Predictable results for an unpredictable world

Stabilize Client Portfolios And Reduce Risk

Amid runaway inflation and higher market volatility, your clients are looking for ways to protect their portfolios. Traditional approaches often mean
accepting a lower return potential for investment stability. Fortunately, there’s a better solution.

At Equiton, we strive to cut volatility, not returns. Our experienced leadership team knows how to find and build wealth in real estate and has a record
of exceptional results.

The Real Outperformance Of Private Equity Real Estate

Canadian Private Apartments* have historically outperformed global equities with less volatility. Even during the 2008 Financial Crisis and the darkest days of the COVID-19-induced crash in 2020, Canadian Private Apartments remained positive while Global Equities** showed negative returns.

It also protected investors when traditional fixed income faltered in the first three months of 2022, with Canadian Bonds† experiencing an unprecedented 9% loss.

Instead of relying on the unpredictable public market, we believe private equity real estate provides a very sensible alternative with little volatility risk.

Returns for Canadian Private Apartments vs. Stocks

private equity real estate

Reduce Your Clients’ Volatility

Over the last 35 years, Canadian Private Apartments have provided investors with significant downside protection. Over this period, Canadian Private Apartments have never had a negative annual return, while in contrast, Canadian Equities and Global Equities have had negative annual returns.

Canadian Private Apartments vs. Canadian Equities vs. Global Equities
Base Year 1986=100

private equity real estate

1) Canadian Private Apartments = MSCI/REALPAC Canada Quarterly Property Fund Index- Residential , MSCI Real Estate Analytics Portal– Accessed July 11, 2022
2) Canadian Equities = MSCI Canada Index, MSCI Inc., - Accessed July 11, 2022
3) Global Equities = MSCI World Index, MSCI Inc., - Accessed July 11, 2022

JUST THE FACTS

Over the last 35 years Canadian Private Apartments have averaged a 10.2% annual return and have never experienced a negative return.

The Equiton Residential Income Fund Trust has delivered only positive returns since inception and historically low volatility. ††

We make private equity real estate accessible. Initial investment starts at $10,000.

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

Take the next step to achieving real diversification and better client outcomes

*Canadian Private Apartments = MSCI/REALPAC Canada Quarterly Property Fund Index- Residential/MSCI Real Estate Analytics Portal. As at December 31, 2021.
**Global Equities = MSCI World Total Return USD Index / Bloomberg.
†Canadian Bonds = Selective Canadian Bond Universe TR Index/Bloomberg. As at March 31, 2022.
††Equiton Residential Income Fund Trust inception May 2016. As at May 31, 2022.

Grow your business!

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

Speak to a member of our advisor support team today.

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