Fall 2021

UDI Capital Region's Real Estate Development (RED) Management Certificate Program

Take your career to new heights with the help of UDI Capital Region’s Real Estate Development (RED) Management Certificate Program, a series of online professional micro-credentials intentionally designed to provide industry-aligned learning. Expanding on UDI’s annual Development Master Class and developed by local real estate and development professionals, this ten month course offering intends to bridge the education gap. Participants will be introduced to the scope of activities, issues and responsibilities associated with managing a successful real estate development project from beginning to end. These lessons have been designed to support the next generation of development coordinators, property analysts, planners, urban designers and anyone with a budding interest in our industry.

Those who successfully complete this series of courses qualify for UDI Capital Region’s RED Management Program Certificate. Learn with qualified professionals from the Capital Region and beyond! Program begins October 2021.

Course dates and information below.

Course 1 – Planning the Real Estate Development Project (RED)
Focus – Scoping and creating a comprehensive workplan for a RED project.

  • Module 1 – October 7, 2021
    • Overview of the course
    • Overview of the real estate development process
    • Introduction to the role of the RED manager
    • Meet the faculty
      • Faculty
        • Chair – Mark Holland, Holland Planning Solutions
  • Module 2 – October 14, 2021
    • Project management set up for RED management. – topics, spread sheets, file management, etc…
    • Overview of the team / consultants and scopes of work that will be involved at each step.
    • Recommendations on being successful as a RED PM
    • Risk in the process
      • Faculty
        • Chair – Mark Holland, Holland Planning Solutions
          • Adam Cooper, Abstract Development Inc.
  • Module 3 – October 21, 2021
    • An overview of types of real estate development projects in different locations and markets, and the nature of project-specific / agile project management
    • Stories from several of the UDI faculty team
      • Faculty
        • Chair – Mark Holland, Holland Planning Solutions
          • Greg Gillespie, Mike Geric Construction
          • TBA
  • Module 4 – Project – October 28, 2021
    • TBA

 

UDI Member pricing for this course is $295.00 +gst

Registering for Course 1 – Planning the Real Estate Development Project (RED)
Kindly fill out the form below, an invoice will be sent via QuickBooks to the email you provide. Registration is complete upon payment of your invoice. Zoom links will be provided prior to the start of the course.

Real Estate Development (RED) Management Certificate Program - Course One

Course Dates: October 7, 2021 - October 14, 2021 - October 21, 2021 - October 28, 2021

 

Course 2 – An introduction to Pro Formas
Focus – Developing a pro forma for the project.

  • Module 1 – November 4, 2021
    • Introduction to Pro Formas – standard Pro Forma
      • Faculty – Colliers
        • Jaraad Marani
        • Ankita Khurana
  • Module 2 – November 18, 2021
    • Rental / Leasing Pro Formas
      • Faculty – Colliers
        • Jaraad Marani
        • Ankita Khurana
  • Module 3 – November 25, 2021
    • BC Housing and CMHC Program Pro Formas
      • Faculty – Colliers
        • Jaraad Marani
        • Ankita Khurana

Course 3 – Securing land
Focus – An overview of the process for finding, evaluating and securing a development site.

Dates and Modules TBA

Course 4 – Concept development
Focus – How to assess the market and community and lead the creation of a winning concept.

Dates and Modules TBA

Course 5 – Managing project financing
Focus – How to lead the financing process and secure both equity and debt.

Dates and Modules TBA

Course 6 – Law and development
Focus – An overview of key legal contracts and issues most commonly associated with RED.

Dates and Modules TBA

Course 7 – Approvals
Focus – Strategies and processes for leading a project through a successful approvals process.

Dates and Modules TBA

Course 8 – Community relations
Focus – Creating and managing community relations plans.

Dates and Modules TBA

Course 9 – Marketing, sales and leasing
Focus – Managing the marketing and sales process and consultants to a successful conclusion

Dates and Modules TBA

Course 10 – Construction and completion
Focus – Being a developer’s liaison with contractors and completing construction successfully.

Dates and Modules TBA

 

CPD Credits to be available through BC Housing
Self-Directed PDP hours to be available through VREB

Past Courses

FortisBC Development Master Class: Fundamentals in Real Estate Development - Skills and Management

 

Registration for this program has closed.
If you attended this course, CPD credits are available through BC Housing, Self-Directed PDP hours to be available through VREB. 

 

The FortisBC Development Master Class is a highly regarded series of courses that explain the business of real estate development from the industry’s perspective.

This 6 week course—Fundamentals in Real Estate Development – Skills and Management —will give you a solid foundation in understanding the development process from acquisition of land through to occupancy. Learn from real world pro formas and in-depth exercises. Topics include:

  • Finding Land
  • Concept Development
  • Pro Formas
  • Financial Modeling
  • Approvals
  • Community Relations
  • Construction
  • Marketing and Sales

The course is expertly facilitated by Mark Holland (Holland Planning Innovations), with a host of knowledgeable and experienced industry leaders.

Sessions are scheduled for 12:30pm – 2:30pm.

CPD Credits to be available through BC Housing
Self-Directed PDP hours to be available through VREB

OUTLINE

  • February 25, 2021 – Session #1
    • Overview with Mark Holland, Holland Planning Innovations
  • March 4, 2021 – Session #2
    • Finding Land with Tim Sommer, Cushman & Wakefield
    • Concept Development with Henry McQueen, Qualex-Landmark
  • March 11, 2021 – Session #3
    • Pro Formas with Ryan Wong, Burgess Cawley Sullivan & Associates
    • Financial Modeling with Ryan Wong, Burgess Cawley Sullivan & Associates
  • March 18, 2021 – Session #4
    • Approvals with Gary Pooni, Pooni Group
    • Community Relations with Deirdre Campbell, Beattie Tartan
  • March 25, 2021 – Session #5
    • Construction with Tom Plumb, Kinetic Construction
    • Marketing and Sales with Alison Wedekind, Concert Properties
  • April 1, 2021 – Session #6
    • Pulling it all Together with Kaye Melliship (Greater Victoria Housing Society), Luke Ramsey (Aragon Properties), and Greg Gillespie (Mike Geric Construction)

Speakers:

Mark Holland – President, Holland Planning Innovations
Course Facilitator
Mark is President of Holland Planning Innovations Inc., a planning and development consulting company based on Vancouver Island. His career started in the City of Vancouver as a city planner and subsequently as the founder and first manager of its Sustainability Office. He moved on to help co-found two consulting companies, the Holland Barrs Planning Group, and then HB Lanarc Consultants – both of whom have been recognized nationally as leaders in innovative planning, design and sustainability. In 2015 and 2016, he served as Vice President of Development for Storm Mountain Developments, managing the development of an 1,800 acre project on Vancouver Island – the Lantzville Foothills. Mark is also a partner and past VP of Development for the New Monaco LP and project in Peachland, BC  – an award winning 125 acre master planned community, expected to commence construction in 2017. Currently, Mark is an Adjunct Professor in the Master’s in Community Planning program at Vancouver Island University.

 

Henry McQueen Vice President of Development, Qualex-Landmark
Session Two speaker
Henry McQueen is the Vice President of Development at Qualex-Landmark located in Vancouver, BC. As a former employee of the City of Toronto and a Registered Professional Planner, Henry brings public and private sector experience to the development of award-winning communities across British Columbia and Ontario.

Henry also serves as a member of the UDI – Pacific Region’s U40 Executive Committee, Director of the Meraloma Club, and Vice-Chair of Co:Here Housing Community.

 

Tim Sommer Senior Vice President, Cushman & Wakefield
Session Two speaker
Tim Sommer is a Senior Vice President with Cushman & Wakefield’s Investment Sales and has been involved in the commercial real estate industry since the early 1990’s. His experience extends beyond brokerage, allowing him to more effectively meet the challenges of completing transactions from both a buyer and seller perspective, having acted as both in previous senior executive positions. Based in Victoria, Tim has also worked extensively in Vancouver and Calgary, as well as in the Prairie Provinces.

His real estate career began in 1993 in Vancouver, before joining the firm in 2004. Specializing in the marketing and sale of investment and development properties, he spent over a decade in Alberta, before relocating to Victoria, B.C. in 2013. To date, Tim has over three decades of combined brokerage, development and operations experience and has been involved in the sale and acquisition of billions in commercial real estate, spanning the full spectrum of property classes, sizes, and transaction structures, and with all types and sizes of private, public, institutional and government clients.

A consistent top-performer within Cushman & Wakefield, Tim has developed an extensive list of contacts across many platforms from decades of participation in western Canada’s commercial real estate industry, providing clients with unique and broader market coverage.

 

Ryan Wong – Principal at Burgess, Cawley, Sullivan & Associates
Session Three Speaker
Ryan Wong is a Principal at BURGESS, CAWLEY, SULLIVAN & ASSOCIATES and has appraised a variety of properties
including new mixed use strata projects, office buildings, industrial facilities, shopping centres and rental apartment buildings. His most recent work has involved feasibility studies of various strata projects throughout the Lower Mainland. His other areas of expertise are complex office and retail properties using the Argus, Discounted Cash Flow model.

 

Deirdre Campbell President, Beattie Tartan
Session Four Speaker
As President of Canadian-based Beattie Tartan, Deirdre has been entrenched in the integrated communications business for more than 20 years. An avid entrepreneur who is nicknamed the “connector”, Deirdre’s passion for strategic communications, storytelling, reputation management and crisis communications has earned clients from the healthcare, food and beverage, real estate, technology, wellness and non-for-profit industries. In 2017, Tartan merged with the Beattie Group, a UK based PR agency with over 34 years of experience and 12 offices.  This allowed Deirdre to expand her team’s digital expertise and build a substantial client base across Canada, with access to global expertise.  Today Deirdre leads the amazing teams who oversee offices in Toronto, Vancouver, Victoria and Calgary, and associates in Ottawa, Winnipeg, Montreal and New York.  She has been nominated as a businessperson and PR professional of the year, recognized with a YW/YMCA woman of distinction award for her work in the community and in 2019 Destination Greater Victoria presented her with their Miracle Award for her work in tourism. Deirdre and Beattie Tartan also co-founded the annual IMPACT Sustainability Travel & Tourism Conference held in Victoria, BC.

 

Gary Pooni – President, Pooni Group
Session Four Speaker
In his role as president and senior planner, Gary drives the firm’s growth and manages major client projects. With over twenty years of planning-related experience, he has spearheaded projects throughout the Lower Mainland, the Sea to Sky corridor, Alberta and Ontario. His expertise includes policy planning, public consultation and advanced negotiation and facilitation. After being appointed President in 2008, Gary was honored as one of Business in Vancouver’s “Top Forty under 40” within a year. Passionate about supporting the community, Gary sits on the board of the Urban Development Institute Membership Committee, is an annual instructor for the UDI School of Development, and serves on the board of Provincial Health Services Authority. Gary holds a Master’s Degree in Environmental Design (Planning) from the University of Calgary and a B.A. in Geography from Simon Fraser University, and is a member of the Canadian Institute of Planners.

 

Alison Wedekind – Senior Sales Manager, Concert Realty Services
Session Five Speaker
Alison is the Senior Sales Manager with Concert Realty Services in Victoria. Over the past 15 years, she has led her team through the sales and completion of over 700 condominium homes in Victoria, and has assisted Concert’s Vancouver sales teams in the launch of several of Concert’s signature Vancouver developments. Alison joined Concert after over a decade in the luxury hotel industry and brings a strong understanding of the importance of brand in every aspect of the sales process.

Alison holds a degree in Urban Geography from UBC and a Real Estate Trading Services License from UBC’s Sauder School of Business.

 

Tom Plumb – President and CEO, Kinetic Construction
Session Five Speaker

Tom is President and CEO and has over 29 years of experience in the construction industry as a Project Manager, Superintendent, Foreman, and Carpenter.

After he chose the Economics major at BCIT and receiving his diploma in Construction Technology from BCIT, Tom started off his career by pursuing carpentry and received his certificate of qualification. After finding interests in other areas of construction as well has a keen interest in further developing his skills, he worked his way up to becoming a Foreman and Superintendent.

Tom then joined Kinetic in 1999 and his wide knowledge base and strong work ethic have allowed him to excel and work on a wide variety of commercial, institutional, civil, and industrial projects to date. Tom is a Carpenter, Interprovincial Red Seal and a Lean Certified Green Belt.

In addition to being involved in various initiatives and organizations in the construction industry, Tom’s often considered the de facto Lean Evangelist who has been instrumental in kick starting Lean and has been working towards bringing Integrated Project Delivery to the market on Vancouver Island.

 

Kaye Melliship – Executive Director, Greater Victoria Housing Society
Session Six Speaker
Kaye has been Executive Director of Greater Victoria Housing Society for over 15 years.  Prior to joining the Society, she had a career in public policy and land use planning and research.     Kaye has held, or currently holds, several board appointments including at BC Housing, Canada Lands Corporation, Ready to Rent, BC Non-profit Housing Association, Canadian Housing and Renewal Association and Tofino Housing Corporation.  Most recently she was appointed to the Oak Bay Advisory Planning Commission – Land Use.

 


Greg Gillespie – Development Manager for Mike Geric Construction
Session Six Speaker
Greg is a creative and passionate land use consultant with proven success in negotiating and project management at a senior level. He offers 14 years of extensive leadership and real estate experience delivering end-to-end land management expertise in acquisitions, permitting and municipal affairs across multiple geographic regions.

As Founder of Gillespie Land Management, Greg has led a broad spectrum of projects, including residential revenue portfolios, telecommunications networks, multifamily developments, and waste-to-energy facilities. Currently, he is the Development Manager for Mike Geric Construction, a local developer and homebuilder known for their leadership in green building technology and energy efficiency.

Greg is currently working on an innovative multi-family project in Victoria which will be the tallest, first to market, and fully Mass Timber residential building in Canada.

 


Luke Ramsey – Development Manager for Aragon Properties
Session Six Speaker
Luke is a Development Manager at Aragon Properties, where he oversees the planning, designing, permitting of upcoming projects, and has recently expanded into Aragon’s Construction Management arm to be the Project Manager on a 87 unit Cross Laminated Timber Project in New Westminster which is currently under construction.

Luke Ramsay has a Structural Engineering Degree from UBC, spent his first few years out of school as a full time athlete in the sport of sailing, attending 2 Olympics (Londo & Rio), and spent some time working for Architecture firms before turning to development and beginning his career at Aragon.