EQUIUM CAPITAL GROWTH TRUST
Strategy based Limited Partnerships through a Private Mutual Fund Trust Structure
Equium employs a value oriented real estate investment philosophy. Equium’s executives have significant experience recognizing under-valued properties, acquiring such properties, enhancing value through refurbishment, renovation, and redevelopment, and realizing value through appraisal and re-financing.
Equium’s current operating platform coupled with its expertise as an experienced real estate investor and asset manager is a competitive advantage that can be leveraged in its objective to capitalize on specific, targeted, high yield investment opportunities. By applying Equium’s investment strategy to identify real estate properties which meet or exceed the rigorous criteria established within Equium’s in-house model, and leveraging its relationships with a network of lenders, brokers, and contractors, there is a continued opportunity to create economic value in the Calgary market.
Equium Canadian Multifamily I Limited Partnership (LP) | Salient Information:
- The LP has acquired $10 million in real estate assets, focusing investment within Calgary’s inner-city areas
- Targeting an annual aggregate return in the range of 8%-10%
- Investments are RRSP and TFSA eligible
- Corporate and capital raising structure provides significant tax planning opportunities for investors
We provide investors the unique opportunity to diversify their portfolio and gain exposure into the Calgary real estate market. Based on extensive market analysis and due diligence the Calgary market is targeted to enable the LP to acquire undervalued properties in comparison to similar assets in larger, higher cost markets including Toronto and Vancouver. Targeted assets demonstrate a potential for long-term growth of capital through value-added enhancements.
Equium Income Limited Partnership (LP) | Salient Information:
- The LP and co-investors operate a $30 million mortgage portfolio secured to real estate assets
- Targeting an annual aggregate return in the range of 12%-15%, with interest income paid quarterly
- Investments are RRIF, LIRA, RRSP and TFSA eligible
- Corporate and capital raising structure provides significant tax planning opportunities for investors
Equium Private Equity Development Limited Partnership (LP) | Salient Information:
- The LP intends to continue to acquire service based businesses such as Residential, Commercial and Condominium Management firms
- Targeting a return in the range of 25%
- Investments are RRIF, LIRA, RRSP and TFSA eligible
- Corporate and capital raising structure provides significant tax planning opportunities for investors
Based on the extensive platform under management, Equium intends to continue growth and investment opportunities for investors through targeted acquisitions.
Equium Development Limited Partnership (LP) | Salient Information:
- Targeting a return in the range of 20% with Equium
- Investments are RRIF, LIRA, RRSP and TFSA eligible
- Corporate and capital raising structure provides significant tax planning opportunities for investors
