Exchange Magazine Summer 2018

August 2018

www.reic.ca

Exploring

Opportunity

REIC News

Pursuit of Excellence Award Recipients

REIC Membership Milestones

Power it Up With the Personal Ask

Stop Marketing Like it’s 1998

...and more

INSIDE

Exchange

Real Estate Institute of Canada

Inside This Issue

Message From the President

MESSAGE Du PRÉSIDENT

Message From the IREM CAnada vp

MESSAGE DU vice-président régional

Message From the INTERIM ED & CEO

MESSAGE DE LA Directrice générale

intérimaire

REIC News

Nouvelles de L’ICI

Welcome 2018-2019 National board

of directors

8

2018 Pursuit of Excellence Awards

9

2018 Annual Conference & AGM

Conférence annuelle 2018

12

Power it up with the personal ask

Guest Article: Shannon Alter, CPM®

13

STOP MARKETING LIKE IT'S 1998

Guest Article: Warren weeks

14

REIC Launches aNIMATED cpm® VIDEO

15

REIC Member Spotlights

16

tEACHING THE PROS: RESERVE FUND

PLANNING & REPORTING

17

Where's Gareth?

REIC Corporate outreach

18

REIC Membership Milestones

Étapes des membres de l'ici

Inside This Issue

Visit Us Online

President

Winson Chan, FRI CRES

Vice President

Lindsay Carlson, FRI CRES

Secretary/Treasurer

Johnmark Roberts, FRI

INTERIM Executive Director

and CEO

Sandra De Medeiros, CAE

Editor

Britny Rodé, Marketing and

Communications Coordinator

About REIC

REIC is a provider of advanced education and

designation programs to professionals in the

real estate industry. With 8 Chapters across

Canada, we have been educating and certifying

professionals since 1955.

CONTACT US

208-5407 Eglinton Avenue West

Toronto, ON M9C 5K6

Tel: 416-695-9000 or 1-800-542-7342

Fax: 416-695-7230

www.reic.ca

infocentral@reic.com

/reicnational

Real Estate Institute of

Canada - REIC

@reicnational

www.reic.ca

REIC / ICI

visit www.reic.ca/careers

REIC Exchange, August 2018

Message From the President

MESSAGE FROM

THE PRESIDENT

Message du

PRÉSIDENT

We have had great presidents, board members and chapter leaders

over the years. Thank you for your efforts, vision and leadership.

I also owe the current National Board of Directors a tremendous

amount of gratitude for the support they have given me.

I am often asked why I remain committed to REIC after all this

time. What value do I receive? Well, the ultimate value is in you:

our members. REIC is made up of a diverse group of real estate

professionals from both the private and public sectors across

the country. Together we form a network committed to higher

educational, professional and ethical standards. Every one of us

is a valuable resource to each other, and I truly believe there is no

other organization, university alumni association, or individual

real estate board that can provide such opportunities to grow, to

learn, socialize and network together. The strength of REIC is in

our members: you and me.

Having the FRI designation has helped differentiate and elevate

my position in the corporate world. It is because of the knowledge

and networking provided at REIC that I was able to advance

from a junior Sales staff to a senior executive of the largest

condominium developers in Canada. REIC’s strength is our

#starpower members. We need to promote each other and share

our stories. People are attracted to winners – and as successful

winners, we need to promote REIC personally while celebrating

each other collectively. I encourage new members to get involved

as we need your ideas in order for REIC to remain successful.

We need volunteers like you. We need your energy, your creativity,

your commitment and your passion to build this organization up.

You can help keep us successful. We welcome all and call upon

you to join our committees and join us on the Board.

With your inspiration, we will continue to be the best association

in the country!

Winson Chan, FRI CRES

REIC National President

Au fil des ans, vous avez eu d’excellents présidents, membres du conseil

d’administration et responsables de division. Merci pour vos efforts,

votre vision et votre leadership. J’éprouve beaucoup de gratitude

envers le conseil d’administration national actuel pour son soutien.

On me demande souvent pourquoi je reste attaché à l’ICI après tout

ce temps. Qu’est-ce que j’en retire? Eh bien, sa plus grande valeur

réside en vous, nos membres. L'ICI réunit un groupe diversifié de

professionnels de l’immobilier des secteurs privé et public de partout

au pays. Ensemble, nous formons un réseau respectant les plus hautes

normes professionnelles, de formation et d'éthique. Chacun d’entre

nous représente une ressource précieuse pour les autres, et je suis

convaincu qu’aucune autre organisation, association des anciens de

l'université ou chambre immobilière n’offre autant de possibilités de

croissance, d’apprentissage, de socialisation et de réseautage. La force

de l'ICI réside dans nos membres : vous et moi.

Le titre de FRI m’a permis de me démarquer et d’évoluer dans le

monde des affaires. Les connaissances et le réseautage que m’a

procuré l'ICI m’ont permis de progresser du statut de jeune cadre à

celui de cadre supérieur pour l’un des plus importants développeurs

de condominiums au Canada. Tous les membres doivent faire leur

promotion respective et partager nos histoires. Les gens sont attirés

par les gagnants – et nous devons personnellement promouvoir

l'ICI tout en nous célébrant mutuellement. J’encourage les nouveaux

membres à s’impliquer, car nous avons besoin de vos idées pour

assurer le succès continu de l'ICI. Nous avons besoin de volontaires

comme vous. Nous avons besoin de votre énergie, votre créativité,

votre engagement et votre passion pour bâtir cette organisation.

Vous pouvez nous aider à assurer notre réussite. Vous êtes tous les

bienvenus et nous vous invitons à vous joindre à nos comités et notre

conseil d’administration.

Grâce à votre inspiration, nous continuerons d’être la meilleure

association au Canada!

Winson Chan, FRI CRES

Président national de l'ICI

I am delighted to have this opportunity to serve as

the REIC National President for the upcoming year.

I recognize that I have some big shoes to fill and,

believe me, my feet aren’t really all that big!

Je suis ravi d’avoir l’occasion d’occuper le poste de

président national de l'ICI pour la prochaine année, et

vous pouvez me croire, ce sera un défi de taille!

www.reic.ca

Message From the IREM CANADA VP

MESSAGE From

THe IREM CANADA VP

Message du vice-

PRÉSIDENT RÉGional

A big thank you to our Quebec Chapter for hosting and making

us feel at home. I think the conference highlight may have

been the city tour narrated by the entertaining duo of REIC

Members Georges Renaud, FRI(E) CPM® and Guy Belanger,

FRI where we learned many interesting details about the city.

If you didn’t attend the conference this year I encourage you

to start planning now to join us in Niagara Falls, Ontario

June 3-7, 2019.

I’ll be dropping in to visit a few more Chapters before the end of

the year, I always look forward to seeing colleagues and friends

in my travels. Please don’t hesitate to contact me if you ever

have any IREM questions, I’m more than happy to do my best

to help you.

The next major event coming up is the IREM Global Summit

taking place Sept 26-29, 2018 at The Diplomat Beach Resort in

Hollywood, Florida. Hope to see you there!

Ron Penner, CPM® CRP

IREM Canada Vice President

Un grand merci à notre division du Québec qui nous a accueillis

et a fait en sorte que nous nous sentions comme chez nous. Selon

moi, le point saillant de la conférence a été la visite de la ville, qui

était animée par le duo dynamique de membres de l'ICI Georges

Renaud, FRI(E) CPM® et Guy Bélanger, FRI, qui nous a fourni

des détails intéressants sur la ville. Si vous n’avez pas assisté à la

conférence cette année, je vous invite à planifier de vous joindre à

nous à Niagara Falls, Ontario, du 3 au 7 juin 2019.

Je visiterai d’autres divisions avant la fin de l’année, et j’ai toujours

hâte de voir des collègues et des amis lors de mes déplacements.

N’hésitez pas à communiquer avec moi si vous avez des questions au

sujet de l’IREM, c’est toujours un plaisir de vous aider.

Le prochain événement majeur est le Sommet mondial de l’IREM,

qui aura lieu du 26 au 29 septembre 2018 au Diplomat Beach Resort

de Hollywood, en Floride. J’espère vous y voir!

Ron Penner, CPM® CRP

Vice-président régional de l’IREM du Canada

I want to start off by thanking the REIC National

staff for doing a wonderful job putting on a great

conference and AGM in Montreal this year!

For those of you who attended I’m certain you’d

agree that the accommodations, food, program and

speakers were all fantastic.

Je veux commencer par remercier le personnel

national de l'ICI pour son magnifique travail

d’organisation de l’excellente conférence et assemblée

générale de Montréal de cette année! Ceux d’entre

vous qui y ont assisté conviendront certainement

que l’hébergement, la nourriture, le programme et les

conférenciers étaient fantastiques.

Study on your own schedule

www.reic.ca/homestudy

REIC Exchange, August 2018

Message from the INTERIM ED & CEO

MESSAGE FROM THE

INTERIM ED & CEO

Message dE LA

directrice générale

intérimaire

The energy and enthusiasm was felt throughout the whole event.

A big thank you to Guy Belanger, FRI who chaired the Annual

Conference Advisory Committee and to Diane Glover, CPM® for

chairing the Awards Committee. We could not have put together

such a rewarding event without our committee volunteers (pun

intended!). You will see all the award winners listed on page 8.

There are two Pursuit of Excellence Awards recipients that I must

mention: Crystal Deley, ARM® CMOC and Ron Penner, CPM®

CRP who were awarded the prestigious REIC Emeritus Award.

Crystal has been a devoted volunteer throughout her membership.

One of her achievements was bringing together the REIC Calgary

Chapter and two provincial associations to collaborate on a

successful event. She is a strong believer in the IREM property

management designations and encourages her employees at

Accredited Condominium Management to work towards them.

Ron, a past president of the REIC National Board and currently

serving as the Vice President of IREM Canada, is the epitome

of volunteerism. He dedicates countless hours to serving REIC

and IREM alike and we are both truly better for it! He makes

the volunteer atmosphere so much fun, while helping move the

industry forward. Ron also encourages his employees at Globe

General Property Management to pursue life-long learning, and

many of them hold property management designations.

As a not-for-profit organization we absolutely rely on the time

and dedication of our volunteers. In the coming months, we will

be populating the many committees that were struck at the last

board meeting. If you have not already indicated your interest in

participating, why not reach out to see where your talents can be

best utilized? I am looking forward to hearing from you!

Sandra De Medeiros, CAE

REIC National Interim Executive Director & CEO

Énergie et enthousiasme étaient au rendez-vous tout au long de

l’événement. Merci beaucoup à Guy Bélanger, FRI, qui a agi à titre de

président du comité consultatif de la conférence annuelle, ainsi qu’à

Diane Glover, CPM®, présidente du comité des récompenses. Nous

n’aurions certainement pas pu mettre sur pied un événement aussi

enrichissant sans l’appui de nos bénévoles. La liste des récipiendaires

apparaît à la page 8.

D’ailleurs, je tiens à mentionner deux récipiendaires de prix En quête

de l'excellence : Crystal Deley, ARM® CMOC, et Ron Penner, CPM®

CRP, qui ont reçu le prestigieux prix d'éméritat de l'ICI.

Crystal a toujours agi en tant que bénévole dévouée depuis son

adhésion. Elle a incité la division de Calgary et deux associations

provinciales à collaborer dans le cadre d’une activité réussie. Elle croit

fermement aux titres de gestion des biens de l’IREM et encourage

ses employés d’Accredited Condominium Management à les obtenir.

Ron, ancien président du conseil d’administration national de l'ICI

et actuel vice-président de l’IREM du Canada, est l'incarnation

même du bénévolat. Il consacre de nombreuses heures à servir l'ICI

et l’IREM, et nous lui devons beaucoup! Il contribue à une ambiance

très agréable parmi les bénévoles et aux progrès de notre secteur. Ron

encourage aussi ses employés de Globe General Property Management

à poursuivre leur formation tout au long de leur vie, et nombre d’entre

eux détiennent des titres en gestion des biens.

En tant qu’organisme à but non lucratif, nous nous appuyons totalement

sur le temps et le dévouement de nos bénévoles. Au cours des mois à

venir, nous constituerons les nombreux comités créés lors de la dernière

réunion du conseil. Si vous n’avez pas encore démontré votre intérêt à

en faire partie, pourquoi ne pas vérifier comment vos talents peuvent

être le mieux utilisés? Au plaisir de recevoir de vos nouvelles!

Sandra De Medeiros, CAE

Directrice générale intérimaire de l'ICI

My message is about volunteering and highlighting

some of our greats, starting with the Annual

Conference and AGM. It was so nice to meet new

people and spend time with our members this year!

Mon message porte sur le bénévolat et certains de nos

principaux événements, dont la conférence et assemblée

générale. C’était vraiment agréable de rencontrer de

nouvelles personnes et de passer du temps avec nos

membres cette année!

www.reic.ca

REIC NEWS

REIC NEWS

Nouvelles

de l'ICI

REIC and Canada-China Realty Professional

Association (CCRPA) Form Joint Initiative

REIC is pleased to announce a newly formed agreement with

the Canada-China Realty Professional Association (CCRPA).

25 members of the CCRPA board completed the Fellow of the

Real Estate Institute (FRI) designation program by the end of July,

officially becoming REIC members. Another 25 new FRI members

are expected to apply in the very near future. Many thanks to our

President, Winson Chan, FRI CRES for making this introduction.

REIC Upgrades to Microsoft 365

We are happy to report that all REIC National Staff and Chapter

Administrators are now using Microsoft 365. This software update

not only advances technology within our organization, it also

strengthens communication between National and our Chapters.

Using SharePoint, file sharing and storage has become much more

accessible. By storing information on the cloud, Staff and Admin

can access from a desktop computer in the office, at home or on

their smartphones! Chapters can also use SharePoint to archive

photos, documents, video and more!

REIC NATIONAL STAFF UPDATES

Please join us in congratulating Gareth Jones on his new title as

Executive Vice President, and Shelley Barfoot-O'Neill who is now

our Manager of Membership Services.

Joining the team is Christina Gyimesi, Reception and Education

Coordinator. Please add Christina to your contact lists (christina.

gyimesi@reic.com) as she is responsible for course registrations

and inquiries as well as student exam results. Vittoria Gibson is

now our Digital Media Coordinator, working with Britny Rodé in

the Marketing department.

We must also announce that Tessa Letang and Natalie Wallace,

CAE departed REIC at the end of June. We are very grateful for

all their hard work and wish them the best on all their future

endeavours.

L'ICI ET LA CANADA-CHINA REALTY PROFESSIONAL

ASSOCIATION (CCRPA) LANCENT UNE INITIATIVE

CONJOINTE

L'ICI est heureuse d’annoncer qu’une nouvelle entente a été adoptée

avec la Canada-China Realty Professional Association (CCRPA).

Vingt-cinq membres du conseil de la CCRPA avaient suivi le

programme Fellow of the Real Estate Institute (FRI) à la fin de

juillet, devenant ainsi officiellement des membres de l'ICI. Vingt-

cinq autres membres FRI devraient s’ajouter très bientôt. Un grand

merci à notre président, Winson Chan, FRI CRES d’avoir permis

que cela se réalise.

L'ICI PASSE À MICROSOFT 365

Il nous fait plaisir de souligner que tout le personnel national de

l'ICI et les administrateurs des divisions utilisent maintenant

Microsoft 365. Cette mise à jour logicielle contribue à

l'évolution technologique de notre organisation et améliore les

communications entre le bureau national et les divisions. Grâce

à SharePoint, le partage et le stockage de fichiers est maintenant

beaucoup plus accessible. Puisque l’information est conservée

dans un nuage, le personnel et les administrateurs y ont accès à

partir du bureau, de leur domicile ou sur leur téléphone intelligent!

Les divisions peuvent aussi utiliser SharePoint pour archiver des

photos, des documents, des vidéos et bien plus!

MODIFICATIONS AU PERSONNEL NATIONAL DE L'ICI

Veuillez vous joindre à moi pour féliciter Gareth Jones, nouveau

vice-président directeur, et Shelley Barfoot-O'Neill, notre nouvelle

directrice des services aux membres.

Christina Gyimesi se joint à l’équipe en tant que coordonnatrice de

l’accueil et des programmes éducatifs. Veuillez ajouter Christina

à votre liste de contacts (christina.gyimesi@reic.com) puisqu’elle

est responsable de l’inscription aux cours, des demandes de

renseignements et des résultats d’examen. Vittoria Gibson est

maintenant coordonnatrice des médias numériques et elle travaille

avec Britny Rodé au service du marketing.

Tessa Letang et Natalie Wallace, CAE ont quitté l'ICI à la fin de

juin. Nous leur sommes très reconnaissants pour leur travail et leur

souhaitons beaucoup de succès dans leurs futures entreprises.

REIC Exchange, August 2018

REIC News

MEET YOUR NEW board

REIC National

2018-2019 Board of Directors

l-r:

(top row)

Johnmark Roberts, Ken

Loeppky, Don Kottick, Steve

Kincade, Walter Lui

(bottom row)

Lindsay Carlson, Winson

Chan (President), Theresa

Salsman, Diane Glover

(not pictured) Maria Jeck

President

Winson Chan, MBA, FRI CRES CIPS

CLHMS

Vice President, Sales Development, Tridel

Toronto, ON

Vice President

Lindsay Carlson, FRI CRES

REALTOR®, NOW Real Estate Group

Sherwood Park, AB

Secretary/Treasurer

Johnmark Roberts, FRI

Broker of Record, B&B Associates Realty

Ltd., Brokerage

Toronto, ON

Past President

Don Kottick, FRI CRES

Executive Vice President, Corporate

Development, Peerage Realty Partners

Toronto, ON

Directors

Diane Glover, CPM®

Senior Property Manager, Globe Property

Management

Winnipeg, MB

Maria Jeck, CRP

Citadel Building Consultants Ltd.

Coquitlam, BC

Steve Kincade, CPM®

CEO, Kincade Property Management

Saint John, NB

Ken Loeppky, CPM®

Vice President & COO, Innovation Place

Regina, SK

Walter Lui, FRI, CPM® CRES

Broker of Record, NU Stream Realty

(Toronto) Inc., Brokerage

Toronto, ON

Theresa Salsman, CPM® ARM®

General Manager, Commercial Division

CitiGroup Properties Ltd.

Dartmouth, NS

www.reic.ca

2018 Pursuit of

Excellence Awards

Pursuit of excellence awards

Congratulations to our 2018 Pursuit of Excellence Award winners. Recipients were formally recognized at the

Awards Gala held during REIC’s Annual Conference in Montreal.

Emeritus Award

Crystal Deley, ARM® CMOC, President, Accredited

Condominium Management Services Ltd

Ron Penner, CPM® CRP - Globe Property Management

J.A. Weber Award

Yolanta Murphy, CPM® ARM® - CMHC Edmonton

Murray Bosley Sales and Leasing

Member of the Year Award

Ken Finch, FRI CPM® - Royal LePage Signature Realty

REAL ESTATE MANAGEMENT MEMBER of the Year Award

John Bowen, FRI CPM® ARP - Canderel Commercial Services

REIC FINANCE MEMBER of the Year Award

Michael LaPorte, CRP - NLD Consulting

REIC COMMUNITY SERVICES Award

Jim Burton, FRI - RE/MAX Infinity Realty Inc.

Mercedes Wong, FRI - Prompton Real Estate Services

W.P.J. McCarthy Corporate PARTNER of the Year

Award

Gateway Property Management

QUADREAL Literary Award

Barry Lebow, FRI CRF - Barry Lebow Professional Practice Inc.

QUADREAL Excellence Award

Gord Kinney, CPM® - APC Contracting

Chapter Administrator of the Year Award

Myla Bicol - REIC BC Chapter

Chapter Initiative of the Year Award

Real Estate Institute of Manitoba (REIM)

Don Hill Award - Small Chapter

Real Estate Institute of Manitoba (REIM)

Don Hill Award - Large Chapter

REIC Toronto Chapter

Chapter of the Year Award - SMALL Chapter

Real Estate Institute of Manitoba (REIM)

In addition, the REIC Calgary Chapter received the IREM

Outstanding Canadian Chapter Award.

Visit our website to see award photos: www.reic.ca/awards

REIC Exchange, August 2018

#REIC2018 ANNUAL CONFERENCE

2018 Annual

conference & AGM

IREM kicked off the event with the IREM Canada Leadership

Conference. IREM launched their rebranding campaign this

year, and with the new logo comes a new attitude. The IREM -

REIC relationship is stronger than ever and we are excited to see

where we can go together!

Day 2 of the IREM sessions was led by Shannon Alter, CPM®, a

real estate industry expert with over 25 years of experience and

a 35 million square foot portfolio. She encouraged delegates to

perfect their presentation skills in order to maximize their IREM

and REIC credentials. Her article "Power it Up with the Personal

Ask" can be found on page 12.

Keynote speaker Warren Weeks is one of Canada's most trusted

media trainers. His clients include Shopify, Manulife, Intact

Insurance, Gymshark, SickKids Foundation and many more.

His session provided a deep dive into media marketing. To learn

more, read his article "Stop Marketing Like It's 1998" on page 13.

Following the professional development and sector networking

sessions, conference delegates went off-site for a tour of the city.

The next day, we welcomed the 2018-2019 National Board of

Directors, including President Winson Chan, FRI CRES. The

conference closed with the Pursuit of Excellence Awards Gala,

where we celebrated the hard work and achievements of so many

of our Members and volunteers.

We thank everyone who attended the #REIC2018 Conference and

hope you will join us next year in Niagara Falls, June 3-7, 2019! 

Real estate professionals from across North America spent three days in beautiful Montreal, QC for the

Annual Conference "Exploring Opportunity". The sights were stunning, the food was incredible and there

was so much to learn.

SILVER LEVEL SPONSORs

BRONZE LEVEL SPONSORS

Manulife

REIC BC Chapter

REIC Nova Scotia Chapter

Award category sponsors

CHAPTER SPONSORS

REIC Edmonton Chapter

REIC Toronto Chapter

Real Estate Institute of Saskatchewan (REIS)

REIC Ottawa Chapter

www.reic.ca

2018 REIC Annual Conference

10

REIC Exchange, August 2018

Conférence annuelle 2018

11

www.reic.ca

Power it Up

With the

Personal Ask

Not exactly a great marketing plug for you or

your company, is it?

If this scenario sounds all too familiar, there’s

good news. You can turn any meeting into

a marketing advantage for your company,

whether you’re leading an important client

presentation, an industry association meeting

or a board gathering. Here’s the secret: power

up your marketing with what I call the

“personal ask.”

You’re unlikely to find the phrase in the

dictionary, but “personal ask” is the term

I’ve coined to describe a targeted, personal

approach to marketing. We all know real

estate is a relationship business, right? It’s

also a business of opportunity cost. Think

about it: what are the intrinsic costs of losing

a chance to effectively market your firm or

your property?

Follow these tips for sure-fire ways to power

up your marketing.

Make it individual

Target small. You don’t need to bring out

the engraved stationery, but do consider

a personal invitation. People like to offer

their input and feel their contributions are

valuable—not have their time wasted. Survey

your colleagues and find out who you need to

include in your meetings to add value, move

the agenda forward and reach decisions. In

this day and age, a personal touch really does

count.

Harness the power of your network

Think big. It’s all about access these days.

Consult your IREM directory—it’s a great way

to not only reinforce existing connections,

but to make new ones. A call to a member

may just get you the contacts you need a little

faster. I know that I can get valuable advice on

prospective hires, corporate strategy or even

ideas for my next article by simply picking up

the phone.

Take advantage of social media

Take LinkedIn, for instance. Market research

firm Lab42 estimates that about 20 percent of

this powerhouse’s 100 million users visit the

site for its industry networking capabilities—

at all levels of management. Even more

notable, industry experts say that LinkedIn

adds a new member every second. If you’ve

tried to pitch new business lately, you know it

can be tough just getting past the gatekeepers.

Here’s my question: if you’ve got access, why

risk losing a marketing opportunity? Use it.

My former boss used to say that real estate is

a handshake type of business. It’s time to get

back to it. What’s the opportunity cost if you

don’t? 

It’s a nightmare come true: Your association board meeting is a bust. Halfway through the meeting you realize

that things are definitely going downhill and your company’s shining light is diminishing by the minute. People

you thought would show up didn’t. One long-time member has managed to run away with the conversation—

again. Even worse, your boss suddenly appears more interested in his iPhone than in the topics at hand.

By Shannon Alter, CPM®

Real Estate Marketing

Shannon Alter is an expert in the management, operations and leasing of shopping centers and office buildings, with over 25 years of experience.

She is Regional Vice President for Associa, a nationwide community management company with over 180 branch offices. She is a National

Instructor for both the Institute of Real Estate Management (IREM®) and the American Management Association (AMA), as well as a Past

President of IREM Orange County.

REPRINTED FROM THE JOURNAL OF PROPERTY MANAGEMENT, VOL. 77, NO. 3, WITH PERMISSION FROM THE INSTITUTE OF REAL ESTATE

MANAGEMENT. FOR MORE INFORMATION ON IREM AND ITS PUBLICATIONS, VISIT WWW.IREM.ORG.

12

REIC Exchange, August 2018

REAL ESTATE MARKETING

Before I tossed out their direct mail, I audited what some of those

agents were doing with respect to their online presences, websites,

social media, etc. and I have to say the results were disappointing.

You’re not alone

Please understand that I’m not singling out the real estate industry.

There are plenty of industries that are still marketing like it’s 1998,

including the dental profession, healthcare in general, malls and

retail outlets, accountants, lawyers, etc. For every Taco Bell or

Oreo, which have mastered social media, there are thousands of

companies that are floundering.

It doesn’t have to be expensive

I’m not talking about making a six-figure investment in people,

platforms and strategies. But you should consider where you’re

spending marketing dollars today and whether you’re getting the

best ROI with those tactics. Consider redeploying some resources

(human and financial) toward some of these tools and measure

your ROI over the next few years.

Where to begin

Get a Facebook page for your company. Your audience is

already there and the platform’s targeting abilities make

it the most powerful (and cost-effective) advertising tool

around.

Get a Twitter account. Twitter isn’t too useful for ‘push’

marketing. But you can use it to monitor key terms that

potential customers are using in your area, network with

people and share thought leadership.

Get an Instagram account. Instagram is where all the

eyeballs are right now and some people in real estate are

crushing on this platform (check out Sarah Johnson in

Calgary on Instagram).

Get a YouTube account. Video is the future and YouTube

(along with Facebook) is the king of video. Do explainer

videos, profiles of local neighbouhoods, document the

process of running your business, etc.

Include the social icons on your home page and contact

us page.

Be patient and do it right

One of the most common mistakes companies make it to post a

few things on Facebook or upload a video or two to YouTube. They

get 11 views. And then, thinking they’ve failed, they quit. There

are two key points here. First, you have to embrace the concepts

of storytelling and audience engagement. No one is interested in

your self-serving news releases. But they will be interested in well-

told stories around different aspects of your business. If you don’t

have the skills in-house, hire an intern or new grad who does. Or

outsource it to a social media company. The second piece is to

be patient. With practice and persistence, you’ll get better, your

audience will grow and the ROI will climb.

Learn from the best

If you haven’t heard of a guy named Gary Vaynerchuk, this is

the time to look him up and start following him. He’s the best

social media practitioner in the world. Buy his books. Watch

his YouTube videos. Interact with him on social media. He

shares real-world tactics and he has tons of advice for real estate

professionals. Following Gary and implementing his tactics will

have a significant positive impact on your business.

Give it a shot

I hear some of you saying, ‘I’m too busy’. I get it. I run a very

busy one-person business as well. But starting in 2008, I made a

concerted effort to put my business online. Back then, it was blog

posts. Today, it’s LinkedIn posts, documenting my business on

Instagram, interacting with people on Twitter. And the difference

it has made to my business has been mind-blowing. Today, nearly

all of my leads are inbound, meaning clients are finding me online

because of that content. So please, embrace social media. Become

a practitioner. Learn from the best and stick with it. You will be

pleased with the results. I promise you. 

To remain relevant, real estate professionals need to embrace and master social media. As someone who has

gone through the home selling/buying process several times over the past decade, I noticed that the majority

of real estate professionals are stuck in the stone age when it comes to marketing. Want proof? Check out my

blue box (and those of my neighbours, I’m sure). It’s filled with direct mail from area real estate agents.

By Warren Weeks

Marketing

1998

like it's

Warren Weeks sold his first newspaper to his grandmother at the age

of five, he was Wayne Gretzky's PR handler for a day in 1998, and over

the past two decades he has become one of Canada's most popular and

trusted media trainers.

13

www.reic.ca

In June, REIC launched a new promotional video for the CERTIFIED PROPERTY MANAGER® (CPM®) designation.

You can watch it on YouTube, or find it on REIC National's Facebook, Twitter and LinkedIn pages!

REIC unveiled their new promotional video at the 2018 Annual

Conference in Montreal. Its release was accompanied by a

successful digital marketing campaign that has garnered over

60,000 video views on Youtube!

The CPM is an internationally recognized property management

designation. OriginPating from the Institute of Real Estate

Management (IREM), and delivered to Canadian professionals

through REIC, the CPM demonstrates expertise and integrity to

those who matter most - employers, owners, and investors.

In the 60 second animated video, REIC reaches out to budding

property and asset management professionals of any property

type. The video outlines the many benefits of the CPM program

and the perks of becoming an REIC member. A French version is

currently being developed.

Real estate management is a growing profession in an evolving

industry, which means that its more important than ever to

distinguish yourself from the competition. With the CPM

program, REIC gives property managers the opportunity to

enhance their skills and network with peers across Canada.

You can view & share the video from our channel:

www.youtube.com/REICNational

To learn more about the CPM designation visit:

www.reic.ca/cpm

Animated

cpm® video

REIC Launches

CPM Promo VIDEO

Real estate management is a

growing profession in an evolving

industry, which means that its more

important than ever to distinguish

yourself from the competition "

wE WANT TO HEAR FROM YOU!

Have your article or interview featured in the next REIC publication!

Contact marketing@reic.com for details.

14

REIC Exchange, August 2018

MEMBER SPOTLIGHTS

MEMBER SPOTLIGHTS

We interviewed REIC Members at their latest membership milestone. They share with us some thoughts

about working in the industry, their personal lives, and advice for real estate professionals.

bARBARA mORRIS, fri cres

SRES MVA-R

Broker, Sutton West Realty Inc., Brokerage

ERNIE BUOTE, fri EPC

Broker & Co-Owner, Domus Realty

"I find that consumers have become more and more knowledgeable about

the real estate business. By taking courses at REIC, one is better prepared to

answer any questions that clients might have."

"Domus Realty promotes education and continued learning. Currently,

77% of our realtors hold the FRI designation. We LOVE what we do and we

ensure our clients know we value them."

Chapter Affiliation:

REIC Toronto Chapter

Membership Milestone:

20 years

Hobbies:

Vegan food & exercise

barbaramorrisrealtor.com

Chapter Affiliation:

REIC Nova Scotia Chapter

Membership Milestone:

10 years

Hobbies:

Cooking & downhill skiing

domusrealty.ca

Before becoming a broker, Barbara Morris

worked as a hairdresser. "A client asked me

to take a real estate course with her. I said I

would - but only if I was going to be successful.

I wanted to get to the top of the field." Barbara

has always been an entrepreneur, getting

involved in business and her local community

at a young age. She has been working in

real estate since 1990 and she still loves the

profession. Her hobby is taking care of herself

through vegan food and exercise.

"Through REIC I became more educated, and

I was able to meet other FRIs. The Institute

truly brings about camaraderie between real

estate professionals. You always have someone

to bounce a concern off of (you know, as we

knock heads together). I like that."

When it comes to giving advice, she says:

"REIC is the organization to set your sights

on as soon as you become an agent, it is an

assurance that you are giving clients the best

ethical and professional service." 

Ernie started his real estate career at Domus

Realty in 1999 and is now both Broker and

co-owner of the company. Having previously

worked in the financial services sector, his

skills and knowledge made the transition to

real estate a logical progression. He became

a Fellow of the Real Estate Institute (FRI) in

2008, and he remains a strong advocate for the

program. "All Domus Realtors either have, or

are working on, their FRI designations."

His advice for young professionals, or those

just starting in real estate sales, is to "always

trust your client and their situation. Their

trust will consistently grow your business!"

In his off-time, Ernie enjoys downhill skiing

with his wife and two grown children. He also

has a passion for cooking! Some of his favourite

meals to prepare are a rack of lamb served

with roasted potatoes and root vegetables, and

Lunenburg seafood chowder. 

Are you an REIC Member who wants to be featured in our next spotlight?

Please contact marketing@reic.com

#REICSTARPOWER

15

www.reic.ca

TEACHING THE PROS:

Reserve Fund Planning

and Reporting

What is Being Taught?

Currently, we are teaching the Reserve Fund Planning and

Reporting (RFPR) methodology established by Hans Moehring in

the 1990s. RFPR is currently provided in five (5) modules:

The first module presents reserve fund planning, reporting, and

management based on the performance of a corporation’s assets

in the field.

The second reviews developments’ common assets, their initial

construction and installations, their supply / distribution and

disposal systems, what to pay attention to during a site-visit, and

how to report on asset renewals.

The third module focuses on creating the active component

inventory based on the functional lifecycle renewal costing

analysis of components since construction, and over the economic

life of the development.

The fourth focuses on translating a corporation’s component

inventory physical analysis into a point-in-time benchmarked

reserve fund position, and the ceiling amount of fiscal-year based

annual regular contributions that the corporation must collect

from owners.

The fifth module takes students through the report template.

The benchmark, point-in-time, present-value-of-money standard

results are put into a projection of schedulable expenditures over

a specified horizon, in a sinking fund spreadsheet. In the fiscal-

year after the current fiscal-year, the residual amount of missed

contributions and depreciation needs is calculated, from which

scenarios are produced and incorporated into the report.

Who is Being Taught?

REIC

professionals,

appraisers,

engineers,

technologists,

lenders, shared-property stakeholders, and anyone interested in

methodically understanding the risk associated with keeping a

corporation’s common assets functional while owners gain real

estate value. Single-family home owners; townhome owners;

low to high-rise owners; phased and sectioned developments;

corporate, governmental and institutional owners etc. – all can

benefit from learning a standard method for normalizing fiscal-

year draws on owners to meet a corporation’s irregular major

repair and replacement expenditures.

What are the Learning Challenges?

Since the beginning of RFPR in the 1960s, there have been several

competing schools of thought as to what constitutes the basis,

merits, and practice of RFPR.

Some would stop analysis at current costs, excluding components

that do not have schedulable expenditures past a certain number

of years. Others extend a projection to capture some expenditures.

Some would use the Consumer Price Index (CPI) rather than

the Construction Inflation Rate (CIR), and others vary the rate

over a projection. Some omit the Interest Income Rate (IIR) on

the investments and monies in the reserve fund, others forgo the

actual income on these restricted monies.

We also see some sacrificing the benchmark and its ability to

establish a component inventory based on all the expenditures

over the economic life of the development. Others produce it, but

omit to disclose unit quantities and/or costs, or rely on design

costs rather than renewal costs, and proceed to ignore its ceiling

current requirements and ceiling allocation results.

Biases are pernicious, and the joy of teaching professionals is in

seeing "the light go on" when the RFPR methodology begins to

play itself out in their minds.

What are the Teaching Challenges?

There is inertia related to stakeholders wanting to hold on to their

perspectives. A large part of the teaching involves breaking down

unhelpful beliefs that professionals might have about managing

assets and finances.

The course material is benefiting from adapting to attendees’

needs by shifting its current focus on reading and discussion

lead by the teacher, along with some class activities, to adopting

learning methods that rely on increased use of multimedia and

interactive learning.

When it comes to continued education, what are Canadian real estate professionals being taught about

reserve fund planning and reporting? What challenges are present in both teaching and learning?

By Jean-François (J.-F.) Proulx, CRP

Teaching THE PROS

The joy of teaching professionals

is in seeing "the light go on" when

the RFPR methodology begins to

play itself out in their minds "

16

REIC Exchange, August 2018

Mastering Microsoft Excel, creating component descriptions

in Word, and producing reports that both fulfill legislative,

methodological and reporting standards – and can easily be

communicated to owners – is a challenge. A RFPR assignment is

complex and can take several months to complete. To be effective, it

must be aligned with a corporation’s critical fiscal-year budgeting

and general meeting dates.

Getting students to grasp that full disclosure is for the benefit of

all stakeholders, and that the value of a CRP designation is not

just in the product – but also in the specialized services that RFPR

practitioners bring to the table is critical.

The Future of Reserve Fund Planning and Reporting

Reason will always want to play second-fiddle to a person’s control

of the money in their pocket – unless we have standardized RFPR

that owners can buy into.

RFPR is not about making an economic choice between two

options based on prescriptive current costs. It’s about managing

the risks associated with aging asset renewals – the corporation

liability – when owners’ tenures are for less than the economic life

of a development.

Being able to compare a corporation’s reserve fund decision-

making over time and across space for several developments is the

best way to ensure that component inventories are well structured,

that resulting draws on owners are sound, and that buyers and

lenders compare lots / units on the same footing. 

J.-F. has construction, engineering, finances, strata living, as well as legal experience and expertise. He has worked for contracting, engineering and

appraisal firms, and has degrees in Economics and Geography. He is also REIC faculty.

TEACHING THE PROS

Gareth R. Jones, FRI CRES ABR CRB SRS SRES

PSA RENE, Executive Vice-President, Corporate

Development encourages outreach opportunities

We are seeing a remarkable increase in the interest of real estate

practitioners in every area of our industry to up their professional

game and differentiate themselves. We also see more employers

recognizing the importance of supporting their team and

providing access to quality education and designations. It is the

perfect time to invite members into our organization and parter

with organizations and corporations.

Corporate outreach can be challenging. Finding the right decision

makers in organizations and then coordinating meetings and

follow-up conversations can take months - with much trial and

error. Sometimes, this means you need to be in the right place at

the right time.

For example, leading up to my recent Vancouver outreach

trip, I contacted dozens of senior management staff to arrange

meetings with them. I had some luck, but not as much as I had

hoped for. Luckily, at the REIC BC Chapter breakfast event,

seven of the companies that I was trying to connect with had

designated representatives at the event! That in-person interaction

was incredibly valuable, and I was able to give them packages

containing enough information to deliver to the correct person

at their office.

How Can You Help with Corporate Outreach?

In order to maximize the face-to-face time that is available, we

need to ensure that we are connecting with key decision makers

from the get-go. As a well-connected Member, or a local Chapter,

you have the ability to tap into networks that I am not privy to.

Capitalize on this advantage - and reach out to your contacts. You

may be pleasantly surprised by the results.

In the first half of 2018, I have travelled to many provinces and met

with upper management at a wide variety of institutions. We have

reached an unprecedented number of new and potential sources of

memberships, and I am thrilled by the success of the prospecting.

Above all, it is truly a pleasure to meet so many wonderful people

who share our values in the real estate industry.

Upcoming visits include Halifax: September 24th and 25th and

Montreal: October 29th to November 2nd.

I am also happy to announce that a corporate outreach plan will

be developed and communicated to the Chapters in the coming

months. In the meantime, feel free to contact me directly at

gareth@reic.com - I welcome any suggestions on ways to grow

REIC in Canada.

Where's

Gareth?

17

www.reic.ca

Membership Milestones

10 YEARS / ANS

Avi Abecassis, CPM®

Marcelle Alexander, CRU

Wanda Bone, CPM® ARM®

Michelle Brown, CPM®

Ernie Buote, FRI

Glen Canhigh, CRU

Tom Garvey, FRI

Irene Goodman, FRI

Rosa Lau, CRU

Inez Louden, FRI

Walter Lui, FRI CPM® CRES

Lisa Parsons, CRU

Joedi Pruden, FRI(E)

Johnmark Roberts, FRI

Patricia Ross, ARM® ACoM

Stephanie Spence, CRF

Elena Tchaika, CRF

Simon Yau, FRI CRES

15 YEARS / ANS

Shoshanna Anisman-Kaiser,

CPM®

Fernando Bada, CPM®

Roy Barron, CPM® CMOC

ARM®

David Blois, CPM®

Linda Capar, CLO

Richard Charlton, CPM®

Steve Osmond, CPM® ARM®

Sarah Palmer, CPM®

Lloyd Peters, FRI CRES

St. Bernard Sebastian, CRU

Newton Seto, CRF

Patricia Wilk, ARM®

20 YEARS / ANS

Richard Anda, CPM®

Alexander Astbury, FRI

Cyril Aylward, FRI CRES

Carolyn Brown, ARM®

Scott Bullerwell, ARM®

Sandra Caputo, CPM® CLO

Ronald Charbonneau, CPM®

Pam Cherington, FRI

Patrick John Cox, CPM®

CMOC CRP

Carolyn Davis Stewart, FRI

Elizabeth Doyle, FRI CRES

Diane Eggert, CPM®

Ken Eyre, CPM®

Nadine Frazer-Bate, ARM®

Dario Gattesco, FRI

Gursharan Grewal, FRI

Edgar Hillman, ARM®

Bridget Houghton, FRI

Don Hui, CRF CRP CRU

Cheryl King, FRI CRES

Bernie Krec, FRI CRES

Paul Lethbridge, FRI(A)

CRES

Caroline Ling, CPM® CRF

Ronald MacDonald, ARM®

William MacGillivray, CPM®

Michael Magathan, CRES

Anna Massara, CPM®

Christina Mielke, CPM®

Guy Monast, FRI CRES

Barbara Morris, FRI CRES

Robert Nisbett, CRES

Marianne O'Leary, CPM®

CMOC

Kam Rizvi, FRI CPM®

Allen Schacht, CPM® ARP

Catherine Schraenen, CPM®

Kevin Screpnechuk, CPM®

CRF

Joseph Shum, FRI

Tina Skinner, CPM®

Rolly Skov, CPM®

Joseph Vero, CPM® ARP

Donna Vibert, CPM®

Dan Vucenovic, CPM®

CMOC

25 YEARS / ANS

Olive Campbell, FRI CPM®

Anthony Capobianco, FRI

CRES

Angela Crowder, CPM®

Rodney Gatenby, CPM®

Richard Gray, CPM®

Peter Greco, CPM®

Joseph Ho, FRI

Stan Humphreys, CPM®

Nizar Jamal, FRI

Suzanne LeValley, CPM®

CMOC

Ken Loeppky, CPM®

Joan Lough, CPM®

Pierre Majeau, FRI

Gregory McAmmond, CPM®

CRP

Ron Penner, CPM® CRP

Louis Renaud, FRI

Bill Rinsma, CPM®

Charles Starke, CPM®

William Weissig, CPM® CLO

CRES

Stacy Wentzell, FRI

Sandro Zuliani, CPM®

30 YEARS / ANS

Robert Beland, FRI CPM®

CLP

Pierre Benoit, CPM®

A. Pierre Delisle, CPM®

Anthony Derro, CPM®

Allan Dodimead, CPM®

D. Frank Franze, FRI

Mark Glatt, CPM®

Mihkel Harilaid, CPM® CRF

Bonita Hutchins, FRI

Mary Kahn, CPM® CRP

G. Alan Kearsey, CPM®

Patrick Kelly, FRI

John Kowalski, CPM®

Odette Landymore, CPM®

Malley Margetts, CPM®

Richard Morantz, CPM®

Howard Oakey, CRF

R.K. (Bob) Palamarek, FRI

CPM®

Terrence Parnell, CPM®

Sandy Rutledge, FRI

Laurie Smith, CPM®

Bernard Van Dyke, CPM®

Dennis Villeneuve, CPM®

David Ward, CPM®

Robert Wilcock, FRI

Samuel Yu, FRI

35 YEARS / ANS

Alfonso Alfano, FRI

Pauline Aunger, FRI

Ghyslain Couture, FRI

Patricia Davies, CPM®

Peter Fodor, FRI

Andrew Gordon, FRI CPM®

Congratulations to the following members who are

celebrating membership milestones! Thanks for

being part of the REIC family!

Félicitations aux membres suivants qui célèbrent des

étapes! Merci de faire partie de la famille de l’ICI!

2018

Membership

Milestones

Étapes des

membres de

l'ICI 2018

18

REIC Exchange, August 2018

Alexander Ingram, FRI ARM®

Seaford Jack, FRI CLP

Mehbubali Kanji, FRI CMR

Elliot Katz, CPM®

Jean Lekopoy, CPM®

Bradley Pickering, FRI

Angelo Sangiorgio, FRI CPM®

Roger St-Marseille, FRI

Steven Weinrieb, CPM®

Ekkehard Zorn, FRI

40 YEARS / ANS

Bryon Brandle, FRI

Jack Chow, FRI CMR

Stephen Kwok, FRI

Steven Leistner, FRI(A) CPM®

CMOC CRU CRP ACoM

Sherri Park Waiting, FRI

Daniel Pitt, FRI CLO

Charla Ramsay, FRI CMR

Joan Smith, FRI CMR

Judith Stacee-Cleaver, FRI

Tom Town, FRI CMR

Dan Turner, FRI CMR CRES

45 YEARS / ANS

Ronald Abraham, FRI

Rodney Adam, FRI

John Lucas, CPM®

Rudy Nielsen, FRI

50+ YEARS / ANS et plus

Lawrence D'Orsay, FRI (51)

Philip White, FRI (51)

Ian Caunce, FRI CMR (52)

Georges Couillard, FRI CPM® (52)

Graham Downey, FRI CMR (52)

Kent Lyle, FRI CMR (52)

Ian Macnaughton, FRI (52)

Terry Barber, FRI CMR (55)

Ronald Klombies, FRI CMR (55)

Leonard Potechin, FRI CPM® (55)

Roy Wilson, FRI (55)

Stanford Korsch, FRI (59)

Membership Milestones

tridel.com

ONTARIO HOME BUILDER OF THE YEAR | BILD HOME BUILDER OF THE YEAR

GREEN BUILDER OF THE YEAR | PROJECT OF THE YEAR

PEOPLE’S CHOICE AWARD | BEST CUSTOMER CARE

Awarded by the Building Industry and Land Development Association.

©Tridel 2018. ®Tridel, “D” design, Tridel Built for Life, Tridel Built for Life Design, and Built Green.

Built for Life are registered Trademarks of Tridel Corporation.

Project names and logos are Trademarks of their respective owners. All rights reserved.

Building and view not to scale. Illustrations are artist’s concept only.

Prices and specifications subject to change without notice. E. &O.E. May 2018.

Symbols of our commitment

to a better way of life.

REIC's Career Centre is a career posting

service that offers cost-effective targeted

advertising of positions available in the real

estate industry.

Reach Members and other prospects

by using our online job board or email

broadcast services

Visit www.reic.ca/careers to submit or

apply for a job posting

19

www.reic.ca

REIC IS LOOKING FOR

VOLUNTEERS

Whether you are serving as a board member, participating in a committee or task force, hosting an event or

manning a trade show booth, your efforts are vital to REIC and your fellow members. If you are looking for

ways to enhance your career, network with peers, and create meaningful changes - volunteering presents

opportunities for both professional and personal growth.

If you would like to volunteer, please email Shelley at membership@reic.com for more information.

Annual Conference Committee

less than 1 year commitment

Audit Committee

1 year commitment

Awards Committee

6-8 months commitment

Future Conference &

Awards Advisory Committee

minimum 1 year commitment

Nominating Committee *

less than 1 year commitment

Bylaws & Governance Committee

minimum 1 year commitment

Designation Steering Committee

minimum 1 year commitment

FRI & CRP Designation Subcommittees

minimum 1 year commitment

Chapter Steering Committee

minimum 1 year commitment

Chapter Interviews

ongoing commitment

Professional Standards Research

as needed

*Must be past or current Chapter President