Real Asset Strategies

Tailored Investor Relations and Environmental, Social, Governance Strategies

for Canadian Commercial Real Estate

 
 

Capabilities

Effectively Communicate your Strategy and Value Proposition

Whether you are a private company or publically traded, we implement best practices to communicate your value proposition to the investment community. Capabilities range from custom build-from–scratch IR and ESG strategies and platforms, to supporting your existing team, and everything in between.

Investor Relations

  • Tailored IR strategies and programs

  • Key message development

  • IR advisory

  • Annual and quarterly reporting

  • IR communication materials

  • Active outreach to investment community

  • Market intelligence

  • Peer analysis

  • Perception survey

  • Board reporting

  • Website and social media content, development and management

  • (Virtual) Annual General Meetings

  • (Virtual) Investor roadshows, property tours and investor days

  • Support your existing IR team

Environmental, Social, Governance

  • Tailored ESG strategies and programs

  • Third party ESG assessment submission management

  • Key message development

  • Sustainability reporting

  • Integration into IR communication materials

  • Information systems

  • Benchmarking

  • Market intelligence

  • Peer analysis

  • Board reporting

  • Website and social media content, development and management

  • Support your existing ESG team

Collaborating

Your Strategic Partner

The Competition for Capital is Fierce.

The investment community is consistently bombarded with new information and investment ideas, with limited time to absorb, assess and take action. Companies need to clearly stand out, with an investment story that unmistakably illustrates their value proposition in a concise, succinct package that is easily and quickly digested.

This is where we come in.

We bridge the gap for the investment community, implementing best practices to connect the dots between their valuation, and the underlying value of our client companies, with the ultimate goal of improving our clients' cost of capital.

Regardless of where you are on your IR/ESG journey, we can offer strong leadership and guidance, or can support your experienced teams. We believe in developing strong relationships with a purpose, collaboration, and always striving for material results.

About

 

Claire Mahaney Lyon, CFA, MFM, FSA Credential

Claire is a seasoned real estate investment strategist with deep knowledge of capital markets. As a CFA® charterholder with over 10 years of experience, and a passionate ESG professional, Claire brings a unique perspective and understanding to her clients.

 

Prior to founding Real Asset Strategies, Claire successfully built and led IR and ESG strategies for a $5 billion Canadian REIT. Previously, as part of the strategy and research team for a Canadian pension fund-owned real estate firm, she created and implemented programs to identify and solve high-risk tenant challenges, rent-paying behaviours and trends. Prior, Claire was a real estate analyst for a $1.5 billion real estate dedicated mutual fund, analyzing and recommending global real estate investments.

 

Claire has a B.S.B.A. (Finance and Marketing) from Coastal Carolina University (USA), a Masters in Financial Management from the Universitat Politecnica de Catalunya (Spain), is a CFA® charterholder, and is a FSA Credential Holder from the Sustainability Accounting Standards Board.  

 

She is an Investment Committee member of the Nova Scotia Community College Foundation and The Community Foundation of Nova Scotia, a board member of the Canadian Investor Relations Institute, and a former board member of the CFA Society Atlantic Canada.

 

Contact

176-3045 Robie Street, Unit 5
Halifax, Nova Scotia  B3K 4P6

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