Pinnacle assists you to understand your investment options and help you understand if diversification into private investments are suitable for you.
When making decisions we thoughtfully consider our core principles and strive for alignment between our interests and those of our investors.
We understand that it can be overwhelming to identify investment opportunities and assess your best options on your own.
Pinnacle Wealth Brokers has reviewed hundreds of private offerings so you can leverage the industry experience of our team to make the most appropriate choice for your financial situation.
As at October 2018, see our current investment offerings below.
Avenue Living Agricultural Land Trust
Avenue Living Agricultural Land Trust indirectly invests through Avenue Living Agricultural Land Limited Partnership in Canadian agricultural real estate, primarily in Saskatchewan, and seeks a return from land lease revenue and land value appreciation.
Avenue Living Real Estate Core Trust
Avenue Living Real Estate Core Trust indirectly invests through Avenue Living (2014) LP in Western Canadian multi-family real estate.
The Partnership is one of the top thirty multi-family owners and operators in Canada in terms of units. The Partnership owns and manages over 7,000 units and has 400+ employees. Its assets under management exceeds $1 billion.
Bow Water & Land Trust
Bow Water & Land Trust is an investment opportunity managed by Durum Capital Inc.(Durum).
Durum is a private real estate company based in Calgary, Alberta. Founded in 2012, Durum owns, manages and operates a portfolio of industrial and development properties. Since inception, Durum’s equity growth represents a total return on invested capital of 163% or an annualized return of approximately 30% per year.
What Is Bow Water & Land?
Bow Water & Land is an investment opportunity involving two distinct assets— the first being 298.5 acres of farmland located 6.4 kilometers west of the City of Calgary. The second asset is a prospective water allocation for up to 1,200 acre feet of water per year which is enough to service approximately 3,500 homes or 10,000 people annually. The prospective water allocation is nearly 10 times larger than the required amount for any future development of the land.
Bordering 1.6 kilometers of the Trans-Canada Highway and adjacent to Calaway Park, a popular amusement park near the City of Calgary, the Lands provide strategic long-term development potential as the City of Calgary and the surrounding communities continue to grow. Our land development project plan seeks to add value to the lands by addressing the four key components of the development planning phase, prior to any deep servicing costs. These key components include water access and treatment; wastewater treatment and disposal; road access; and land use designation & subdivision.
Equiton Residential Income Trust Fund
The Equiton Residential Income Fund Trust (The “Fund”) is a real estate investment trust (REIT) that specializes in
residential income properties, including apartments and student housing in Canada
ICM Property Partners Trust aims to preserve capital, deliver income and achieve strong growth through diversified and tactical allocations to exclusive real estate opportunities in investment grade markets across North America.
Our goals are simple: We strive to preserve wealth and generate attractive risk-adjusted returns, while providing the highest level of client service.
Invico Diversified Income Fund (IDIF)
The Invico Diversified Income Fund invests in a diversified portfolio of high yield lending and investment opportunities. This uniquely structured portfolio encompasses active professional management and focuses on generating income through high- yield lending strategies, energy working interest and royalties. The target preferred return ranges from 8% to 10% p.a. plus potential profit sharing depending on the unit class. The Invico Diversified Income Fund won the “2016 Fund of the Year” award within the “Diversified Mature Category” from the Private Capital Markets Association of Canada.
Newlook Capital is a private equity firm that currently has 4 industry-specialized funds available to the retail and institutional markets. Each fund has its own focused, experienced, and aligned management, and a defined strategy. Investing throughout Canada and the U.S. with a preference for companies that exhibit a solid tangible assets base, Newlook Capital is focused on and current holdings include; multifamily real estate and services in the U.S., industrial services in Canada and the U.S., dental practices, and QSR in Canada. Newlook Capital Inc. took the initiative to establish Newlook LP and indirectly controls its general partner.