Not Just Another Alternative Investment for Client Portfolios.

Grow Your Clients’ Wealth Through Private Real Estate Investment.

The Equiton Residential Income Fund Trust (Apartment Fund) specializes in acquiring underperforming and undervalued multi-residential properties and select new developments in Canada, and increasing value through active management.

The Fund targets an annual net return of 8-12%i. By investing in the Fund, your clients receive the yield from rental income and participate in the growth of the underlying properties.

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CLIENTS CAN

BENEFIT FROM

The apartment Fund Benefit - Monthly Cash Flow

Determined by current annual distribution yield

The apartment Fund Benefit - Capital Appreciation

Generated from increases in value of properties

The apartment Fund Benefit - Tax Efficient

Distributions are 100% return
of capital (for tax purposes)

The apartment Fund Benefit - Tax Efficient

No negative returns since inception, even through COVID-19 crash and 2022 inflation crisis

The apartment Fund Benefit - Tax Efficient

Low correlation with traditional asset classes offers an opportunity for risk reduction, mitigating the impact of market volatility

Apartment Fund Performance

As of May 1, 2024

96

Consecutive
Months

of positive returns

$976.3M

AUM*
+13% from

March 2023

11.39%

Net Trailing
Returns

Class F DRIP (1yr)

Real Assets. Real Returns.
Real Resilience. A Real Choice.

Partner with Equiton to grow and safeguard your clients’ capital.

Speak to a member of our advisor
support team today to learn more.

Speak to a member of our advisor
support team today to learn more.

i See offering memorandum

*AUM numbers are preliminary and subject to change. As of March 31, 2024

DISCLAIMER: All information contained herein, while obtained from sources which are believed to be reliable, is not guaranteed as to its accuracy or completeness. It is important for an investor to consider the particular risk factors that may affect the industry in which it is investing and therefore the stability of the distributions that it receives. The risks involved in this type of investment may be greater than those normally associated with other types of investments. Please refer to the Offering Memorandum for a further discussion of the risks of investing in the Trust.

PAST PERFORMANCE MAY NOT BE REPEATED. Investing in the Fund Units can involve significant risks and the value of an investment may go down as well as up.

There is no guarantee of performance. Only investors who do not require immediate liquidity of their investment should consider a potential purchase of Units.