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:

PODCAST

Investing Matters: 2022 Real Estate Trends

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PostedNovember 25, 2022

Episode Summary

While Nicola Wealth’s real estate funds saw an unprecedented growth of $2 billion in 2021, amidst the pandemic, 2022 had a whole new set of intricacies. In this podcast episode, Nicola Wealth CEO John Nicola, Managing Director of Nicola Wealth Real Estate Mark Hannah, and CEO of Venterra Realty John Foresi take a look back at the real estate markets in 2022, including the the trends in the markets, as well as what they anticipate moving into 2023.

Disclaimer

This presentation contains the current opinions of the presenter(s) and such opinions are subject to change without notice. This material is distributed for informational purposes only. 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. Past performance is not indicative of future results. All investments contain risk and may gain or lose value. Returns are net of fund expenses charged to date. This is not a sales solicitation. This investment is intended for tax residents of Canada who are accredited investors. Residency restrictions apply. Please read the relevant documentation for additional details and important disclosure information, including terms of redemption and limited liquidity. Please speak to your Nicola Wealth advisor for advice based on your unique circumstances. Nicola Wealth is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required securities commissions.

At the time of recording, the following securities are held by Nicola Wealth:

– (list securities held in our pools). KN: note for this section, please use the appropriate full name for the holdings under Venterra

Mention of these securities is not a recommendation to buy or to sell.



Guest Bio


John Foresi

As Chief Executive Officer and a Director of Venterra, John is responsible for the overall management and growth of Venterra. In addition to his broader responsibilities, he invests considerable time developing Venterra’s conservative macro economic views; and ensuring that Venterra’s financial transactional activities are consistent with these views, to deliver the highest possible risk-adjusted returns for its investors.

John has held senior executive positions in several technology companies, focusing on supply chain and customer relationship management. He also held senior management positions in transportation, consumer product industries, and investment banking, where he was responsible for valuations, mergers, and acquisitions. John has been recognized as a national ‘Top 40 Under 40’ award winner and as a top 100-impact executive by B2B Magazine. He is a former board member of Salt + Light Television and former member of YPO Upper Canada. John is the past Chapter Chair of the YPO Ontario Gold Chapter and has held positions of Education Chair and Vice Chair. He is also a current member of the Chief Executive Organization.

John holds an MBA from the Harvard Business School and a Bachelor of Business Administration Degree from Wilfrid Laurier University.



About The Host - John Nicola

John Nicola is the Founder, Chairman and CEO of Nicola Wealth. A veteran of the financial services industry since 1974, John provides strategic leadership to Nicola Wealth, exercising his passion for providing innovative solutions to clients’ complex problems.

His areas of expertise include investment management, estate and financial planning, as well as business planning with a focus on best practices for wealth building, exit strategies, and shareholder agreements.