Cameron Stephens — Domain Research

Onboarding research for joining Cameron Stephens as Director, AI and Tech Transformation. Canadian non-bank CRE lending — primer through AI opportunity map.

Onboarding research for Cameron Stephens — Canadian commercial real estate investment manager (~$3.6B AUA, Mortgage Capital + Equity Capital, Toronto · Calgary · Vancouver).

Scope: Mortgage Capital first, layered exec + operator depth, Canadian-relevant vendors only.

Research docs

Full editorial HTML hub with sticky sidebar nav, cross-linked tables, and shared design system. Start at the index:

• Hub / overview — firm at a glance, how to use this research, open questions for week 1
• 01 · CRE Lending Primer — what Canadian CRE debt is; market structure; asset classes; capital stack; lender taxonomy; regulation
• 02 · Glossary — every term needed in the first 30 days, grouped (ratios, loan types, capital stack, people, docs, servicing, regulatory, securitisation, equity, accounting, workout)
• 03 · Deal Workflow — 13-stage end-to-end mortgage lifecycle at a non-bank CRE lender; roles, artifacts, systems map, bottlenecks
• 04 · Pricing & Economics — rate anatomy, fee waterfall, worked $50M construction example, fund-level economics, where CS sits
• 05 · Competitive Landscape — Canadian CRE lender map (banks, life cos, MICs, debt funds, brokers); where Cameron Stephens wins / loses
• 06 · Vendor Landscape — Canadian-relevant lendtech / proptech across 16 categories; build-vs-buy matrix
• 07 · AI Opportunities — opportunity map mapped to workflow gates; quick wins, mid-term bets, strategic moats; risk & governance; draft 90-day plan

Status

Initial drafts complete. Verify firm-specific assumptions in week 1 — current ticket sizes, asset mix, capital sources, existing tech baseline, mandate scope of the Director role.