PV, Mit & Jeff
The S&P 500 is down 6% from its record high. Four consecutive weeks of losses. The tech sector has dropped 12% from its peak. The VIX just crossed 29. Stagflation fears are front page news. And through all of it, our investors received their March distribution on schedule. Same amount. Same account. Same day of the month. That's the difference between owning stocks and owning buildings
The stock market reprices your portfolio every second. Your tenants reprice their lease once a year. That's the difference.
March has been a rough month for equity investors. Oil prices pushed past $104 on Middle East tensions. Tariff uncertainty is still rattling supply chains. Economists are debating whether we're heading into a recession. But if you own apartment buildings with signed leases and occupied units, none of that changes what hits your bank account on the 15th.
Purpose-Built Rentals · CMHC Financing + GST Rebate Eligible
Government Grants + De-Risked Capital Stack
Targeted Returns: 24% to 27% Annualized
Stock prices move on sentiment. Earnings calls, analyst downgrades, geopolitical tweets, oil futures. The price of a share can move 5% in a day based on nothing more than a change in tone from a central banker. Apartment buildings don't work that way. The value of a building is determined by the rent it collects, the occupancy it maintains, and the condition of the asset. None of those things changed this month.
This is what uncorrelated returns actually look like. Not a promise on a fact sheet. A real portfolio of apartment buildings that continues to collect rent and pay distributions while the S&P 500 drops 6% and the fear gauge hits levels not seen in 12 months. The stock market reprices daily. Leases don't.
Cash-Flowing Apartment Buildings · Southwestern Ontario
Targeted Total Return: ~15%
Distributions: 7% Annualized, Paid Monthly
"I maxed out my TFSA every year and had it sitting in index funds. When I learned I could hold a private REIT inside my TFSA and target 15%, I honestly couldn't believe it was an option. The team walked me through everything. It took about 2 weeks from my first call to my first investment. Really transparent process."
Asking rents just hit a 33-month low nationally. The headlines sound alarming, but purpose-built apartments only fell 1.9% while condos dropped 5.1%. Tomorrow we'll break down why falling asking rents are actually good news for existing apartment landlords.
This week's live stream breaks down why the current trade war, rate environment, and global uncertainty are creating a once-in-a-cycle opportunity for Canadian rental housing investors.
Markets will keep doing what markets do. They'll sell off on fear and rally on hope. They'll swing 3% in a day because an oil price moved or a tariff got announced. That's not a flaw in the system. It's the system. The question is whether your income depends on that system or sits outside it entirely. Two vehicles. One thesis. Monthly income from FCPRET plus equity creation through Wellington Tower.
To your success,
PV, Mit & Jeff
P.S. The S&P 500 is down 6% from its high. Tech is down 12%. The VIX is above 29. Our investors received their March distribution on schedule. If you want your income to come from leases instead of earnings calls, reply to this email and say "interested" and we'll set everything up for you.
By the Numbers
