Strategy

Acquire and
reposition
underperforming
retail assets

Opportunistically target service-oriented retail properties resistant to the business cycle that utilize stand-alone real estate.

Triple-net

All leases are ’triple-net’ meaning all taxes, insurance, property management and service costs are borne by tenants and not the Fund.

Value-add

Acquire properties with in-place income and Invest capital to reposition tenants increasing occupancy and rents.

Tenant focused

Partner with national consumer staple retailers resilient to economic downturns and digital disruption.

Indicative fund structure

Tax advantaged structure

TriVirtus Real Estate Fund I is a Limited 
Partnership distributed to ‘accredited investors’ The term is open with a minimum investment 
level set at $250k Canadian Dollars.

Investment Parameters and Process

What we look for

We target triple-net retail commercial real estate to capture yield premiums. We utilize moderate leverage to enhance strong risk-adjusted returns.

We enforce a strict discipline to ensure control of the timing of the purchase and sale of our properties.

Rents and vacancy below market value with opportunistic renewal terms

Additional land that can be developed

Well positioned mid-ticket real estate in major retail corridors

Convenience and service-oriented centers resilient to cyclical and digital disruption

Income producing properties to minimize carrying costs and reduce repositioning development risk

Investment Parameters and Process

What we don’t do

Limited “big box” investments, no enclosed malls

No land speculation, hotels, pure office, private residential

No passive ownership in JVs or other funds

No investments outside of Canada

Densify, diversify then ROI

Value-added
leasing and in-fill. Example cases:

$14MM incremental investment to densify properties delivering 19%+ returns.

Midland Avenue, Kingston Phase II
Fort William Road, Thunder Bay  Phase II & III

Learn more

Our team

Performance

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The TriVirtus Real Estate Fund I is a unique and timely,
income and growth-focused investment opportunity