Our Investment Offerings

We strive to find unique offerings, not readily available to clients through traditional channels. A few examples of the types of offerings are below. Please contact us for more details:

Mortgage Investment Corporations / Funds

We offer investors a diligently selected offering of mortgage funds that specialize in providing both first and second mortgage funding to individuals or companies. These borrowers generally don’t qualify for traditional financing though banks or credit unions. Whilst they are well qualified to maintain and service their mortgage commitments, they don’t fall directly under the traditional banking lending criteria. As such they are excellent alternative lending candidates and usually have high net worth and above average credit scores.

Why we like these mortgage investment funds

Extensive due diligence on prospective borrowers.
Short term mortgage durations (Usually 12 months or less).
Large pool of well diversified residential mortgages.
Properties situated in areas with higher demand, resalable real estate.
Proven track record and extensive management experience.
External checks and balances.
Conservative underwriting practices.
Average portfolio loan to values usually below 60%.

Well curated mix of first and second mortgages.
Reasonable liquidity due to turnover of mortgages and ongoing capital raising initiatives.
Consistent monthly distributions.
Cash or Reinvestment Options.
Historical yields of more than 7% on average.
Minimal mortgage defaults.
Limited exposure to higher end/ expensive properties.
Diversified portfolio of real estate.

Private Real Estate Trusts / Companies

Specialist and niche funds, offering investors passive exposure to well defined specialty types of real estate.

Examples such as multi-family residential apartments and student housing, industrial real estate and warehousing, Self storage facilities, Seniors Housing, niche developments.

Why we like them?

Comprehensive and well diversified portfolio of real estate holdings.
Large number of rental units (doors).
Key focus on capital preservation.
Proven track records and extensive management experience.
Cash flow generation through rental income, combined with potential for capital appreciation by growth of underlying portfolios.
Tax efficient distributions (Return of Capital components).
Monthly cash-flow.
Conservative target returns 8% to10% annual range.
Local market operators often combining with ocal expertise.

Acquisitions of newer streams of real estate
Geographical diversification by area as well as country.
Very limited exposure to commercial real estate.
Privately controlled resulting in limited volatility and stability in unit pricing.
Independent real estate valuations.
Reasonable liquidity.
IFRS Auditing.
Limited investor capital losses since inception.
Full transparency and frequent reporting to investors.

* Disclaimer

As is the case with most investment opportunities, there is a risk that investors could lose some or all their capital invested. Please see the possible risk areas highlighted in our comprehensive due diligence and analysis of the investment opportunities that we offer. These are available to interested and qualified investors, on request.

In our opinion investors should only consider these investments if they have a minimum of 3 to 5+ year time horizon as real estate investments can be illiquid and tend to benefit from longer holding periods.

Prospective Investors are referred to the Offering Memorandums, Risk Acknowledgements, and Subscription Agreements prepared by all our approved issuers. Please note that past performance of the investments offered is no indication of how these investments may perform in the future.

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