Income &
Growth Fund

Building and Growing
Real Estate to Preserve
Your Wealth

Why Us?

Three Decisive Reasons

REASON ONE

Ownership in Prime Toronto Real Estate

Key locations in an urban setting will stand the test of time and outperform the market in the long run. TORONTO is our home base, and we believe strongly that results are amplified when we use our expertise to build and grow an asset—as opposed to purchasing a fully stabilized property.

REASON TWO

Quality Cash Flow, Consistent
Quarterly Distribution

The Fund’s mandate is to invest in, and create steady, stable cash flow through long-term leases in combination with select assets that possess strong growth potential over the long term. At the top of our check list is insisting on high quality credit tenants which assures sustainability of the income stream through economic cycles.

REASON THREE

Capital Appreciation

In addition to driving stabilized cash yields, with built in escalations over time, Clifton Blake is an active asset manager where we seek and implement value-add opportunities in excess of our distributions. The result is continued capital appreciation for our investors.

Who Should Invest in the Fund?

Investors interested in participating in a portfolio of commercial real estate assets representing stable, income-producing properties generating immediate cash flow.

Investors interested in stable income along with the potential for medium-to-long-term capital appreciation from a smaller group of properties, redeveloped and repositioned in an urban core market.

Existing investors in Clifton Blake Bridge Funds interested in maintaining a long-term holding without triggering immediate tax consequences.

Building a Resilient Portfolio

The Clifton Blake Income & Growth Fund targets three general asset types to achieve both Income and Growth.

CORE ASSETS

Core Asset Investments are comprised of properties with long-term leases with AAA retail tenants, strong covenant commercial tenants and purpose-built rental. Our average commercial lease term, as at January 1, 2021, was 10.50 years.

VALUE-ADD ASSETS

Value-Add Investments are comprised of properties which in many cases have existing or new leases but have further potential beyond the in-place income.

DEVELOPMENT ASSETS

Development Assets include assets where significant work has been completed in advance to eliminate planning and approval risk. Development of assets within the Fund enhances the overall long-term yield by creating net operating income on laid down cost versus market purchase price. In many cases, on completion the Fund will refinance these assets and recycle the capital into other high-yield opportunities.

CORE ASSETS

1027 Yonge Street

Current
Value

$35,000,000

Net Operating
Income

$1,400,000


  • Urban revitalization, transformed to 6-storey site.
  • 3 levels of luxury condominiums, sold
  • AAA retail space
  • Commercial office space
  • Parking

1133 Yonge Street

Current
Value

$10,400,00

Net Operating
Income

$418,000


  • 50,000 sqft. of Commercial Condominiums, sold
  • Office space
  • 5-Star restaurant
  • Parking

1357 Queen Street W.

Current
Value

$11,200,000

Net Operating
Income

$451,000


  • 8100 sq. ft.
  • 20 year lease with rent escalations.
  • An abundance of parking.

VALUE ADD ASSET

772 Queen Street E.

Current
Value

$18,500,000

Net Operating
Income

$730,000


Subsequent to finalizing three AAA commercial leases, The Fund topped up the density by building 11 luxury apartments, creating additional long term value.

874 Bloor Street W.

Current
Value

$5,800,000

Net Operating
Income

$217,000


Subsequent to finalizing Tim Hortons lease, The Fund topped up the density by building 8 apartments, creating additional long term value.

DEVELOPMENT ASSET

871-899 College Street

112 Units

89
Rental

23
Condo

Retail at Grade


17,000 sq. ft. of Essential Retail Space under negotiation. All plans approved and construction is under way.

1886-1928 Eglinton W.

227 Rental Units

Retail at
Grade


20,000 sq. ft. of Essential Retail Space currently under negotiation with a Schedule I bank. Full development approvals anticipated mid 2021.

2946-2968 Dundas Street W. (The Junction)

120
Rental Units

Office
Space

Retail at Grade


10,000 sq. ft. of Office Space 20,000 sq. ft. of Essential Retail Space under negotiation

Fund Parameters

TARGET ASSETS

Urban, infill, mixed-use properties, representing opportunities offering a combination of income and capital appreciation potential. All in Toronto.


7% annual cash distribution is paid quarterly and investors will own a proportionate share in ALL Income & Growth Fund properties.

LIQUIDITY

Redemptions available at each quarter-end upon 30 days notice, after first two years investment. Up to 5% of the Fund in any quarter. Up to 15% of the Fund in any annual period.

TARGET CASH DISTRIBUTIONS

7% annually

paid out quarterly

MINIMUM INVESTMENT

$250,000

TARGET TOTAL RETURN

11%-13% annually

(cash flow + value add + capital appreciation)

REGISTER FOR RENTAL

L

Lorol Nielsen | 647-524-2726

M

Monica Agudelo | 647-891-5029