Investments designed to grow your money.

Reliable monthly income plus profits from development.

Income and Development Fund

Equiton Real Estate Income and Development Fund Trust (Income and Development Fund)

Income and Development Fund

Our Income and Development Fund provides access to a diversified portfolio of institutional grade real estate assets including income-producing (commercial/industrial/lending) as well as development projects. Investors receive cash flow from rental income and interest from loans, capital appreciation from growth of value of properties and special distributions from development projects. Targeted Annual Net Return of 12%‑16% (over 10-year period). See Offering Memorandum for more details.

Income & Development Fund Strategy:

  • Focuses on prime properties in urban centers across North America

  • Diversifies risk across multiple asset classes

  • Offers attractive total and risk-adjusted returns

  • Deploys capital to reposition assets and enhance value

Core Investment Categories

core investment categories

How does your investment grow?

Equiton’s Income and Development Fund generates returns through a combination of the following factors:

Income Generation

Regular income stream generated from building tenants paying rent.

Interest Generation

Interest generated by loans (mortgages, land loans, construction loans) is distributed to investors.

Builds Equity

Paying down the mortgage of the properties results in increased equity.

Property Value Appreciation

The property value increases over time and as improvements are made.

Special Distributions

The Income and Development Fund provides special distributions when development projects are completed.

Properties included in this Fund

income and development fund - Commercial Property

Commercial Property

1960 – 1980 Hyde Park Road, London, Ontario

  • A multi-tenanted retail plaza anchored by Wendy’s and CIBC

  • 100% leased as of purchase date (December 10th, 2021)

  • Property Size: 19,565 sq. ft. of retail space on
    2.63 acres
income and development fund - Development Project Guelph

Development Project

710 Woolwich Street, Guelph, Ontario

  • Multi-phased mixed use (residential + retail)

  • A new format retail store and 96 upscale modern townhomes

  • Phase One | New Format Beer Store

  • Phase Two | Upscale Modern Townhomes For Sale

  • Estimated Completion Value: $61M^

income and development fund - Development project Toronto

Development Project

875 The Queensway, Toronto, Ontario

  • Multi-phased mixed use (residential + retail)

  • 11-storey mid-rise modern and urban condo

  • Approx. 186 residential units and 2,500 sq. ft.
    of commercial space

  • The Fund has an 9% interest in this development

  • Estimated Completion Value: $155M^^

income and development fund - Development project Toronto

Development Project

2257 Kingston Road, Toronto, Ontario

  • Multi-phased mixed use (residential + retail)

  • 12-storey mid-rise modern and urban condo

  • Approx. 329 residential units and 7,300 sq. ft.
    of commercial space

  • The Fund has an 11% interest in this development

  • Estimated Completion Value: $285M^

income and development fund - Commercial Property

Development Project

1099 Broadview Ave, Toronto, Ontario

  • A multi-phased mixed use (residential + retail)

  • 12-storey mid-rise contemporary condo

  • Approx. 355 residential units and 4,700 sq. ft. of commercial space

  • The Fund has a $3.2M investment in this project

  • Estimated Completion Value: $386M^^

^Current estimated total completion value

^^ Per initial underwriting

Who Can Invest?

*Varies by province, subject to suitability limitations.

**When working with an Advisor.

Equiton Investment Specialists

Contact our team today to learn more about how our investment solutions can help you invest like the wealthy and add diversity to your portfolio.

For general inquiries: inquiries@equiton.com

Austin Rogers

VP, Private Capital Markets 

Lawrence Raponi

Associate VicePresident, Private Capital Markets 

Kyle Agro

Associate Vice-President, Private Capital Markets

Rose Baker

Associate Vice-President, Private Capital Markets

Lauren Cheng

Associate Vice-President, Private Capital Markets

Senior Associates, Private Capital Markets

Andrew Mysyshyn

Connor Whyte

Cosme Reveredo

Devon Fleck

Jacob Goldstein

Jennifer Mercieca 

Marco Accardo

Rob Mills

Ryan Bates

Sam Higgins

Sebastian Ocana

Associates, Private Capital Markets

Ali Badr

Hugh Donaghy

John Venema

Liam O’Hearn

Melisa Palazzo

Monis Majoka

Nav Hora

Neel Chandok

Questions?

Contact us anytime to learn more about private real estate investing.