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).

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

Fund Fact Sheet

Annual Report
2022

Core Investment Categories

income and development

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

1960 – 1980 Hyde Park Road London, Ontario

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

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

  • Property Size: 19,565 square feet of retail space on 2.63 acres

income and development fund

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: $63M^

income and development fund

Development Project

2257 Kingston Road Toronto, Ontario

  • Multi-phased mixed use (residential + retail)

  • 12-storey mid-rise modern and urban condo

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

  • The Fund has an 11% stake in this development

  • Estimated Completion Value: $285M^

^Current estimated total completion value as of November 2022.

Who can invest?

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

Associate VicePresident, Private Capital Markets 

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Lawrence Raponi

Associate VicePresident, Private Capital Markets 

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Kyle Agro

Associate Vice-President, Private Capital Markets

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Wei Li

Senior Associate, Private Capital Markets

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Jacob Goldstein

Senior Associate, Private Capital Markets

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Cosme Reveredo

Senior Associate, Private Capital Markets

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Andrew Mysyshyn

Senior Associate, Private Capital Markets

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Sam Higgins

Senior Associate, Private Capital Markets

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Jennifer Mercieca 

Senior Associate, Private Capital Markets

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Devon Fleck

Senior Associate, Private Capital Markets

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Evan Rennie

Senior Associate, Private Capital Markets

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Lucas Sciacchitano

Senior Associate, Private Capital Markets

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Nicholas Connell

Associate, Private Capital Markets

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Rob Mills

Associate, Private Capital Markets

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Connor Whyte

Associate, Private Capital Markets

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Liam O’Hearn

Associate, Private Capital Markets

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Questions?

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

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