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Epiphany Legacy Investment Mutual Fund Trust
Par :
Legacy Investment
Epiphany Legacy Investment Mutual Fund Trust is a private REIT that acquires residential and commercial properties in emerging, high-growth non-core cities within Western Canada’s secondary markets.
Location
Various Locations
Profil de risque
Low - Moderate
N/A
Investissement min.
$2,508
Stratégie d'investissement
Core Plus
ARR
Projected 12-15% Annual
Horizon
Open-Ended Fund
Introduction
The Epiphany Legacy Investment Mutual Fund Trust was established to generate sustainable growth through strategic real estate investments across Western Canada’s secondary market. Since its inception in Fall 2021, the Fund has secured $85 million in assets under management, including a blend of multi-residential and commercial properties. Built on a foundation with roots dating back to 2009, the Fund leverages over a century of senior management experience in real estate, capital markets, and operational management. With a focus on maximising investor returns and generating strong cash flow, the Fund operates with a disciplined approach to asset acquisition and management. The Trusts’ priorities are driven by deriving sustainable value and long-term accretive growth for its investors.
Principales raisons d'investir
Stability and Growth
The Fund’s investments in Western Canada are shielded from stock market fluctuations and backed by strong, reliable real estate assets.
High-Yield Potential
Quarterly income distributions up to 8.2%, with a total annual return target between 12% and 15%.
Tax-Efficient Structure
Eligible for registered accounts, including TFSA, RRSP, RESP, LIRA and RRIF.
Experienced Leadership
A management team with over 100 years of combined expertise ensures rigorous asset selection and sustainable long-term growth.
Project Overview
Legacy specialises in acquiring high-potential properties and enhancing their performance through active asset management and strategic improvements. By combining investor capital with the cash flow generated by these properties, the Fund has developed a robust portfolio aimed at delivering competitive returns. Currently offering its second series of Class A Units, the Fund anticipates an annual yield of up to 8.2%, with a total target annual return ranging from 12-15%.
The Fund’s acquisition strategy is built around rigorous market intelligence, disciplined decision-making and operational excellence. Assets are selected and managed with a focus on delivering sustainable value and long-term capital appreciation, supported by quarterly income distributions and reinvestment opportunities through a DRIP program. The Fund is also structured to maximise tax efficiency, allowing investments to be held within registered accounts.
Location
Focused on Western Canada’s secondary real estate market, the Epiphany Legacy Investment Mutual Fund Trust operates in regions experiencing significant economic and population growth. With a thriving job market, a housing shortage that keeps vacancy rates low, and minimal regulatory constraints, Western Canada presents a unique environment for real estate investments.
Importantly, properties within these markets offer resilience against fluctuations in stock markets, inflation, and interest rates, providing stability and consistent returns.
Multimédia
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Developer Overview
Epiphany Legacy Investment Mutual Fund Trust (le « Fonds ») est une fiducie de placement immobilier privée (FMI) qui se spécialise dans l'acquisition de propriétés multirésidentielles et commerciales sous-performantes et sous-évaluées sur le marché immobilier secondaire de l'Ouest canadien et dans l'augmentation de la valeur grâce à une gestion active.
La Fiducie a été créée à l'automne 2021 et gère actuellement 85 millions de dollars d'actifs immobiliers résidentiels et commerciaux, ainsi que de solides partenariats opérationnels avec la Banque Canadienne de l'Ouest, Braemore Property Management et Agera Insurance.
Le mandat de la Fiducie est de générer une croissance positive durable pour nos investisseurs et partenaires commerciaux. La fondation de l'entreprise sous-jacente remonte à 2009, et la Fiducie possède plus de 100 ans d'expérience combinée de la haute direction dans les domaines de l'immobilier commercial et résidentiel, des marchés financiers et de la gestion des opérations.