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
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.
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
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
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^
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 spaceThe Fund has an 11% stake in this development
Estimated Completion Value: $285M^
^Current estimated total completion value as of November 2022
^^ Per initial underwriting
Development Project
875 The Queensway Toronto, Ontario
Multi-phased mixed use (residential + retail)
11-storey mid-rise modern and urban condo
Approx. 150 residential units and 2,500 sq. ft.
of commercial spaceThe Fund has an 9% stake in this development
Estimated Completion Value: $155M^^
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
Senior Associates, Private Capital Markets
Associates, Private Capital Markets
Questions?
Contact us anytime to learn more about private real estate investing.