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Epiphany Legacy Investment Mutual Fund Trust

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Legacy Investment

Epiphany Legacy Investment Mutual Fund Trust is a private REIT that acquires residential and commercial properties in emerging, high-growth non-core cities within Western Canada’s secondary markets. 

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Emplacement

Diverses localités

Profil de risque

Low - Moderate

N/A

Montant minimal d’investissement

$2,508

Stratégie d'investissement

Core Plus

Rendements

Projected 12-15% Annual

Durée de l’investissement

Open-Ended Fund

Introduction

The Epiphany Legacy Investment Mutual Fund Trust acquires income-generating residential and commercial properties in smaller, high-growth cities throughout Western Canada—markets experiencing rapid population and economic expansion often overlooked by institutional investors. 

The Fund targets strong cash flow and long-term capital appreciation through selective acquisitions in cities with proven growth fundamentals, experienced local property management, and value-creation strategies that enhance both rental income and property values. Investors benefit from target annual returns of 12–15%, with quarterly cash distributions of up to 8.2% (Class A).

Structured for tax efficiency through depreciation benefits and RRSP/TFSA eligibility, the Fund provides access to Western Canada's secondary markets where superior yields and growth potential exceed saturated primary markets like Vancouver and Toronto

Principales raisons d'investir

Strategic Exposure to Growth Markets

Gain access to high-potential real estate in Western Canada’s emerging and fast-growing cities—offering stability outside of traditional urban cores.

Attractive Income & High-Yield Potential

Benefit from quarterly cash distributions of up to 8.2%, with a total target annual return between 12% and 15%.

Tax-Advantaged Structure

Hold units in TFSA, RRSP, RESP, LIRA, or RRIF accounts to grow your investment tax-efficiently.

Proven, Hands-On Management

Led by a team with 100+ years of combined experience in real estate, capital markets, and operations—focused on disciplined acquisition and long-term value creation.

Aperçu du projet

Legacy specializes in acquiring high-potential real estate assets and enhancing their performance through active asset management and targeted capital improvements. By combining investor capital with property-level cash flow, the Fund has built a strong and diversified portfolio focused on delivering consistent, competitive returns.

Offering its second series of Class A Units, the Fund targets an annual yield of up to 8.2%, with a total annual return objective of 12–15%. 

Legacy’s acquisition strategy is grounded in rigorous market intelligence, disciplined execution, and operational excellence. Properties are selected and managed with a clear focus on sustainable value creation and long-term capital appreciation, supported by quarterly income distributions and a Distribution Reinvestment Plan (DRIP).

The Fund is also structured for tax efficiency, with eligibility for registered accounts such as RRSPs, TFSAs, RESPs, LIRAs, and RRIFs.

Aperçu géographique

Legacy Investment Mutual Fund Trust is focused on Western Canada’s secondary real estate markets—regions experiencing strong economic momentum, steady population growth, and rising housing demand. With low vacancy rates, business-friendly regulations, and ongoing infrastructure investment, these markets offer a unique environment for real estate performance. Properties in these areas provide natural resilience against stock market volatility, inflation, and interest rate shifts—delivering stable cash flow and consistent long-term returns.

Multimédia
Pursue Strategic Growth in Western Canada’s Secondary Markets with Legacy Investments
Présentation du développeur

Epiphany Legacy Investment Mutual Fund Trust (le « Fonds ») est une fiducie de placement immobilier privée (FMI) qui se spécialise dans l'acquisition de propriétés multirésidentielles et commerciales sous-performantes et sous-évaluées sur le marché immobilier secondaire de l'Ouest canadien et dans l'augmentation de la valeur grâce à une gestion active.

La Fiducie a été créée à l'automne 2021 et gère actuellement 85 millions de dollars d'actifs immobiliers résidentiels et commerciaux, ainsi que de solides partenariats opérationnels avec la Banque Canadienne de l'Ouest, Braemore Property Management et Agera Insurance.

Le mandat de la Fiducie est de générer une croissance positive durable pour nos investisseurs et partenaires commerciaux. La fondation de l'entreprise sous-jacente remonte à 2009, et la Fiducie possède plus de 100 ans d'expérience combinée de la haute direction dans les domaines de l'immobilier commercial et résidentiel, des marchés financiers et de la gestion des opérations.