?? New Year, New Offerings

?? New Year, New Offerings

Happy New Year - Wishing you a prosperous start to your 2025!

We are kicking things off with 16 active offerings on Equivesto, with many more launching this year. If you have yet to get your feet wet with private investing, why not make this the year. Still not sure? We have a growing library of resources in our Learning Centre to help you build your investing confidence. Start your Angel investing journey TODAY!

In a special announcement, shoutout to Equivesto's CEO, Alexander Morsink, for being appointed as a new member of the Ontario Securities Commission Registrant Advisory Committee (RAC). Read more about the appointment here.

Learn about our active offerings below ???


Startups + Small Businesses ???


ProGrow Farms

12% funded ?| ?34 days left | ?$3,000 min ?| ?Equity Crowdfunding

ProGrow Farms is a small-batch cannabis producer located just outside of Thorndale, Ontario. Their mission is to produce premium cannabis products that meets the highest quality, potency, and flavour standards. ProGrow's main focus is to fulfil overseas contracts, obtaining their Control Union Certification in December 2023. They have successfully secured annual contracts in Israel for 800kg per year through 2030 and are further facilitating exports to Germany and Australia.

  • Raising capital to help production expansion for overseas contract fulfilment
  • Licensed to legally sell globally (Control Union Certification)?
  • An operating business with several international contracts
  • Moving operations to the world market has helped ProGrow mitigate the difficulties other local focused producers have experienced.


Sportsman Logistics

128% funded | ?51 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.


U Portfolio Trading -? Just Relaunched ???

109% funded ?| ?82 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


Income Producing + Real Estate ???


Legend Real Estate Trust

$3M+ funded ?| ?Monthly Closings ?| ?$500 min ?| ?Offering Memorandum

Legend Real Estate Trust is a premier Real Estate Investment Trust (REIT) focused on strategically acquiring and developing high-quality multifamily properties in Tier-1 markets across Canada. Our commitment to delivering targeted returns is underpinned by a seasoned management team with extensive industry experience, ensuring rigorous property selection and effective asset management.

Investment Highlights:

  • Target Total Annual Return:?15-20%+
  • Cash Flow:?8% Annual Preferred Rate (Distributions Paid Quarterly)
  • Equity:?7-12% Target Annual Return
  • Dividend Re-Investment Program (DRIP):?Available for optimizing growth
  • Investment Term:?5 years
  • TFSA/RRSP Eligible:?via Olympia Trust

Primary Goal:?To secure capital funding for our flagship property at 144 Lucan Avenue in Waterloo, Ontario! We're excited to welcome both seasoned and new investors to explore rewarding opportunities in the multifamily real estate market—where strategic investments align with solid market fundamentals for great potential.

Please follow us on:

LinkedIn ?|? Facebook? |? Instagram? |? ?TikTok


Legacy Mutual Fund

$13.7M+ funded ?| ?Monthly Closings ?| ?$2,508 min ?| ?Offering Memorandum

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

  • $85M in residential and commercial real estate assets already under management
  • The underlying property business is cash flow positive and generating distributions
  • $13.6M+ raised from 550+ Investors
  • Two types of shares available:Class A Units: Target return of 12-15%, expected annual income of 8.2%($2,508 minimum investment)Class F Units: Target return of 14-17%, expected annual income of 10% ($50,008 minimum investment)
  • Quarterly payouts start the quarter after you invest
  • Over $1.4M in distributions paid since inception
  • TFSA/RRSP eligible via Olympia Trust
  • Liquidity - You are not tied in, you can redeem (sell) your investment on a quarterly basis

Fund Objective: Legacy investment mandate is focused on raising an additional $40M in capital, to acquire approximately $200M in stable cash flow positive real estate in Western Canada.? Our current pipeline of opportunities is around $100M to $150M.? From an investors perspective this will enable them to participate in an actively managed portfolio of stable cash flowing properties that generate income and growth for investors, along side mortgages from Canadian banks.?

?? Market Insight: Passive vs. Active Investing - Watch Now?


Plentitude REIT

$723k+ funded | ?Monthly Closings ?| ?$10,000 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

$4.2M+ 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 via Olympia Trust
  • Eligible & Accredited Investors only.


StoneRidge Lending MIC

81k+ funded | ?Monthly Closings ?| ?$10,000 min ?| ?Offering Memorandum

SR Lend Mortgage Investment Corporation is a Mortgage Investment Corporation (MIC) which funds loans secured by real property to create a steady stream of income for regular distribution to the holders of its Preferred Shares. ?SR Lend MIC invests its funds in loans to parties, primarily individuals, which are secured against real property owned by that party. More specifically, the loans may be for the purpose of acquiring, developing, maintaining, or upgrading that real property.

  • Target Return: 9% per annum (Net of fees)
  • Distributions: Paid monthly
  • TFSA/RRSP eligible via Olympia Trust

Investment Guidelines: SR Lend MIC believes that there is a substantial market for mortgage loans for homeowners and potential homeowners who should, but oftentimes do not, qualify for mortgage loans from traditional lenders. These borrowers have the ability and willingness to honour their loan commitments but frequently are turned away by traditional lenders because they may be starting a new career, they may be new to Canada, or their credit may be bruised.


Ginkgo MIC

$242k+ 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


Invest in Excellence Fund I

50k+ funded ?| ?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.


Self Certified & Accredited?Investors Only ??


Corol Corp (Nunafab)

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

Corol Corp (Nunafab) has developed technology to manufacture bio-based polyols based on a patented process?using vegetable oils.

COROL produces high-quality bio polyols from industrial-grade vegetable oils, and the bio-polyols contain up to 95% renewable carbon content with reduced carbon footprint compared to raw materials based on fossil fuels. COROL's polyols are available in a wide range of molecular weights that meet the application and processing needs of foam and non-foam (CASE) manufacturers. They manufacture up to 10,000 tons of biopolyol annually and supply across the world.

Their Polyols are suitable for use in many polyurethane applications, including flexible PU foam, adhesives, and other bio-products etc. They can also be used in certain other applications where castor oil can be used, but have the distinct advantage that it is possible to adjust the hydroxyl value and viscosity to best suit an application. Exceptional quality is the foundation of COROL, and is their driving force behind all decisions.

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


Hoverlink Ontario Inc.

$169k+ 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.


LUX Eglinton LP

$200k funded ?| ?Multiple Closings ?| ?$25,000 min ?| ?Self Certified & AI Only

LUX Eglinton is a 30-storey, 360 unit, mixed-use condominium by?Streamline Developments (TREG Capital) located on the southwest corner of Eglinton Avenue West and Northcliffe Boulevard in Toronto's Oakwood Village neighbourhood.

  • Target Returns: 29% per annum
  • Term: 18 months
  • Target Raise: $10.5M
  • Accredited, Self-Certified, and FFBA investors only
  • Not available for registered investments

The TREG Difference: TREG has been a family-owned brokerage and investment firm since 1993. Decades of experience and understanding have evolved TREG to ensure the success of its company and clients. TREG has been a part of the growth of numerous cities and communities, with clients and partners from all over the world. Their proprietary deal flow, carefully curated team of experts, and international partnerships amplifies investor opportunities and their capability to build mutually successful real estate development and management.


7319 Majestic Trail

Multiple Closings ?| ?$25,000 min ?| ?Self Certified & AI Only

7319 Majestic Trail is a short term residential construction project in Niagara Falls, Ontario. The investment is available to Canadian Accredited Investors only with a minimum investment of 25k. The estimated term is 1 year and the target rate of return is 15%.?

About the Property: Lot 92, 7319 Majestic Trail, Niagara Falls. A two-story home is being built with an in-law suite in the basement with separate entrance and utilities subject to city approval. Location: This new subdivision in south Niagara Falls sits across the street from Modern Saint Michael Catholic High School, and walking distance to many amenities.


1416 Fortesque Lake Road

Multiple Closings ?| ?$25,000 min ?| ?Self Certified & AI Only

1416 Fortesque Lake Road is a short term residential construction project in Gooderham, Ontario. The investment is available to Canadian Accredited Investors only with a minimum investment of 25k.?

The estimated term is 1 year and the target rate of return is 15%. About the Property: 1416 Fortesque Lake Rd, Gooderham, ON sits on a vast 10.4 acre wooded lot surrounded by 300 acres of protected conservation land. It has undergone extensive development, combining modern living with the area's natural beauty.


7333 Majestic Trail

Multiple Closings ?| ?$25,000 min ?| ?Self Certified & AI Only

7333 Majestic Trail is a short term residential construction project in Niagara Falls, Ontario. The investment is available to Canadian Accredited Investors only with a minimum investment of 25k. The estimated term is 1 year and the target rate of return is 15%.?

About the Property: Lot 90, 7333 Majestic Trail, Niagara Falls. A two-story home is being built with an in-law suite in the basement with separate entrance and utilities subject to city approval. Location: This new subdivision in south Niagara Falls sits across the street from Modern Saint Michael Catholic High School, and walking distance to many amenities.


Equivesto Learning Centre???


For Founders ??

For Investors ??


?

Happy Investing,

The Equivesto Team ???

?

要查看或添加评论,请登录

Equivesto的更多文章

社区洞察

其他会员也浏览了