FORSYTH PRIVATE REAL ESTATE PORTFOLIOS


Institutional money managers and ultra-wealthy investors have been reaping the rewards of investing in private real estate and alternative investments for decades. Retail investors have been previously stymied by investment product availability, high minimums and deposit and liquidity restrictions, until now.

Highlights
  • Fully Sub-Advised Proprietary Managed Portfolios.
  • Diversified with a total of 9 positions.
"Institutional allocation to real estate as an asset class has been steadily growing for the last decade and often ranges between ten and thirty percent of a portfolio. Yet amongst most individual investors, there is a massive under allocation to real estate. On average, real estate constitutes four percent or less of their portfolios."
Jimmy Khing Shan Partner Slate Securities

Objectives
  • The Portfolios seeks to achieve consistent risk adjusted returns with low volatility by investing in third party investments that hold a diverse portfolio of real estate-related private equity investments based primarily in Canada and/or the United States.
  • It is intended that the Portfolios will have low correlation to publicly traded securities, providing investors as a means to diversify their total portfolio holdings for potential income & growth purposes.
Invest Like A Pension

More than ever investors want capital preservation, sustainable growth, and predictable cash flow -- results that bonds and traditional fixed income investments simply are not able to deliver in a low interest rate world.

Uniquely constructed as multi-manager, multi-strategy private alternative investment Pool, Forsyth Private Real Estate Portfolios consists of Canadian and US income-producing multifamily and commercial real estate and infrastructure investments managed by North America's leading private investment managers with an established track record of generating consistent and positive returns.

Private investments in real estate and infrastructure are essential assets to own for achieving less volatile growth while adding a layer of capital preservation and a hedge against inflation. With a low correlation to stocks and bonds, an investment in Forsyth Private Real Estate Portfolios will provide greater diversification with the potential for above average returns.

DISCLAIMER: THIS FUND IS ONLY AVAILABLE TO ACCREDITED OR ELIGIBLE INVESTORS. This communication is not, and under no circumstances is to be construed as an invitation to make an investment in the Fund nor does it constitute a public offering to sell the Fund or any other products described herein. Applications for the Fund will only be considered on the terms of the Confidential Offering Memorandum (the 'OM'). Each purchaser of the units (the 'Units') may have statutory or contractual rights of action under certain circumstances as disclosed in the OM. Please review Schedule A to the OM or provisions of the applicable securities legislation for particulars of these rights. No securities commission or similar regulatory authority in Canada has passed on the merits of the securities offered nor has it reviewed the Fund's OM and any representation to the contrary is an offence. Persons who will be acquiring units pursuant to this OM will not have the benefit of the review of the material by the securities commissions or similar authorities in Canada. The units offered by the Fund will be issued through registered dealers and under exemptions from the registration and prospectus requirements of the applicable securities laws of the provinces and territories of Canada, and the rules, regulations and policies there under and will be subject to certain resale restrictions. Units of the Fund have not been and will not be registered under the United States Securities Act of 1933, as amended (the "U.S. Securities Act"), or the securities laws of any state of the United States. Units of the Fund may not be offered or sold in the United States except pursuant to exemptions from registration under the U.S. Securities Act and all applicable states securities laws. The term "United States" is as defined in Rule 902 of Regulation S under the U.S. Securities Act. The following does not purport to be a complete summary of all of the risks associated with an investment in the Fund. Please see the Fund's OM for a complete listing and description of the risks associated with an investment in the Fund. The Fund is generally exposed to the following risks: speculative investment; general investment risk; limited operating history; class risk; changes in investment strategy; limited ability to liquidate investment; capital depletion risk; redemptions; unit holders not entitled to participate in management; reliance on the manager; dependence of the manager on key personnel; taxation of the fund; no ownership interest in the portfolio; distributions; potential indemnification obligations; liability of unit holders; lack of independent experts representing unit holders; no involvement of unaffiliated selling agent; not a public mutual fund; charges to the fund; class risk; valuation of the portfolio trust's investments; lack of independent experts representing unit holders; general economic and market conditions; liquidity of underlying investments; fixed income securities; equity securities; currency risk; foreign investment risk; leverage; concentration; liquidity; hedging; indebtedness; suspension of trading; credit risk and default in repayment obligations by borrowers; decline in the industries in which the portfolio invests; inability to realize on or dispose of security granted by borrowers on a defaulted instrument.