BALANCED REAL ESTATE FUND
Build wealth through real estate
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- 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
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
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.
- Commercial (Retail & Office)
- Mixed Use
Development and Construction
- Mid and high-rise buildings
- Land Loans
- Construction Loans