Unveiling the Legacy: Epiphany Group's Journey to Real Estate Investment Success
Adrian C. Spitters FCSI?, CFP?, CEA? President, Author, Private Wealth Advisor
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A Grassroots Beginning Leads to Scaling Up with a Mutual Fund Trust
In the world of investment, few paths are as time-honoured and reliable as real estate. This philosophy has guided the Epiphany Group, an asset management organization founded in 2018 through the amalgamation of several companies, some with roots dating back to the 1980s in Southern Alberta.
As revealed in a recent interview with Daryl Kenna, CEO of Epiphany Group and chair of the trustee board at Legacy Investment, the firm's focus on real estate is rooted in the very foundations of wealth creation. "If you sit down and think about it, the wealthy names or the names that most people would recognize and have stood the test of time all have a real estate base inside of it," Kenna explained.
This sentiment echoes the oft-quoted maxim that the best investment on Earth is, quite literally, Earth itself. Real estate offers stability, predictability, and a lack of correlation with the stock market – factors that resonate strongly with investors and advisors alike.
Moreover, the tangible nature of real estate makes it an accessible and relatable investment opportunity. As Art Smith, Vice President of Corporate Development at Legacy Investment, pointed out, "Everyone knows a little bit about [real estate] if they've rented an apartment or they bought a house or they've actually been an investor."
Epiphany Group's journey into real estate began humbly with the acquisition of single homes, duplexes, and small commercial properties. However, the firm's ambitions extended far beyond these modest beginnings. As Kenna recounted, "For us, we wanted to take it further and keep scaling up."
To achieve this goal, Epiphany Group recognized the need for better processes, more predictable and consistent capital – a need that was met through the establishment of a mutual fund trust.
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The trust structure has enabled Epiphany Group to leverage the lessons learned from its grassroots beginnings, where the team grappled with the realities of the business, learning how to navigate challenges and maintain productivity. With the trust's predictable capital inflows, the firm has been able to scale its operations and position itself advantageously in the face of global challenges such as fluctuating interest rates, internal migration across Canada, and shifting immigration patterns.
As Kenna attested, the Epiphany Group's model has proven itself during the turbulent past five years, demonstrating its resilience and preparedness for the future. This journey, from humble origins to a trust-backed, vertically integrated real estate investment powerhouse, serves as a compelling testament to the enduring appeal and potential of real estate as an asset class.
You Can Watch The Full Interview Here: Legacy Investment – Releasing Our First Episode of Legacy Unveiled: Inside Epiphany Group's Real Estate Vision?
Exclusive Webinar Invitation
I'm thrilled to extend a personal invitation to you for an upcoming webinar that dives deeper into the real estate and private capital marketplace in Western Canada. Presented by Axcess Capital Advisors in partnership with Legacy Investment, this webinar promises to shed light on the lucrative prospects awaiting discerning investors.
Join me, Adrian C. Spitters, along with other industry experts, on Wednesday, April 3rd, 2024, from 4 PM to 5 PM MST (6 PM to 7 PM EST). Together, we'll explore Legacy Investment's property portfolio, growth strategies, and forthcoming acquisitions, providing valuable insights into the Western Canadian real estate market.
Don't miss out on this chance to tap into Alberta's vibrant rental market!
Can't make the webinar, no worries! Please register for our complimentary in-person Vancouver event on April 17th: REGISTER HERE.
To learn more about the opportunities to invest in Alberta multifamily rental real estate, register above, contact me at [email protected] or use my Calendly Link.
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