PRIVATE CLIENT GROUP
Equiton’s Private Client Group provides high-net-worth individuals, families, business owners, and select clients and partners with access to additional services and unique private investment opportunities.
PRIVATE INVESTMENT OPPORTUNITIESEquiton’s Approach
The cornerstone to successful real estate investing is to have the right framework and a rigorous process to find and take advantage of opportunities through thorough due diligence, planning, and execution.
*Qualified individuals and partners may have access to private real estate investment opportunities including:
- Joint Ventures
- Co-investment opportunities
- Value-add and repositioning projects
- Development projects
- Bespoke investments
PORTFOLIO MANAGEMENT SERVICES
Our tailored client portfolios are unlike traditional “off the shelf” solutions that come in either one size fits all or small, medium, and large.
**Equiton’s investment portfolios are based on our clients’ unique circumstances. They are actively managed and adjusted based on our clients’ changing risk-return appetite, age, liquidity concerns, income requirements, and financial conditions, as well as, the overall investment market conditions.
Individually tailored clients portfolios are:
- Focused on public market and private equity investments
- Geared to investors who want a mix of safety, income, capital appreciation, and low volatility
- Underpinned by a rigorous and disciplined investment process
- Based on each clients’ comprehensive risk-driven Investment Policy Statement
- Designed to deliver returns for each client’s unique investment/risk profile
Equiton’s clients receive regular updates and have direct access to an investment professional. Therefore, Equiton can respond to any changes in individual requirements, as well as, changes in market conditions, in a timely and effective manner.
GREG PLACIDI, MBA, CFA
Chief Investment Officer & Portfolio Manager
Equiton’s Portfolio Management Services are headed up by its Chief Investment Officer, Greg Placidi. Over the last 30 years Greg’s career has centred around global financial services and he has held senior roles in investment management, strategy consulting, insurance, and real estate. Greg has managed numerous Canadian, Global and US growth and Dividend portfolios totalling over $1 billion throughout his career.
EQUITON MANAGEMENT HIGHLIGHTS †
100+ YEARS OF EXPERIENCE
Over 100 years of combined experience in real estate – both financial and operations.
Combined portfolio experience totalling over 10,000 apartments in Canada and the United States.
100 MILLION+ SQUARE FEET
Have developed over 100 million square feet of development projects and communities.
$10 BILLION IN ASSETS
Have collectively overseen the management of over $10 billion in both financial and real estate assets.
* Qualified individuals must meet the Accredited Investor definition as set out in National Instrument 45-106
** Equiton’s Private Client Group and Portfolio Management Services are part of Equiton Capital Inc.
† Equiton refers to Equiton Partners Inc. and all its subsidiaries and affiliates.