Equiton Real Estate Income & Development Fund Trust
Access to institutional grade real estate assets including income producing assets and development projects.
Overview
Strategy
Performance
Docs & News
Advisor Inquiry
Overview
Overview
The Equiton Real Estate Income and Development Fund Trust (The “Fund”) is a private real estate investment trust (REIT) that provides access to a diversified portfolio of institutional grade real estate assets including income producing (commercial/industrial/lending) as well as development projects.
The Equiton Real Estate Income and Development Fund Trust (The “Fund”) is a private real estate investment trust (REIT) that provides access to a diversified portfolio of institutional grade real estate assets including income producing (commercial/industrial/lending) as well as development projects.
Investment Summary
| Target Return | 12 - 16% |
| Liquidity | Monthly |
| Income Generation | Monthly |
| Investment Horizon | 10+ years |
| Fees | 1% per annum Other fees: - Agency fees - Property mgmt fees - Project mgmt fees - Construction mgmt fees - Lending/financing fees - Acquisition fees- Disposition fees - Guarantee fees |
Strategy
Strategy
The fund strategy is to allow investors to benefit from a portfolio of assets that are diversified across real estate’s core investment categories:
- Actively manage a portfolio that is diversified across income-producing real estate assets (properties and lending) and development projects
- Manage risk across multiple asset classes
- Deploy capital and reposition assets to enhance value
Objective
The long-term objective of the Trust is to maximize Trust Unitholders’ value with regular and growing cash distributions and capital appreciation over time. The Partnership seeks to invest in (a) existing residential, commercial, industrial, mixed-use, hybrid and other income-producing properties; (b) real estate development and construction; and (c) real estate financing and lending. The total return of the Trust is expected to be generated from an annual distribution (paid monthly), special distributions (which may come from loans, development projects, property sales and various other sources), as well as capital appreciation over time.
Performance
Docs & News
| Date | Title | Link |
|---|---|---|
| no news |
Advisor Inquiry
Terence Cheng
Contact: terence@CortonCapital.ca
Phone: 647 205 7484
Terence Cheng has 17+ years’ experience in the real estate and private capital markets business. As a former Vice President at Fundscraper Capital Inc., he facilitated over $550M in investment capital deployment across vetted market products. Terence is passionate about helping clients and crafting tailored investment solutions to achieve their medium and long-term goals.