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.
INVESTMENT CATEGORIES

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