A balanced collection of diversified real estate.

Investments designed to grow money.

Income and Development Fund
Equiton Real Estate Income and Development Fund Trust (Income and Development Fund)

Income and Development Fund

Our Income and Development Fund provides access to a diversified portfolio of institutional grade real estate assets including income-producing (commercial/industrial/lending) as well as development projects. Investors receive cash flow from rental income and interest from loans, capital appreciation from growth of value of properties and special distributions from development projects. Targeted Annual Net Return of 12%‑16% (over 10-year period).

Income and Development Fund Strategy:

  • Focuses on prime properties in urban centers across North America

  • Diversifies risk across multiple real estate asset classes

  • Offers attractive total and risk-adjusted returns

  • Deploys capital to reposition assets and enhance value

Fund Fact Sheet
Offering Memorandum

Core Investment Categories

Income & Development Fund investment opportunity

How does your investment grow?

Equiton’s Income and Development Fund generates returns through a combination of the following factors:

Income Generation

Regular income stream generated from tenants paying rent.

Interest Generation

Interest generated by loans (mortgages, land loans, construction loans) is distributed to investors.

Builds Equity

Paying down the mortgage of the properties increases equity.

Property Value Appreciation

The property value increases over time and as improvements are made.

Special Distributions

The Income and Development Fund provides special distributions when development projects are completed.

Properties included in this Fund

Income & Development Fund investment opportunity

Commercial Property

1960 – 1980 Hyde Park Road, London, Ontario

  • A multi-tenanted retail plaza anchored by Wendy’s and CIBC
  • 100% leased as of purchase date (December 10th, 2021)
  • Property Size: 19,565 square feet of retail space on 2.63 acres
Income & Development Fund investment opportunity

Development Project

710 Woolwich Street, Guelph, Ontario

  • Multi-phased mixed use (residential + retail)
  • Phase One | New Format Beer Store
  • Phase Two | Upscale Modern Townhomes For Sale
  • Scheduled Completion Value: $62 Million

    (Total completion value estimated at time of investment)

Who can invest?

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

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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

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