BALANCED REAL ESTATE FUND
Build wealth through real estate
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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: $9.60
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.