Canadian Investment Firm Delivers for Investors Amid 2023 Market Turmoil

Credits: How Equiton surpassed $1 billion AUM

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Delivering Institutional-Grade Alts to Investors

While most investors endured painful losses across traditional assets last year, one Toronto-based firm has managed to defy the odds and continue generating positive returns.

Equiton, an alternative investment manager specializing in commercial real estate, recently hit a major milestone - surpassing $1 billion in assets under management. This growth speaks to the firm's ability to preserve and grow capital even amid high inflation, rising rates, stock market volatility and recessionary headwinds.

"Our active management approach and value-added property improvement strategies have enabled us to navigate challenging market environments successfully," said CEO Marc Roque. "We believe our defensive capabilities and focus on fundamentals position us well looking ahead."?

Adding Value Through Hands-On Improvements

In 2023 alone, Equiton invested over $5 million into renovating 479 rental suites during turnover. By strategically enhancing its multi-residential properties, the firm can charge higher rents, reduce vacancies and boost net operating income over time. Equiton also develops new rental housing supply in undersupplied urban regions. Investors benefit through both renovation upside and long-term demographic tailwinds.

The firm incorporates top ESG practices across all investments as well, recently partnering with GRESB to benchmark sustainability metrics. "We build communities focused on the future - employing energy-efficient systems, green spaces and prioritizing resident health," Roque explained. This emphasis on responsible investing aligns with emerging societal preferences.

Real Assets Shine During Periods of Uncertainty?

Real estate and infrastructure's income-generating potential and concrete underlying value help mitigate risk when growth stalls. With fears of a recession still looming in 2023, this resilience stands out. Equiton offers accredited investors a rare chance to access the type of institutional-grade alternative investments normally reserved for pensions and the ultra-wealthy.

As a leader in Canada's real asset sphere, Equiton also lends its expertise to support industry innovation and growth. The firm contributes to the Canadian Chamber of Commerce's Housing Development Strategy Council as well as university research partnerships.

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