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.