Strong and reliable monthly income.
Established performance. Monthly distributions.
Apartment Fund
Equiton Residential Income Fund Trust (Apartment Fund)
The Apartment Fund
Our Apartment Fund specializes in acquiring underperforming and undervalued multifamily properties and select new developments in Canada and increasing value through active management. The Fund is designed to provide investors with income derived from residents paying rent and appreciation in the value of the underlying real estate. Targeted Annual Net Return of 8‑12%¹
- Class A
- Class F
- Q1’25
- Q3’24
- Q2’24
- Q1’24
- 2024
- 2023
- 2022
- 2021
Why invest in Multi–Residential?
Multifamily apartments are an established institutional asset class (Private Canadian Apartments2) that have long been a core component of diversified portfolios for high-net-worth and institutional investors. Through private real estate investments, your clients can access a professionally managed apartment portfolio without the substantial capital commitment or direct ownership responsibilities associated with purchasing properties outright.
The sector’s fundamentals remain strong. Demand for rental housing continues to be driven by limited land supply, population growth, evolving demographic trends, ongoing housing affordability challenges, and shifting lifestyle preferences. Residential real estate also benefits from being tied to a basic need — shelter — which contributes to its ongoing relevance within the broader real estate market.
Investing in private multifamily real estate offers exposure to the potential benefits of property ownership — including income generation and capital appreciation — without the administrative burden of managing tenants, maintenance, or operations.
²Private Canadian Apartments = MSCI/REALPAC Canada Quarterly Property Fund Index - Residential / MSCI Real Estate Analytics Portal (not publicly available)
Strong and reliable monthly income and tax efficient growth.
Who Can Invest?
*Varies by province, subject to suitability limitations. **When working with an Advisor.
How do your clients’ investments grow?
Other Key Benefits Include:
- Tax Efficiency: Distributions are currently 100% return of capital3.
- Registered Plan Eligible: Invest through your existing or new RRSP, TFSA, RESP, LIRA or RRIF.
- Strong Performance History: Consistently positive returns since inception in May 2016.
- Reinvestment Incentive: Receive 2% bonus units when distributions are reinvested.
- In-house Property Management: Equiton works to create the best possible living experience for residents while actively managing properties to increase the value for investors.
Advisor Support Team
See how it works
At Equiton our focus is to increase the value of our properties organically, through improved operational efficiencies, functionality and aesthetics.
Grow your business!
Diversify your clients’ portfolios with reduced volatility and enhanced returns.
Speak to a member of our advisor support team today.