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Real Clients. Real Results.
A Real-Life Private Investment Strategy That Worked
We designed this real-world portfolio for a Canadian couple who, like many of our clients, wanted to reduce their exposure to public market volatility while generating reliable income.
Their goal?
Turn $1,000,000 of idle cash into a private investment strategy that delivers 7%+ annually; without the unpredictability of stocks or the noise of market headlines.
If you're seeking financial clarity, long-term consistency, and peace of mind, this example was built with you in mind.
client profile summary
Client Type:
Married couple
Age:
Early 50s
Net Worth:
$5M+
Current Income:
$250,000+ per year
Assets held:
Real estate, cash, investments, holding company
Investment capital:
$1,000,000 cash allocated to Rainmaker portfolio
Primary objective:
$70,000 in passive annual income (7%)
Strategic Investment Allocation
How We Built the Portfolio
Objective: Generate 7% annual income through smart private investment diversification.
Rainmaker Solution:
- Capital distributed across 9 non-correlated private investments
- Target returns across the portfolio averaged 8.72%
- Portfolio included structured real estate and established private companies
- Designed in Excel for full clarity on income, risk, liquidity, and timing
Duration
% Return Annually*
$ Return Annually*
Portfolio Target
8.72%
$87,200
Performance Since Inception, 9 Years
9.21%
$92,122
Performance Trailing, 3 Years
9.1%
$91,011
Performance Trailing, 1 Year
7.88%
$78,756
This chart shows the historical performance for each investment in this custom portfolio.*
Name Investment
Trailing Rate Since Inception
Trailing Rate
3 years
3 years
Trailing Rate 12 months
Missed Pmts
Issuer AUM $
#
AP Capital MIC
8.26
%
7.55
%
8.46
%
0
$
276 M
#
Centurion Real Estate Income Trust (REIT)
12.22
%
7.53
%
6.52
%
0
$
7.9 B
#
Equiton Residential Income Fund Trust REIT
8.7
%
10.45
%
7.09
%
0
$
1.3 B
#
ICM Crescendo Music Royalty Fund
10.1
%
9.63
%
9.92
%
0
$
250 M
#
ICM Property Partners Trust
8.07
%
7.41
%
6.16
%
0
$
954 M
#
Invico Diversified Income Fund Series B
8.6
%
6.8
%
4.9
%
0
$
501 M
#
Mini Mall Storage Properties Trust
10.35
%
10.9
%
10.23
%
0
$
2.06 B
#
Newlook Capital Dental Services Trust
9
%
9
%
9
%
0
$
145 M
#
Newlook Capital Industrial & Infrastructure Services Fund III
8
%
8
%
8
%
0
$
227 M
Averages / Total
9.21
%
9.1
%
7.88
%
0
$13.1 Bn
This chart shows the performance targets for each investment in this custom portfolio.
Investment Name
Annual Income
Target %
Target %
Annual Growth Target %
Income & Growth Total %
Distribution Frequency
Currency Options
#
AP Capital MIC
8
%
0
%
8
%
Monthly
CAD
#
Centurion Real Estate Income Trust (REIT)
4
%
4
%
8
%
Monthly
CAD
#
Equiton Residential Income Fund Trust REIT
6
%
2
%
8
%
Monthly
CAD
#
ICM Crescendo Music Royalty Fund
6
%
2
%
8
%
Monthly
CAD, USD
#
ICM Property Partners Trust
5
%
4
%
9
%
Monthly
CAD, USD
#
Invico Diversified Income Fund Series B
7
%
1
%
8
%
Monthly
CAD, USD
#
Mini Mall Storage Properties Trust
5.7
%
4
%
9.7
%
Monthly
CAD, USD
#
Newlook Capital Dental Services Trust
9
%
0
%
9
%
Quarterly
CAD
#
Newlook Capital Industrial & Infrastructure Services Fund III
8
%
1
%
9
%
Quarterly
CAD, USD
Average
6.61%
2.11%
8.72%
This chart shows relevant dates associated with each of the investments selected for this custom portfolio.
Investment Name
Year founded
Inception date of Current investment
Date of latest Offering Document
#
AP Capital MIC
2007
March 1, 2007
April 30, 2025
#
Centurion Real Estate Income Trust (REIT)
2009
August 31, 2009
May 1, 2025
#
Equiton Residential Income Fund Trust REIT
2016
August 1, 2016
March 25, 2025
#
ICM Crescendo Music Royalty Fund
2009
July 1, 2016
April 1, 2025
#
ICM Property Partners Trust
2009
September 1, 2020
May 1, 2025
#
Invico Diversified Income Fund Series B
2005
September 1, 2013
March 1, 2025
#
Mini Mall Storage Properties Trust
2006
February 1, 2020
January 27, 2025
#
Newlook Capital Dental Services Trust
2010
January 1, 2019
May 1, 2025
#
Newlook Capital Industrial & Infrastructure Services Fund III
2010
July 1, 2018
May 1, 2025
Average Years Active
+15 Years
+9 Years
client profile summary
Client Type:
Married couple
Age:
Mid 50s
Net Worth:
$3.5M+
Current Income:
$200,000+ per year
Assets held:
Cash, Real Estate, RRSPs and TFSAs
Investment capital:
$900,000 Registered funds and $200,000 cash allocated to Rainmaker portfolio
Primary objective:
7%+ consistent annual compounded growth
Strategic Investment Allocation
How We Built the Portfolio
Objective: Generate 7%+ in annual compounded growth through smart private investment diversification.
Rainmaker Solution:
- Capital distributed across 11 non-correlated private investments
- Target returns across the portfolio averaged 8.72%
- Portfolio included structured real estate and established private companies
- Designed in Excel for full clarity on income, risk, liquidity, and timing
Duration
% Return Annually*
$ Return Annually*
Portfolio Target
8.72%
$87,200
Performance Since Inception, 9 Years
9.21%
$92,122
Performance Trailing, 3 Years
9.1%
$91,011
Performance Trailing, 1 Year
7.88%
$78,756
This chart shows the historical performance for each investment in this custom portfolio.*
Name Investment
Trailing Rate Since Inception
Trailing Rate
3 years
3 years
Trailing Rate 12 months
Missed Pmts
Issuer AUM $
#
AP Capital MIC
8.26
%
7.55
%
8.46
%
0
$
276 M
#
Centurion Real Estate Income Trust (REIT)
12.22
%
7.53
%
6.52
%
0
$
7.9 B
#
Equiton Residential Income Fund Trust REIT
8.7
%
10.45
%
7.09
%
0
$
1.3 B
#
ICM Crescendo Music Royalty Fund
10.1
%
9.63
%
9.92
%
0
$
250 M
#
ICM Property Partners Trust
8.07
%
7.41
%
6.16
%
0
$
954 M
#
Invico Diversified Income Fund Series B
8.6
%
6.8
%
4.9
%
0
$
501 M
#
Mini Mall Storage Properties Trust
10.35
%
10.9
%
10.23
%
0
$
2.06 B
#
Newlook Capital Dental Services Trust
9
%
9
%
9
%
0
$
145 M
#
Newlook Capital Industrial & Infrastructure Services Fund III
8
%
8
%
8
%
0
$
227 M
Averages / Total
9.21
%
9.1
%
7.88
%
0
$13.1 Bn
This chart shows the performance targets for each investment in this custom portfolio.
Investment Name
Annual Income
Target %
Target %
Annual Growth Target %
Income & Growth Total %
Distribution Frequency
Currency Options
#
AP Capital MIC
8
%
0
%
8
%
Monthly
CAD
#
Centurion Real Estate Income Trust (REIT)
4
%
4
%
8
%
Monthly
CAD
#
Equiton Residential Income Fund Trust REIT
6
%
2
%
8
%
Monthly
CAD
#
ICM Crescendo Music Royalty Fund
6
%
2
%
8
%
Monthly
CAD, USD
#
ICM Property Partners Trust
5
%
4
%
9
%
Monthly
CAD, USD
#
Invico Diversified Income Fund Series B
7
%
1
%
8
%
Monthly
CAD, USD
#
Mini Mall Storage Properties Trust
5.7
%
4
%
9.7
%
Monthly
CAD, USD
#
Newlook Capital Dental Services Trust
9
%
0
%
9
%
Quarterly
CAD
#
Newlook Capital Industrial & Infrastructure Services Fund III
8
%
1
%
9
%
Quarterly
CAD, USD
Average
6.61%
2.11%
8.72%
This chart shows relevant dates associated with each of the investments selected for this custom portfolio.
Investment Name
Year founded
Inception date of Current investment
Date of latest Offering Document
#
AP Capital MIC
2007
March 1, 2007
April 30, 2025
#
Centurion Real Estate Income Trust (REIT)
2009
August 31, 2009
May 1, 2025
#
Equiton Residential Income Fund Trust REIT
2016
August 1, 2016
March 25, 2025
#
ICM Crescendo Music Royalty Fund
2009
July 1, 2016
April 1, 2025
#
ICM Property Partners Trust
2009
September 1, 2020
May 1, 2025
#
Invico Diversified Income Fund Series B
2005
September 1, 2013
March 1, 2025
#
Mini Mall Storage Properties Trust
2006
February 1, 2020
January 27, 2025
#
Newlook Capital Dental Services Trust
2010
January 1, 2019
May 1, 2025
#
Newlook Capital Industrial & Infrastructure Services Fund III
2010
July 1, 2018
May 1, 2025
Average Years Active
+15 Years
+9 Years
client profile summary
Client Type:
Single male
Age:
Early 60s
Net Worth:
$9M+
Current Income:
$360,000, Retired passive income
Assets held:
Cash, Real Estate, RRSPs and TFSAs
Investment capital:
$1,700,000 cash allocated to Rainmaker portfolio
Primary objective:
7%+ consistent annual income and compounded growth
Strategic Investment Allocation
How We Built the Portfolio
Objective: Generate 7%+ consistent annual income and compounded growth through smart private investment diversification.
Rainmaker Solution:
- Capital distributed across 15 non-correlated private investments
- Target returns across the portfolio averaged 8.72%
- Portfolio included structured real estate and established private companies
- Designed in Excel for full clarity on income, risk, liquidity, and timing
Duration
% Return Annually*
$ Return Annually*
Portfolio Target
8.72%
$87,200
Performance Since Inception, 9 Years
9.21%
$92,122
Performance Trailing, 3 Years
9.1%
$91,011
Performance Trailing, 1 Year
7.88%
$78,756
This chart shows the historical performance for each investment in this custom portfolio.*
Name Investment
Trailing Rate Since Inception
Trailing Rate
3 years
3 years
Trailing Rate 12 months
Missed Pmts
Issuer AUM $
#
AP Capital MIC
8.26
%
7.55
%
8.46
%
0
$
276 M
#
Centurion Real Estate Income Trust (REIT)
12.22
%
7.53
%
6.52
%
0
$
7.9 B
#
Equiton Residential Income Fund Trust REIT
8.7
%
10.45
%
7.09
%
0
$
1.3 B
#
ICM Crescendo Music Royalty Fund
10.1
%
9.63
%
9.92
%
0
$
250 M
#
ICM Property Partners Trust
8.07
%
7.41
%
6.16
%
0
$
954 M
#
Invico Diversified Income Fund Series B
8.6
%
6.8
%
4.9
%
0
$
501 M
#
Mini Mall Storage Properties Trust
10.35
%
10.9
%
10.23
%
0
$
2.06 B
#
Newlook Capital Dental Services Trust
9
%
9
%
9
%
0
$
145 M
#
Newlook Capital Industrial & Infrastructure Services Fund III
8
%
8
%
8
%
0
$
227 M
Averages / Total
9.21
%
9.1
%
7.88
%
0
$13.1 Bn
This chart shows the performance targets for each investment in this custom portfolio.
Investment Name
Annual Income
Target %
Target %
Annual Growth Target %
Income & Growth Total %
Distribution Frequency
Currency Options
#
AP Capital MIC
8
%
0
%
8
%
Monthly
CAD
#
Centurion Real Estate Income Trust (REIT)
4
%
4
%
8
%
Monthly
CAD
#
Equiton Residential Income Fund Trust REIT
6
%
2
%
8
%
Monthly
CAD
#
ICM Crescendo Music Royalty Fund
6
%
2
%
8
%
Monthly
CAD, USD
#
ICM Property Partners Trust
5
%
4
%
9
%
Monthly
CAD, USD
#
Invico Diversified Income Fund Series B
7
%
1
%
8
%
Monthly
CAD, USD
#
Mini Mall Storage Properties Trust
5.7
%
4
%
9.7
%
Monthly
CAD, USD
#
Newlook Capital Dental Services Trust
9
%
0
%
9
%
Quarterly
CAD
#
Newlook Capital Industrial & Infrastructure Services Fund III
8
%
1
%
9
%
Quarterly
CAD, USD
Average
6.61%
2.11%
8.72%
This chart shows relevant dates associated with each of the investments selected for this custom portfolio.
Investment Name
Year founded
Inception date of Current investment
Date of latest Offering Document
#
AP Capital MIC
2007
March 1, 2007
April 30, 2025
#
Centurion Real Estate Income Trust (REIT)
2009
August 31, 2009
May 1, 2025
#
Equiton Residential Income Fund Trust REIT
2016
August 1, 2016
March 25, 2025
#
ICM Crescendo Music Royalty Fund
2009
July 1, 2016
April 1, 2025
#
ICM Property Partners Trust
2009
September 1, 2020
May 1, 2025
#
Invico Diversified Income Fund Series B
2005
September 1, 2013
March 1, 2025
#
Mini Mall Storage Properties Trust
2006
February 1, 2020
January 27, 2025
#
Newlook Capital Dental Services Trust
2010
January 1, 2019
May 1, 2025
#
Newlook Capital Industrial & Infrastructure Services Fund III
2010
July 1, 2018
May 1, 2025
Average Years Active
+15 Years
+9 Years
How We Build Your Alternative Investment Portfolio
Your Path to Consistent Returns and Lasting Confidence
Step 1
Introductory Consultation
We begin with a brief, no-pressure online meeting to learn about your financial objectives and investment experience. This discovery call is focused on alignment, no commitments, just clarity.
Step 2
Assessment and Investment Selection
If we are a good fit, we proceed to assess your full financial picture. Based on your goals and timeline, we present a curated shortlist of private investments that align with your risk tolerance and desired outcomes.
- Each opportunity is vetted for consistency, management quality, and financial transparency.
- Investments span across sectors for strategic diversification.
Step 3
Portfolio Planning & Confirmation
We will walk you through a personalized portfolio strategy in Excel that outlines:
- Expected distributions & income
- Liquidity timing
- Diversification breakdown
This step ensures you are investing with confidence and clarity.
Step 4
Onboarding & Capital Deployment
Our onboarding is fast and secure:
- Digital signatures for all documents
- Step-by-step guidance on fund transfers
- Peace-of-mind setup across every investment
Step 5
Ongoing Support & Transparent Updates
Rainmaker remains actively involved long after your investment is placed:
- Clear statements & performance reports
- Ongoing access to your advisor
- Transparent updates from company management
Long-Term Alignment & Growing Together
Our process isn’t just efficient, it’s designed to create trust. When your goals evolve, we adapt your strategy with them. Many clients choose to reinvest, deepen their allocations, or refer friends and family. That long-term alignment is our benchmark of success.
Book a call with Sean Blix, Founder & Advisor at Rainmaker Investment Advisory
Objective:
This private meeting is designed to give you clarity, direction, and next steps; without any pressure.
Duration:
30 Minutes
Location:
Online video conference (link provided after booking)
Advisor:
Title:
Title:
Sean Blix
Rainmaker & Expert Advisor
Rainmaker & Expert Advisor
Please note:
- Typically 2–3 hours are made available each weekday morning for consultations via Zoom or phone.
- The calendar below shows live availability for the next 10 business days.
- Need a time outside the listed options? Contact us with your preferred date and time; we will do our best to accommodate you.