Chat with us,powered by LiveChat

Equiton Residential

  • Home
  • /
  • Equiton Residential

By Jocko Toic / October 2, 2019

EQUITON RESIDENTIAL INCOME FUND TRUST

GROWTH  |  INCOME |  TAX EFFICIENCY  |  STABILITY

Below is a quick update re: the latest changes/trends… 

 

  • The Equiton Residential Income Fund saw another $0.03 / unit added to the unit price bringing the current unit price up to $10.31 (YTD = +$0.21) for October purchases.

 

Likewise to maintain the 6% (AClass) and 7% (FClass) distribution targets for new purchases the annual distribution target was increased to $0.6186 / unit and $0.7217 / unit respectively.

It’s worth noting that both the unit price and distribution has been increased every month in 2019!  Distributions are paid monthly and are expected to remain highly tax efficient (100% ROC).

  • Complete Fund Performance data is included in the attached Fund Factsheet with a snapshot posted below for your convenience.

Here it’s worth noting that the combination of monthly distributions and unit price increases have resulted in the Fund hitting its conservative 7%-10%+ return target over the past 12 months.

  • THE LATEST PRICE/DISTRIBUTION CHANGE CONTINUES THE FUND’S STREAK OF 40+ CONSECUTIVE MONTHS THE FUND HAS GENERATED A POSITIVE TOTAL RETURN FOR INVESTORS!   (ie. EVERY month since the Fund’s inception in March 2016!)

Eqution Residential Income Fund:  Allowing investors to sleep at night…

  • Information re: the August acquisition in Burlington, ON (~$4.3M | 18 Units) along with existing properties is included in the Property Summary (SEE ATTACHED).

TOP RESOURCES FROM EQUITON:

  • Fund Summary Sheet (1pg) – Summary of Fund Highlights & Benefits
  • Fund Factsheet (4pg) – Fund Overview, Portfolio Characteristics & Performance Information
  • Property Summary – Pictures and descriptions of current properties

You may also find additional articles of interest here:  EQUITON NEWS  ||  EQUITON INSIGHTS (BLOG)

ADDITIONAL RESOURCES & ARTICLES:

 

 

1. Equiton ERIFT Fund Fact Sheet (20191001)

2. Equiton ERIFT Property Portfolio (20191001)

 

Share