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Epiphany Legacy Investment Mutual Fund Trust
By:
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
Risk Profile
Low - Moderate
N/A
Min. investment
$2,508
Investment Strategy
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.
Key Reasons to invest
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.
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Developer Overview
Epiphany Legacy Investment Mutual Fund Trust (the”Fund”) is a private real estate investment trust (REIT) that specializes in acquiring underperforming and undervalued multi-residential and commercial properties in Western Canada’s Secondary Real Estate Market and increasing value through active management.
The Trust was formed in the Fall of 2021, and currently has $85M in residential and commercial real estate assets under management, and strong operational partnerships with Canadian Western Bank, Braemore Property Management and Acera Insurance.
The Mandate of the Trust is to generate sustainable accretive growth for our investors and business partners. The foundation of the underlying business dates back to 2009, and the Trust has over 100 years of combined senior management experience in commercial & residential real estate, capital markets and operations management.