Income and Development Fund
Income and Development Fund
Our Income & 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. Distributions are made up of cash flow derived from rental income, capital appreciation from property value growth and special distributions from the completion of development projects. Targeted Annual Net Return: of 12%‑16%* (over 10-year period).
Income & Development Fund Strategy:
The Fund provides access to a portfolio of real estate assets including:
A mix of income-producing assets and development projects.
Exposure to multiple segments of the real estate market to help manage overall portfolio risk.
Active oversight with capital deployed to improve properties in support of their long-term growth.
Core Investment Categories
How does your investment grow?
Equiton’s Income & Development Fund is designed to generate returns through a combination of the following factors:
Income Generation
Monthly rental income derived from a portfolio of income-producing assets.
Equity Growth
Paying down the mortgage of the properties can result in increased equity.
Property values may increase over time due to market conditions and improvements made to the buildings.
Special Distributions
Special distributions when development projects are completed.
Properties included in this Fund
Commercial Property
Hyde Park Commons
1960 – 1980 Hyde Park Road, London, Ontario
A multi-tenanted retail plaza anchored by Wendy’s and CIBC
Property Size: 19,500+ sq. ft. of retail space on 2.63 acres.
Commercial Property
Woolwich Beer Store
710 Woolwich Street, Guelph, Ontario
A commercial unit built-to-suit retailer
Secured by a 10+ year net lease
Property Size: 6,600+ sq. ft. of retail space on 0.74 acres
Development Project
Marquis Modern Towns
708 Woolwich Street, Guelph, Ontario
Multi-phased development project
96 upscale modern townhomes for sale
Development Project
Vicinity Condos Trust^
875 The Queensway, Toronto, Ontario
Multi-phased mixed use (residential + retail)
~11-storey mid-rise condo
~152 residential units and ground floor commercial space
Development Project
Sandstones Condo Trust^
2257 Kingston Road, Toronto, Ontario
Multi-phased mixed use (residential + retail)
~13-storey mid-rise condo
~250 residential units and ground floor commercial space
Development Project
TEN99 Broadview Trust^
1099 Broadview Ave, Toronto, Ontario
A multi-phased mixed use (residential + retail)
~12-storey mid-rise condo, subsequently revised to include ~14- and ~16-storey towers on a shared podium
Ground floor commercial space
Development Project
Wilson Station Condos Trust^
1-11 Vinci Cres, Toronto, Ontario
A ~14-storey mid-rise condo
~300 residential units
Who Can Invest?
*Varies by province, subject to suitability limitations.
**When working with an Advisor.
Equiton Investment Specialists
Contact our team today to learn more about how our investment solutions can help you invest like the wealthy and add diversity to your portfolio. For general inquiries: inquiries@equiton.com
Rose Baker
Associate Vice-President, Private Capital Markets
Senior Associates, Private Capital Markets
Associates, Private Capital Markets
Questions?
Contact us anytime to learn more about private real estate investing.