Balanced Real Estate Fund

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FUND OVERVIEW

  • Provide investors with a basket of diversified real estate assets, including:
    • Income-producing properties
    • Development and construction projects
    • Lending and financing
  • Seeks to provide regular cash distributions to qualified investors
  • Regular annual distributions, paid monthly
  • Special distributions (primarily from development projects and higher-return lending activities)
  • Capital growth through potential asset appreciation
  • 8%-12% targeted annual return

FUND DETAILS

Investment Type: Limited Partnership/Mutual Fund Trust
Registered Plan Eligibility: RRSP, TFSA, RESP, LIRA, RRIF, etc.
Mutual Fund Trust Unit Price: $9.30
Minimum Initial Investment: $5,000

*see OM for details
Income-Producing Properties
Development & Construction Projects
Lending & Financing

Fund Objectives

Provide access to a basket of diversified real estate assets

Regular cash distributions to qualified investors

Capital growth through potential asset appreciation

8% - 12% targeted annual return

Why invest in private real estate investment trusts?

Private REITs can offer many of the benefits that real estate investing can offer with a hands-off approach.

Ownership

Like the world of private equity, real estate investments have long been a core holding for many wealthy investors. Now you can invest in a portfolio without needing a fortune’s worth of capital up front.

Generates Income

Real estate assets are located in regions with strong fundamentals such as population and economic growth.

Earns Equity

Equity continues to build up as the mortgage principal is paid down by the income generated from the tenants paying rent and as the property increases in value.

Appreciation

Real estate assets are located in regions with strong fundamentals such as population and economic growth.

Investment Categories

Income-Producing Properties
  • Residential
  • Commercial (Retail & Office)
  • Industrial
  • Mixed Use
Development and Construction Projects
  • Sub-divisions
  • Mid and high-rise buildings
  • Commercial
Earns Equity
  • Mortgages
  • Land Loans
  • Construction Loans

Disclaimers

Read our Related Issuer Disclaimer and Balanced Real Estate Fund Trust Disclaimer for disclaimer information.

Find out how Equiton’s real estate investments can help you realize your financial goals.