Reducing Volatility, Increasing Alpha, through Private REITs & MICs

June 25th, 2025 | 5:30 PM – 8:30 PM
(Gate open at 5:30 PM sharp)

📍Private Venue – Please wait at the dock gate
Plaza of Nation Marina, Vancouver, BC

This is a private, invitation-only event.
Your $15 contribution is not a ticket fee, but a 100% donation to Habitat for Humanity Greater Vancouver — helping to build affordable homes and stronger communities.

All event costs are generously covered by our sponsors.

Reducing Volatility, Increasing Alpha, through Private REITs & MICs

An insider discussion on how private investment vehicles such as REITs and Mortgage Investment Corporations (MICs) can deliver tax-efficient income, portfolio stability, and consistent long-term returns — even in turbulent markets.

Klint Rodgers
National Team Lead | Axcess Capital Advisors
CEO & Co-Founder | Canvest Financial

A top-ranked advisor in the private investment sector, Klint brings over a decade of experience helping Canadians build wealth through exempt market products. Licensed across BC, AB, SK & ON, he specializes in guiding investors with RRSPs, TFSAs, pensions, and corporate capital toward purpose-driven opportunities with real returns.

• 5:30 PM – Welcome & onboarding
• 6:00 PM – Get-to-know-you Bingo, wine & desserts
• 6:30 PM – Opening Remarks by Bready Wu (Fun market insights!)
• 6:45 PM – Keynote Presentation by Klint Rodgers
• 7:30 PM – Q&A + Mingo
• 7:45 PM – Words from Host Debbie Balfour
• 8:00 PM – Mingo, networking & closing

Bready Wu
A strategic, client-first real estate advisor with a background in commercial real estate, land development, and investment planning. Bready helps clients assess opportunities using tools like CAP rate, IRR, and proforma analysis. As part of the Klein Group – ranked top 1% nationally for 18 years – she connects investors with exclusive off-market deals, from land to industrial, retail to mobile home parks.

Debbie Balfour
A seasoned real estate investor and coach, Debbie turned her personal setbacks into a platform for helping others succeed. With 25+ years in corporate project management and IT, she now mentors real estate investors across North America, specializing in custom strategies to grow portfolios and reclaim financial control.

Centurion Apartment REIT is Canada’s largest private apartment REIT, managing over $7.8B in assets across 162+ properties and 23,000+ rental units. Since 2009, it has delivered 12.36% annualized returns (Class A) and has never missed a distribution or redemption. Centurion’s income is RRSP/TFSA-eligible and built on stable, tax-efficient monthly cash flow with value-add growth strategies. Minimum investment starts at $25K.

• Accredited or eligible investors across BC, AB, SK, and ON
• Those with RRSPs, TFSAs, or Locked-In pensions
• High-net-worth individuals seeking stable, hands-off returns
• Real estate investors exploring passive alternatives
• Professionals interested in leveraging the Smith Maneuver or reducing market exposure

This event is for educational purposes only and does not constitute an offer to buy or sell securities. Investment opportunities are available only to qualified investors in accordance with applicable securities laws. All investments carry risks. Full details are provided in offering documents, which should be reviewed prior to investing.

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