OUR PLATFORM

FINANCIAL UNDERWRITING

From an underwriting standpoint we always seek to qualify our assumptions based on our experience and current third-party validations. During the due diligence period of a potential new acquisition or development we work closely with external real estate advisory firms, appraisal firms, construction managers, and lenders to understand the risks and rewards of any potential project.

TAX STRUCTURING & TAX COMPLIANCE

We work closely with the real estate group at PwC to structure our offerings to provide our investors with the most tax efficient way to invest in our projects whether in Canada or the United States. In addition, PwC completes all our tax filings and audits all of our investment vehicles.

LEGAL DOCUMENTS & COMPLIANCE

For our various investment offerings, we structure our legal documents with Weir Foulds LLP regarding real estate acquisitions, financing, and joint-ventures. From a securities law perspective our subscription and limited partnership agreements are completed by DLA Piper LLP. Finally, our Exempt Market Dealer (Fundscraper) assists our firm in the KYC process regarding investors to comply with any current securities laws.

DEBT AND EQUITY

For two generations our firm has built a very strong network of debt and equity sources both in Canada and the United States. We always go out of our way to provide our investors with the best possible financing structure in our projects while being mindful of interest costs and the total amount of leverage. Our firm currently works with large banks, credit unions, and private funds and we are always open to having new relationships in the Capital Markets.