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INCOME AND DEVELOPMENT FUND

Formerly referred to as the Equiton Balanced Real Estate Fund

Build wealth through real estate

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FUND OVERVIEW

  • Provide investors with a diversified portfolio of institutional grade real estate assets, including:
    • Income-producing properties (commercial, industrial, mixed use)
    • Lending and financing
    • Development projects
  • Reliable and stable monthly income as well as capital appreciation from increase in value of properties
  • Higher returns through special distributions from development projects
  • Targeted Annual Net Return of 12% – 16% (over 10-year period) 

FUND DETAILS

Investment Type: Limited Partnership/Mutual Fund Trust
Registered Plan Eligibility: RRSP, TFSA, RESP, LIRA, RRIF, etc.
Mutual Fund Trust Unit Price: $10.00
Minimum Initial Investment: $5,000

*see OM for details

FUND OBJECTIVES

Benefit from a diversified portfolio of real estate assets

Regular cash distributions from income-producing real estate assets

Capital growth through asset appreciation

Higher returns through special distributions from development projects

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

DISCLAIMERS

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