatepodcast.ca⁠⁠*** CONNECT WITH HAWKEYE WEALTH🌎 Hawkeye Wealth Website: ⁠⁠www.hawkeyewealth.com⁠⁠🔗 Hawkeye Wealth LinkedIn: ⁠⁠@HawkeyeWealth⁠⁠📬 Hawkeye Wealth Newsletter: ⁠⁠@Newsletter⁠⁠💰 Hawkeye Wealth Mortgage Fund Guide: ⁠⁠@MortgageFundGuide⁠⁠***
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    37 min
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