Products and Services | Closed-end Pools

A group of investors contributes capital to a pool. The investment manager has full discretion to invest funds according to previously agreed-upon investment criteria and performance expectations over a specified time period.
The closed-end feature ensures the pool has a finite life. As a result, investors can expect a return on their investment over a defined time period.




Typical Investors
Closed-end discretionary real estate pools represent ideal investment vehicles for investors that desire to participate within the real estate investment arena but do not have the infrastructure to formulate or deliver an investment strategy on their own.

Benefits to Investors
Investments within the pool managed by a professional investment manager.
Discretion given to investment manager enables efficient and timely decisions.
Cash returns paid quarterly.
Proceeds of dispositions distributed to investors. Return of capital within a specified time period.
Third party governance and performance measurement.
Sliding fee scale based upon capital invested.

Canadian Urban Portfolio
Three active closed end discretionary real estate pools.
All delivering double digit returns.
Vancouver, Edmonton, Calgary, Toronto, and Ottawa.
Industrial, retail, and suburban office properties.
High rate of investors re-investing in subsequent pools.