What a Hay2Brick Strategy Call Is (and Isn’t)

If you are a Canadian accredited or private investor considering US multifamily, a strategy call is often the first structured conversation with a sponsor. It is not a sales pitch disguised as advice, and it is not a commitment to invest. Done well, it is a mutual diligence session: you learn how the firm works, and the firm learns whether your goals, timeline, and eligibility fit its offerings.

Hay2Brick is a Calgary-based Canadian firm that invests in US multifamily for passive and accredited investors. Principals Howard Lau and Mandy Ng focus on value-add apartments, with firm materials describing roughly $50M+ USD AUM and about 434 units, concentrated in Midwest markets such as the Cincinnati area. This article explains what a Hay2Brick strategy call typically covers, what it does not, and how it fits into a careful cross-border investing process.

This content is educational only. It is not tax, legal, or investment advice. Any returns discussed are targeted, not guaranteed.

Why Canadian Investors Book a Strategy Call

Private US real estate is rarely a “click to subscribe” product. Offerings are usually limited to investors who meet accredited or equivalent criteria, documents are detailed, and the hold period is multi-year. A short call helps both sides avoid mismatched expectations before confidential materials are shared.

Common reasons Canadians schedule a call with Hay2Brick include:

Clarifying whether passive US multifamily belongs in their allocation alongside Canadian holdings.
Understanding how participation works without day-to-day property management.
Asking how a Calgary-based team sources, underwrites, and reports on Midwest assets.
Checking eligibility, minimums, timelines, and what happens after an initial conversation.

If you are still building context, the three pillar guides are useful preparation: Canadian investing in US multifamily, passive multifamily for Canadians, and the Midwest / Cincinnati multifamily thesis.

What the Call Is

A Hay2Brick strategy call is a fit and education conversation. Expect a professional discussion of goals and process, not a high-pressure close.

Topics that usually come up

Your situation (at a high level)
Investment horizon, liquidity needs, experience with private real estate or syndications, and whether you are exploring diversification into USD assets. You do not need a polished investment memo – clear questions are enough.

Eligibility and suitability
Private offerings are often limited to accredited or otherwise eligible investors under applicable rules. The call is a practical place to confirm whether reviewing materials makes sense before either side spends more time.

How Hay2Brick works with investors
The firm’s model is oriented around sponsor-led US multifamily: sourcing, acquisition, financing oversight, asset management, and investor reporting, with local property management on the ground. The overview on how investing with Hay2Brick works is a useful companion to the call.

Market and strategy framing
Why Midwest value-add apartments, how the Cincinnati-area thesis fits the portfolio, and what “passive” means in practice – equity capital and diligence on your side; operations and reporting on the sponsor’s side. Deeper market context lives in the Midwest / Cincinnati thesis.

Process and next steps
What happens after the call if there is mutual interest: materials review, Q&A on underwriting assumptions, subscription documents if you proceed, and ongoing reporting during the hold. Soft next steps often point back to Invest and Contact.

Questions you should ask
Fees, co-equity, hold period, debt assumptions, reporting cadence, tax-package timing for Canadian residents, and how the team communicates when plans change. A good call makes room for these topics.

Tone and expectations

Treat the conversation like early diligence. Sponsors may reference targeted returns in their materials; those figures are assumption-driven and not promises. Ask for base-case versus downside thinking, and how sensitive outcomes are to rent growth, vacancy, insurance costs, and exit conditions. Hay2Brick uses targeted-return language; investors should insist on the same clarity in every discussion.

What the Call Isn’t

Clear boundaries protect both sides.

It is not investment, tax, or legal advice.
Cross-border US real estate involves Canadian and US tax reporting, entity structures, and securities considerations. Use your own advisors for decisions that affect filings and personal liability. Blog posts and introductory calls do not replace that work.

It is not a guarantee of returns or of a specific deal allocation.
Private deals are illiquid, markets move, and offerings may or may not be open when you are ready. Targeted IRR, equity multiple, or cash-on-cash figures are planning tools, not assurances.

It is not a commitment to invest.
Listening, asking questions, and reviewing materials does not obligate you to subscribe. Declining after diligence is a normal outcome.

It is not a property tour or a full underwriting deep-dive.
Detailed rent rolls, CapEx budgets, and full offering documents typically come later, once fit and eligibility are clearer. The call sets the frame; documents carry the detail.

It is not a substitute for reading the three educational pillars.
A strategy call works better when you already understand why Canadians look at US multifamily, what passive structures involve, and why Midwest markets feature in Hay2Brick’s thesis. Start with the Canadian US multifamily guide and the passive multifamily guide if those topics are new.

Who the Call Is For

The conversation is aimed at Canadian accredited and private investors who want passive exposure to US apartment communities and are willing to do sponsor and document diligence. It tends to fit people who:

Prefer professional operations over managing distant rentals themselves.
Can leave capital invested for a multi-year hold.
Want a Canadian point of contact (Calgary-based principals Howard Lau and Mandy Ng) while assets sit in US markets.
Are prepared to discuss eligibility and to involve tax counsel when needed.

It is less useful if you need short-term liquidity, want to self-manage a small US property, or are looking for a productized public-market-style subscription. In those cases, other structures may be a better match.

How to Prepare (15-20 Minutes)

A little preparation improves the call for everyone:

Skim Invest so process language is familiar.
Note your approximate timeline, currency comfort (CAD to USD), and whether you have used private syndications before.
List three diligence questions (fees, reporting, tax packaging, hold period, and debt are common).
Read one pillar article that matches your biggest unknown – cross-border basics, passive structure, or Midwest thesis.
Decide what “good enough fit” means for you before anyone discusses a specific offering.

Bring skepticism that is constructive, not adversarial. Sponsors expect careful investors; careful investors expect clear answers.

After the Call: A Sensible Sequence

If the conversation suggests alignment, a typical path looks like this:

Review firm and portfolio context (people, scale on the order of ~434 units and ~$50M+ USD AUM, market focus).
Receive and read offering materials when an opportunity is appropriate to share.
Stress-test assumptions with your own notes and advisors.
Proceed only if documents, people, and liquidity needs still fit – or pause without pressure.

If the call shows a mismatch – eligibility, timeline, risk tolerance, or strategy – that is a successful use of time. Early clarity beats a rushed subscription.

Soft next step

When you want a conversation tailored to your goals, review how Hay2Brick works with investors on Invest, then request a strategy call through Contact. You can also reach the team at info@hay2brick.com or 1-866-991-1336. Come with questions on process, reporting, and suitability – those are exactly what the call is for.

Educational reminder: this article does not constitute tax, legal, or investment advice. Returns referenced in sponsor materials are targeted, not guaranteed. Confirm eligibility and review offering documents with qualified advisors before committing capital.