Toronto - TriView Capital - Real Estate & Tax Strategies
Event Information
About this Event
TriView Capital is pleased to invite you to join us at the Edward Village Hotel on November, 20th at 6:30pm. The informational evening will showcase two opportunities, Wisdom and their participating bank note, and TriView Capital's Private Real Estate Trust.
Please RSVP as seating is limited. Snacks and beverages will be provided.
Key focus of the Wisdom Mutual Fund opportunity is as follows:
- Wisdom holds a Participating bank note (PBN) from a Big Six Canadian Schedule 1 Bank whose principal is fully protected at maturity
- Wisdom provides 2:1 leverage with an instalment structure where only 50% is due on closing and the other 50% is due at maturity
- A low, 2.74% fixed financial services fee, is paid at maturity for this leverage and covers all costs
- The Fund earns 100% of the positive return of the S&P/TSX 60 equity index without cap on the full face value of the investment when only 50% is paid upfront, when held to maturity
- 10 year term to maximize the power of leverage and compounding
- Bi-Annual redemption available at the net asset value (as determined by the Bank)
Key focus of the trust is as follows:
- Focus on capital preservation
- Return of investor capital plus 7% hurdle rate before profit split
- Diversified across 5 real estate classes
- Quarterly redemptions available
- Term approx 7+ years
- Eligible for RRSP/TFSA