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Epiphany Legacy Investment Mutual Fund Trust
By:
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.
Location
Various Locations
Risk Profile
Low - Moderate
N/A
Min. investment
$2,508
Investment Strategy
Core Plus
ARR
Projected 12-15% Annual
Horizon
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
Key Reasons to invest
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.
Project Overview
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.
Location
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.
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Pursue Strategic Growth in Western Canada’s Secondary Markets with Legacy Investments
Issuer Overview

Epiphany Legacy Investment Mutual Fund Trust (the “Fund”) is a private real estate investment trust (REIT) focused on acquiring high-potential multi-residential and commercial properties in Western Canada’s secondary markets. Through active management and strategic enhancements, the Fund aims to unlock value and deliver strong, long-term performance.
Established in Fall 2021, the Fund manages over $85 million in assets and maintains strategic partnerships with Canadian Western Bank, Braemore Property Management, and Acera Insurance. Backed by a leadership team with over 100 years of combined experience in real estate, capital markets, and operations, the Fund builds on a business foundation dating back to 2009.
The Fund’s mandate is to generate sustainable, accretive growth for investors and business partners through disciplined acquisition and regional market expertise.
Legacy was created for you to build your own legacy—through stable cash flow, long-term appreciation, and meaningful ownership in Canada’s most promising real estate markets.