Legacy Investment Real Estate Investment Trust

Legacy Investment Mutual Fund Trust offers investors an opportunity to participate in the growth of their diverse real estate portfolio. The trust, which combines assets from Epiphany Commercial LP and Epiphany Multi-Family LP, aims to generate substantial returns through strategic real estate investments and operational efficiency.

Strong Foundation in Real Estate

The trust currently manages a portfolio of 27 properties with a combined asset valuation exceeding $85 million. What sets this investment vehicle apart is its strong insider ownership participation, with Epiphany Commercial LP and Epiphany Multi-Family LP showing 94% and 100% insider ownership respectively. This high level of internal investment demonstrates management's confidence in the trust's potential.

Experienced Management Team

Behind this investment opportunity stands a seasoned management team with over 100 years of combined senior management experience in real estate investing, acquisitions, and operations. Their expertise is already showing results, with the trust reporting combined top-line revenue of $1.8 million for Q2 Fiscal 2024.

Attractive Investment Terms

The first tranche of Class A Units offers investors an annual yield of up to 8.2%, with a total target annual return between 12% and 15%. The trust provides flexibility for investors through both registered and non-registered account options, including RRSPs, TFSAs, RRIFs, and RESPs. Additionally, a Distribution Reinvestment Plan (DRIP) is available for investors looking to compound their returns.

Investment Strategy and Focus

The trust's investment mandate centers on creating value through disciplined acquisition of commercial and residential real estate assets. This approach is complemented by delivering sustainable returns through well-defined parameters and strong governance principles. Asset stewardship and process-driven growth form the cornerstone of their strategy, while the management team focuses on increasing cash flow through their extensive operational expertise. The trust maintains strong balance sheet strength and liquidity, coupled with robust banking relationships that optimize capital costs and provide enhanced flexibility in financing options.

Investment Details

The trust is offering up to $50 million in Class A Units and is available to investors across all Canadian provinces and territories (except Quebec). The Net Asset Value is calculated quarterly in accordance with IFRS standards, and investors receive quarterly financial statements and annual audited reports.

For those interested in early redemption, the units can be redeemed upon demand after purchase, subject to redemption fees for Class A Units. The trust maintains relationships with respected institutions including KPMG LLP, Field LLP, Peoples Bank, and Canadian Western Bank.

Note: This investment opportunity is available through registered dealers and exempt market dealing representatives only. For detailed information about risks and terms, please refer to the official Offering Memorandum.

Source:

Our Featured fund for the week is Legacy Investment Trust: 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.

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Disclaimer

“Axcess Capital Advisors Inc. is registered as an Investment Fund Manager and Restricted Portfolio Manager in Alberta and as an Exempt Market Dealer in British Columbia, Alberta, Saskatchewan, Manitoba, and Ontario. Distribution and the use of any information related to this post is unauthorized and prohibited. Exempt market products (Private Investments) made available through Axcess Capital Advisors Inc. my registered exempt market dealership. This information does not constitute a solicitation for sale or purchase of securities.? This is not an offering of securities. Offerings are made pursuant to an offering memorandum and only available to qualified investors in jurisdictions of Canada who meet certain eligibility or minimum purchase requirements. The risks of investing are outlined and detailed in the applicable offering memorandum, and you must review the offering memorandum in detail prior to investing. Investments are not guaranteed or insured, and the value of the investments may fluctuate.”