Vision in the News

Thinking Like a Property Investor

Barry Critchley | Financial Post | National Post
March 23, 2017

“… Vision Capital Corp., a specialist real estate manager which serves accredited investors. ‘We are looking to buy real estate cheaper in the stock market than we can in the real estate markets. And if we see the opposite then we can go short,’ said Andrew Moffs, a senior vice- president and portfolio manager.
‘We are NAV focused, we think long term, take a private equity approach, but can have liquidity in 10 minutes.’ He said Vision’s approach contrasts with the yield- driven objective used by some investors, including retail. ‘The last thing we worry about is interest rates. We worry about supply and demand,’ he said”

Please click here to view the full article.


Has Vision spotted the next REIT takeover?

Globe and Mail, The Report on Business – Andrew Willis
February 2, 2017

For your interest and information, Vision Capital Corporations and its Vision Opportunity Funds were profiled in a feature article in the Globe and Mail.

Please click here to view the article.


 

The Big Real Estate Fallacy

National Post – Jonathan Ratner
November 25, 2016

For your interest and information please see a link below to a feature article in the Financial Post that profiles Vision’s current investment themes and four top picks:

  • Pure Multi-Family REIT LP (TSX-V: RUF.U);
  • Prologis Inc (NYSE: PLD);
  • InterRent REIT (TSX: IIP.un); and
  • Pure Industrial Real Estate Trust (TSX: AAR.un)

Please click here to view the article.


 

The Oracles – Global Investors Share Their View

BMO Capital Markets
September 19, 2016

For your interest and information‎, Vision Capital’s President & CEO, and Portfolio Manager, Jeff Olin participated on a panel at the 11th Annual BMO Capital Markets Real Estate Conference in Chicago called “The Oracles – Global Investors Share Their View.”

Please find a link to a report highlighting the key themes and takeaways from the panel here.

 


BC foreign investment tax will have “negligible impact,” says Vison Capital head

Wealth Professional
August 10, 2016

Please find below a link to an article from Wealth Professional profiling an interview with Vision Capital Corporation’s President &CEO, Portfolio Manager, Jeffrey Olin.

Please click here to view the article.

 


A Vision for the market

National Post – Jonathan Ratner
May 18, 2016

Please find below a link to an article from the National Post profiling Vision Capital Corporation and its Portfolio Managers Jeffrey Olin, Frank Mayer, and Andrew Moffs.

The article outlines current investment themes and positioning in the North American real estate landscape as well as profiling select buy and sell ideas.

Please click here to view the article.

 


Potential Short Squeeze Grips Mainstreet | Profile of Mainstreet Equity Corp

Barry Critchley | Financial Post | National Post
March 9, 2016

Please click here to view the article.


Cornering the Mid-Tier Market | Profile of Bob Dhillon of Mainstreet Equity Corp

Canadian Apartment Magazine
November 16, 2015

For your interest and information please find a link below to an article from the October 2015 issue of Canadian Apartment Magazine. The article is an extensive profile on Mainstreet Equity Corp (MEQ) and its Founder, President and CEO Bob Dhillon.

Of particular interest and relevance to Vision Capital is the reference on Page 6 of the article wherein Mr. Dhillon is quoted as :

“For me, it’s been the capital markets,” [Bob Dhillon, Founder, President and CEO of Mainstreet Equity Corp]  says.“Real estate is fascinating, and you can really mould it, like an artist. You can create what you want to create. But learning capital markets was like learning a new language. Luckily along the way I had some great professors, real estate Bay Street Gurus such as Frank Mayer and Jeff Olin, who later acquired 10 percent of Mainstreet Equity stock.”

Please click here to view the article.

The full magazine can be found here.

 


Residential rental property investments paying off, but beware office space

National Post – Jonathan Ratner
October 23, 2015

Please find below a link to an article from the National Post profiling Vision Capital Corporation and its Portfolio Managers Jeffrey Olin, Frank Mayer, and Andrew Moffs.

The article outlines current investment themes and positioning in the North American real estate landscape as well as profiling select buy and sell ideas.

Please click here to view the article.

 


Real estate giant’s latest deal puzzles Bay Street

The Globe and Mail, Report on Business – Tim Kiladze
April 8, 2015

Please find a link below to a column from today’s Globe and Mail regarding Dream Office REIT (“D.un”) which includes comments from Vision’s President and CEO and Co-Portfolio Manager Jeffrey Olin. The article is of significant interest in regards to Vision’s short position in D.un‎ including some surprising quotes attributed to D.un’s external C.E.O which should engender significant concern amongst its unit holders.

Please click here to view the article.

 


Brookfield deal ‘way too cheap’

National Post | Financial Post – Barry Critchley
October 24, 2014

Not good enough. That was the initial reaction Thursday to the news that major shareholder, Brookfield Asset Management (BAM) hopes to acquire the 30% of Brookfield Residential Properties that it doesn’t already own. BAM plans to offer US$23 a share for the 36.8 million shares owned by the public…

… “The offer is way too cheap,” said Jeffrey Olin, chief executive at Vision Capital Corp., a real estate investment firm.

Please click here to view the article.

 


How to take advantage of real estate distortions

National Post | Financial Post – Jonathan Ratner
July 30, 2014

The National Post profiled Vision Capital Corporation and its Co-Portoflio Mangers Jeffrey Olin and Frank Mayer in its Buy and Sell column July 30, 2014.

The article outlines the Vision portfolio managers’ current outlook on the Canadian real estate landscape as well as their top buy and sell ideas.

Please click here to view a PDF of the article.

 


‘Best Buys’ from Leading Analysts

Investor’s Digest
October 18, 2013

Investor’s Digest profiled Vision Capital Corporation’s Chairman and Co-Portfolio Manager, Frank Mayer, for their “Best Buys” column.

Please click here to view the article.

 


Stock to watch: Exchange Income offers hefty yield with acquisition tailwinds

The Globe and Mail, Globe Investor – Shirley Won
May 23, 2013

Exchange Income is a yield play with potential upside from growth through a diversified array of acquisitions across North America, says Jeffrey Olin, president of Toronto-based Vision Capital. A 6.5-per-cent yield from a company with an expected payout ratio of below 70 per cent is “pretty compelling.”

Please click here to view the article.

 


Stock to watch: H&R REIT selloff could bring a short-term opportunity

The Globe and Mail, Globe Investor – Shirley Won
April 3, 2013

The Globe and Mail published an article this morning highlighting H&R REIT (TSX: HR.un). The article includes commentary from Jeffrey Olin, Vision Capital Corporation’s President and CEO.

Please click here to view the article.

 


Why small REITs could be big: 3 Top Picks for small-cap REITS

The Globe and Mail, Globe Investor – Shirley Won
March 20, 2013

Investors who look beyond the major players can find trusts that offer good returns, nice yields

Investors who bet on the big boys of Canadian real estate investment trusts have made good money in recent years, but it might be time to look further down the REIT food chain for tomorrow’s best deals.

Please click here to view the article.

 


REOCs Winning Property Investment Battle

The Globe and Mail – Boyd Erman
February 26, 2013

We are pleased to inform you that Vision was profiled in a feature article on page 2 of the Report on Business in today’s Globe and Mail newspaper.The article refers to the Vision Opportunity Funds’ outperformance and reveals where Vision’s managers are finding value today.

Please click here to view the article.

 


Stock to watch: Morguard seen as a bargain for patient investors

The Globe and Mail, Globe Investor – Shirley Won
January 6, 2013

The Globe and Mail published an article this morning highlighting Morguard Corp (TSX: MRC) as an appealing investment for investors seeking value. The article includes commentary by Jeffrey Olin, Vision Capital Corporation’s President and CEO.

Please click here to view the article.

 


Stock to watch: Mainstreet Equity expanding in core market

The Globe and Mail, Globe Investor – Shirley Won
December 18, 2012

The Globe and Mail published an article this morning highlighting Mainstreet Equity Corp (TSX: MEQ). The article includes commentary by Jeffrey Olin, Vision Capital Corporation’s President and CEO.

Please click here to view the article.

 


‘Best Buys’ from Leading Analysts

Investor’s Digest
December 14, 2012

Investor’s Digest profiled Vision Capital Corporation’s Chairman and Co-Portfolio Manager, Frank Mayer, for their “Best Buys” column.

Please click here to view the article.

 


Prospering in the Canadian Publicly-Traded Real Estate Landscape:

Vision Capital Profile

Canadian Hedge Watch
September 30, 2012

Vision Capital Corporation has been featured in the September issue of Canadian Hedge Watch’s monthly publication. The cover story includes a recent interview with President and CEO, Jeffrey Olin, as well as a “snapshot” profile of the Vision Opportunity Funds, managed by Vision Capital Corporation.

Please click here to view the publication. ‎

 


‘Best Buys’ from Leading Analysts

Investor’s Digest
June 29, 2012

Investor’s Digest profiled Vision Capital Corporation’s Chairman, Frank Mayer, for their “Best Buys” column.

Please click here to view the article.

 


Real Estate May Do an Encore

National Post | Financial Post – Barry Critchley
January 26, 2012

A profile of Vision Capital Corporation and the Canadian real estate market.

Please click here to view the article.

 


Vision Capital: Prospering in the Canadian Real Estate Market

marcus evans Summits
December 21, 2011

Please find below a link to an interview with Jeffrey Olin of Vision Capital, an investment management firm at the marcus evans Private Wealth Management Summit Fall 2011 and Private Wealth Management Summit Spring 2012, on investing in Canadian real estate securities.

Please click here for a PDF of the publication.

 


‘Best Buys’ from Leading Analysts

Investor’s Digest
December 2, 2011

Investor’s Digest profiled Vision Capital Corporation’s Chairman, Frank Mayer, for their “Best Buys” column.

Please click here to view the article.

 


Is there still time to profit from REITs?

The Globe and Mail, Globe Investor
June 30, 2011

Via Globe and Mail online discussion: Jeffrey Olin, president and CEO of Vision Capital Corp., took  questions in this live one-hour discussion at 9:30 a.m. (ET). Mr. Olin has 15 years of senior-level investment banking experience and 10 years of direct corporate real estate experience. Vision Capital is an investment counselling and portfolio management company which manages the Vision Opportunity Funds, which are primarily real estate focused. The Vision Limited Partnership was the top performing fund in the Scotia Hedge Fund Index in 2010.

Real estate stocks have proven a good investment during the stock market recovery, especially those that have offered yield-hungry investors a decent payout. But recently, many stocks in the sector, as well as real estate investment trusts, have been trading near their highs, pushing yields down and creating an environment where investors must be more selective.

Please click here for a link to the discussion.

 


 ‘Best Buys’ from Leading Analysts, Frank Mayer

Investor’s Digest
February 11, 2011

Investor’s Digest profiled Vision Capital Corporation’s Chairman, Frank Mayer, for their “Best Buys” column.

Please click here to view the article.

 


Canadian Hedge Funds Outperform in 2010

The Globe and Mail – Boyd Erman
January 19, 2011

Vision Capital is profiled as one of the best performing funds in 2010.

Please click here to view the article.

 


‘Best Buys’ from Leading Analysts

Investor’s Digest
October 8, 2010

Investor’s Digest profiled Vision Capital Corporation’s Chairman, Frank Mayer, for their “Best Buys” column.

Please click here to view the article.

 


The Secret to outperforming the real estate market

The Globe and Mail, Globe Investor – Steve Ladurantaye
November 30, 2009

A profile of Vision Capital Corporation, its Funds, and its managers.

Please click here to view the article.