Income and Development Fund
Income and Development Fund
Our Income and 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. Investors receive cash flow from rental income and interest from loans, capital appreciation from growth of value of properties and special distributions from development projects. Targeted Annual Net Return of 12%‑16% (over 10-year period). See Offering Memorandum for more details.
Income & Development Fund Strategy:
Focuses on prime properties in urban centers across North America
Diversifies risk across multiple asset classes
Offers attractive total and risk-adjusted returns
Deploys capital to reposition assets and enhance value
Core Investment Categories
How does your investment grow?
Equiton’s Income and Development Fund generates returns through a combination of the following factors:
Income Generation
Regular income stream generated from building tenants paying rent.
Interest Generation
Interest generated by loans (mortgages, land loans, construction loans) is distributed to investors.
Builds Equity
Paying down the mortgage of the properties results in increased equity.
The property value increases over time and as improvements are made.
Special Distributions
The Income and Development Fund provides special distributions when development projects are completed.
Properties included in this Fund
Commercial Property
1960 – 1980 Hyde Park Road, London, Ontario
A multi-tenanted retail plaza anchored by Wendy’s and CIBC
100% leased as of purchase date (December 10th, 2021)
- Property Size: 19,565 sq. ft. of retail space on
2.63 acres
Development Project
710 Woolwich Street, Guelph, Ontario
Multi-phased mixed use (residential + retail)
A new format retail store and 96 upscale modern townhomes
Phase One | New Format Beer Store
Phase Two | Upscale Modern Townhomes For Sale
Estimated Completion Value: $61M^
Development Project
875 The Queensway, Toronto, Ontario
Multi-phased mixed use (residential + retail)
11-storey mid-rise modern and urban condo
Approx. 186 residential units and 2,500 sq. ft.
of commercial spaceThe Fund has an 9% interest in this development
Estimated Completion Value: $155M^^
Development Project
2257 Kingston Road, Toronto, Ontario
Multi-phased mixed use (residential + retail)
12-storey mid-rise modern and urban condo
Approx. 329 residential units and 7,300 sq. ft.
of commercial spaceThe Fund has an 11% interest in this development
Estimated Completion Value: $285M^
Development Project
1099 Broadview Ave, Toronto, Ontario
A multi-phased mixed use (residential + retail)
12-storey mid-rise contemporary condo
Approx. 355 residential units and 4,700 sq. ft. of commercial space
The Fund has a $3.2M investment in this project
Estimated Completion Value: $386M^^
^Current estimated total completion value
^^ Per initial underwriting
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
Senior Associates, Private Capital Markets
Associates, Private Capital Markets
Questions?
Contact us anytime to learn more about private real estate investing.