??♀? 14 Active Offerings, 1 Upcoming Webinar

This week we have 14 active offerings live on Equivesto, with 1 upcoming webinar for Legend Real Estate Trust on July 11th at 1pm ET. ?We also had U Portfolio Trading launch their second raise and more offerings right around the corner.

Learn more below???

Income Producing + Real Estate ???

Legend Real Estate Trust -?? ?Upcoming Webinar ????

$1.5M+ funded ?| ?Monthly Closings ?| ?$10,000 min ?| ?Offering Memorandum

Legend Real Estate Trust is a Real Estate Investment Trust (REIT) focused on acquiring and developing high-quality multifamily properties in Tier-1 markets across the Greater Toronto Area and other select Southern Ontario cities.

• Target Total Annual Return of 15-20%+Cash Flow: 8% Annual Preferred Rate (Distributions Paid Quarterly)Equity: 7-12% Target Annual Return
• Dividend Re-Investment Program (DRIP) available?
• Investment Term of 5 years
• TFSA/RRSP eligible via Olympia Trust
• Primary Goal: To secure funds for the acquisition flagship property,?144 Lucan Avenue, in Waterloo, Ontario.

Webinar: July 11 at 1pm ET - Register Here

Invest in Excellence Fund I

New ?| ?Monthly Closings ?| ?$10,000 min ?| ?Offering Memorandum

Invest in Excellence Fund I intends to develop both commercial and residential properties across Peel, York and Durham region.

• Target Returns: 12%-15% per annum
• Target Members: 500
• Target Raise: $10M
• Eligible Investors & Accredited Investors only
• Not available for registered investments
• Fund Mandate: The proposed fund is intended to provide diversified exposure to various classes of real estate and will target a 12% to 15% IRR. Opportunities within the fund will be comprised of Golden Triangle Development managed real estate opportunities ranging from residential and commercial real estate developments to income-generating real estate opportunities.

Scott McGillivray Real Estate Fund II

$42M+ funded ?| ?Monthly Closings ?| ?$50,000 min ?| ?Offering Memorandum

The Scott McGillivray Real Estate Fund is an exclusive opportunity to invest passively alongside Scott McGillivray and his trusted team in a portfolio of primarily residential development projects focused on Canadian markets with exceptional growth potential.

• Scott McGillivray Real Estate Fund II (SMREF) is a successor fund to the inaugural SMREF I.
• Fund I Closed on Dec 31, 2022 with a Total Fund Size of ~$14.5M
• Target Total Annual Return of 20%+
• Investment Term of 4-5 years
• TFSA/RRSP eligible via Olympia Trust
• Fund Objective:?The primary strategy involves investing equity capital in residential real estate opportunities to grow investor’s capital base. SMREF takes an Active Approach and has invested in projects with 450+ units, and a gross development value of more than $350 million.

Legacy Mutual Fund

$10.9M+ funded ?| ?Monthly Closings ?| ?$2,503.25 min ?| ?Offering Memorandum

The Epiphany Legacy Investment Mutual Fund Trust?(Legacy Investment)?holds a diversified portfolio of residential and commercial properties in Western Canada.

• $71.5M in residential and commercial real estate assets already under management
• The underlying property business is cash flow positive and generating distributions
• $10.9M+ raised from 400+ Investors
• Two types of shares available:Class A Units: Target return of 12-15%, expected annual income of 8.2%($2,503.25 minimum investment)Class F Units: Target return of 14-17%, expected annual income of 10% ($50,003.25 minimum investment)
• Quarterly payouts start the quarter after you invest
• Over $897k in distributions paid since inception
• You are not tied in, you can redeem (sell) your investment on a quarterly basis
• TFSA/RRSP eligible

Plentitude

$415k+ funded | ?Monthly Closings ?| ?$5,000 min ?| ?Offering Memorandum

Plentitude?(PREIT)?is a dynamic real estate investment firm committed to creating a brighter future. With a focus on affordable, accessible, and senior housing, their mission is to harness the power of investments to address Canada's housing challenges.

• Established in 2016, Plentitude has experienced exponential growth from just 2 income properties in Hamilton, to over 500 units in development across Southern Ontario.?
• President, Judi Paré, has been a highly respected and trusted coach for real estate investors since 2016.
• Accessible entry point - Minimum investment of $500 for children under 18, provided an adult investor is also participating and qualifies.
• Target Total Annual Return of 15-18%+
• Investment Term of 4-5 years
• TFSA/RRSP eligible via Olympia Trust
• Fund Objective: Build a portfolio of real estate investments in residential development properties.Plentitude Real Estate Income Trust (PREIT) - Properties are intensified and sold as purpose-built rentals

Foundation Capital

$3.5M+ funded ?| ?Monthly Closings ?| ?$10,000 min ?| ?Offering Memorandum

Foundation Capital Private Real Estate Trust (FCPRET)?aims to acquire, operate and improve real estate assets, primarily multi-residential buildings in secondary markets in Ontario (with a focus on London and surrounding), that will generate consistent long term cash flow and/or have potential for value creation through a repositioning strategy.

• Target Return of 12-15% per annum (7% Distributions + 5-8% Capital Appreciation)
• FCPRET is part of a Greater Toronto Area based asset management group with an extensive focus on real estate multi-family properties throughout Southern Ontario.
• Their management has acquired 18 properties since inception, taking group AUM to greater than $50 million (fair market value). They have achieved a greater than 50% gross IRR since inception on the total portfolio.
• TFSA/RRSP eligible
• Eligible & Accredited Investors only.
• Prices have increased to $11.50 per unit.

Ginkgo MIC

$240,000+ funded ?| ?Monthly Closings ?| ?$10,000 min ?| ?Offering Memorandum

Ginkgo Mortgage Investment Corporation?is a Canadian MIC that provides credible and affordable alternative lending solutions to consumers who do not qualify with traditional lenders. They offer investors access to a diversified mortgage portfolio of Canadian real estate.

• Current portfolio size of over $125M
• Target Return of 8-10% per annum
• Monthly distributions on the 15th of the month
• Board of Directors with 50+ years of experience in real estate and finance
• Secured by Canadian real estate
• Dividend Re-Investment Plan (DRIP) available

Startups + Small Businesses ???

U Portfolio Trading -?? ?Round 2 Just Launched ?????

107% funded ?| ?83 days left | ?$1,000 min ?| ?Equity Crowdfunding

U Portfolio Trading?(UPT)?is an investment research and education company that bridges the gap between self-directed investors and opportunity. UPT offers a membership-based service through their fully-owned mobile app, “My UPT Office,” which provides a platform for their members and partners to engage and connect.

• Active and engaged community of 140+ members (90%+ retention rate)
• Demand for a trusted self-directed investor education/network has been increasing steadily in recent years
• UPT's MVP app is built and launching Canada-wide soon on the both IOS and Android (currently in beta)
• Raising funds to enhance user experience, implement new features, and gain new users.
• Passionate team with 70+ years of combined relevant experience
• Convertible Note - 5% per annum non-compounding
• Convert into Class B Shares (Non-Voting)
• Interest paid Quarterly either in Cash or accrued as Principal
• Investors receive a Membership Promo Code and Free UPT T-shirt

Sportsman Logistics

42k funded ?| ?46 days left | ?$500 min ?| ?Equity Crowdfunding

Sportsman Logistics Inc. provides specialized inventory management and finance services for retailers, focusing on small to medium-sized businesses in Alberta. Their system offers real-time inventory tracking, predictive analytics, and financial solutions to help businesses maintain optimal stock levels and improve their margin and competitive positioning.

• Addresses a significant gap in the sporting goods retail market by offering specialized inventory management and finance services.?
• Proven track record with Ski Cellar Snowboard, demonstrating the practical value and market acceptance of Sportsman Logistics Inc.'s solutions.
• Supporting Sportsman Logistics is contributing to the local economy by enabling smaller retailers to be more competitive.
• Offering up to 11% annual dividends, all returns paid out as quarterly distributions.
• Investor Perk - ?Up to 20% off purchases at Ski Cellar Snowboard.

??? Sportsman Logistics has completed negotiations with Paradise Skis, a local niche ski producer. You can read their story?here. The agreement will enable the company?to increase the sale of its skis online and reach a wider audience.?

Self Certified & Accredited?Investors Only ??

DuaWalla

New ?| ?Multiple Closings ?| ?$10,000 min ?| ?Self Certified & AI Only

DuaWalla is the first ever digitally integrated prayer mat that supports, guides and helps keep track of the benefits of spiritual practice. DuaWalla is where tradition meets technology, transforming your mat into a virtual "magic carpet" which finds moments to reflect, to refocus and surround yourself in a beautiful immersive experience.?

Your DuaWalla Mat is beautifully crafted in collaboration with noted global artisans and manufactured in North America using ethically and sustainably sourced materials,

designed to reflect your modern style. The DuaWalla app seamlessly connects to your mat and your other devices - calendar, smart watch, smartphone and more - to provide a picture of your whole health; body, mind and spirit.

Hoverlink Ontario Inc.

$120,000 funded ?| ?Multiple Closings ?| ?$10,000 min ?| ?Self Certified & AI Only

Hoverlink Ontario Inc. is a privately owned corporation comprised of seasoned Canadian investors and a founder. Hoverlink is the first hovercraft transit service of its kind in North America, aiming to connect the Niagara region to downtown Toronto in less than 30 minutes.

Hoverlink has spent 10+ years conducting extensive research and meeting with 300+ stakeholders – including all levels of government – to ensure Hoverlink’s feasibility and long-term success. Hoverlink is committed to making transit more seamless, accessible, fun and environmentally friendly, while boosting the Golden Horseshoe’s tourism, economy and overall quality of life.?

Please note: This investment will be made via a Special Purpose Vehicle (SPV) managed by Equivesto, not directly. This deal is co-led by 2 investors from the Niagara Angel Network. To learn more about the SPV terms visit the Hoverlink offering page.

Ostia Sciences Inc.

$910,000 funded ?| ?Multiple Closings ?| ?$50,000 min ?| ?AI Only

Ostia Sciences specializes in the development of innovative oral probiotics and biotherapeutics for the treatment of infectious diseases. Ostia is dedicated to advancing the boundaries of research and development and providing microbiome solutions that have a significant impact on people's health.

Ostia Sciences was founded by Dr. Abdelahhad Barbour, an oral molecular microbiologist, and Dr. Michael Glogauer, a clinician/scientist, who combined their expertise to investigate new molecules for pathogen elimination and immune response enhancement.

Ostia Sciences' dedication to rigorous and ambitious research and development has led to the creation of Salivaricin 10 and other groundbreaking microbiome solutions that can significantly improve people's health.

medreddie

$225,000 funded ?| ?Multiple Closings ?| ?$10,000 min ?| ?Self Certified & AI Only

Waterloo based medreddie and founder, Kara LeBlanc, won the Elevate Women+ Pitch contest this past September. They received an investment prize of $450,000 with participation from The Firehood, Forum Ventures, and BDC Capital.

medreddie is an AI healthcare supply chain platform focused on driving value-based healthcare and simplifying market research. Their goal is to improve patient outcomes and overall health system performance.?

Please note: This investment will be made via a Special Purpose Vehicle (SPV) managed by Equivesto and The Firehood, not directly. To learn more about the SPV terms visit the medreddie offering page.

Cliffside Condos

$6.8M+ funded ?| ?Multiple Closings ?| ?$10,000 min ?| ?Self Certified & AI Only

The Cliffside Condos (2328-2350 Kingston Road, Toronto, ON) is the gateway to south west Scarborough and the home of the famous Scarborough Bluffs, Cliffside represents a unique mix of natural beauty and modern urban living. ?2350 Kingston Road is LCH Developments’ third project in the Cliffside Village neighborhood and represents the continued commitment to shaping Cliffside into a walkable and vibrant urban village. ?The plan is to turn the land into a modern condo building within 36 months and sell the individual units. This project will bring new retail and live-work businesses to the Cliffside streets, along with eight floors of residential units.

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Happy Investing,

The Equivesto Team ???