• Investment Strategies

Alitis Mortgage Plus Fund

The Alitis Mortgage Plus Fund offers access to a carefully designed portfolio of select private and public mortgage investments. The extra “Plus” side provides additional diversification strategies designed to add return, stabilize performance and improve liquidity. The investment objective of the Alitis Mortgage Plus Fund is to generate a high level of income with relatively low volatility.

Fundamental Research Corp.’s Alitis Mortgage Plus Research Report rated this fund as “Very Good Return to Risk” and reported its risk as “Below Average”.

For more information on the Alitis Mortgage Plus Fund read the Fund Overview.

Alitis Private REIT

The Alitis Private REIT offers access to a carefully designed portfolio of real estate related investments, such as limited partnerships, real estate investment trusts, exchange-traded funds, closed-end funds, mortgage investment corporations and individual, non-pooled investments. The REIT will generally invest in underlying LPs, funds and pooled products rather than individual securities; however, the REIT is not restricted from holding individual securities.

Our “Fund of Funds” structure enables the REIT to gain exposure to a wide range of real estate types, geographic regions, and manager expertise.

The investment objective of the Alitis Private REIT (“REIT”) is to generate a moderate level of income and a moderate level of capital appreciation over the long-term.

Fundamental Research Corp.’s Alitis Private REIT Research Report rated this fund as “Good Return to Risk” and reported its risk as “Average”. The report’s author notes, “As the market is currently more conducive / cheaper to develop and build such properties (instead of purchasing already existing properties), management is more focused on development / construction stage properties. We believe, such properties offer potential for capital gain as well as near-term income potential.”

The Alitis Private REIT offers access to high-quality private real estate in one well-diversified solution. Our Multi-Manager / Multi-strategy structure enables the REIT to gain exposure to a wide range of real estate types, geographic regions, and manager expertise.

As a private REIT, our Fund is not susceptible to the higher volatility of publicly-traded REITs but benefits from the latitude to include publicly-traded REITs after they suffer significant declines. Our default position is the more stable private real estate, but this additional flexibility provides a huge potential value-add for our managers when publicly-traded REITs trade at deep discounts to Net Asset Values.

For more information on the Alitis Private REIT read the Fund Overview.

Alitis Private Real Estate Limited Partnership

The Alitis Private Real Estate Limited Partnership (“RELP”)) is designed to provide greater capital appreciation than the Alitis Private REIT. With a focus on newly-developed apartments, townhomes and condos, and a modest foundation of existing properties for income and stability, this LP is designed to deliver higher returns than most other private and publicly-traded REITs in Canada.

The Alitis Private Real Estate Limited Partnership offers access to high-quality private real estate in one well-diversified solution. Our Multi-Manager / Multi-strategy structure enables the RELP to gain exposure to a wide range of real estate types, geographic regions, and manager expertise.

As a private real estate limited partnership, the LP is not susceptible to the volatility of publicly-traded REITs but benefits from the latitude to include publicly-traded real estate investments after they suffer significant declines. Our default position is the more stable private real estate, but this additional flexibility provides a huge potential value-add for our managers when publicly-traded real estate investments trade at deep discounts.

For more information on the Alitis Private Real Estate Limited Partnership, read the Fund Overview.

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