Diversification across Geographies
This provides exposure to various geographic markets, each with their own unique characteristics.
Diversification of Real Estate Types
This provides exposure to Residential and Commercial real estate investments, manages risk and targets strong returns.
Achieve your investment objectives by thinking beyond stocks and bonds.
Focus on Returns
As the Alitis Private REIT has grown with relatively low volatility and low correlation to the public markets, it continues to target returns of 7-12%.
Growth of $100,000 from inception
E Class Units as of September 30, 2021 (Annualized)
Benchmark is currently: 75% TSX Capped Real Estate, 25% Dow Jones Real Estate (C$)
Volatility is measured by standard deviation and when compared to its benchmark, the Alitis Private REIT is considerably less volatile.
A successful track record.
Does your financial adviser truly understand your needs?
Alitis has been built on relationships with our clients and as Portfolio Managers, our approach (and our duty) is to understand our client’s individual situation and build an investment plan that works for them.
Does investing in a REIT intrigue you?
There are many REITs available to investors, but the Alitis Private REIT offers the diversification that targets returns of 7-12%.
Alitis portfolio managers can help build an investment strategy just for you.
Our team of experienced advisers and portfolio managers will
- Review your investments and goals with you.
- Work with you to update your goals.
- Assess whether your current investment strategy aligns with your new goals.
- Explore solutions utilizing a combination of traditional and alternative investments that have the potential to help you achieve your investment goals.
Speak to us today to learn how our approach has helped our clients achieve their financial goals.
Benefits of working with Alitis
Alitis portfolios are constructed to demonstrate less volatility over the long term than similar stock/bond and mutual fund benchmarks.
Alitis monitors the portfolios daily and will make adjustments to take advantage of short term opportunities or to avoid sudden risks.
Tiered Management Fees
Alitis only charges a flat management fee each month and a performance fee if we exceed certain rates of returns. For families with over $1 million of assets with Alitis, the monthly management fees progressively tier down.
Alitis constructs portfolios using a multi-manager approach that allows us to select the best of breed management teams and investment solutions available in order to create extremely-diversified portfolios with excellent risk-return profiles.
All monies and client assets are placed through and held at our custodian, Credential Qtrade Securities, who like all investment dealers in Canada, is a member of the Canadian Investor Protection Fund (CIPF).
With over 100 years of collective industry experience, our team of professionals are dedicated to delivering innovative solutions, thought-provoking advice and exceptional service.
Canadians have been investing in real estate for many years. One difficulty for many investors is finding a financial adviser that offers a REIT that can provide some sense of stability with the growth they desire. In our opinion, the Alitis Private REIT is designed and managed differently from other private and public REITs in Canada. Our portfolio managers developed and manage the REIT to maximize risk-adjusted returns.
If you’re an investor looking for a REIT with a track record of growth and an adviser that understands real estate and investment planning, contact Alitis today.