InvestPlus Real Estate Investment Trust (IP REIT) is a private real estate investment fund, based in Calgary, Alberta. The REIT Provides an opportunity to invest in a diversified portfolio of multi-unit residential apartment and commercial buildings in western Canada. Our mandate is to provide you with the most attractive, well-structured, and ethical real estate investment in Canada. Our track record proves our method. The current portfolio is appraised at $33,800,000 and comprised of 217 rental units and 18,831 square-feet of commercial space.
The minimum investment is $5,000.
You should contact your preferred Dealing Representative or Investment Advisor. If you don’t have one, you can call us toll free at 1-877-663-8772 and we will connect you with the right advisor for you.
The REIT provides liquidity every quarter based on it’s “Quarterly Limit” however you should refer to our Offering Memorandum for information on liquidity and redemptions. There are penalties associated with redemptions within the first 3 years of investments. Please refer to the OM for more details.
Our current targetted yeild is 6.47% annually distributed quarterly. This is based on a $0.55/unit distribution at the issue price of $8.50. There are different classes and depending on the class the yeild may vary. If you choose to earn into a Dividend Re-Investment Program (DRIP) there is an additional 3% of the distribution added to the yeild for those choosing to not receive the distribution. Please refer to Offering Memorandum for more information.
Yes. You can use any one of the following individually or combined registered accounts:
RRSP, LIRA, RESP, TFSA , RIFF, etc. provided they are in your name.
No. Any investment has certain risks associated with it. Real-Estate values can fluctuate based on market, economic conditions and other factors beyond the control of InvestPlus REIT; thus, no return is guaranteed. Please talk to your preferred Dealing Representative or Investment Advisor to provide you the information you need to know associated with the risk for this investment. Also please refer to our Offering Memorandum for more information on the risks associated with this investment.
There are two fees management earns. One, an acquisition fee of 0.3% of the value of the purchase of the property. This is a one-time fee paid at the time we purchase the property. The second is the a fund-raising fee of up to 1% of funds raised.
The REIT designed to shield you from liability. The extent of your liability is limited to the amount of money you invest. All mortgage debt, personal guarantees and other liabilities are borne by the REIT.
You own REIT Units. The REIT will own a pool of multifamily and commercial buildings, so a unit represents your share of the pool. As a unit holder you are entitled to a share of the profits of each building that is purchased.
If you live in Canada, you can qualify under the Offering Memorandum exemptions available in your province of residence. Different provinces have different regulations with respect to elligbility. Please talk to your Dealing Representative or Investment advisor form more informaiton on what regulations apply to your province of residence.
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