Seeking a portfolio of nationally branded real estate located along major commerical corridors in a wide variety of Canadian communities. Proven to have limited cyclicality and lower volatility than the stock market.
Access to deal flow from extensive network. Preferred developer status with several national brands with an ability to bid and acquire assets "off-market." Ground floor opportunity with a new fund from an experienced & distinguished team.
IRR of 20%+ for principles of Sovereign Asset Management. Growth in the NOI and rental footprint of 40%+ since 2012. 1% quarterly return plus a year-end top up. Targetted IRR of 12%.
The TriVirtus fund will focus on purchasing and repositioning under-performing retail assets by adding value through a combination of increased rental revenue, filling vacancy, and developing residual land. Asset value will be enhanced with the addition of stronger tenants at higher lease rates.
Dan is a financial industry veteran, having spent 20 years in the capital markets. He has worked in a variety of positions starting with investment banking, then progressing into leadership roles in investment research, portfolio management, business development, and as the CEO & CIO of an alternative asset manager. He has managed over $3B of AUM across multiple sector and geographic mandates; designed and launched four separate investment funds, two of which were Lipper Award winners; and is an active Angel investor. He currently serves as President of Blue Deer Capital, a capital advisory and business strategy consulting company.
Dan is a graduate of Electrical Engineering from Queen’s University and has his Master of Business Administration from the Ivey School of Business.
A lifelong real estate professional, Charles began his career as a project engineer, gaining valuable experience in the design and project management of large municipal infrastructure projects. In 1995, he became Director of Store Planning for Shoppers Drug Mart and managed the conversion of 135 Big V Pharmacy stores to the Shoppers Drug Mart format following the merger of the two companies. In 1998, he joined the Katz Group Canada as Director of Design and Construction, for Rexall/Pharma Plus. From 1998 to 2009, he oversaw the construction of more than 400 new store and renovation projects.
In 2009, Charles co-founded Sovereign Asset Management Inc. (“SAM”), a vertically integrated property development company, focused on the construction and redevelopment of retail properties in high profile locations throughout Canada. To date, SAM has developed over 28 properties, with a combined value of over $75 million. Charles holds a BSc in Civil Engineering from University of Waterloo and has his Master of Business Administration from the DeGroote School of Business, McMaster University.
Roger Ferreira, is the CEO and founder of NAGC, one of the leading general contractors in the retail real estate industry. With over 500 successful projects since 1998, his expertise ranges from Quick Service Restaurants, Pharmacy Retailers, Grocers, Medical Offices, Gas Stations, and Municipal Projects. NAGC offers full service general contracting, ranging from Architects and Engineers to Site Supervisors, Project Managers and Certified Tradesmen.
In 2009, Roger co-founded Sovereign Asset Management Inc., (“SAM”), a vertically integrated property development company, focused on the construction and redevelopment of retail properties in high profile locations throughout Canada. To date, SAM has developed over 28 properties, with a combined value of over $75 million.
In 2016, Roger was the recipient of the Business Excellence Award from the Federation of Portugeese Canadian Business & Professionals.
