Our Residential Real Estate strategy is designed for investors seeking:

• Tax-efficient cash flow and ongoing income from monthly distributions
• Long-term growth potential and portfolio diversification
• Lower risk and higher potential returns than investing directly in real estate
• Real estate ownership without the hassle of managing rents
• Hard asset hedge against inflation and stock markets

We have selected a private Real Estate Investment Trust (REIT) as our investment partner with a proven investment strategy:

• Purchasing undervalued rental properties with a low vacancy and stable tenant base
• Purchasing newer buildings that do not require costly upgrades

Read About the Differences Between Investing in REITS and Direct Ownership

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This strategy is eligible for registered accounts like TFSA, RRSPs, and RRIFs.  You can of course hold it in a non-registered account or a corporate account.

• The flexibility to purchase and manage assets with a longer-term view than a public REIT.
• Participation through construction, which can provide a higher yield.  
• Participation through the purchase of properties requiring improvement, which may provide increasing revenues.
• More stable ongoing unit prices, as private REIT unit prices are based on actual valuations of the investment property portfolio rather than the stock market
• More stable ongoing unit prices, as private REIT unit prices are based on actual valuations of the investment property portfolio rather than the stock market
• Tax-efficient distributions to investors (these have historically been classified as capital gains and return of capital rather than income)

• Larger minimum investments than equities: the minimum investment for our Residential Real Estate Strategy is $25,000.
• Liquidity: Public REITs can be traded at anytime, whereas private REITS generally have minimum initial hold periods (such as four months) as well as a notice period for unit redemptions (such as 30-60 days).

For investors with positive equity in their primary residence, you may want to consider investing using funds from a Home Equity Line of Credit – interest may be tax-deductible.  If you are interested in exploring this opportunity further, please complete the following form: