Private Real Estate Trust
12-15%
Key Fund Benefits
Monthly Cash Flow
Determined by current annual distribution yield.
Capital Appreciation
From increase in value properties.
Tax Efficient
Distributions are 100% return of capital (for tax purposes).
Registered Plan Eligible
RRSP, TFSA, RESP, LIRA, RRIF. Minimum investment $10,000.
Consistent Results
Consistently positive returns since inception and historically low volatility.
Uncorrelated
To traditional asset classes.
Reinvestment Bonus
Reinvest distributions and receive a 2% bonus.
Hedge Against Inflation
Annual rent increases can provide an excellent hedge against inflation.
Low Volatility
Private Real Estate Trusts have demonstrated lower volatility and higher relative returns than traditional investments.
Senior Leadership
Managed billions in real estate assets.
The Foundation Capital Private Real Estate Trust specializes in acquiring underperforming and undervalued multi-residential properties in Canada and increasing value through active management. Investors in the Fund receive the yield from rental income and participate in the growth of the underlying properties.
How does your investment grow?
Foundation Capital’s Private Real Estate Trust generates returns through a combination of the following three factors:
-
Income Generation
Regular income stream generated from tenants paying rent.
-
Builds Equity
Paying down the mortgage of the properties results in increased equity.
-
Property Value Appreciation
Property values increase overtime and as improvements are made.
Frequently Asked Questions
What are the projected returns?
The fund aims for annual returns ranging between 12% and 15%. FCPRET’s target distribution rate is 7% plus 5-8% targeted capital appreciation.
What is the minimum investment?
The minimum investment required is $10,000 CAD.
What is the fund's investment focus?
The fund solely invests in multi-residential apartments with the primary investment market Ontario. We have initiated exploration into other markets to align with the fund’s objectives.
What is the fund's strategy?
Our strategy involves three key stages:
- Acquiring under-valued apartment buildings in robust, expanding markets which are economically diverse hubs.
- Repositioning the assets to enhance their financial performance.
- Holding stabilized assets and strategically managing them for cash flow and further capital appreciation.
Can I use registered funds (e.g., RRSP, RESP, RRIF, TFSA) for investment?
Absolutely! Our fund is structured to accommodate investments through registered funds such as RRSP, RESP, and, RRIF. Additionally, you have the option to invest through a tax-free savings account (TFSA). All registered accounts will be held through Olympia Trust.