Investment Vehicles​

Morguard offers real estate investors the opportunity to participate in a broad array of alternative investment structures. We work with each investor to tailor investment programs to suit their specific resources, capabilities, objectives and preferences. Morguard's real estate investment vehicles include:

INVESTMENT VEHICLES

FUND SIZE

INVESTMENT STRATEGY

Separate Accounts

> $20 Million

Acquisition of core assets in key markets customized to meet the needs of each real estate investment group. These special purpose vehicles hold single properties or property portfolios on behalf of individual investors or small groups of investors.

Pensionfund Realty Limited

> $1 Billion

Pensionfund Realty Limited is a privately held real estate company owned by 26 of Canada's largest pension funds. It provides direct real estate investments through a series of individual syndications that use specially created participating bonds to flow property income to the investor.

Direct Property Funds

Varies for each fund

> $20 Million

Direct Property Funds are closed-end pooled funds focused on particular property types or geographic markets. In these funds, capital is aggregated on behalf of smaller investors wishing to participate in larger income-producing asset pools. These specialty pooled vehicles allow for direct investments in real property without a significant equity outlay while mitigating risk through asset and geographic diversification.

Equity Portfolios

Varies for each fund

> $30 Million

Morguard Financial Corp., a wholly-owned division, manages portfolios of publicly-listed stocks and bonds with a primary focus on real estate companies and trusts.



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