The Apartment Fund: Eligible For Registered Accounts
Tap into the stability of private real estate to achieve greater tax efficiency. Fuel your clients’ investment goals and grow their wealth through registered accounts with the Equiton Residential Income Fund Trust (Apartment Fund).
Achieve investment goals through:
Registered Retirement Savings Plans (RRSPs)
A Tax Free Savings Account (TFSA)
Locked-in Retirement Accounts (LIRAs)
Registered Retirement Income Funds (RRIFs)
Registered Education Savings Plans (RESPs)
RRSP contribution deadline for the 2023 tax year is February 29, 2024.
Have Questions? Contact Us Today.
Have Questions? Contact Us Today.
Consistency For More Than 35 Years
Are your clients invested in an asset class that provides monthly cash flow with a substantial track record of delivering positive returns?
Private Canadian Apartments’ average returns outperform most other real estate categories and most public investments with limited volatility.
Over the last 35 years Private Canadian Apartments have averaged a 10.14% annual return.1x
*Chart illustrates the volatility of each asset class, highlighting the highest and lowest annual returns, as well as the average annual return over the specified time period.
Real Results For Your Clients!
Invest in private real estate and help your clients’ RRSP funds work harder for them so they can retire more comfortably.
Equiton’s Apartment Fund has delivered only positive returns since inception.††
Real Assets. Real Returns. Real Resilience. A Real Choice.
Sources
1 – Private Canadian Apartments = MSCI/REALPAC Canada Quarterly Property Fund Total Return Index- Residential / MSCI Real Estate Analytics Portal– Accessed January 30, 2023
2 – Canadian Bonds = FTSE Canadian Universe Bond Total Return Index /www.blackrock.com – Accessed January 30, 2023
3 – Canadian Equities = S&P/TSX Composite Total Return Total Return Index / Bloomberg – Accessed January 30, 2023
4 – US Equities = MSCI US Total Return Index / Bloomberg – Accessed January 30, 2023
5 – Global Equities = MSCI World Total Return Index / MSCI Inc., www.msci.com/end-of-day-data-search – Accessed January 30, 2023
6 – Emerging Market Equities = MSCI Emerging Market Total Return Index / MSCI Inc., www.msci.com/end-of-day-data-search – Accessed January 30, 2023
X – Note: Pre 1999 and Post 1999 indexes have been combined using December 31, 1984 as the base year with index value of 100
†† – Equiton Residential Income Fund Trust inception May 2016. As at January 1, 2024
DISCLAIMER: All information contained herein, while obtained from sources which are believed to be reliable, is not guaranteed as to its accuracy or completeness. It is important for an investor to consider the particular risk factors that may affect the industry in which it is investing and therefore the stability of the distributions that it receives. The risks involved in this type of investment may be greater than those normally associated with other types of investments. Please refer to the Offering Memorandum for a further discussion of the risks of investing in the Trust.
PAST PERFORMANCE MAY NOT BE REPEATED. Investing in the Fund Units can involve significant risks and the value of an investment may go down as well as up.
There is no guarantee of performance. Only investors who do not require immediate liquidity of their investment should consider a potential purchase of Units.