Contact a Planner • Victoria (250)412-3499 or Email • Salt Spring Island (250)537-9499 or Email

Residential Real Estate Strategy

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
Real Estate Investment Strategy

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 advantages of a private REIT include:
The disadvantages of a private REIT include:

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:  

Residential real estate strategy - Contact form

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