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    • Income
      Income & Growth
      Growth
      Tax Advantaged
      High Net Worth
  • Rhocore Income Trust

    Rhocore Income Trust is part of a group of alternative private investment vehicles with nearly $300M in unlevered AUM investing in farmland, private equity and energy. The Rhocore Series ‘A’ Units will invest in 7% bonds of Stride Capital that has a management team with over 30 years of experience in the industrial equipment easing industry. Stride’s mandate is clear – – invest in bank verified ‘A’ credit leases to create a portfolio which is highly diversified – by industry, by geography and by transaction size – and primarily in Western Canada. We believe the credit quality of the Series ‘A’ Units make them well suited for client fixed income asset allocations, with a monthly yield and the right to redeem after 3 years.

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    Clear Sky Capital

    Clear Sky Capital Inc. is a private equity investment firm in the multifamily real estate sector. Headquartered in Phoenix, Arizona, Clear Sky Capital provides superior local and regional market knowledge, property site selection and excellent management skills. Clear Sky Capital’s management has a proven 17-year track record of investing in multifamily real estate properties. The management team at Clear Sky employs thorough research and analysis to identify optimal regions and markets for investment opportunities.

    The Clear Sky Capital Income Portfolio Fund – Series I owns a present portfolio of 15 car wash businesses and the underlying real estate assets. The Fund offers a targeted 10% annualized cash flow paid quarterly plus potential for profit participation. The business is continuing to grow at or above expectations and presently has an enterprise value of over US $45 million. Click below to download the brochure.


    Client-Clear Sky Income Portfolio Fund Series I – Brochure
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    Invico Diversified Income Fund

    The Invico Diversified Income Fund invests in a diversified portfolio of high yield lending and investment opportunities with a focus on generating monthly income and preserving capital through diversification and asset collateralization or direct ownership of the underlying assets. This uniquely structured portfolio encompasses active professional management and focuses on generating monthly income through high-yield lending strategies, non-operated energy working interest and royalties in oil and gas. The base target preferred return is 8% p.a. plus potential profit sharing. The Invico Diversified Income Fund won the “2016 Fund of the Year” award within the “Diversified Mature Category” from the Private Capital Markets Association of Canada.

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    Triumph Real Estate Investment Fund

    Triumph Real Estate Investment Fund is led by seasoned commercial real estate executive David Wallach. David is President and owner of Barclay Street Real Estate Ltd., one of the largest independent commercial brokerages in Western Canada. Based in Calgary, Alberta, Barclay Street specializes in multiple areas including office, industrial leasing and sales, investment sales, retail leasing and development, strategic planning, and property management. To bolster its presence in the commercial real estate industry, Barclay Street is a member of the exclusive TCN Worldwide network, which is made up of a consortium of independent commercial real estate firms in over 200 markets.

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    Pulis Real Estate Trust

    A boutique firm, Pulis Investments, combines a tightly focused niche real estate investment strategy with the Exempt Market to offer unique investment products and services for qualified Investors. The Company’s Management Team is accessible, available and genuinely concerned with the needs of Investors, while its truly in-house property managers take a hands-on approach to looking after Investors’ interests.

    With years of real-world success in real estate investment and a reputation of integrity and tenacity behind them, the Company is now making its unique approach and industry-leading best practices available to a wider spectrum of qualified Investors.

    Pulis Real Estate Trust is acquiring a portfolio of undervalued and/or mismanaged Multifamily properties primarily in Ontario and Alberta that are experiencing above average growth. For more information www.pulisinvestments.com

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    Pinnacle Absolute Return Trust

    Pinnacle Absolute Return Trust units give investors the unique opportunity of diversifying their investment through private and public portfolios managed by Pinnacle Asset Management and Fiera Capital, respectively, both of whom have demonstrated proven success in their respective investment expertise. This offering is an income growth investment based off an absolute return strategy.

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    ICM Invico Balanced Real Estate Trust

    The decline in commodity prices and the ensuing economic slowdown (especially in Alberta) is anticipated to create unique buying opportunities in Western Canadian Commercial real estate as markets correct. This investment offering is structured to take advantage of this weakness and anticipated repricing by investing in a diversified portfolio of opportunistic western Canadian commercial real estate and real estate related yield generating investments. Growth with income. Quarterly income distributions are currently targeting 4% p.a with the remainder of the targeted total return of 12-15% to come once gains are realized from the buying, fixing and selling of Western Canadian Commercial real estate assets. ICM Realty Group and Invico Capital have partnered on this fund to take advantage of a unique opportunity. Visit www.icminvico.com for more information.

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    ICM (IX) Real Estate Trust

    Founded in 2003, ICM Group is a fully integrated real estate investment firm that focuses on the US and Canadian commercial real estate markets. ICM’s core objective is to provide institutional, retail and high net worth clients with customized services in the areas of property management, asset/portfolio management, and transaction advisory services. ICM has a proven track record with all investment-property types and has extensive experience in structuring and managing cross-border investment vehicles including real estate investment funds, private placements and real estate syndications.

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    Nationwide Self Storage Trust

    NationWide Self Storage Trust is a unique real estate investment designed to provide monthly income (targeting 8.5% annualized preferred return and participation thereafter in all income and profits) and the potential for long-term growth through the increasing value of real estate properties in the self-storage industry. The tax-advantaged investment structure is designed to minimize taxes payable on monthly cash distributions until 100% of investors’ capital is returned.

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    Clear Sky Capital

    Clear Sky Capital Inc. is a private equity investment firm in the multifamily real estate sector. Headquartered in Phoenix, Arizona, Clear Sky Capital provides superior local and regional market knowledge, property site selection and excellent management skills. Clear Sky Capital’s management has a proven 17-year track record of investing in multifamily real estate properties. The management team at Clear Sky employs thorough research and analysis to identify optimal regions and markets for investment opportunities.

    The Clear Sky Capital Income Portfolio Fund – Series I owns a present portfolio of 15 car wash businesses and the underlying real estate assets. The Fund offers a targeted 10% annualized cash flow paid quarterly plus potential for profit participation. The business is continuing to grow at or above expectations and presently has an enterprise value of over US $45 million. Click below to download the brochure.


    Client-Clear Sky Income Portfolio Fund Series I – Brochure
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    Enercapita Energy Trust

    Enercapita Energy Trust is a private energy trust. We believe that a unique opportunity exists to generate superior risk adjusted returns by aggregating a portfolio of high quality, low risk, conventional energy assets at historically low valuation metrics. Enercapita believes there is a funding gap in the junior oil and gas sector. This gap is driven by an industry focus on large scale, unconventional resource plays, which has created an abundance of opportunity to acquire premium, long life energy assets.

    The focus of the fund is on low risk exploitation and optimization of existing production, not exploratory drilling. The Enercapita structure is designed to align patient capital with an industry leading leadership team, operational excellence and disciplined risk management plan to generate strong, sustainable cash flow from existing production. Enercapita provides investors with access to this alternative asset class via an efficient RRSP eligible structure.

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    Equicapita

    Equicapita’s model is to acquire established, private small and medium sized enterprises (“SMEs”) located primarily in Western Canada. Equicapita looks for operating companies with attractive valuations, a history of generating sustainable cash flow and proven management teams. Equicapita believes that there is a:generational opportunity to acquire ‘baby boomer’ SMEs; and a funding gap in the $2 to $20 million enterprise value range. The retirement of baby boomer business owners has been described as triggering one of the largest transfers of corporate assets on record in Canada. This creates an environment with an abundance of opportunities to acquire SMEs with long-term operating histories at attractive cash flow multiples. Equicapita provides investors with access to this alternative asset class via an efficient RRSP eligible structure.

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    Prime Funds

    PRIME FUNDS was establish 8 years ago by three families who have been conducting business together for 15 years. Prime Funds manages over $200M in real estate assets and have over 1500 loyal/ exclusive investors. They strategically select Prime Lands for their return-generating potential and carry out careful planning and due diligence to optimize the real estate effectively.

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    Walton Group of Companies

    The Walton Group is a multinational real estate investment and development firm headquartered in Calgary, Alberta, Canada. Walton’s expertise is the research, acquisition, management and development of strategically located land in major North American growth corridors.

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    Durum Properties Inc.

    Durum is a private real estate company based in Calgary, Alberta. Founded in 2012, Durum owns, manages and operates a portfolio of industrial and development properties in Alberta. The company’s focus has been on investing in properties close to home to provide the best service and care to their tenants, properties, and development projects. Durum has a hands-on approach and their team is comprised of professionals who are creative and adaptable.

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    Rockspring Capital

    Rockspring Capital is a leading Texas real estate investment firm focused on bringing lasting value and results to its investors. Capitalizing on the opportunities in and around the “Texas Triangle,” they invest across different properties, cities and product types. This unique blend of investments has made Rockspring a partner of choice for regional and global investors that recognize the value of investing in the Texas market.

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    Maple Leaf Funds

    Maple Leaf Short Duration Flow-Through offers investors exclusive short duration flow-through investments. Maple Leaf is committed to providing investors with up to a 100% tax deduction, accelerated liquidity, the opportunity to convert income into capital gains on an annual basis and a well diversified portfolio of resource stocks that is managed by Jim Huang, one of Canada’s top performing flow-through fund managers.

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    NationWide Self Storage Trust

    NationWide Self Storage Trust is a unique real estate investment designed to provide monthly income (targeting 8.5% annualized preferred return and participation thereafter in all income and profits) and the potential for long-term growth through the increasing value of real estate properties in the self-storage industry. The tax-advantaged investment structure is designed to minimize taxes payable on monthly cash distributions until 100% of investors’ capital is returned.

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