Bespoke Real Estate Investment Management

Precision investing
in Canadian real estate

We source, structure, and manage real estate investments for family offices and private investors across Canada — with aligned interests and disciplined execution.

Scroll
$2B+
Underwritten, Closed & Sold
$1.2B
Assets Under Management
80+
Years Combined Experience
50+
Deals Screened Monthly

Every investor is unique.
So should be their portfolio.

RE Optimize is a bespoke commercial real estate company specializing in investment management, deal sourcing, development, and acquisition/disposition services across Canada.

At the heart of our approach lies a simple belief: one-size-fits-all doesn't work in real estate. We hand-pick properties and investment opportunities that resonate with individual goals, aspirations, and financial visions — whether you're a family office seeking stable yield or an investor pursuing value-add upside.

Through transparent collaboration, innovative strategies, and rigorous risk management, we forge a path of prosperity that benefits all stakeholders. We are invested alongside you — our commitment to exceptional outcomes is personal.

Learn More →
Entrepreneurial
Disciplined
Sourcing
Creative pursuit

Wide-net, entrepreneurial origination. We creatively pursue 50+ deals monthly across our national network — casting broad, moving fast.

Pre-Screen
Pattern recognition

Experience meets intuition. Does it fit the portfolio? Does the market thesis hold? Quick judgment honed by 80+ years of combined experience.

Due Diligence
Rigorous analysis

The shift to discipline. Full underwriting — market fundamentals, lease structures, risk-adjusted returns, and formal exit strategy modelling.

Close or Kill
Highest discipline

Maximum stewardship. Our capital alongside yours. We close only when the deal meets every criterion — or we walk away.

IC Approval
Institutional rigour

Formal Investment Committee review. Every deal requires a written Investment Memo and IC approval before waiver — no exceptions.

"Creative and entrepreneurial in pursuit of new ideas — but highly disciplined in the stewardship of client capital."

What sets us apart

Institutional discipline applied to entrepreneurial deal flow — with our capital invested alongside yours.

01

Proven Track Record

$2B+ underwritten, closed, and sold. Over 20 years managing assets across every major Canadian market — industrial, residential, retail, and development.

02

Diverse National Deal Access

50+ deals screened monthly through our proprietary network. Off-market and pre-market opportunities across multiple asset classes and risk profiles coast to coast.

UnlockingOpportunities
03

Bespoke Portfolio Strategy

Your goals are our blueprint. Every portfolio is tailored to your risk tolerance, return objectives, and time horizon. No templates — no cookie-cutter allocations.

04

Institutional Discipline

Formal Investment Committee approval, disciplined risk management, quarterly mark-to-market reporting. Institutional processes applied to entrepreneurial deal flow.

From Entrepreneurial Sourcing to Disciplined Execution

01

Deal Sourcing

50+ opportunities screened monthly through our national network of brokers, owners, and institutional partners.

02

Pre-Approval

Capital fit, portfolio alignment, and IPS screening. Only the select few that pass this filter advance.

03

Due Diligence

Full portfolio and deal analysis — market fundamentals, risk-adjusted returns, lease structures, and exit strategy.

04

Close or Kill

Disciplined execution or walk away. We never chase yield without appropriately pricing risk.

05

Investment Committee

Formal Investment Memo presentation. Every deal requires IC approval before waiver — no exceptions.

Full-spectrum real estate services

From sourcing to disposition, we manage every phase of the investment lifecycle with discipline and precision.

Deal Sourcing

Proprietary origination through our national network. 50+ deals evaluated monthly — we surface the select few that meet our rigorous underwriting criteria.

Acquisitions

End-to-end execution from underwriting through closing. $950M+ in executed acquisitions ranging from $5M to $120M per deal across multiple asset classes.

Asset Management

Proactive management focused on value creation — lease optimization, capital improvements, sustainability initiatives, and quarterly performance reporting.

Development

Ground-up development and major repositioning. In-house architecture and construction expertise ensures quality delivery on time and on budget.

Markets we know

Deep experience analysing, underwriting, and operating in these markets — understanding local fundamentals, vacancy dynamics, and where value hides.

Alberta

Calgary

Industrial · Multi-Family · Retail · Office

Alberta

Edmonton

Industrial · Multi-Family · Retail · Office

British Columbia

Vancouver

Industrial · Office

British Columbia

Vancouver Island

Industrial

British Columbia

Kelowna CMA

Industrial · Residential

Ontario

Toronto CMA

Industrial · Retail · Office

Ontario

Kingston

Industrial

Ontario

Ottawa

Industrial

Manitoba

Winnipeg

Industrial

Quebec

Quebec

Multi-Family

Nova Scotia

Nova Scotia

Retail

Colorado

Denver Metro

Industrial

Texas

Dallas Metro

Industrial

Tennessee

Nashville Metro

Industrial

Featured Properties

Each investment sourced with extensive market research and due diligence.

1259 Centennial Drive Kingston aerial view of industrial warehouse
Build-to-Core

1259 Centennial Drive

📍 Kingston, Ontario

Situated strategically along the 401 corridor between Toronto, Montreal, and Ottawa, Kingston boasts a unique advantage. Serviced land costs are remarkably lower than other major Canadian cities, resulting in a tightly controlled market where land is in high demand but sells below replacement cost. Kingston's strategic location provides connectivity to a serviceable population of approximately 15 million within 3 hours.

±150,000 sq ft
Completed Nov 2023
15M serviceable pop.
1060 Innovation Drive Kingston industrial development site
Development

1060 Innovation Drive

📍 Kingston, Ontario

Following the successful venture at 1259 Centennial Drive. Lands are ideally located in the prestigious St. Lawrence Business Park with easy access to the 401 and proximity to established companies like Tim Hortons and Coca-Cola distribution centres.

±300,000 sq ft
Fall 2024 construction start
6320 LaPointe Drive Kelowna industrial development
Enhanced Core

6320 LaPointe Drive

📍 Kelowna, British Columbia

The Okanagan faces acute land scarcity for industrial use — constrained by the Agricultural Land Reserve, mountains, lakes, and First Nation lands. Land was secured near the airport and leased to an international tenant on a build-to-suit basis.

41,000 sq ft
Build-to-Suit international tenant
1950 Island Diesel Way Nanaimo industrial property
Development

1950/1960 Island Diesel Way

📍 Nanaimo, British Columbia

Strategically targeted recognizing the scarcity of industrial land projected for the next five years and vacancy under 1%. Finding serviced land with dock loading has become increasingly challenging as developers focus on small-bay facilities.

67,500 sq ft
<1% market vacancy
4880 Princeton Avenue Peachland development land
Residential Dev

4880 Princeton Avenue

📍 Peachland, British Columbia

The Okanagan has seen substantial population growth. This parcel was identified below market value through an agent who had not invested in necessary due diligence. Construction has begun on a 30-lot subdivision with opportunity to expand density to 100+ units under BC land use changes.

10.76 acres
30–100+ unit potential
RE Optimize private property opportunities
Off-Market

Private Properties

📍 Various Locations, Canada

We maintain a pipeline of off-market and pre-market opportunities across Canada available exclusively to qualified investors. Contact us for access to our current deal flow.

Exclusive deal access
Qualified investors only

Leadership built on experience

Our team works in tandem, bringing diverse expertise across investment management, development, architecture, and facilities management.

David Lopatka, CFA, AACI, MRICS — President and CEO of RE Optimize

David Lopatka

President & CEO
CFA · AACI · MRICS

In the industry since 2002. Managed over $1.2B of assets across Canada as President & CEO of a fund management company. Responsible for all facets — fund management, portfolio solutions, asset management, acquisitions/dispositions, property management, and development. Has overwritten, closed, and sold more than $2B in real estate.

Patrick Martins — Development and Sustainability Lead

Patrick Martins

Development & Sustainability
B.Arch · Registered Architect

35+ years in construction, commercial real estate, and architecture. Strong passion for architectural design, lean construction, and sustainability. Incorporates these fundamentals in all aspects of property development and construction.

Wayne Blatz — Facilities Management Lead

Wayne Blatz

Facilities Management
RPA · RED SEAL · SBO

40+ years spanning all facets of facility management. Expertise in environmental science, roofing, building envelope integrity, mechanical design, and energy management. Identifies and addresses a wide range of real estate performance issues.

Howie Edgecombe — Senior Associate

Howie Edgecombe

Senior Associate
MBA (U of A) · Argus Certified

10+ years in business analysis, global real estate valuation, and development. Hands-on experience in asset management, acquisitions, dispositions, valuation, and pro forma financial modeling across Canada and the US.

Do the right thing, the right way, with integrity & excellence.

Integrity

Let your actions and behaviours inspire trust and integrity in others.

Empathy

Understand what matters to others and use it as a foundation to reach agreements and deliver results.

Disciplined Entrepreneurship

Creative and entrepreneurial in pursuit of new ideas, but highly disciplined in the stewardship of client capital.

Relationships

Pursue service excellence, acknowledging that we are stronger together — working collaboratively as a team.

Technology

Innovative in embracing new technology to establish the data-driven foundation for our investment decisions.

Sustainability

Drive environmentally conscious activities, products, and services. Consider the success of future generations.

Common questions

Don't see your question? Reach out directly — we're happy to help.

We invest across multiple asset classes including industrial, commercial, residential, and development opportunities. Our current focus includes warehouse and logistics facilities, commercial multi-tenant properties, seniors housing, and land with development potential. We evaluate each opportunity across a risk spectrum from Core through to Development, and we are asset-class agnostic when the risk-adjusted returns align with our clients' objectives.

We take a highly entrepreneurial approach to deal sourcing, evaluating over 50 opportunities per month through our national network of brokers, property owners, and institutional partners. Every deal is screened against our investment criteria: does it fit our capital partners' profiles, is it accretive to the portfolio, and does it meet our Investment Policy Statement standards? Only the select few that pass this rigorous filter move to due diligence.

Our process moves from entrepreneurial sourcing to disciplined execution: Deal Sourcing → Pre-Approval (capital and portfolio fit) → Full Due Diligence (including portfolio and deal analysis) → Close or Kill → Investment Committee presentation and approval. Every deal requires a formal Investment Memo and IC approval before waiver — no exceptions. This institutional-grade process ensures disciplined stewardship of client capital.

We invest our own capital alongside our clients in every transaction. Our returns come from the performance of the real estate itself — not from management fees or enterprise value. This means we earn our value through the real estate, similar to our investors. We report quarterly with mark-to-market performance so you always know exactly where your investment stands.

We employ a disciplined risk-focused underwriting process spanning the full spectrum: Core (8–10% returns, stable cash flow), Core Plus (10–15%), Value-Add (15–20%), Opportunistic (20–25%), and Development/Build-to-Core (25–35%). Each client's portfolio is structured to match their specific risk appetite, with diversification targets across geography, asset type, and risk profile. We never chase yield without appropriately pricing risk.

We invest alongside you — our capital is at risk too.

RE Optimize earns returns from the real estate itself, not management fees. When we present an opportunity, it's because we've committed our own capital. That alignment is why our investors stay.

Request a Meeting →View Current Deals

Start the conversation

Office

201, 15023 123 Avenue
Edmonton, AB T5V 1J7

For Investors

Whether you're exploring real estate for the first time or expanding an existing portfolio, we'd welcome the opportunity to understand your goals.

For Brokers & Partners

Have a deal you'd like us to review? We actively evaluate 50+ opportunities per month across Canada.