McGillivray Real Estate Preferred Distribution Trust

The McGillivray Real Estate Preferred Distribution Trust (PDT) provides investors with passive exposure to a diversified portfolio of preferred equity investments in residential condominium development projects across the Greater Toronto and Hamilton Area. The Trust focuses on transit-oriented mid-rise and high-rise developments and aims to deliver tax-efficient monthly distributions alongside long-term capital stability through a value-add real estate investment strategy.

• Targeted annual return of 10%–12% with monthly distributions

• Exposure to institutional-grade residential real estate developments

• Focus on supply-constrained GTHA housing markets

• Passive investment opportunity alongside an experienced real estate development team

• Diversified portfolio of preferred equity positions across multiple projects

• Access to off-market acquisitions, land assemblies, and intensification opportunities

• Monthly cash or DRIP distribution option available

• DRIP participation offered at a 1% unit price discount

• Focus on transit-oriented urban communities with strong long-term demand fundamentals

The Trust targets preferred equity investments ranging from $5M to $15M per project across a diversified portfolio of mid-rise and high-rise residential condominium developments. Initial projects range from approximately 90 units to over 700 units and are primarily located in high-growth urban markets throughout Southern Ontario. The investment strategy focuses on off-market redevelopment opportunities, land assemblies, and high-density intensification projects expected to benefit from continued housing undersupply and population growth in the GTHA.