Established performance. Monthly distributions.

Apartment Fund

Equiton Residential Income Fund Trust (Apartment Fund)

The Apartment Fund

Our Apartment Fund focuses on generating monthly income and long-term growth through a diversified portfolio of apartment buildings across geographies and investment strategies, including select development projects, optimized through active asset management and strategic capital improvements. The Fund is designed to provide investors with income derived from residents paying rent and appreciation in the value of the underlying real estate. Targeted Annual Net Return of 8‑12%.1

Fund Fact Sheet

Class A Class F

Know Your Product (KYP)

Quarterly Reports

Q3’25 Q2’25 Q1’25

Annual Reports

2025 2024 2023 2022 2021

Offering Memorandum

1Targets/illustrative scenarios are not guarantees; actual results may differ. See Offering Memorandum for more details and risks. Please read full disclaimers here.

Diversified portfolio of apartment buildings.

Why invest in Multifamily?

Multifamily apartments are an established institutional asset class (Private Canadian Apartments2) that have long been a core component of diversified portfolios for high-net-worth and institutional investors. Through private real estate investments, your clients can access a professionally managed apartment portfolio without the substantial capital commitment or direct ownership responsibilities associated with purchasing properties outright.

The sector’s fundamentals remain strong. Demand for rental housing continues to be driven by limited land supply, population growth, evolving demographic trends, ongoing housing affordability challenges, and shifting lifestyle preferences. Residential real estate also benefits from being tied to a basic need — shelter — which contributes to its ongoing relevance within the broader real estate market.

Investing in private multifamily real estate offers exposure to the potential benefits of property ownership — including income generation and capital appreciation — without the administrative burden of managing tenants, maintenance, or operations.

²Private Canadian Apartments = MSCI/REALPAC Canada Quarterly Property Fund Index – Residential / MSCI Real Estate Analytics Portal (not publicly available)

apartment fund image - couple walking on an apartment development.

Apartment buildings included in this Fund

Who Can Invest?

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Eligible-Investors-Banner-Image_converted

‡ In each of the two most recent calendar years and who reasonably expects that income level in the current calendar year.

*Varies by province, subject to suitability limitations.

**When working with an Advisor.

How do your clients’ investments grow?

Equiton’s Apartment Fund is designed to generate returns through a combination of the following:

Income Generation

Monthly income derived from rent paid by a diversified portfolio of apartments.

Equity Growth

As mortgage principal is repaid, the Fund’s ownership interest (equity) in the properties may increase over time.

Property Value Appreciation

Property values may increase over time due to market conditions and improvements made to the buildings.

Other Key Benefits Include:

Tax Efficiency: Distributions are currently 100% return of capital3.
Registered Plan Eligible: Invest through your existing or new RRSP, TFSA, RESP, LIRA or RRIF.
Strong Performance History: Consistently positive returns since inception in May 2016 (Class A).⁴

Reinvestment Incentive: Receive 2% bonus units when distributions are reinvested.
In-house Property Management: Equiton works to create the best possible living experience for residents while actively managing properties to increase the value for investors.

3Not to be construed as tax advice. For specific tax advice, consult a tax professional.
4Past performance may not be repeated.