Strong and reliable monthly income.

Stable performance. Monthly distributions.

Apartment Fund
Equiton Residential Income Fund Trust (Apartment Fund)

The Apartment Fund

Our Apartment Fund specializes in acquiring underperforming and undervalued multi-residential properties and select new developments in Canada and increasing value through active management. Investors in the Fund receive the yield from rental income and participate in the growth of the underlying properties. Targeted Annual Net Return of 8%‑12%.

Fund Fact Sheet
Know Your Product (KYP)

Quarterly Reports
Q3’22   Q2’22   Q1’22

Annual Report
Offering Memorandum
Strong and reliable monthly income and tax efficient growth.

Why invest in
Multi-Residential?

Multi-residential investments are a proven asset class that have typically been a core holding for many wealthy and institutional investors. Private Canadian Apartments have the lowest volatility and highest relative returns since 1988 as indicated by the Sharpe ratio.

Demand for multi-residential properties is constant and is driven by land scarcity, demographics and population growth, the challenges of new home affordability, and an increased focus on work-life balance. Residential real estate is a product of necessity; everyone needs a place to live.

Advantages of investing in multi-residential:

  • Consistent income

  • Steady value appreciation

  • Low volatility

  • Private Canadian Apartments have never had a negative year since 1988

Multi-Residential
apartment fund

How do your clients’ investments grow?

Equiton’s Apartment Fund generates returns through a combination of the following three factors:

Income Generation

Regular income stream generated from tenants paying rent.

Builds Equity

Paying down the mortgage of the properties results in increased equity.

Property Value Appreciation

The property value increases over time as improvements are made.

Other Key Benefits include:

  • Monthly income – current annual distribution yield of 6-7.25% depending on Fund Series**

  • Capital growth potential + monthly cash flow

  • Tax efficient as distributions are 100% return of capital

  • Ability to use existing or new RRSP, TFSA, RESP, LIRA or RRIF to invest

  • Consistently positive returns since inception and historically low volatility

  • A 2% discount when distributions are reinvested

** With the Equiton Residential Income Fund Trust you can unlock 6 -7.25% of your return as monthly cash flow. To give perspective, $100,000 invested in Class A would generate a distribution of $500 per month while $250,000 invested in Class F would generate a distribution of $1,458 per month.

Apartment buildings included in this Fund

Who can invest?

income & development fund, Who Can Invest?

*Varies by province, subject to suitability limitations.
**When working with an Advisor.

Advisor Support Team

For general inquiries: inquiries@equiton.com

Lavelle Lindo

VP National & Strategic Relationships

Book a Meeting
Contact Lavelle

Dharma Brar

Senior Associate, National Accounts

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Contact Dharma

Geoff Ward

VP, Business Development Advisor Channel

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Contact Geoff

Nancy Tavares

VP, Business Development Advisor Channel

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Contact Nancy

Tony Kim

VP, Business Development Advisor Channel

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Contact Tony

Andy Jang

VP, Business Development Advisor Channel

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Contact Andy

Joe Piazza

Senior Manager, Business Development

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Contact Joe
See how it works

At Equiton our focus is to increase the value of our properties organically, through improved operational efficiencies, functionality and aesthetics.

apartment fund
Wellington Place, Hamilton
apartment fund
Gertrude Suites, Toronto
apartment fund
Scotch Elms, Toronto
apartment fund
Seville East & West, Mississauga

Grow your business!

Diversify your clients’ portfolios with reduced volatility and enhanced returns.

Speak to a member of our advisor support team today.

Contact Us