Clifton Blake hosted its much-anticipated annual Investor Event at the Four Seasons in Toronto, an evening dedicated to showing appreciation and sharing key updates on corporate strategy. Celebrating a milestone year marked by significant achievements, this year’s event was particularly noteworthy, as it not only honored our dedicated long-term investors but also marked the debut of our flagship Real Estate Income Trust (REIT).

The event, attended by 300 longtime investors of Clifton Blake, featured an exclusive viewing of our new corporate video, providing a fresh perspective on our achievements and strategic direction. Management provided insightful updates on property performance and shared their outlook for the year ahead, reinforcing Clifton Blake’s commitment to growth and excellence. Below is a summary of the key topics covered during the event.

A Decade of Growth and Expansion

Clifton Blake is proud to recount a decade of remarkable growth from our humble beginnings to a promising future. With a fully built-out pipeline, we anticipate reaching a real estate value in excess of $1.5 billion by 2028. This achievement reflects our sustained commitment to strategic development, execution, and excellence in the real estate sector.

Launch and Performance of the Clifton Blake Real Estate Income Trust (REIT):

The event spotlighted the launch of the Clifton Blake REIT. Designed as a pure income vehicle, it offers investors the opportunity to participate in a prime portfolio of Class A urban infill mixed-use real estate. This flagship product is designed for long-term cash flow and growth. The Clifton Blake REIT’s performance metrics are notable:

  • Recent Performance: Over the past 12 months, the Trust has distributed 7% in cash, appreciated in value by 6.4%, culminating in a total return of 13.4%.
  • Secured Growth: Active pipeline of new projects coming on stream over the next 4 years
  • Assets Under Management: Currently, the firm manages over $800 million in assets, reflecting strong investor confidence and a solid foundation for future growth.

The Clifton Blake Mortgage Fund: “We haven’t missed a beat since inception.”

The event further highlighted the enduring success of the Clifton Blake Mortgage Fund, now in its 8th year, the Clifton Blake Mortgage Fund continues to exceed expectations. We are proud to say that since its inception, the fund has consistently met and exceeded its commitments, never missing a payment. The fund’s performance metrics underscore its success:

  • Consistent Performance: The Clifton Blake Mortgage Fund has never missed a payment since its inception, demonstrating our commitment to reliability and disciplined financial management.
  • Impressive Returns: The Mortgage Fund has achieved a 104% return since inception, significantly exceeding our annual target of 7.25% cash distributions.
  • Rewarding Investors: Investors who have been with the Mortgage Fund since the beginning have seen their initial investments more than double. Over the last four years, Clifton Blake has enhanced investor value further by delivering a bonus of 3.7 times the normal monthly distribution in addition to regular payouts.
  • Strategic Investment Philosophy: Our investment strategy is cautious yet effective; we only lend on programs that we would participate in ourselves. It is this foundational philosophy that has kept the Mortgage Fund successful and reliable, securing continued investor confidence and financial growth.

Project Highlight and Future Outlook

An exciting announcement of the evening was the announcement of our latest project at College West, which has achieved 100% occupancy and proudly features Pusateri’s as its anchor retail tenant. This significant milestone not only enhances our portfolio but also sets a new standard for urban living in Toronto. This project marks our first opportunity to demonstrate to the city what it means to live in a Clifton Blake community, showcasing our commitment to quality and community-focused development.

With the evening filled with strategic insights, heartfelt acknowledgments, and promising outlooks, Clifton Blake reaffirms its position as a leader in the real estate investment sector, well equipped to continue to grow alongside our valued investors.

A Heartfelt Thanks to Our Investors

We are deeply grateful for the continued trust and investment of all our attendees, whose support has been crucial to our success. The evening was also an opportunity for investors to connect with our management team and discuss potential opportunities within our new REIT.

“Not a single part of our story could be told without YOU. Every day, we experience your amazing support and constant confidence in Clifton Blake. Together, we will continue to grow. Thank you.”

– The Clifton Blake Team

Highlights from the Evening

Thank you once again to all our loyal investors for joining us at this annual celebration. We are excited for what the future holds and look forward to achieving new milestones together.