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The contents of this page are intended for use only by persons who qualify as “accredited investors”. Under Canadian securities legislation (National Instrument 45-106 – Prospectus Exemptions or, in Ontario, the Securities Act (Ontario)) a person qualifies as an accredited investor if any of the criteria listed below are met. If you are unsure whether you qualify as an accredited investor, please consult your dealer or other qualified financial or legal advisor.
a) An individual who, either alone or with a spouse, beneficially owns financial assets (cash, securities, etc.) having an aggregate realizable value that (before taxes, but net of any related liabilities) exceeds $1,000,000.
b) An individual who, either alone or with a spouse, has net assets of at least $5,000,000.
c) A person (including a corporation), other than an individual or investment fund, that has net assets of at least $5,000,000 as shown on its most recently prepared financial statements.
d) An individual whose net income before taxes exceeded $200,000 in each of the 2 most recent calendar years and who reasonably expects to exceed that net income level in the current calendar year.
e) An individual whose net income before taxes combined with that of a spouse exceeded $300,000 in each of the 2 most recent calendar years and who reasonably expects to exceed that net income level in the current calendar year.
f) A person acting on behalf of a fully managed account managed by that person, if that person is registered or authorized to carry on business as an adviser or the equivalent under the securities legislation of a jurisdiction of Canada or a foreign jurisdiction.
g) A trust established by an accredited investor for the benefit of the accredited investor’s family members of which a majority of the trustees are accredited investors and all of the beneficiaries are the accredited investor’s spouse, a former spouse of the accredited investor or a parent, grandparent, brother, sister, child or grandchild of that accredited investor, of that accredited investor’s spouse or of that accredited investor’s former spouse.
h) A person in respect of which all of the owners of interests, direct, indirect or beneficial (except the voting securities required by law to be owned by directors) are persons that are accredited investors.
i) An individual registered or formerly registered under the securities legislation of a jurisdiction of Canada as a representative of a registered adviser or dealer (other than an individual formerly registered solely as a representative of a limited market dealer under the Securities Act (Ontario) or the Securities Act (Newfoundland and Labrador)).
j) A person that is recognized or designated by the applicable securities regulatory authority in the relevant jurisdiction as an accredited investor.
k) Certain types of entities that meet the applicable requirements in the legislation, including (but not limited to) financial institutions and their subsidiaries, firms registered under Canadian securities legislation, governments and their agencies, regulated pension funds, investment funds, trust companies and registered charities.
Please note that if you are a resident of Canada, in a province other than Ontario, British Columbia or Quebec, and if you decide to invest in a fund managed by Forum Asset Management Inc., you will need to do so through a registered dealer in your province of residence.
Cash-flowing, resilient residential real estate and opportunities for capital appreciation.
Strong market fundamentals and shifting user preferences.
REIIF is targeting a 4-5% annual distribution yield.
Distributions are substantially return of capital (ROC).{{1}}
Key Advantagesfor Investors
We incorporate ESG insights into the investment process together with our hands-on asset management approach to enhance risk-adjusted performance.
Value creation will be assisted by having a healthy exposure to assets in $10M - $50M+ value range.
We view this as an opportunistic range that is too high for individual investors and too small for institutional managers looking to deploy significant capital.
$50M+ initial sponsor investment and $10M liquidity backstop.
More frequent mark-to-market on rents given portfolio allocation to fully furnished rentals and student housing. Impact-driven approach will drive alpha through higher NOI and favourable lending terms.
REIIF has the right of first offer of a proprietary pipeline of new, sustainable, and climate resilient assets currently being developed by Forum.
Delivering Extraordinary Outcomes™ for communities and their environments.
If you are interested in investing in the Fund, please click hereContact us
