Legend Real Estate Trust
$2,978,120.00
Offering Description
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Registered Investment Disclaimer
If you are investing with a registered account (ex. TFSA, RRSP, etc.), we are here to help.
Please email invest@equivesto.com BEFORE starting a transaction with the details so we can activate your account.
The system will default to a Cash investment if Equivesto is not notified prior to investing.
Click here to learn more about the TFSA/RRSP investment process and associated trust account fees.
Offering Terms
NOTE: You will need your Bank Account Number, Transit Number, and Institution Number to Invest.
This offering is for Accredited Investors and Eligible Investors Only
This Offering is TFSA/RRSP Eligible. PLEASE SPEAK TO EQUIVESTO before investing if you wish to invest via TFSA/RRSP.
Investors invest into Legend Real Estate Trust. The Trust plans to invest its funds into Legend Master LP. The Legend Master LP will then invest into each LP associated with individual projects.
Investment Term: Evergreen Open Ended Mutual Fund Trust, Redeemable upon request, subject to fees and terms. See Offering Memorandum section 5.5 for details.
Securities: Class A Trust Units
For Both Accredited & Eligible Investors
Minimum Subsctiption Amount: CAD $10,000
Subscription Price: CAD $10.00 per Unit
Offering Size: There is no maximum or minimum offering size.
Target Fund Size: No Maximum fund size
Target Returns: The Trust has a preferred return of 8% per annum with cash flow paid quarterly. The Trust is targetting an overall annual return net of fees of 15-20% per annum.
Investor Relations: Quarterly Investor Reports / Annual Audited Financial Statements
Please note these outlined returns and distributions are targets only, and the General Partner makes no assurances that the partnership will meet these targets.
This is a shortened summary of the investment offering, and does not contain all details. Please review the Limited Partnership Agreement, Offering Memorandum and Term Sheet (both attached to this offering page) in detail prior to investing.
Forward Looking Statements Disclosure
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.
04/05/2024
Legend Real Estate Trust is Live on Equivesto!
Exciting news! Legend Real Estate Trust is officially live.
Watch our announcement video here!
Now is your moment to begin building effortless wealth through high-value real estate investments with Legend Real Estate Trust.
As we kick off this campaign, our primary goal is to secure funds for the acquisition of our flagship property, 144 Lucan Avenue, in Waterloo, Ontario.
With your support, we aim to establish a foundation for long-term success and prosperity, expanding our trust’s portfolio as we grow as a company.
Driving Growth and Value
At Legend Real Estate Trust, we aim to deliver targeted annual returns of 15- 20%* through two key avenues:
1) Cash Flow: Investors purchase shares at an entry price, participating in our diverse property portfolio’s rental income. With our 8% Preferred Model, investors receive their returns first, ahead of Legend Operations Inc. Any surplus is then shared between investors and Legend Operations Inc. We also offer a Dividend Re-investment Program (DRIP), allowing investors to reinvest cash flow directly into Legend Real Estate Trust at a discounted price.
2) Equity: As mortgages on properties are paid down, and the market values rise, the overall equity in our portfolio grows, translating into higher share values realized upon redemption.
Through these avenues, we provide investors with multiple ways to realize robust returns, capitalizing on both immediate cash flow opportunities and long-term equity growth.
To review the terms of the investment offering, visit our campaign page on Equivesto.
*Targeted returns of 15-20% are not guaranteed and involve risk, including loss of principal. Past performance is not indicative of future results.
Why Choose Legend Real Estate Trust?
> Access to luxury real estate in Tier-1 Ontario markets.
> A passive, impactful investment solution offering long-term growth.
> Direct investment opportunities that are RSP, TFSA, and LIRA eligible.
Who Can Invest?
As a reminder, only Eligible and Accredited Investors can participate in this opportunity.
Eligible Investor
An Eligible Investor includes but is not limited to either:
1) A person whose net financial assets, alone or with a spouse, in the case of an individual, exceeds $400,000.
2) A person whose net income, alone before taxes exceeded in each of the two most recent calendar years and in the current year as well, $75,000.
3) A person with a spouse whose net income exceeded in each of the two most recent calendar years and the current year as well $125,000.
4) A partnership in which all partners are Eligible or Accredited Investors.
The maximum limits for an Eligible Investor are set based on your personal financial situation but are limited by the government to a maximum of $100,000 of private investments per 12 months.
Accredited Investor
An Accredited Investor is a wealthy person who passes a financial asset test. A summarized version of the test is that the individual needs either:
1) A minimum of $1,000,000 in net financial assets either alone or with a spouse (excluding all real estate and other liabilities).
2) Have had for the past two years and a current ongoing salary of over CAD $200,000 alone, or CAD $300,000 when combined with a spouse.
3) A minimum of $5,000,000 in assets either alone or with a spouse.
4) To be an individual registered under the securities legislation of a jurisdiction of Canada as an Adviseror Dealer qualifies as an Individual AI.
Accredited Investors do not have maximum investment limits.
Important Considerations:
> Your maximum investment amount is based on a suitability assessment and can be up to 25% of your net financial assets for Eligible and Accredited investors. You can contact Equivesto at support@equivesto.com to discuss your limits.
> The maximum limits for an Eligible Investor are set based on your personal financial situation but are limited by the government to a maximum of $100,000 for private investments per 12 months in all private Offering Memorandum Investments. Consider this $100,000 limit if you are planning to invest into more than one fund.
> Accredited Investors have no maximum investing limit once the risks are understood.
> Learn the value of your net financial assets using Equivesto’s Financial Assets Calculator.
Ready to Get Started?
To complete your investment in Legend Real Estate Trust, you must open an account with Equivesto.
Follow this step-by-step guide to opening your account and complete your investment through Equivesto: How to Invest in Legend on Equivesto.
Be Among the First: Invest Now
To secure your spot in this exclusive opportunity, act fast. Our offering is on a first-come, first-served basis, with our initial closing date set for April 30th.
To secure your shares, we advise you to complete your investment by April 23rd.
Join Our Launch Webinar!
Take a Deep Dive with Legend’s Executive Team
Join our Legend Launch webinar on April 11th at 1:00 p.m. EST where we’ll dive deeper into our vision and answer any questions you may have about investing in Legend through Equivesto.
Register now to secure your spot!
Thank You for Your Support!
We want to extend our sincerest gratitude to those who were on the waitlist and for your continued support. Your trust means everything to us.
As we embark on this journey together, we look forward to keeping you updated on the progress of the Lucan property acquisition, the success of the raise, and future investment opportunities.
We look forward to welcoming you as our founding investors,
Marty Gordon
CEO, Acquisitions Manager
Amanda Bouck
COO, Investor Relations
04/10/2024
Don't Forget to Register! Legend's Launch Webinar is Tomorrow
We’re reaching out to remind you that our highly anticipated Legend Launch Webinar starts tomorrow!
This is your chance to gain exclusive insights directly from our executive team and learn how Legend can help you achieve your financial goals through passive investments in premium real estate.
Why Attend?
- Get Insider Knowledge: Dive deeper into the vision and mission of Legend Real Estate Trust straight from our executive team. Learn about our investment strategies, targeted returns, and future plans.
- Q&A Session: Have any burning questions about real estate investing or investing in Legend specifically? Our team will be available to answer all your questions live during the webinar.
- Early Bird Advantage: Be among the first to receive valuable information and potentially gain an edge in securing your investment with Legend.
Webinar Details:
- Date: Tomorrow, April 11, 2024
- Time: 1:00 p.m. EST
- Duration: Approximately 1 hour
Secure Your Spot Now! >> Register to Attend
Don’t miss out on this opportunity to position yourself for financial success with Legend Real Estate Trust. Secure your spot now and mark your calendar for tomorrow’s webinar!
If you have any questions or need further information, feel free to reach out to us at amanda@legendinvestments.ca.
Talk soon,
The Legend Real Estate Trust Team
04/12/2024
Missed Legend’s Launch Webinar? Watch the Recording!
Did you miss our Legend Launch Webinar yesterday? Don't worry, we’ve got you covered! You can now catch up on all the valuable insights shared by our executive team by watching the webinar recording.
Webinar Recap: Why Invest in Legend
Here's a quick recap of what we covered during the webinar:
1) Premier Investment Opportunity: We discussed our targeted annual returns of 15-20% and 8% preferred return* and how we’re poised to deliver long-term value for our investors.
2) Simplified Investment Approach: We discussed how Legend makes high-value real estate investments simple and accessible. From passive investing to RRSP, TFSA, and LIRA eligibility, we offer diverse investment options tailored to your financial goals.
3) Personalized Investor Engagement Experience: We provided personalized support and guidance to kickstart your investment journey with Legend.
4) Extensive Industry Experience: With our experience in the industry, we discussed our process of selecting high-quality properties that offer both capital appreciation and above-average income.
5) Mission-Driven Ethical Investing: We spoke about how our approach addresses critical housing needs in Canada while delivering profitable and stable returns for our investors.
Ready to Invest in Legend?
If the webinar caught your interest and you’re eager to start your journey toward financial success with Legend Real Estate Trust, now is the perfect time to act.
Don’t miss out on the opportunity to secure your spot and become part of our growing community of investors. If you have any questions or need assistance, feel free to reach out to us at Amanda@Legendinvestments.ca or book at call with Legend here.
Thank you for your interest in Legend Real Estate Trust. We look forward to welcoming you as an investor!
Best regards,
The Legend Real Estate Trust Team
04/16/2024
Explore Legend’s Flagship Property: Lucan Avenue
We’re thrilled to introduce you to the inaugural property in our REIT: 144 Lucan Avenue, located in the heart of Waterloo, Ontario. This premier investment opportunity is poised to excel, and we’re excited to share all the details with you.
Property Overview
- Acquisition Details: Purchased at $21,500,000 with a targeted closing date of June 2024.
- Property Profile: This Tier-1, 60-unit apartment building has undergone a complete renovation and is turnkey-ready for investors.
- Strategic Advantage: 50% of the building is exempt from Ontario rent increase guidelines, providing stability and potential for increased returns.
- Investment Metrics: With a Purchase CAP Rate of 5.3%, 144 Lucan Avenue presents a lucrative opportunity for investors seeking consistent cash flow and capital appreciation.
Invest in Lucan Avenue Today
>> Invest Now!
Market Opportunity
We’re strategic in selecting the locations for our properties, carefully choosing areas with promising growth potential and strong economic fundamentals. Waterloo, Ontario, exemplifies this approach perfectly. It’s a thriving hub for technology, education, and innovation. With a strong economy, growing population, and increasing demand for rental properties, Waterloo presents an attractive investment landscape for real estate investors.
Diversification and Efficiency
Investors in Legend can benefit from a diversified portfolio strategy. Funds will flow through the Trust and be strategically allocated across various properties, including 144 Lucan Avenue. This ensures operational efficiency and maximizes returns for our investors.
Don’t Miss Out: Invest in Legend Now
144 Lucan Avenue is just the beginning of an exciting journey with Legend Real Estate Trust. Join us in unlocking the potential of this flagship property and positioning yourself for financial success.
If you have any questions or need further information, feel free to reach out to us at Amanda@Legendinvestments.ca. We’re here to support you every step of the way.
Best regards,
The Legend Real Estate Trust Team
04/17/2024
Legend Raises $500K+ in First Week! Secure Your Investment Now
We’re thrilled to share some exciting news with you – Legend Real Estate Trust has raised $500K+ in just the first week of our campaign!
We want to extend a massive thank you to all our investors who have contributed to this incredible milestone.
Your Support Makes It Possible
It’s your trust and support that drives us forward. We’re deeply grateful for your belief in our vision and commitment to building effortless wealth together, and we are now one step closer to securing our flagship property, 144 Lucan Avenue.
Share The Opportunity
But the journey doesn’t stop here! We believe in the power of community and the strength of shared success. That’s why we're inviting you to spread the word about Legend Real Estate Trust and share this unique investment opportunity with your network.
By sharing Legend’s opportunity with your friends, family, and colleagues, you not only help them secure their financial futures but also contribute to the growth and success of our community.
Invest Now Before The First Close
With the momentum building and funds pouring in, now is the perfect time to secure your investment in Legend Real Estate Trust before it’s too late. Take advantage of this exclusive opportunity to become part of our success story and position yourself for financial prosperity.
Ready To Invest?
>> Invest Now!
If you have any questions or need assistance with your investment, don’t hesitate to reach out to us at Amanda@Legendinvestments.ca and be sure to review our step-by-step guide to investing on Equivesto. We’re here to help you every step of the way.
Don’t forget to register for our next webinar in May!
Thank you once again for your unwavering support and belief in Legend Real Estate Trust.
Best regards,
The Legend Real Estate Trust Team
04/20/2024
10 Days Until Legend’s First Close!
This is your friendly reminder that the opportunity to join Legend's groundbreaking $3M close is rapidly approaching. We're just 10 days away from our first close on April 30th!
To ensure you’re a part of this round, we advise you to complete your investment by April 23rd.
>> Invest Now!
Become One of Our Founding Investors
To assist you in the investment process, we've prepared a comprehensive guide on how to invest with Legend. Whether you're a seasoned investor or new to the process, our step-by-step guide will help you every step of the way.
A Friendly Reminder: Investing Through Your RRSP
If you are investing with a registered account (TFSA, RRSP, etc.), please email support@equivesto.comBEFORE starting a transaction so we can activate your account.
The system will default to a cash investment if Equivesto is not notified prior to investing. Click here to learn more about the TFSA/RRSP investment process and associated trust account fees.
Stay Tuned for More Information
Stay tuned for more updates as we count down to our first close. In the meantime, if you have any questions or need further information, feel free to reach out to us at Amanda@Legendinvestments.ca or book a call with our team.
Legend’s Launch Webinar Recap
Don’t forget to watch a recap of our Launch Webinar, out now!
Talk soon,
The Legend Real Estate Trust Team
04/23/2024
Invest Today: Supercharge Your RRSPs With Legend
Are you looking to supercharge your retirement savings and maximize your investment returns? Legend Real Estate Trust offers an unparalleled opportunity to use your registered funds to achieve financial success through strategic real estate investments.
Why Choose Legend Real Estate Trust for Your RSPs?
REITs like Legend are ideal options for RRSPs due to their:
Stability: REITs are known for their stability and consistent returns over time, making them an excellent choice for retirement savings.
Diversification: REITs provide investors with exposure to a diversified portfolio of properties, reducing risk and enhancing long-term growth potential.
Income Generation: REITs typically distribute a significant portion of their income to investors in the form of dividends, providing a steady stream of cash flow for retirement.
Investor Fund Management Strategy
Legend serves as the central hub for investor funds, strategically allocating them across a diverse portfolio of properties. As our properties generate profits, returns flow back to the Trust, ensuring investors reap the benefits. This efficient flow of funds is managed through Legend's operational arms, providing investors with a hassle-free investment experience.
Unlock the Potential of Registered Funds
Did you know that you can take control and self-direct your registered accounts, empowering you to make strategic investment decisions that align with your financial goals?
Invest in Legend Real Estate Trust:
> Minimum $10,000 investment
> Cash accepted
> RRSP, TFSA, and LIRA eligible
Maximize the potential of your RRSP with Legend Real Estate Trust.
>> Invest Now!
Don’t miss out on the opportunity to maximize your returns and secure your financial future with Legend Real Estate Trust. If you have any questions or need assistance, feel free to reach out to us at Amanda@Legendinvestments.ca.
Best regards,
The Legend Real Estate Trust Team
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This content is provided for informational purposes only. This is not a solicitation to purchase securities. Equivesto Canada Inc. is registered as an Exempt Market Dealer in all provinces and territories of Canada. Equivesto Canada Inc. maintains the right to approve any investor client or issuer client prior to being given access to the Equivesto platform. All private investments are considered high-risk. Please review all related offering materials prior to making any investment if and when an investment is to be made available.
04/25/2024
Legend Surpasses $1M in Investments! Invest Now!
We’re thrilled to announce another significant milestone – Legend Real Estate Trust has now raised over $1 million and counting!
Your support and commitment are instrumental in our success, and we're grateful for your trust in Legend.
Use of Investor Funds
The funds raised will fuel our progress toward the acquisition of 144 Lucan Avenue in Waterloo, Ontario. With your ongoing support, we're one step closer to realizing our vision for this flagship property.
Opportunity to Invest
If you haven't already invested or are considering increasing your investment, there's still time to join us on this exciting journey. To ensure your part of this round, we advise you to complete your investment by April 30th.
Need Help Investing?
We’ve crafted a comprehensive step-by-step guide to walk you through the investment process. Act now and secure your spot before it's too late.
A Gentle Reminder: Utilizing Your Registered Accounts
If you're planning to invest through a registered account (such as your TFSA or RRSP), please reach out to us at support@equivesto.com BEFORE initiating your transaction. It's crucial to activate your account beforehand to ensure a seamless investment process. If you do not notify Equivesto before investing, the system will default to a cash investment.
Click here to learn more about investing through your TFSA/RRSP and the associated trust account fees.
Don't Miss Our Webinar Recap
If you missed our live webinar, don't worry! Catch up on all the valuable insights and information by watching the recap here.
Get in Touch with Us
Do you have questions or need assistance with your investment in Legend? Reach out to us at Amanda@Legendinvestments.ca or schedule a call with our team. We're here to support you every step of the way.
Lucan’s Closing Update
Stay tuned for updates on the closing process for 144 Lucan Avenue. We'll share insights and progress as we move closer to finalizing the acquisition.
Thank you for being an integral part of Legend. Keep an eye out for more updates and opportunities to invest soon!
All the best,
The Legend Real Estate Trust Team
04/25/2024
Offering Memorandum Minor Correction - April 25, 2024
Legend Real Estate Trust made a minor adjustment to their Offering Memorandum to correct some typos in the document. These changes are not material in nature, and the changed pages are attached with the changes highlighted for investor reference.
These changes do not impact your investment in any way. No action is required on the part of investors.
If you have any questions please contact support@equivesto.com
04/27/2024
Only 3 Days Left: Final Call Before First Close!
There's only 3 days left until our first close on April 30th!
The window of opportunity to invest in Legend’s initial $3M raise is closing fast, and we want to make sure you don't miss out.
>> Invest Now!
Need Help with the Investment Process?
To assist you in the investment process, we've created a comprehensive how-to guide that will help you every step of the way. Don't let this chance slip away. Act now and secure your investment before it's too late.
A Friendly Reminder: Investing Through Your RRSP
If you are investing with a registered account (TFSA, RRSP, etc.), please email support@equivesto.com BEFORE starting a transaction so that we can activate your account.
The system will default to a cash investment if Equivesto is not notified prior to investing. Click here to learn more about the TFSA/RRSP investment process and associated trust account fees.
Don't Forget to Watch Our Webinar Recap
If you weren’t able to attend our live webinar, watch the recap here!
Reach Out to Us
Contact Amanda@Legendinvestments.ca or book a call with our team for any help you may need investing in Legend or any general questions you may have.
Let's make history together!
Best regards,
The Legend Real Estate Trust Team
05/07/2024
Legend's First Close: Thank You for Your Support!
We're excited to announce that Legend has officially closed its first round of funding, with $1.2M+ raised!
We Can’t Thank You Enough
A huge thank you to all the investors who contributed to this milestone. Your support and belief in our vision mean the world to us.
Use of Funds
These funds will be utilized to acquire 144 Lucan Avenue in Waterloo, Ontario accelerating our progress towards this exciting milestone. With each new raise, we're one step closer to making Lucan a reality.
The Journey Doesn’t End There!
We're continuing to accept investments throughout May, and the funds raised in the close at the end of May will also be used for the 144 Lucan Avenue acquisition.
>> Invest Now!
Investor Support and Resources
If you plan on investing in Legend, we want to ensure you have all the resources you need to make an informed decision. Here are some resources to ensure investor success:
How to Invest Guide: If you're new to investing with us, check out our comprehensive guide.
Webinar Invitation: Join our upcoming webinar om Thursday May 9th @ 1 pm EST to learn more about exciting investment opportunities with Legend.
Investor Resources: If you're planning to invest through a registered account (such as TFSA or RRSP), please reach out to us at support@equivesto.com BEFORE initiating your transaction. If you do not notify Equivesto before investing, the system will default to a CASH investment.
Click here to learn more about investing through your TFSA/RRSP and the associated trust account fees.
Contact Us Anytime
If you have any questions or need assistance with your investment in Legend, please don’t hesitate to reach out to us at Amanda@Legendinvestments.ca or schedule a call with our team.
Thank you again for your support and trust in Legend. We look forward to securing the necessary funds for our flagship project and having you join us to reap the benefits.
Best regards,
The Legend Team
05/10/2024
Missed Our Most Recent Webinar? Watch the Recording!
Did you miss our recent webinar? No problem! You can catch up on all the insightful discussions from our latest webinar by watching the recording now.
Webinar Recap: Benefits of Investing in Legend
Here's a brief overview of what we discussed:
- Exciting Investment Opportunity: Discover how you can achieve targeted annual returns of 15-20%, which includes an 8% preferred rate of return*, making Legend an attractive choice for long-term value.
- Simplified Investing: Learn how Legend makes real estate investments easy and accessible. Whether it's passive investing or utilizing registered accounts like your RRSP, TFSA, and LIRA, we offer diverse options tailored to your financial objectives.
- Personalized Support: Hear us discuss our commitment to providing personalized guidance to help kickstart your investment journey with Legend.
- Extensive Industry Expertise: Benefit from our extensive industry experience as we discuss our rigorous process of selecting high-quality properties that offer both capital appreciation and above-average income.
Ready to Invest in Legend?
If the webinar piqued your interest and you're ready to take the next step with Legend Real Estate Trust, now is the perfect time to take action.
>> Invest Now!
Reach Out to Us
Don't miss out on the opportunity to secure your spot and join our growing community of investors. For any questions or assistance, feel free to reach out to us at Amanda@Legendinvestments.ca or book a call with our team.
Thank you for your interest in Legend Real Estate Trust. We're excited to have you on board!
Best regards,
The Legend Team
05/15/2024
Your Top Investment Questions Answered
We understand that investing in real estate can raise some questions. Here are the most common questions investors have asked us, and we’ve answered.
Investing with Registered Funds
I want to invest with my registered funds, but I only see an option for cash. What can I do?
If you're investing with registered funds, the Equivesto system defaults to cash. Email support@equivesto.com to adjust your account. Be sure to specify your account type (TFSA, LIRA, RRSP, etc.) and mention if you have an existing Olympia Trust account.
If I’m investing with registered funds, am I required to open and use an Olympia Trust account?
Yes, you can use an existing Olympia Trust account or open a new one, either way, you will need to open one to invest. Opening an account with Olympia Trust is built into the Equivesto process, they will help you through the process and assist with account setup.
I want to invest with some cash and some registered funds, is this allowed?
Yes, absolutely. Communicate this information to the Equivesto team at support@equivesto.com, and they will support you through both transactions.
My spouse and I both want to invest. Do we each need an Equivesto account?
Yes, you both need to open separate Equivesto accounts and invest individually.
Timing and DRIP
If my funds aren’t available yet, can I invest later in Legend?
Absolutely, Legend is an evergreen fund, which means we will continuously grow our portfolio and raise funds. It’s always advantageous to invest as soon as you can to benefit from the returns and get in from the get-go.
How does the DRIP program work? Can I change my mind about the DRIP program after initiating the investment?
Yes, you can change your participation in the DRIP program at any time. DRIP stands for ‘Dividend Reinvestment Program’. If you select this option, your quarterly cash flow payment (projected 8% annual preferred return) will be reinvested into Legend.
Note: Targeted returns are not guaranteed and involve risk, including loss of principal. Past performance is not indicative of future results.
Costs and Fees
What are my ‘out-of-pocket’ expenses to invest?
There will be withdrawal fees if you invest with a registered account ranging from $200 to $400 plus tax. For an Olympia Trust account, plan for roughly $300 plus tax for the first year, and then $200 plus tax annually.
Is there a fee to sign up on Equivesto?
No, there is no fee to sign up on Equivesto.
Are there any fees if I decide to exit the investment before Year 5?
Here are the redemption fees:
- Before Year 1: 6%
- Before Year 2: 5%
- Before Year 3: 4%
- Before Year 4: 3%
- Before Year 5: 2%
Investment Details and Reporting
Where can I review the Offering Memorandum (OM)?
The OM, Declaration of Trust, Subscription Agreement, and 144 Lucan property appraisal report are all available for your review on the Equivesto website. You can review all documents before committing to your investment.
Can we add a beneficiary or successor?
It's recommended that you complete your estate planning separately. Including your investment with Legend Real Estate Trust in your will and testament is advisable.
How often will Legend report to investors?
Legend will provide quarterly reporting to investors.
Is the maximum annual ROI 20%? Or could it be higher, considering there’s no guarantee of returns?
Yes, there is potential for your investment to be greater than 20%. However, our projections are 15-20% annual ROI.
Note: Targeted returns are not guaranteed and involve risk, including loss of principal. Past performance is not indicative of future results.
Can we invest in Legend if we reside in Quebec, even with registered funds?
Yes, Canadians from across the country can invest if they meet Eligible or Accredited investor status.
Note: The Offering Memorandum is provided in English only.
Can I share this investment opportunity with friends and family?
Certainly, feel free to share information about Legend with your friends and family. We are here to answer all their questions and help them through the investing process. They can reach out to us at Amanda@Legendinvestments.ca or book a call with our team for any questions they may have.
When can I expect to see my projected 8% Preferred returns?
Once the building reaches full optimization, which is expected by the end of Year 1, we anticipate increased revenue through effective expense management and rent adjustments. The recent renovations, completed by the sellers, provide a strong foundation. Optimization will involve managing expenses and increasing revenue streams, such as storage and parking.
We hope this clears up some of the questions you may have had about investing with us. If you have any further queries or need assistance, feel free to reach out to us at Amanda@Legendinvestments.ca or book a call with our team.
Upcoming Webinar Event
Catch up on all the latest insights and information by registering for our upcoming webinar.
Feeling confident in making an investment today?
>> Invest Now!
Best regards,
The Legend Team
05/26/2024
5 Days Until Legend’s Second Close!
We're nearing the end of an exciting opportunity to join Legend's groundbreaking $3M close. Just 5 days left until our second close on May 31st, 2024!
To secure your spot in this round, we recommend completing your investment by Monday, May 27th.
>> Invest Now!
Join Our Founding Investors
To guide you through the investment process, we've prepared a how-to guide on investing with Legend. Whether you're a seasoned investor or new to the process, our step-by-step guide will assist you every step of the way.
Investing Through Your RRSP?
If you're investing with a registered account (TFSA, RRSP, etc.), please email invest@equivesto.com BEFORE starting a transaction so we can activate your account.
The system will default to a cash investment if Equivesto is not notified prior to investing.
Click here to learn more about the TFSA/RRSP investment process and associated trust account fees.
Stay Up to Date
Stay tuned for more updates as we count down to our second close. In the meantime, if you have any questions or need further information, feel free to reach out to us at Amanda@Legendinvestments.ca or book a call with our team.
Missed our Recent Webinar?
Watch a recap of the live webinar, out now!
We look forward to welcoming you as a new investor in Legend.
Best regards,
The Legend Team
05/31/2024
Second Round of Funding for Legend is Now Closed!
We wanted to share some exciting news with you. The second round of funding for Legend is now closed, and we couldn’t have done it without you!
Your Ongoing Support Is Invaluable
We want to extend our deepest gratitude to everyone who participated in this round. Your support and commitment are truly appreciated.
Putting the Funds to Work
These new funds will play a critical role in pushing forward our project at 144 Lucan Avenue in Waterloo, Ontario. Each new round of funding brings us one step closer to securing the Lucan property.
The Journey Continues!
Investments remain open throughout June, and the funds raised in this close will also contribute to the 144 Lucan Avenue acquisition.
>> Invest Now!
Investor Support and Resources
For those considering an investment in Legend, we want to ensure you have all the resources needed for a successful investment:
> Explore our how-to guide for step-by-step instructions on how to invest in Legend.
> If you're investing through a registered account (TFSA, RRSP, etc.), please contact us at invest@equivesto.com BEFORE starting your transaction to prevent defaulting to a cash investment.
Webinar Invitation
Join us for our upcoming webinar to discover more investment opportunities with us!
In the meantime, if you have any questions or need further information, feel free to reach out to us at Amanda@Legendinvestments.ca or book a call with our team.
Thank you again for your continued support,
The Legend Real Estate Trust Team
06/05/2024
Join Our June 13 Webinar: Premier Real Estate Investment Insights
If you haven’t already signed up or attended one of our webinars, join us on June 13 at 1 p.m. EST for a live webinar on high-value real estate opportunities within our REIT.
Learn how to gain passive yet impactful real estate investment advice from leaders with decades of industry experience.
WHAT YOU WILL GAIN FROM ATTENDING
- Access to premier real estate opportunities in Tier-1 markets across Ontario.
- Investment information on our flagship property, 144 Lucan Ave.
- Personalized investment guidance from our founders.
INVEST WITH US
Our current capital raise will be used to fund the acquisition of our flagship property, 144 Lucan Ave., and will remain open throughout June.
- Be sure to check out our step-by-step guide for simple instructions on how to invest in Legend.
- If you’re investing through a registered account (TFSA, RRSP, etc.), please contact support@equivesto.com BEFORE starting your transaction to prevent defaulting to a cash investment.
SECURE YOUR SPOT – REGISTER TODAY
We make it simple to access high-quality Ontario real estate investments that provide long-term growth. Register for our webinar on June 13 to learn more.
>> Register!
If you have any questions or need further information, feel free to reach out to us at Amanda@Legendinvestments.ca.
Thank you again for your continued support,
The Legend Real Estate Trust Team
06/14/2024
Insights from Our June 13th Webinar – Watch the Recording Now!
If you missed our June 13th webinar, don’t worry! You can still catch up on all the valuable insights by watching the recording.
>> Watch Now!
Highlights from the Event
Here’s a summary of what was covered:
Investment Opportunity: Discover how you can achieve targeted annual returns of 15-20% (includes an 8% preferred return), making Legend an attractive choice for long-term value.
Investing with Ease: Learn how Legend makes real estate investments easy and accessible. Whether it's passive investing or utilizing registered accounts like your RRSP, TFSA, and LIRA, we offer diverse options tailored to your financial objectives.
Dedicated Support: Discover our personalized support designed to guide you through every step of your investment journey with Legend.
Industry Expertise: Learn from our extensive experience in selecting high-quality properties that provide both capital appreciation and strong income potential.
Educational Segment: Our CEO provided a quick lesson on Debt Cover Ratio Calculations and their impact on down payments, ROI, and property viability assessments.
Watch the Recording Now to Learn More!
Ready to Invest?
If you’re excited about what you heard in the webinar and are ready to invest in Legend Real Estate Trust, now is a great time to get started.
>> Invest Now
Get in Touch & Book a Call!
Don’t miss your chance to join our community of investors. If you have any questions or need assistance, contact us at Amanda@Legendinvestments.ca or schedule a call with our team.
Thank you for considering an investment in Legend Real Estate Trust. We look forward to welcoming you!
Best regards,
The Legend Real Estate Trust Team
06/20/2024
Legend’s New Website is Now Live!
We're thrilled to announce that Legend Real Estate Trust has launched a sleek new website, designed to provide you with a seamless and informative experience about our REIT.
>> Visit Now!
Explore the New Website
As our REIT grows, we want to provide our community of investors as well as newcomers with a place where they can easily access all the information and resources they need.
Here are some high-level items on the website that we’re excited about:
Detailed Investment Opportunities: Learn about our current capital raise, including our flagship property, 144 Lucan Avenue, and discover how you can become part of our investment community.
Educational Resources: Access a wealth of resources to help you understand the benefits of investing in real estate with Legend. From investment guides to detailed property overviews, everything you need is at your fingertips.
Investor Testimonials: Hear from our investors and learn about their experiences with Legend Real Estate Trust.
We invite you to explore our new website and see all the exciting updates for yourself.
>> Visit Now!
Stay Connected
Have any questions or need assistance? Feel free to contact us at Amanda@Legendinvestments.ca or schedule a call with our team.
Thank you for being a valued member of our community. We look forward to continuing this journey with you!
Best regards,
Thank you again for your continued support.
The Legend Real Estate Trust Team
06/27/2024
Only 5 Days Left!
The countdown is on! There are just 5 days left to secure your spot in Legend's exciting $3M close. Our third close is on July 1st, and we don't want you to miss out on this opportunity.
To ensure your participation, please complete your investment ASAP!
>> Invest Now!
Become a Founding Investor
We've made the investment process simple and straightforward. Check out our how-to guide on investing with Legend. Whether you're an experienced investor or just starting, our step-by-step guide will assist you.
Thinking About Investing Through a Savings Plan?
If you're investing with a registered account (TFSA, RRSP, etc.), email support@equivesto.com BEFORE starting a transaction to activate your account. Without prior notification, the system will default to a cash investment.
Learn more about the TFSA/RRSP investment process and associated trust account fees here.
Stay Updated
Stay tuned for more updates as we approach our third close. For any questions or additional information, contact us at Amanda@Legendinvestments.ca or book a call with our team.
Check Out Our Recent Webinar!
If you weren’t able to attend our most recent live webinar, watch the recap here or sign up for the next one here!
Thank you again for your continued support,
The Legend Real Estate Trust Team
07/01/2024
Legend Completes Third Close – Thank You for Your Support!
Thank You for Your Support
A heartfelt thank you to all the investors who participated in this round. Your support and belief in our vision are invaluable.
How We Are Using the Funds
The capital raised in this third close will be used to further our mission of acquiring high-quality properties, specifically our flagship property, 144 Lucan Avenue, in Waterloo, Ontario. This acquisition is a significant milestone in our journey towards providing impactful and profitable real estate investments.
Next Steps
We are continuing to accept investments as we work towards our goal of raising $3M. The funds raised in the upcoming rounds will further bolster our property acquisition strategy and ensure steady growth for our investors.
>> Invest Now!
Stay Engaged
To stay updated on our progress and future investment opportunities, we encourage you to join our upcoming webinarsand keep an eye out for our regular updates.
Missed Our Recent Webinar?
If you didn’t have the chance to attend our most recent webinar, we encourage you to register for our next event in July!
Connect with Us
For any questions or further information, feel free to reach out to us at Amanda@Legendinvestments.ca or book a call with our team.
The Legend Real Estate Trust Team
07/08/2024
REGISTER NOW: July 11 Webinar on Investing in Ontario Real Estate
We are excited to invite you to our upcoming webinar this week on July 11 at 1 p.m. EST! If you haven’t had the chance to attend one of our sessions, this is the perfect opportunity to explore high-value Ontario real estate investments through our REIT.
Date: July 11th
Time: 1 p.m. EST
>> Sign Up Now!
WHAT TO EXPECT
- Access top-tier real estate opportunities in Ontario.
- Learn how to self-direct your RRSPs.
- Gain a brief lesson from the CEO on Debt Cover Ratio Calculation.
- Ask questions during our live Q&A session.
INTERESTED IN INVESTING?
Our ongoing capital raise aims to support the acquisition of 144 Lucan Ave. with the ability to invest through July.
Check out our step-by-step guide for simple instructions on how to invest in Legend.
For investments via registered accounts (TFSA, RRSP, etc.), contact support@equivesto.com BEFORE proceeding to avoid defaulting to a cash investment.
BOOK YOUR SPOT TODAY
We simplify your access to premium Ontario real estate investments that promise long-term growth. Register for our July 11 webinar to learn more.
>> Sign Up
HAVE QUESTIONS OR NEED MORE DETAILS?
Feel free to email us at Amanda@Legendinvestments.ca or book a call with our team for personalized assistance.
We look forward to seeing you at our upcoming webinar!
All the best,
The Legend Real Estate Trust Team
Check out our new website at www.legendinvestments.ca for more information and resources.
07/09/2024
Legend Hits $1.5M in Funding!
Exciting news – Legend Real Estate Trust has now raised over $1.5M!
Your support and belief in our vision are what keep us going, and we're truly grateful for every single one of our investors.
How Investment Dollars Will Be Used
These funds will fuel our journey toward acquiring 144 Lucan Avenue in Waterloo, Ontario, bringing us closer to our goal with each investment.
Opportunity to Invest
If you haven't already invested or are thinking of increasing your investment, now's your chance. Make sure to complete your investment by 7/31 to join this round.
Need Assistance?
Our investor guide is here to help you navigate the process. Don't miss out – secure your investment now!
Registered Account Reminder
Investing through a registered account (such as your TFSA or RRSP)? Reach out to us at invest@equivesto.com BEFORE initiating your transaction to ensure a smooth process.
Click here to learn more about investing through your TFSA/RRSP and associated fees.
Missed our Recent Webinar?
Catch up on all the insights and information by watching the recap here and don’t forget to register for our upcoming webinar to stay up-to-date on all the latest developments.
We’re Here to Help
Questions about investing with Legend? Reach out to us at Amanda@Legendinvestments.ca or schedule a call with our team.
Thank you for your continued support. Watch this space for more updates and investment opportunities!
Best regards,
The Legend Team
07/11/2024
Legend's Exciting Weekend at the WealthGenius Event!
We are excited to share highlights from our recent attendance at the EXPAND Investor Conference hosted by WealthGenius this past weekend! It was an enriching and memorable experience for Legend.
The event featured 50+ expert business and investor speakers from across North America, offering guidance, education, and inspiration to all attendees. Alfonso Cuadra, industry leader and owner of WealthGenius, shared his 28 years of experience live on stage, inspiring attendees with his journey and knowledge.
ABOUT WEALTHGENIUS
WealthGenius is a premier real estate education platform that gathers real estate investors, industry leaders, and experts to share knowledge, strategies, and opportunities in real estate investment. This year's event, EXPAND 2024, was a biannual celebration of WealthGenius members, emphasizing learning, support, and networking.
HIGHLIGHTS OF THE EVENT
As 20-year real estate veterans, we attended WealthGenius to network, learn, and share our expertise. We had an amazing time at the event, filled with valuable interactions and learning opportunities:
Networking: Reconnected with familiar faces and met many new people.
Presentations: Sessions were educational, energetic, and focused on actionable real estate investment strategies.
Industry Leaders: Mingled with prominent real estate and industry figures.
Engagement: Our booth was buzzing with activity, and attendees were keen to learn more about Legend and meet Amanda & Marty in person.
NEXT STEPS
To continue the momentum and further, explore opportunities with Legend, join our upcoming webinar and speak directly with the co-founders.
Date: July 11th
Time: 1 p.m. EST
>> Register today
INVEST TODAY
We are targeting 15-20% annual returns for our investors, with the funds being used to purchase our flagship property, 144 Lucan Avenue, in Waterloo*. Our goal is to make real estate investing accessible and profitable, ensuring long-term growth and stability for our investors.
>> Learn more
QUESTIONS?
Email us at Amanda@Legendinvestments.ca or book a call with our team.
We look forward to sharing more updates and successes with you in the future.
Best regards,
The Legend Real Estate Trust Team
Visit our new website for more information.
07/12/2024
Key Takeaways from Our July 11th Webinar – Watch the Recording!
If you couldn't join us for our July 11th webinar, no worries! You can still gain valuable insights by watching the recording.
>> Watch Now!
Key Takeaways from the Event:
Top-Tier Real Estate Opportunities: We discussed exclusive real estate opportunities in Ontario that are available through Legend’s REIT.
Investment Strategies: The CEO of Legend gave a brief lesson on how to take control of your RSPs and make them work harder for you through self-direction.
Investment Opportunity: We explored how you can achieve 15-20% targeted annual returns and an 8% preferred return by investing in Legend’s REIT*.
Live Q&A Session: We addressed your most pressing questions, offering actionable advice on real estate investing.
Watch the Recording Now to Get All the Details!
>> Watch Now
Investment Opportunity
Inspired by what you heard in the webinar? Now is the perfect time to start your investment journey with Legend Real Estate Trust.
Our ongoing capital raise aims to support the acquisition of 144 Lucan Ave. with the ability to invest through July.
Check out our step-by-step guide for simple instructions on how to invest in Legend.
For investments via registered accounts (TFSA, RRSP, etc.), contact invest@equivesto.com BEFORE proceeding to avoid defaulting to a cash investment.
>> Invest Now
Connect with Us
Join our community of investors and take the next step toward your financial goals. If you have any questions or need further assistance, contact us at Amanda@Legendinvestments.ca or schedule a call with our team.
Thank you for considering an investment in Legend Real Estate Trust. We look forward to welcoming you!
The Legend Real Estate Trust Team
www.legendinvestments.ca
07/19/2024
Waterloo's Population Grows by 5.5% in 2023 – Invest in a Thriving Market!
Waterloo, Ontario, represents a unique amalgamation of urban sophistication and rural charm, making it an attractive location for real estate investing.
KEY HIGHLIGHTS OF THE REGION:
Dynamic Urban Center: Waterloo combines urban infrastructure and cultural richness with the charm of rural living, with the population growing by a staggering 5.5% in 2023, jumping from 638,065 people to 675,2271(i).
Innovation and Education Hub: Waterloo is North America's #1 small tech talent market with 29,700 tech workers(ii). The region also hosts two of Canada’s top universities and is home to the Perimeter Institute of Theoretical Physics, fostering global talent and commercializing groundbreaking ideas.
Thriving Business Community: The presence of think tanks and educational centers has spurred the growth of high-tech industries and innovative start-ups across the region. With approximately 1,100 start-ups, the Waterloo Region has the second-highest start-up density in the world after Silicon Valley(iii).
Vibrant Lifestyle and Culture: Uptown Waterloo is the heart of urban life, featuring award-winning architecture and over 400 restaurants, shops, and boutiques(iv), creating a lively and attractive environment for residents and visitors alike. The area boasts over
Rapid Population Growth: The Waterloo Region is among Ontario’s fastest-growing areas, underscoring its potential for real estate development and investment. Our population is expected to grow to 835,000 people and 404,000 jobs by the year 2041(v).
WATERLOO IS A PREMIER DESTINATION FOR REAL ESTATE INVESTING
Investing in Waterloo's real estate market is a strategic move to secure substantial returns and long-term growth.
Join Legend’s REIT and invest in a 60-unit, fully renovated turnkey property in Waterloo with targeted annual returns of 15-20% for investors.
>> Invest Today
NEED HELP INVESTING?
Check out our step-by-step guide for simple instructions on how to invest in Legend.
For investments via registered accounts (TFSA, RRSP, etc.), contact invest@equivesto.com BEFORE proceeding to avoid defaulting to a cash investment.
If you have any questions or need further assistance, contact us at Amanda@Legendinvestments.ca or schedule a call with our team.
SIGN UP FOR LEGEND'S AUGUST WEBINAR
Don't miss the opportunity to hear directly from our founders and learn more about this investment opportunity. Sign up for Legend's August webinar today!
Date: August 8
Time: 1pm EST
>> Register Now
Thank you for considering an investment in Legend Real Estate Trust. We look forward to welcoming you!
The Legend Real Estate Trust Team
www.legendrealestatetrust.ca
(i) CTV News, Region of Waterloo sees 5.5% population growth, Kitchener breaks 300,000 mark
(ii) Waterloo EDC, Why invest in Waterloo
(iii) Region of Waterloo, Diverse resilient economy
(iv) University of Waterloo, City of Waterloo
(v) Region of Waterloo, Regional Official Plan
(vi) Canada Mortgage and Housing Corporation, Housing Market Highlights - Kitchener, Cambridge, Waterloo
08/08/2024
Transform Your RRSP with Expert Real Estate Strategies
Are you looking to grow your RRSP? At Legend Real Estate Trust, we specialize in transforming your investments with proven real estate strategies.
Boost Your Portfolio with Proven Real Estate Strategies
Real estate investing offers a powerful way to grow your retirement savings. Here are some essential strategies to consider:
Diversification: Spread your investments across multiple properties to minimize risk and enhance stability. Our diversified portfolio approach ensures that even if one property faces challenges, the overall impact is minimized.
Market Selection: Focus on high-growth markets with low vacancy rates, such as Tier-1 cities in Ontario. These markets provide a steady demand for rental properties and opportunities for appreciation.
Value-Add Investments: Look for properties where improvements can significantly increase value and rental income. Our team excels at identifying and executing these opportunities.
Harness the Power of a Self-Directed RRSP
Control and Flexibility: A self-directed RRSP gives you the flexibility to choose the investments that align with your financial goals, including real estate, which may offer the potential for higher returns.
Tax Advantages: Maintain all the tax benefits of your RRSP while investing in real estate. Grow your investments tax-deferred until withdrawal.
How to Get Started with a Self-Directed RRSP
Choose Your Investments: Select real estate investments that align with your goals. Legend offers a range of opportunities in high-growth markets, view them here.
Leverage Legend’s Market Expertise and Impressive Annual Return
With over 20 years of experience, Legend’s founders have a track record of transforming properties and generating impressive returns.
Our approach combines hands-on property management with strategic investments to deliver consistent and substantial growth. Legend is targeting annual returns of 15-20%*.
Join Our Webinar for More Insights!
Join our upcoming webinar to dive deeper into these strategies and learn how to apply them to your RRSP. Our founders will share their insights and answer your questions live.
Thank you for considering Legend Real Estate Trust. We look forward to helping you transform your retirement savings with expert real estate strategies.
If you’re ready to take the next step, schedule a virtual call with our team today to discuss your investment goals and how Legend can help you achieve them.
The Legend Real Estate Trust Tem
www.legendinvestments.ca
*Targeted returns are not guaranteed and involve risk, including loss of principal. Past performance is not indicative of future results.
This content is provided for informational purposes only. This is not a solicitation to purchase securities. Equivesto Canada Inc. is registered as an Exempt Market Dealer in all provinces and territories of Canada. Equivesto Canada Inc. maintains the right to approve any investor client or issuer client prior to being given access to the Equivesto platform. All private investments are considered high-risk. Please review all related offering materials prior to making any investment if and when an investment is to be made available.
09/03/2024
Legend’s Lucrative Past Projects and How to Get Involved
Legend Real Estate Trust has a track record of transforming properties into profitable investments. Our past projects not only highlight our expertise but also showcase the solid returns our investors have enjoyed from working with us.
Book a call with us to learn more
OUR PAST PROJECTS SHAPE WHO WE ARE
Residential House Conversions
Since 2006, we've specialized in converting residential houses into elegantly designed basement apartments. Over the years, we've completed over a dozen projects that continue to generate positive cash flow today.
Multifamily Properties:
- Wellington (2021): A stunning turnkey six-plex in London, Ontario. Six investors are currently benefiting from the strong returns of this property.
- King Edward (2022): This 12-plex in London underwent a complete renovation, including new security systems and updated finishes. Fourteen investors are enjoying the returns from this asset.
- Nelson (2023): A 23-unit building in London, identified for its redevelopment potential. With the neighboring lot, we’re rezoning to build a 12-story, 191-unit residential apartment. This project includes 43 investors who are expected to see higher-than-average returns.
- Lucan (Ongoing): Our fund’s flagship property, a 60-unit turnkey apartment building in Waterloo, is closing this fall. With 15-20% projected returns*, don’t miss your chance to be part of this exciting project!
HEAR FROM OUR INVESTORS
Our satisfied investors consistently praise our professionalism, transparency, and the strong returns they've received. Visit our website to hear about their experiences with us.
LOOKING AHEAD
We continue to seek high-value investment opportunities that align with our commitment to growth and stability. Our strategic approach to real estate investing ensures that our investors enjoy both immediate returns and long-term value.
JOIN OUR UPCOMING WEBINARS
To learn more about our future projects and how you can be part of them, join one of our upcoming September webinars. Don’t miss this opportunity to get insights from the Legend team.
Date: September 12th
Time: 1 p.m. EST
Date: September 26th
Time: 8 p.m. EST
YOUR NEXT STEPS
- Join Our Inner Circle: Connect with like-minded investors in our free Facebook group, where you’ll get access to exclusive content and discussions.
- Schedule a Discovery Call: Talk to us about how you can be part of Legend’s next big success.
FOLLOW US ON SOCIAL MEDIA
Stay connected with us on social media for the latest news, updates and investment opportunities. Follow us on:
Instagram | Facebook | LinkedIn | Threads | TikTok
Thank you for considering an investment with Legend Real Estate Trust. We look forward to helping you grow your portfolio.
The Legend Real Estate Trust Tem
www.legendinvestments.ca
*Targeted returns are not guaranteed and involve risk, including loss of principal. Past performance is not indicative of future results.
This content is provided for informational purposes only. This is not a solicitation to purchase securities. Equivesto Canada Inc. is registered as an Exempt Market Dealer in all provinces and territories of Canada. Equivesto Canada Inc. maintains the right to approve any investor client or issuer client prior to being given access to the Equivesto platform. All private investments are considered high-risk. Please review all related offering materials prior to making any investment if and when an investment is to be made available.
09/10/2024
Meet Our Growing Team!
At Legend Real Estate Trust, our strength lies not just in our investment strategies but also in the dedicated team that works tirelessly to ensure our investors achieve their financial goals.
As we continue to grow, we're excited to introduce some of the newest members of our team, as well as key service providers who are instrumental in our success.
Chat with our Investor Relations team
LEGEND LEADERSHIP
Marty and Amanda: A Dynamic Partnership
As partners in both life and business, Marty and Amanda’s combined leadership and passion for real estate have been instrumental in shaping Legend Real Estate Trust into a powerhouse in the industry. Together, they are not just building properties, they are building a legacy.
Marty Gordon
Chief Executive Officer / Acquisitions Manager
With nearly two decades of experience, Marty’s leadership and strategic vision have transformed countless properties, making him a powerhouse in the real estate industry.
His background as a certified carpenter and expertise in multifamily investing and construction management allows him to blend hands-on experience with high-level strategy.
Amanda Bouck
Chief Operating Officer / Investor Relations
With over two decades of experience working in the real estate industry, combined with her strategic insights that drive significant growth, Amanda has earned a reputation as an industry trailblazer.
As a visionary leader and respected speaker, Amanda balances high-level corporate strategy with the demands of day-to-day real estate operations.
OUR TEAM
We’re thrilled to introduce our talented professionals, each bringing a unique skill set that enhances our ability to identify and manage high-value real estate investments.
Samantha Oliver
Investor Relations
Samantha brings extensive sales and client interaction experience to Legend, where she excels in fostering long-term relationships and nurturing investor loyalty.
Her background in implementing customer-centric initiatives and optimizing support channels makes her a key player in ensuring investor satisfaction and operational success.
Alicia Rosati
Executive Assistant
Alicia has over eight years of experience in residential property management, where she developed a reputation for her hands-on approach and exceptional problem-solving skills.
At Legend, she supports all teammates, manages customer interactions, and builds service-provider relationships to ensure smooth and efficient operations.
Christina Marshall
Creative Manager
Christina brings a wealth of experience in media and communications to her role at Legend. Her diverse career includes roles as a television and radio journalist (CTV, CBC), a technical operator, and a print media professional.
Known for her leadership and dedication to the community, Christina uses her creative talents to help individuals grow their wealth through real estate investment.
OUR TRUSTED PARTNERS
In addition to our core team at Legend Real Estate Trust, we’re proud to be supported by an exceptional Advisory Team of seasoned professionals who amplify our commitment to excellence.
Their combined expertise boosts our team’s strengths and gives our investors the peace of mind that their investments are in the best possible hands.
Miller Thomson
Miller Thomson’s seasoned securities lawyers are pivotal in ensuring our compliance and safeguarding investor interests. They built our Declaration of Trust and Offering Memorandum, laying a strong legal foundation for our operations.
McKenzie Lake
Renowned for their deep expertise in real estate law, McKenzie Lake strengthens our foundation with their legal acumen.
They structure our GP/LP and close our properties, ensuring that every transaction is handled with precision and care.
Grant Thornton
As accounting specialists, Grant Thornton brings a meticulous approach to managing our financial landscape, ensuring every dollar is accounted for with precision. Their expertise is crucial in maintaining the financial integrity of our operations.
Equivesto
Equivesto is a Canadian online investment platform and Exempt Market Dealer. As a digital-first exempt market dealer, Equivesto designs all processes for self-directed investing, making the exciting world of private investments more accessible to all Canadians.
Licensed across all provinces and territories, Equivesto focuses on helping streamline the private investment process to help both companies and investors complete the process in a quick, compliant, and secure manner.
BUILDING YOUR INVESTMENT SUCCESS TOGETHER
Having a strong, skilled team, and reliable partners means that our investors can trust in the stability and potential of their investments.
Our commitment to transparency, professionalism, and strategic growth is reflected in every project we undertake.
DID YOU MISS OUR LATEST WEBINAR?
Catch up on the insights and strategies shared during our recent webinar.
JOIN OUR UPCOMING WEBINARS
Want to learn more about how Legend drives growth and creates value? Don’t miss our upcoming webinars, where you can hear directly from our team about our latest projects and investment strategies.
Upcoming webinar dates:
Date: September 12th
Time: 1 p.m. EST
Date: September 26th
Time: 8 p.m. EST
FOLLOW US ON SOCIAL MEDIA
Stay connected with us on social media for the latest news, updates, and investment opportunities. Follow us on:
Instagram | Facebook | LinkedIn | Threads | TikTok
The Legend Real Estate Trust Tem
www.legendinvestments.ca
This content is provided for informational purposes only. This is not a solicitation to purchase securities. Equivesto Canada Inc. is registered as an Exempt Market Dealer in all provinces and territories of Canada. Equivesto Canada Inc. maintains the right to approve any investor client or issuer client prior to being given access to the Equivesto platform. All private investments are considered high-risk. Please review all related offering materials prior to making any investment if and when an investment is to be made available.
09/20/2024
Last Call: The Season's Changing, and So Could Your Financial Future
I'm Samantha Oliver, and I lead Investor Relations at Legend Real Estate Trust.
I’m excited to welcome you to our community and present an incredible opportunity to join our September closing.
WHY SEPTEMBER IS THE RIGHT TIME TO INVEST
September is the perfect month to reset, refocus, and make informed financial moves. As you get back into your routine, this is the ideal time to ensure your financial future is on the right track by investing in one of the most reliable avenues for wealth-building—real estate.
Our September closing is fast approaching, and we want you to be a part of it! To participate, simply submit your investment by September 26th.
>> Invest Today
WHY INVEST IN LEGEND?
To give you a quick refresher on the incredible benefits our investors enjoy, here’s why investing with us is a smart financial move:
- 15-20% Targeted Annual ROI*: Designed to deliver impressive returns and grow your wealth.
- 8% Annual Cash Flow with a DRIP Option*: Benefit from steady income or choose to reinvest for accelerated growth.
- $10,000 Minimum Investment: A manageable entry point to start building your portfolio.
- Eligible for RSP, TFSA, LIRA, and Cash Investments: Enjoy all the tax shelter benefits available!
- Open to Eligible and Accredited Investors: Ready to take action and secure their future.
Don’t miss the opportunity to join Legend’s rapidly growing investor base.
>> Invest Now
WHAT SETS LEGEND APART?
Our founders are hands-on with every investment, bringing decades of expertise and a personal commitment to your success. They treat your investment with the same care and dedication as if it were their own families.
GET PERSONALIZED GUIDANCE TODAY
Take the next step and book a call with our founders to get personalized guidance on maximizing your returns. Click the link below to schedule a call, or reach out to me at info@legendinvestments.ca.
For additional support, you can also contact Amanda, the COO, at amanda@legendinvestments.ca or Marty, the CEO, at marty@legendinvestments.ca.
JOIN THE 1% WHO THINK DIFFERENTLY ABOUT WEALTH-BUILDING
With our proactive management, your investment is always in expert hands, focused on delivering optimal returns.
Don’t wait—make this September the month you take control of your financial future with Legend Real Estate Trust!
>> Invest today
Stay connected with us on social media for the latest news, updates and investment opportunities.
Instagram | Facebook | LinkedIn | Threads | TikTok
Warm Regards,
Samantha Oliver
Investor Relations
This content is provided for informational purposes only. This is not a solicitation to purchase securities. Equivesto Canada Inc. is registered as an Exempt Market Dealer in all provinces and territories of Canada. Equivesto Canada Inc. maintains the right to approve any investor client or issuer client prior to being given access to the Equivesto platform. All private investments are considered high-risk. Please review all related offering materials prior to making any investment if and when an investment is to be made available.
09/25/2024
How Legend Investors Are Achieving Results
Our satisfied investors are a testament to the power of strategic real estate investing, guided by years of experience and commitment from our founders, Marty and Amanda.
MARTY AND AMANDA’S MENTORSHIP WINS
Through their expert mentorship, Marty and Amanda have helped countless investors achieve success, leveraging their deep knowledge of real estate and personalized investment strategies.
First Investment, Lasting Returns
Thanks to Marty and Amanda’s hands-on guidance and strategic coaching, Catarina G. turned her first real estate investment into a profitable venture.
Catarina credits Marty with helping her navigate complex markets and securing a property that continues to generate steady returns.
Driving Cash Flow in a Competitive Market
Through Marty and Amanda’s expert advice, James H. was able to enter the competitive real estate market.
With their support, he developed a strategy to drive cash flow, which led to strong returns in a fluctuating market.
LEGEND’S INVESTOR SUCCESS STORIES
From Limited Capital to Financial Independence
Dave R. and Sue A. shared their investment journey with us through our Facebook Inner Circle. Despite starting with limited capital, Dave successfully purchased and sold his first property with the guidance of Legend’s founders.
Marty and Amanda developed a tailored investment plan, helping him achieve profitable results in a challenging market. Today, Dave enjoys passive income and is on his way to long-term financial independence.
Confidence in Private Lending
“Our experience with the Legend team has given us confidence in private lending, even in uncertain times. Amanda and Marty are professional and transparent. We look forward to future deals with them!” – Stephen W.
Starting a Real Estate Journey
“The Legend team has been instrumental in starting us on our real estate journey. Their honesty, dedication, and knowledge have helped us identify great investment opportunities.” – Matt M. and Jess B.
Visit our website to hear from other satisfied investors.
LEGEND’S ONGOING COMMITMENT TO INVESTORS
Marty and Amanda have spent years transforming the lives of real estate investors, providing leadership and coaching that empowers others to achieve financial success.
Now, through Legend Real Estate Trust, they’re bringing these life-changing strategies to a wider audience, offering investors a path to meaningful returns through high-quality real estate investments.
Book an intro call with our team
JOIN OUR UPCOMING WEBINAR
Want to learn how you can achieve similar results? Join us for our upcoming webinar, where Marty and Amanda will discuss the benefits of investing with Legend and how you can get involved today!
Date: September 26, 2024
Time: 8 p.m. EST
Register for the Webinar
MISSED OUR SEPTEMBER 12 WEBINAR?
You can catch the full recording here. Learn more about the key strategies Marty and Amanda shared for investing in today’s real estate market.
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The Legend Real Estate Trust Team
www.legendinvestments.ca
*Targeted returns are not guaranteed and involve risk, including loss of principal. Past performance is not indicative of future results.
This content is provided for informational purposes only. This is not a solicitation to purchase securities. Equivesto Canada Inc. is registered as an Exempt Market Dealer in all provinces and territories of Canada. Equivesto Canada Inc. maintains the right to approve any investor client or issuer client prior to being given access to the Equivesto platform. All private investments are considered high-risk. Please review all related offering materials prior to making any investment if and when an investment is to be made available.
09/30/2024
Why should you invest in 144 Lucan Ave.?
You’re already familiar with our flagship property, 144 Lucan Avenue, but what makes this 60-unit, turnkey property such a standout investment in Waterloo, Ontario?
Listen to Legend’s COO share insights about Lucan and its potential success in the fast-growing region of Waterloo.
HERE
PROPERTY PROFILE
> Tier-1, 60-unit apartment building
> Fully renovated and turnkey-ready
> Elegant living spaces for working-class tenants
> Premium amenities, featuring a fully equipped gym and cutting-edge facial recognition security system
STRATEGIC ADVANTAGE: WATERLOO, ONTARIO
Waterloo combines the best of both worlds: urban amenities and a community feel. As Ontario's innovation hub, it’s home to industry leaders like Google and Shopify and offers a rapidly growing, diverse economy. The population is already over 630,000 and still climbing, driving demand for quality housing.1
144 Lucan Ave. is ideally located near major amenities, including:
> Two major hospitals (Grand River Hospital and St. Mary’s Hospital)
> Public transport, including the LRT
> Top universities and colleges (Wilfrid Laurier, Waterloo, and Conestoga College)
> Highway 401 access, connecting to Toronto and the U.S. border
> Six-minute drive from Google’s Kitchener headquarters
With its 50% exemption from Ontario rent increase guidelines, Lucan Ave. provides a stable, long-term growth potential for investors
Book a call with our team to learn more
PROVING MARKET GROWTH
Waterloo's booming tech sector, driven by 29,700+ tech workers, ensures a steady demand for housing.2 Plus, Lucan’s close proximity to top universities and research institutions makes it a prime location for attracting working professionals and students alike.
WANT TO LEARN MORE?
Join our upcoming webinar to get in-depth insights on how this property fits into our broader strategy and the potential for 15-20% annual returns*.
Date: October 10
Time: 1 p.m. EST
Register Today
WANT TO DISCUSS THE OPPORTUNITY FURTHER?
Book a call with our team to explore how Lucan Ave. can fit into your investment strategy.
Thank you for being part of the Legend Real Estate Trust community. We’re excited to continue bringing you high-quality investment opportunities like 144 Lucan Avenue.
The Legend Real Estate Trust Team
www.legendinvestments.ca
*Targeted returns are not guaranteed and involve risk, including loss of principal. Past performance is not indicative of future results.
This content is provided for informational purposes only. This is not a solicitation to purchase securities. Equivesto Canada Inc. is registered as an Exempt Market Dealer in all provinces and territories of Canada. Equivesto Canada Inc. maintains the right to approve any investor client or issuer client prior to being given access to the Equivesto platform. All private investments are considered high-risk. Please review all related offering materials prior to making any investment if and when an investment is to be made available.
FAQs
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