If you're concerned that a market correction in the public markets could have a negative effect on your portfolio, then it's good to be open to investment options in asset classes that are not directly affected by fluctuating public markets.
Experience & Research
We understand that it can be overwhelming to identify investment opportunities and asses your best options on your own. Pinnacle has reviewed hundreds of private offerings and you can leverage the industry experience of our team.
Pinnacle’s Representatives and Compliance professionals assist you to understand your investment options and they help you understand if diversification into private investments are suitable for you.
Invico Diversified Income Fund
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% per annum 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.
KV Mortgage Fund Inc.
Commencing operations in 2009, KV Mortgage Fund Inc. is a corporation that provides investors the opportunity to participate in a portfolio of private mortgage investments that mature within two or less years. The mortgages consist primarily of construction financing, development financing, equity take out and financial bridging transactions. The loans are secured directly by land, multifamily residential, single family residential, office, retail, industrial and hospitality properties. The assets pledged as security are located primarily, but not exclusively, within Western Canada.
Old Kent Road Income Fund I
Old Kent Road Income Fund I is a specialty fund that provides bridge loan financing to small and medium sized companies who have or expect to receive funding from Canadian Provincial and/or Federal Government tax credit and tax incentive programs, grant programs, loan programs, financing programs, and repayable contributions programs. The Fund is engineered to have a portfolio of loans and is a unique asset class.
Equiton Residential Income Fund Trust
The Equiton Residential Income Fund Trust (“Equiton”) is a real estate investment trust that specializes in acquiring income producing multi-unit residential properties and student housing in Canada. Equiton currently targets properties within a 2-hour driving radius from Toronto, Ontario. Investors are projected to participate in the yield from the rental income and growth in the value of the underlying properties.
Durum Industrial Real Estate Investment Trust (REIT)
Our approach is simple and always in motion; Durum, as the Manager, has a history of acquiring distressed assets and rehabilitating properties to generate cash flows which historically translate into capital appreciation. With the introduction of Durum Industrial REIT, Durum is welcoming external investment to share in the income produced through real estate investments without individuals buying or financing the properties themselves. Durum Industrial REIT has been formed with the objective of maximizing value for unit holders through the acquisition and operation of a portfolio of industrial properties. Through refinancing efforts, strategic acquisitions, and quality teams. Durum Industrial REIT intends to pay quarterly distributions while also creating potential for long term capital growth.
Triumph Real Estate Investment Fund
Triumph Real Estate Investment Fund was established for the primary purpose of acquiring Class A and Class B commercial real estate assets that are diversified across the provinces of Alberta, Saskatchewan, and Ontario, and in the states of Arizona, Texas, Colorado and California. The Partnership believes an opportunity exists in the ‘A’ and ‘B’ quality markets at price points where the pool of buyers is smaller and not as well capitalized providing for attractive property valuations.
Prime Texan Real Estate Trust
The Fund has been designed to allow investors to take advantage of the opportunity to acquire cash flowing commercial properties combined with the potential for appreciation throughout the life of the fund. The Fund has an expected 5 year timeline and based upon our purchase criteria investors can expect a targeted 8% * annual rate of return from rental income, plus an additional expected 10% * per year (paid at exit) equity growth from property appreciation, net of fees. The exit strategy for the Fund is to sell the properties either individually or as a portfolio after improving the value by mortgage paydown, increasing occupancy, and property improvement.
Glen Road Trust
An income fund, managed by industry insiders, that seeks to provide investors with consistent, low-correlated returns derived from the revenue streams of Registered Individuals*. Glen Road Capital Partners Inc. (“GRC”), a company owned and controlled by Stephen Meehan and Christopher Dingle, the promoters of this offering, has recently launched the Glen Road Fund No. 1 LP (the “LP”). The LP will lend acquisition capital to EWA Capital Partners Inc. (“EWA”), a private company in the business of acquiring revenue streams from Registered Individuals. EWA will use the funds to form partnerships with Registered Individuals, receiving a monthly payment out of top-line cash flow from the Registered Individual’s business, before the deduction of any expenses. The LP receives interest payments from EWA and distributes to its unitholders all net available cash until the unitholders have received an annualized return of 7.5%; and after that, 50% of the balance. Partnering with Pinnacle Wealth Brokers Inc., GRC has created the Glen Road Trust (the “Trust”) in order to be able to offer this product, not only to accredited investors, but also to your eligible investor clients, including registered account holders. The sole purpose of the Trust is to invest in units of the LP and to distribute the quarterly payments from the LP, after the expenses of the Trust, to its unitholders. *Registered Individuals are a registered dealing representatives of an investment dealer or of a mutual fund dealer under Canadian securities laws.
NationWide II Self Storage Trust
NationWide II Self-Storage Trust (Trust or NationWide II) makes investments in self-storage facilities through NationWide II Self-Storage Limited Partnership (Partnership). The Partnership is a blind pool that will focus on investing in the acquisition, development and management of one or more self-storage facilities in the North American marketplace. The initial focus of the Partnership is on self-storage facilities located in Canada (and in particular British Columbia). Once the portfolio starts to grow and mature, the Partnership could expand into the United States.
ICM (IX) Real Estate Trust
Founded in 2003, ICM Realty Group is a fully integrated real estate investment firm, with a focus on the U.S. and Canadian markets. ICM’s core objective is to provide risk adjusted returns to our institutional and high net worth clients through adaptable and dynamic strategies. ICM has a proven track record with all investment property types and has extensive experience in structuring and managing cross-border investment vehicles including real estate investment funds, private placements, and real estate syndications. From its offices in Calgary, Atlanta, San Francisco, Minneapolis, Delray Beach, and Munich, ICM matches the right capital to the right strategy.
Swift River Farmland 2017 Trust
Swift River Farmland 2017 Trust is a farm property investment entity, established to execute capital gain and revenue generating investments within the Saskatchewan - Lake Diefenbaker Development Area Irrigation Districts. This is accomplished by accumulating tangible irrigable and irrigated farmland holdings in conjunction with specialty crop production, where future financial investment performance objectives target annual returns and long term capital gains to the investors.
Pulis Real Estate Trust
Pulis Investments seeks to deliver value with strategic acquisition and renewal of apartment buildings and townhome complexes. The company intends to operate in three key Ontario markets – Hamilton, Barrie and Kitchener/Waterloo. Pulis Investments acquires multi-family properties in these markets and immediately conducts renovations with the goal of increasing rents and property values. The refurbished units are attractive to ambitious young adults, most of whom are new to the area and insist on a comfortable, contemporary lifestyle. The company manages its properties directly to ensure that there is no wavering from the business plan. This approach overcomes challenges connected with the common practice of outsourcing key support services.
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 in Alberta. Since inception, Durum tripled its initial equity investment and turned $12.7 million from a few families into $37.9 million. 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 1,000 acre feet of water per year which is enough to service 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 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 zoning and land use.
Maple Leaf 2017 Flow Through Limited Partnership
Maple Leaf Short Duration Flow-Through offers investors exclusive short duration flow-through investments. Maple Leaf is committed to providing investors with up to a 100% tax deduction, accelerated liquidity, the opportunity to convert income into capital gains on an annual basis and a well diversified portfolio of resource stocks that is managed by Jim Huang, one of Canada’s top performing flow-through fund managers.
Walwyn Properties II Limited Partnership
The Millennium III Group of Companies was founded 36 years ago to address the high barriers to entry of real estate investing. By facilitating collective ownership of commercial real estate through a limited partnership structure, we offer investors the opportunity to participate in real estate opportunities through partnership. Millennium III acquires and develops commercial properties with potential tax advantages. Investors, as part owners of a property, participate fully in the profit from operations while maintaining limited liability. The directors of Millennium III personally purchase partnership units in each project, reflecting our commitment to its long-term success.