Real Asset Strategies

Tailored Investor Relations & Environmental, Social, Governance Strategies  for North American Commercial Real Estate

 
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 "the street's" valuation, and the true underlying value of our client companies, with the ultimate goal of improving our clients' cost of capital.

Regardless of where your company is on its 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.

 

Capabilities

Effectively Communicate your Strategy and Value Proposition

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

  • Transaction advisory

  • IR Advisory

  • Annual and quarterly reporting

  • IR communication materials

  • Active outreach to investment community

  • Market intelligence

  • Peer analysis

  • Perception survey

  • Website and social media content, development and management

  • Annual General Meetings

  • Investor roadshows, property tours and investor days

  • Support your existing IR team

Environmental, Social, Governance 

  • Tailored ESG strategies and programs

  • GRESB submission preparation and management

  • Assistance for ENERGY STAR® Portfolio Manager®

  • Utility data collection and monitoring

  • 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

 

About

Claire Mahaney Lyon, CFA, MFM, FSA Credential
President

Claire is a seasoned real estate investment strategist with deep knowledge of the capital markets. With over 13 years of experience, and a passionate ESG specialist, Claire brings a unique perspective and understanding to her clients.​

 

At Real Asset Strategies, Claire works with a variety of private and publicly-traded real estate client companies, ranging in size from $1 to $13 billion in assets.

 

Prior to founding Real Asset Strategies, Claire successfully built and led IR and ESG for a $5 billion Canadian grocery-anchored REIT. Previously, as part of the strategy and research team at 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 investment 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, and a Board member of the Canadian Investor Relations Institute.

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Maclean Smith brings a comprehensive perspective to sustainability, with over five years of experience working with private, public, and non-profit entities to accelerate climate action and ESG initiatives. With a Bachelor of Business Management and Environmental & Social Sustainability from Dalhousie University, she has a strong understanding of sustainable industries and applying ESG and CSR strategies.

 

Maclean works closely with Claire on several IR and ESG client initiatives and is quick to develop unique applications that further the goals of our clients. As Maclean continues to find innovative solutions that will strengthen an organization’s Triple Bottom Line, she is also pursuing the Certificate in ESG Investing through the CFA® Institute.

 

Contact

Maclean Smith, BMgmt
Analyst

1701 Hollis Street, Suite 800
Halifax, Nova Scotia  B3J 3M8

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