Clifton Blake proudly hosted its highly anticipated 13th Annual Investor Event at the Four Seasons Hotel in Toronto on May 15th, an evening dedicated to expressing gratitude for our valued investors and offering a comprehensive overview of our strategic direction. This year’s event held special significance as we celebrated the outstanding results and projected future growth of Clifton Blake’s funds.

The event gathered nearly 300 high-net-worth investors and family offices, board members, and executives for an evening comprised of thoughtful discussion about the current state of the economy and how to be best positioned for the future. Clifton Blake’s CEO, KC Daya; CIO & President, Wes Myles; and board members Dr. Sidney Zucker, Chairman of the Clifton Blake Mortgage Fund and Chairman Peter Sharpe offered valuable insights into the performance plan for Clifton Blake over the next 5 years, details that are not generally available to the public.

Clifton Blake’s Private Real Estate Investment Trust (REIT)

Clifton Blake’s Private Real Estate Investment Trust (REIT) has quickly become a cornerstone of the investment portfolio. With 7 mixed-use residential properties, in Toronto’s most desirable communities, the portfolio holds a projected valuation exceeding $1.6 billion.

“Overall, the REIT represents an excellent opportunity for investors seeking consistently strong and stable returns,” said Board Chair Peter Sharpe.

The success of the REIT is in part driven by its independence from public securities and its direct association to in demand residential rental properties, supported by community essential retail. The purpose-built rental property market will continue to experience significant growth, and is projected to continue rising steadily, with the REIT ideally positioned to be a frontrunner.  

Designed as a safe harbor investment adjacent to a volatile stock market, the REIT, supports our commitment to preserve capital and build long term tax efficient income and capital appreciation for our investors. 

The Clifton Blake REIT performance metrics are notable:

  • Trailing Annual 1 Year Return: 12.1%
  • Forecasted Returns: 12-14% annually
  • Secured Growth: Captive pipeline of projects represents >1500 units of new supply

The REIT remains a high performing investment, driven by expert knowledge and investor confidence, consistently delivering growth and strong returns that are set on a continued growth trajectory.  We sincerely appreciate the ongoing trust of our investors, whose unwavering support has been instrumental to our success.