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In the Ring with Rob: Mastering Mortgage Markets with Ken McKinnon & Simon Carlsen

In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth focuses on real estate debt investments with Ken McKinnon from IMC and Simon Carlsen. They provide insights on the evolving landscape of real estate and key opportunities within the mortgage market.

By Robert OlsenHead of Private CapitalSimon CarlsenSenior Director & Head, Mortgage Investments
August 8, 2024|44 min listen
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InvestingAugust 8, 2024


Episode Summary

In this episode, Robert Olsen, Vice Chair of Private Capital at Nicola Wealth, is joined by Ken McKinnon, Senior Managing Director and Equity Partner at Institutional Mortgage Capital, and Simon Carlsen, Senior Director of Mortgage Investments at Nicola Wealth, for an in-depth look at trends and opportunities in real estate debt.

Despite past challenges, real estate has remained a generally strong and income-generating asset class. Together, they discuss the factors driving investor interest in real estate and mortgages, and how investors can gain exposure to this asset class. Ken and Simon share their insights on the evolving landscape of real estate debt investments, the future of interest rates and their impact on the mortgage market, and highlight key opportunities within the mortgage space.

Learn more about Nicola Wealth's Mortgage strategies.

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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.

Robert Olsen
Head of Private Capital
Private Capital Investment Committee
Simon Carlsen
Senior Director & Head, Mortgage Investments

Ken McKinnon

Senior Managing Director at Institutional Mortgage Capital and IWS Equity

Ken is the Senior Managing Director at Institutional Mortgage Capital (IMC) and IWS Equity, overseeing relationships and capital raising for their debt and equity businesses.

Previously, Ken spent over 23 years at TD Bank Group, including 18 years with the Real Estate Corporate and Investment Banking team at TD Securities. As Head of Real Estate Corporate Banking, he led a team of 20 professionals, managing over $100 billion in debt transactions and building relationships with real estate owners and operators across North America.

Disclaimer

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.


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