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.
Diversification of Manager Expertise
This provides the REIT with exposure to the expertise of various, unique property and project types.
Revisit your investment planning.
The Alitis Private REIT is unique among REITs in Canada in its composition and strategy. 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. This diversification within the Alitis Private REIT has delivered greater stability than the benchmark since inception in April of 2016.
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 $100,000 from inception
Benchmark is currently: 75% TSX Capped Real Estate, 25% Dow Jones Real Estate (C$)
D Class Units – Aug 31, 2020
Reduce Volatility
Volatility is measured by standard deviation and when compared to its benchmark, the Alitis Private REIT is considerably less volatile.
About Alitis
At Alitis Investment Counsel our vision is to enrich the lives of investors by providing access to financial opportunities that are typically reserved for the ultra-wealthy. We accomplish this by striving to deliver intelligently built, easily recommended alternative and private investment solutions. We build specialized Alitis solutions to help significantly reduce volatility and stabilize returns when added to traditional stocks and bonds in client portfolios.
If you’d like to learn about how the Alitis Private REIT may help you achieve your investment goals, get in touch with us today.
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%.
Is the volatility in your portfolio troubling?
With low correlation to our benchmark, the Alitis Private REIT has provided risk-adjusted returns with greater stability than our benchmark since inception (April 2016).
We hold ourselves to a higher standard as Portfolio Managers
Alitis differs from retail investment managers and we provide exceptional service to our clients through:
- Professional Qualifications – We are required to have the highest level of education and experience in the investment industry.
- Personalized Management of Your Portfolio – We provide ongoing management of your investments based on your current and changing needs and objectives.
- Individual Investment Policy Statement – We work with you to create an individual written agreement to lay out your investment portfolio and our relationship.
Alitis portfolio managers can help build an investment strategy just for you.
Speak to us today to learn how our approach has helped our clients achieve their financial goals.
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.
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.