A balanced collection of diversified real estate.

Investments designed to grow money.

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 and Development Fund Strategy:

  • Focuses on prime properties in urban centers across North America

  • Diversifies risk across multiple real estate asset classes

  • Offers attractive total and risk-adjusted returns

  • Deploys capital to reposition assets and enhance value

Fund Fact Sheet

Annual Report
2023  2022

Offering Memorandum

Core Investment Categories

Income & Development Fund investment opportunity

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 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 increases 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

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% stake in this development

  • Estimated Completion Value: $285M^

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% stake in this development

  • Estimated Completion Value: $155M^^

^Current estimated total completion value

^^ Per initial underwriting

Who Can Invest?

*Varies by province, subject to suitability limitations.

**When working with an Advisor.

Advisor Support Team

For general inquiries: inquiries@equiton.com

Geoff Lang

Senior Vice-President, Business Development

Book a Meeting
Contact Geoff

Dharma Brar

Director, National & Strategic Relationships

Book a Meeting
Contact Dharma

Geoff Ward

VP, Business Development Advisor Channel

Book a Meeting
Contact Geoff

Tony Kim

VP, Business Development Advisor Channel

Book a Meeting
Contact Tony

Andy Jang

VP, Business Development Advisor Channel

Book a Meeting
Contact Andy

Nancy Tavares

Senior Manager, Business Development

Book a Meeting
Contact Nancy

Joe Piazza

Senior Manager, Business Development

Book a Meeting
Contact Joe

Dustin Buenaventura

Senior Manager, Business Development

Book a Meeting
Contact Dustin

John Trischman

Senior Manager, Business Development

Book a Meeting
Contact John

Grow your business!

Diversify your clients’ portfolios with reduced volatility and enhanced returns.

Speak to a member of our advisor support team today.

Contact Us