Morguard Sunstone Real Estate Income Fund
Real Estate Investing by Real Estate Operators
The Manager - Sunstone Investment Management Inc.
The Manager acts as the manager of the Fund. The Manager is Sunstone Investment Management Inc, a member of the Sunstone Realty Advisors Inc. group; a diversified Vancouver-based real estate investment, development and management group. Since 2003, the Sunstone group has, through investment structures such as limited partnerships, public and private REITs, debentures and mortgages, raised over $208 million CDN and $136 million USD in private and public equity, and acquired, managed and/or developed over $600 million in commercial, residential and office properties in Canada and the United States.
Darren Latoski - President and Director
Mr. Latoski has over 19 years of real estate experience in all sectors including retail, industrial and multi-family in Ontario, Alberta, British Columbia and Washington State. Darren holds a Masters in Business Administration from Simon Fraser University.
Steve Evans - Secretary and Director
Mr. Evans has over 23 years of experience in all sectors of real estate including retail, industrial and multi-family real estate and senior's facilities located in Texas, California, Ontario, Alberta, and British Columbia. Steve's experience includes acquisitions, management, refurbishment, financing, securitizing, repositioning, and profitable dispositions.
The Investment Manager - Morguard Financial
The Investment Manager has been retained to provide investment advisory and portfolio management services to the Fund. The Investment Manager is part of the Morguard group, which owns and manages approximately $9.0 billion in assets comprising more than 45 million square feet of high-quality commercial properties and 12,600 apartment units in Canada and the southeastern United States. The Investment Manager presently manages over $100 million in both the debt and equity of Canadian REITs and real estate operating companies, including the CIBC Canadian Real Estate Mutual Fund, the Morguard Real Estate Equities Fund, and two balanced pension fund mandates.
Morguard Financial won a 2011 Lipper Award for “1Year Annual Returns”, and a 2012 Lipper Award for “3 Year Annual Returns” for their performance in managing the CIBC Canadian Equity Real Estate Mutual Fund.
Derek Warren - Portfolio Manager
Mr. Warren, who is
the principal responsible for the Fund, has over 12 years of experience in managing real estate and income-producing investments under a variety of institutional mandates.
Charles Dillingham - Vice President and Portfolio Manager
Mr. Dillingham was identified in 2009, 2010, 2011 and 2012 as one of the country's top 50 TopGun Canadian Equity Portfolio Managers. He has over 30 years of experience in managing real estate and income-producing investments under a variety of institutional mandates.