Joshua Varghese brings deep global expertise in the real estate sector in both the public and private markets.
Mr. Varghese is a corporate consultant providing advisory services to companies across sectors with a significant focus on private and public market real estate investments.
In partnership with CI Financial in 2021, he co-founded his former company, Axia Real Assets, focusing on private market real estate investments on behalf of global investors. Prior to, he managed approximately $5 billion in global REITs, including Canada’s largest REIT fund, and was co-lead portfolio manager of a global diversified income mandate totalling approximately $10 billion during his 15-year tenure at CI Global Asset Management.
His accolades as a portfolio manager include the Lipper Fund Awards, Fundata Awards, and the Brendan Woods Award for Top Gun Investment Minds from 2018 to 2021. Mr. Varghese’s experience spans most real estate subsectors and global geographies, and he has been heavily involved in corporate structuring activities such as mergers and acquisitions (M&A), initial public offerings (IPOs), and privatizations. Mr. Varghese has worked closely with boards and executive management teams throughout his career, continuously advocating on behalf of investors and stakeholders.
Mr. Varghese is a Chartered Financial Analyst (CFA) and holds a Bachelor of International Business (BIB) in Commerce from Carleton University.