Lessons from the Deal Table: Julian Schonfeldt's Insights on Real Estate & Private Equity

Deal Flow

On this episode of Deal Flow, host Michael Poulio welcomes Julian Schonfeldt, Chief Investment Officer of CAPREIT, Canada’s largest apartment-focused real estate investment trust. With a distinguished career that spans investment banking at RBC and leadership at CAPREIT, Julian brings unparalleled expertise in deal structuring, portfolio optimization, and navigating the Canadian and global real estate markets.

Tune in to hear Julian discuss CAPREIT’s strategic pivot toward high-quality, core Canadian assets and its $3 billion in transactions in 2024. Learn how CAPREIT balances acquisitions, dispositions, and shareholder returns while leveraging market opportunities amidst changing economic conditions.

Key Highlights:

• CAPREIT’s strategy of reinvesting in newer, high-quality properties.
• Insights on the Canadian apartment market, from population growth to rent control dynamics.
• How Julian and his team manage a $15 billion portfolio with precision and purpose.

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