ExpandWealth Real Estate Trust is raising up to $25,000,000 via Offering Memorandum to acquire multi-family residential and commercial properties in Canada.

Note: since the business is already operational and cash flow positive, there is no minimum raise amount for this offering.

Targeted Return:

Class A Units: Targeted Return of 12-15% annually

• The minimum investment: $25,000 for 250 Class A Units

Price per Unit:

• $100.00 per Class A Trust Unit

Securities offered: Class A Units

TFSA/RRSP Eligible: Equivesto and Legacy Investment have partnered with a 3rd party Trust company to offer this to investors.  To hold your investment in a TFSA/RRSP is optional and comes with additional paperwork and an ANNUAL FEE. If you are interested in holding your investment in a TFSA/RRSP, email Equivesto for more details and next steps.  Visit our Learning Centre to learn more.  

Distributions: Distributions will be paid out when declared by the General Partner, as income or a return of capital/income when available.  The Issuer offers a Dividend Reinvestment Plan (DRIP), which allows your distributions to be reinvested into the trust when distributions are made.

If you are interested in participating in the DRIP, please select DRIP when signing your investment forms.

Closings: The Issuer will have monthly closings or at other times as declared by the Issuer.  

Redemptions: The Units can be redeemed upon demand after purchase. A redemption fee will apply for Class A Units only (for more details see the Offering Memorandum).  There are restrictions on redemptions.  Please review the Offering Memorandum for more details.  

Please refer to our ‘Related Files’ section below or Offering Memorandum for further details regarding the terms and conditions of this investment.

The information contained within this offering page and related presentations constitutes forward-looking statements and includes, but is not limited to, the (i) projected financial performance of the Company; (ii) sources, availability, and the use of proceeds from third-party financing for the Company’s projects; (iii) the expected development of the Company’s business, projects, and partnerships; (iv) execution of the Company’s vision and growth strategy; and (v) future liquidity, working capital, and capital requirements. Forward-looking statements are provided to allow potential investors the opportunity to understand management’s beliefs and opinions in respect of the future so that they may use such beliefs and opinions as one factor in evaluating an investment. 

These statements should not be taken as guarantees of future performance, and undue reliance should not be placed upon them. Such forward-looking statements necessarily involve known and unknown risks and uncertainties, which may cause actual performance and financial results in future periods to differ materially from any projections of future performance or result expressed or implied by such forward-looking statements. 

Although forward-looking statements contained in this presentation are based upon what management of the Company believes are reasonable assumptions, there can be no assurance that forward-looking statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. The Company undertakes no obligation to update forward-looking statements if circumstances or management’s estimates or opinions should change except as required by applicable securities laws. The reader is cautioned not to place undue reliance on forward-looking statements. 

Please review the Issuer’s Business and Risks sections of the Offering Document or Offering Memorandum if available for full explanations of the material factors, assumptions used and risks. 

The forward-looking statements have been approved by management as of the launch date of this offering.