Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:


Investor Education: Investing in Commercial Mortgages with Simon Carlsen – Part 2

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PostedMay 7, 2020

Episode Summary

In this two part series, host Mark Therriault speaks with Portfolio Manager Simon Carlsen about investing in Commercial Mortgages as an asset class.

In part two, they discuss how the first six weeks of lockdown have been on this asset class, how loan repayment has been the last two months and what Simon sees for the near and long term future as many companies and individual seek out government assistance with mortgage repayment.

Listen to part one, where Mark and Simon go into the inner workings of how investing in commercial mortgages and the mortgage pools works, what types of loans are involved and how cashflow is generated from this asset class.

Episode Featured on:

The Wealth Exchange

The Wealth Exchange podcast provides insight, innovation, and access to the experts on a wide range of topics affecting affluent families across Canada. Join our team of hosts as they sit down with leaders and changemakers from around the globe to discuss investing, leadership, philanthropy, entrepreneurship, and more.

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Guest Bio

Simon Carlsen

Simon is a Portfolio Manager at Nicola Wealth specializing in real estate debt investments. With a background in mortgage banking and commercial real estate advisory, he is responsible for the firm’s mortgage investments and manages our pooled mortgage funds.

Previous work experience includes roles with national and boutique mortgage lenders and a real estate consultancy in Canada and internationally.

Having provided conventional, high yield, and mezzanine real estate debt investments to institutional and private investors, Simon draws on his experience to evaluate new investment opportunities and manage credit risk.

Simon holds a Bachelor of Arts degree in Political Science and Economics, a Diploma in Business Administration, and a Post-Graduate Certificate in Real Property Valuation.

When he’s not working on mortgages, Simon enjoys spending time with his young family, enjoying the outdoors, skiing, and travelling.

About The Host - Mark Therriault

Mark is a Financial Advisor and partner of Nicola Wealth — and host of the Investor Education and Why I Built It editions of The Wealth Exchange podcast.

As a member of the Nicola Wealth Planning Team since 2006, Mark has become a trusted advisor to his clients. He prides himself on providing an exceptional client experience while quarterbacking their financial affairs.

Mark earned his Bachelor’s degree in Economics with a minor in Finance from the University of Calgary. He went on to secure his CFP designation and also completed the CIM, CSC, the B.C. Life Insurance License.

For his full bio, visit: nicolawealth.local/Our-Team/Mark-Therriault


This presentation contains the current opinions of the presenter and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Please speak to your NWM advisor regarding your unique situation. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. NWM Fund returns are quoted net of fund-level expenses. Past performance is not indicative of future results. All investments contain risk and may gain or lose value. Projected returns are estimates only. Returns are not guaranteed. NWM is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required provincial securities’ commissions in Canada.