Rainmaker Investment Advisory

Equiton Residential Income Fund Trust REIT

Why invest?

With housing demand at historic highs and supply failing to keep pace, Canada's apartment market is uniquely positioned for long-term growth. Equiton capitalizes on this imbalance by targeting undervalued multi-residential properties and unlocking their full potential through active management.

Access an essential, recession-resistant asset class: Canadian rental apartments
Monthly income + long-term capital appreciation
Hedge against inflation with annually adjusted rents
Real estate investing through registered plans (RRSP, TFSA, etc.)
Backed by 9+ consecutive years of positive returns

“In a country that needs 5.8 million homes by 2030, apartments are not just housing; they are opportunity.”

Key Performance highlights

Performance is not just about numbers, it’s about consistency, downside protection, and growth. The Equiton Apartment Fund has delivered strong, stable results across economic cycles.

$1.3 billion in assets under management
3,739 rental units across Ontario and Alberta
100% of 2024 distributions were return of capital (non-taxable)
DRIP reinvestment bonus of 2%

Past Performance

TRAILING AVERAGE SINCE INCEPTION*

8.70

%

Income & Growth

TRAILING 3 YEARS AVERAGE*

10.45

%

Income & Growth

TRAILING 1 YEAR AVERAGE*

7.09

%

Income & Growth

ASSETS UNDER MANAGEMENT (AUM)*

$

1.3 B

Income & Growth

Past performance does not guarantee future results

Investment Strategy & Structure

Equiton’s strategy is rooted in value creation. We target underappreciated, underperforming assets with strong fundamentals and we actively manage them to unlock lasting value and returns.

Acquire undervalued apartment buildings across key Canadian markets
Improve NOI through suite renovations, reconfigurations, and energy efficiencies
Target a portfolio-wide rent gap to market of ~30%
Structure: Mutual Fund Trust with monthly liquidity (30 days' notice)
Select investment in new developments for pipeline efficiency

“Earn stable income. Grow your wealth. Do it all tax efficiently.”

Investor alignment & oversight

Equiton upholds the highest standards of governance, transparency, and risk management; ensuring investors’ interests are protected and aligned every step of the way.

Majority Independent Board of Trustees
Audited annually by KPMG; financials filed with regulators
Third-party property appraisals and full due diligence (Castle Hall, AIMA 2024)
Operational transparency through layered internal controls

Key Benefits for Canadian Investors

The Trust offers Canadian investors tax-efficient income, diversification away from traditional equities, and exposure to a stable and historically resilient asset class.

Tax-advantaged structure (mutual fund trust)
Suited for RRSP, TFSA, and other registered accounts
Real estate hedge against inflation and volatility

Links to investment documents

Click the links to view and / or download to learn even more

Equition Residential Income Fund Trust - Fund Facts - July 2025

Equition Residential Income Fund Trust - Presentation - May 2025

Offering Documents-

Ready to Explore This Opportunity?

You can express interest or submit a non-binding investment order using the form below. A licensed advisor will contact you to verify suitability and answer any questions. No payment is collected at this stage.

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My net financial assets exceed $1,000,000

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My net assets exceeds $5,000,000

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Investment summary details

Distribution Frequency
Monthly
Currency
CAD
Minimum Investment Amount
$
10000
Annual Rate of Return Target Minimum* (Income + Equity Growth Combined)
8
%
Annual Rate of Return Target* (Income Only)
6
%
Annual Rate of Return Target* (Equity Growth Only)
2
%
Hurdle rate for investors before management participates in profits
N/A
%
Split ratio paid to investors of additional profits (investors : Management)
N/A
Additional Profit Potential
No
Yes
Additional Profit Potential From Tax Efficient Distributions
No
Yes
Eligible for Registered Accounts (RRSP, LIRA, RIFF etc)
No
Yes
Early Redemption Options
Yes. Refer to offering documents
Accredited Investors Only
No
Yes
Commission % paid to Dealer (*Paid by the Issuer, Not the investor)
3.00
%
Trailer % paid to Dealer (*Paid by the Issuer, Not the investor)
0.75
%
(AUM) Assets Under Management of Issuer
$
1.3 B
Year issuer was founded
2016
Date investment originated
August 1, 2016
Date of offering documents
March 25, 2025

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