The Simple Investor Real Estate Trust (Class A)

The Simple Investor REIT provides investors with access to a proven condominium conversion strategy that has been successfully executed by The Simple Investor Real Estate Group Inc. (SIREG). Rather than competing in Canada's most expensive urban centres, the strategy targets attractive secondary markets where acquisition costs remain favourable, rental demand remains resilient, and significant upside exists through title conversion.

By purchasing multi-family apartment buildings and converting them into individually titled condominium units, the fund aims to unlock additional value while continuing to generate rental income throughout the conversion process.

Investors benefit from professionally managed real estate exposure with quarterly distributions and a projected annual total return of 12–15%, backed by an experienced operator overseeing more than $1.3 billion in assets under management.

Proven Condominium Conversion Strategy

Acquire apartment buildings at attractive valuations, convert them into individually titled condominium units, and capture the increased aggregate value created through the conversion process.

Focus on High-Growth Secondary Markets

Properties are acquired in established Southern Ontario markets including North Bay, London, Windsor, and other growing communities where housing demand remains strong and competition is less intense than major metropolitan centres.

Dual Return Potential

Properties generate rental income immediately while undergoing condominium conversion, providing cash flow before realizing capital appreciation upon unit sales.

Experienced Management Team

The strategy is executed by The Simple Investor Real Estate Group (SIREG), an organization managing approximately $1.3 billion in assets, over 3,000 residential units, and serving more than 1,800 investors.

Established Exit Strategy

Converted condominium units are sold individually through The Simple Investor Program, leveraging an established investor network and a repeatable sales process.

Strong Operational Track Record

The Simple Investor Program has processed more than 200,000 rent payments while maintaining zero missed guaranteed rent distributions since inception, including throughout the COVID-19 pandemic.

Preferred Return Structure

Investors receive an 8% preferred return before additional profits are distributed on a 70% investor / 30% management basis.

Quarterly Distributions

Distributions are available quarterly through cash payments or reinvestment via a DRIP, which offers a 2% discount on reinvested units.

The Simple Investor Real Estate Investment Trust Class A provides investors with exposure to a value-add multi-family residential strategy focused on acquiring apartment buildings across Southern Ontario's secondary markets. Through its investment in The Simple Investor LP, the fund targets properties that offer both stable rental income and meaningful upside through condominium title conversions.

Rather than investing in highly competitive urban centres, the strategy focuses on markets such as North Bay, London, Windsor, and other growing Ontario communities, where acquisition costs remain attractive and long-term housing demand continues to strengthen. During the 24–60 month conversion process, properties continue generating rental income before individually titled condominium units are sold, creating the opportunity for significant capital appreciation.

The fund is targeting a 12–15% projected annual net total return over an anticipated 4-year investment term, with quarterly distributions available through either cash payments or a Distribution Reinvestment Plan (DRIP), which offers investors a 2% discount on reinvested units. Investors receive an 8% preferred return before additional profits are distributed under a 70% investor / 30% management profit-sharing structure.

Class A Units are currently offered at $10 per unit with a minimum investment of $25,000. The strategy is considered moderate risk and is available to Accredited Investors, Eligible Investors, and Family, Friends & Business Associates (FFBA). The portfolio currently includes 917 secured residential units across four buildings, with additional acquisition opportunities continuously being evaluated.