Virtus Diversified Real Estate Investment Trust.

Our Team

Meet With Experienced Team

Over 70 years of combined experience in real estate management, development, and investment 

Aurelio Baglione

Trustee

Aurelio Baglione is the President and Chief Executive Officer of Virtus Financial Group of Companies. Aurelio is a Trustee of Virtus Diversified REIT. His industry experience and motivation for growth are invaluable to the expansion of Virtus Diversified REIT. Before forming Virtus Diversified REIT, Aurelio was the President and CEO of Winchester Financial Group.

Since 1995, he has been promoting the purchase of fractional interests in commercial and residential real estate. Under his leadership, the company amassed over 40 properties throughout Canada and the US.

During his tenure at Winchester, the company grew to include Divisions in Financial Services, Property Management, Asset Management and Corporate Finance. Winchester has undergone a rebrand and is now renamed ‘Virtus Financial Group of Companies.

Aurelio has over 30 years of experience in the ownership and management of over 1.35 million square feet of Canadian and US retail, office, and residential real estate and has over 25 years of experience in the securities industry.

Joshua Will

Trustee

Joshua Will has over 15 years of experience holding executive positions at international marketing and investment firms. Josh is Trustee of Virtus Diversified REIT and the Executive Vice President of Capital Markets for the asset manager of Virtus Diversified REIT.

In this capacity, his primary focus is to develop and execute sales and marketing initiatives to grow the Canadian investor network among family offices, EMD and IIROC member firms. Formerly, Josh was Executive Vice President and a founding partner with Virtus Capital Management INC.

Josh attended Georgian College, where he met his wife of over ten years, and he taught the Personal Finance course. Now, he occasionally guest lectures within the Business and Communications Departments. Josh holds a Bachelor of Arts degree and a Bachelor of Education from Brock University. He has completed the Canadian Securities Course, Exempt Market Proficiency course and several other professional certificates.

Trevor Wolfe

Trustee

Trevor is the Vice President, Operations for Virtus Financial Group. In this capacity he oversees all operations and all staff of Virtus. In addition, Trevor is a Trustee of Virtus Diversified REIT. He is also the Chief Compliance Officer of Virtus Capital Management Inc.

Trevor oversees the firm’s regulatory compliance regime including supervision and risk management of all compliance-related activities. Trevor joined the firm in 2017 and became the Chief Compliance Officer in 2019. Trevor has over 15 years of experience building and leading teams through divisional turnarounds.

Previously, he consulted for national media companies where his projects focused on financial management and operational improvements to maximize revenue. Trevor graduated from Wilfrid Laurier University with a Bachelor of Business Administration. He focuses on continuing education, having completed the Exempt Market Proficiency and Officers’, Partners’, and Directors’ courses. With this background, Trevor brings a comprehensive overview of suitability discussions and compliance topics.

Mohammad Shafiee

Controller

Mohammad has over 20 years of extensive experience in Management and Finance, including preparing financial statements, consolidated statements, A/P, A/R, general ledger, reconciliations, payroll, income tax preparation, database administration and information system management. He currently serves as Controller with Virtus Financial & Winchester Group of Companies. While having a Masters Degree in management and a Bachelor Degree in Accounting, Mohammed has completed the CPA-CGA Ontario. Mohammed serves as the Head Accountant at VDREIT. In this capacity, he will, lead the internal and external accounting teams.

Axcess Capital Advisors

Investment Fund Manager

Headquartered in Calgary Alberta, Axcess Capital Advisors Inc.  is an independent provider of financial services for investment funds.

Axcess Capital Advisors is registered as an Investment Fund Manager (IFM) and a Restricted Portfolio Manager (RPM) in Alberta, and acts in this capacity for private debt and equity funds. Axcess Capital Advisors is also registered as an Exempt Market Dealer (EMD) in Alberta, British Columbia, Saskatchewan, Manitoba and Ontario providing distribution for select private issuers through a network of registered Exempt Market Dealing Representatives.

Axcess Management Group has an average of 25 to 30 years of related experience in their field. This combination of in-depth private securities experience makes us a foremost provider of choice for IFM services.

The role of an IFM is to ensure that investments within the portfolio are consistent with the objectives, risk profile and investment criteria set out in the offering documents of an investment fund.

Axcess Capital Advisors in its role as an IFM provides professional services to VDREIT including third party due diligence, offering origination, fund administration, investment reporting, investor communications, and FundSERV registration through its affiliate, Axcess Capital Managers.

Virtus Diversified REIT offers a unique investment strategy focused on real estate diversification, cash flow, and high quality tenants.

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