Invest with us
We are proud of our track record and believe we have built strong business to provide future returns.
“Your comprehensive reporting of the various investments is very comforting as are the excellent returns.”
Let our track record speak for itself:
| FY 2012 | FY 2013 | Since | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FY 2007 | FY 2008 | FY 2009 | FY 2010 | FY 2011 | Q1 | Q2 | Q3 | Q4 | Q1 | Q2 | Q3 | Inception |
| 10.4 | 10.9 | 9.8 | 9.9 | 9.0 | 8.9 | 8.5 | 7.5 | 9.4 | 9.3 | 11.3 | 10.5 |
9.8 July 06 |
Cash on cash net return to investors shown as percentage.
Quarterly returns presented on an annualized basis.
Fund II Features
- Target returns, net of fees: Prime rate plus 4%
- Investment objective: Preservation of capital
- Security: A pool of primarily first (83%) mortgages
- Diversification: Investment is spread across a pool of mortgages
- Regional Bias: 71% in Atlantic Canada
- Property Type: 79% Residential / 21% Commercial
- Weighted Average Loan to Value: 64%
- Tax status: RRSP, RESP eligible, No double taxation
- Dividend Paid: Quarterly
- Fund Manager: Brian Moskowitz, Moskowitz Capital Management Inc.
New investors should contact Brian Moskowitz at (416) 781-6500 to obtain details and a subscription agreement.