Canadian REIT Investing – Investment Properties Fueling Alitis REITs

Real estate as an asset class has low correlation to the public markets which makes them an excellent choice to diversify a portfolio and provide the opportunity to deliver solid risk-adjusted returns.
January 6, 2023/by Natalie Nguyen

Real Estate Investments in Victoria

Advantages of investing in real estate can include the ability to generate wealth, build equity and hedge against inflation.
December 16, 2022/by caorda

New Comox Office

Alitis is pleased to announce the opening of a new Comox Valley location. This expansion will support our growing client base and team.
December 12, 2022/by Natalie Nguyen

Community Spotlight: Patron of the Arts

The season’s most glamorous event, the Wearable Art Show, was held on October 15th at the Tidemark Theatre. The evening consisted of a high-quality production of a showcase of new and recycled wearable art and is also a major fundraiser for POTA.
November 9, 2022/by Natalie Nguyen

Learnings from Last Man Standing: The Ascent of Jamie Dimon and JPMorgan Chase

Last Man Standing, by author Duff McDonald, provides readers a deep insight into the life and career progression of Jamie Dimon, his relationship with mentor Sandy Weill (& the subsequent falling out) along with the happenings of the financial markets in the early 1980s, 1990s, and 2000s leading up to the Global Financial Crisis of 2008-09 and the aftermath.
October 25, 2022/by Natalie Nguyen

How to include charitable giving in your estate plan

With estate planning, many people worry that donating to charity will take inheritance away from their heirs. In reality, leaving money to charity means that you are adopting another child and disinheriting the taxman.
October 21, 2022/by Natalie Nguyen

Alitis Investment Counsel Opens New Victoria Location

Continued growth has prompted a move to a new location for our Victoria office. What makes this move special is that our new office space is a registered Heritage Home through the Victoria Heritage Foundation.
September 23, 2022/by caorda

Alitis Income & Growth Pool is outperforming all Canadian funds in its category

The secret to success at Alitis is diversification. Not just a diverse selection of stocks and bonds, but also a meaningful allocation to alternative investments, including private real estate, private mortgages, private debt, private equity and hedge funds.
September 22, 2022/by caorda

Community Spotlight: Campbell River Hospital Foundation

The Campbell River Hospital Foundation is a charity that we, as a company, take an active role in each year.  We believe in helping the CRHF in their efforts to elevate the standard of care in Campbell River, as well as the rest of the North Island as the hospital touches the lives of ~56,000 people in the area.
September 13, 2022/by caorda

Canadian Housing Market Update – August 2022

The affordable end of the market, whether condos or rental apartments, is where most of Alitis’ real estate exposure is concentrated, so we feel that we are very well positioned within the current economic environment and our investments continue to perform well.
August 30, 2022/by caorda

What is Private Debt – Definitions & Portfolio Development

Private Debt Investments are loans made to individuals and companies that are not created or financed by the banks, nor are they traded in the open market. These are loan contracts that are individually negotiated between the lender and the borrower.
June 14, 2022/by caorda

Ryan Patterson Joins the Alitis Team

As the Senior Real Estate Strategist, Ryan’s focus is on the analysis and review of potential real estate investments as well as the ongoing monitoring of current holdings.
May 26, 2022/by caorda