Institutional Series Private Offerings

The I-Series of our private offerings provides institutional investors with the ability to participate in above-average, risk-adjusted yields from investments in commercial mortgage pools with enhanced liquidity. Our institutional clients include many trade unions, foundations and endowments and Canadian pension funds.

Commercial mortgages share many characteristics of other private debt investments, yet are secured by real property. Our institutional clients recognize that the predictable income and unique diversification characteristics of Trez mortgage pools are an attractive fixed income alternative. The short term to maturity along with the floating rate feature of the Canadian mortgages, provide unit holders with very low volatility while maintaining a steady $10 NAV.

Trez Capital employs a variety of investment strategies and fund structures to create conservative portfolios of high-yield commercial mortgages. Combining our expertise in sourcing, underwriting and structuring investments with rigorous due diligence, we create opportunities for institutional investors to invest through a trust with the following features:

  • Focused strategy. We achieve superior risk-adjusted returns, while minimizing exposure to interest-rate risk by funding short-term, commercial mortgages on quality properties.
  • Attractive returns. We target investment returns from 5-9%, within a trust structure available for transacting via FundServ, which provides for enhanced liquidity.
  • Investment oversight. Governance and compliance with investment policies is provided through an investment committee and external board of governors.

We have four investment strategies for institutional investors to consider. 

Trez Capital Prime Trust

Trez Capital Yield Trust

Trez Capital Yield Trust US

Trez Capital Yield Trust US (CAD)

To explore the benefits of investing in a portfolio of high-yield commercial mortgages, please contact:

Daniel Marchand

Daniel Marchand

Senior Vice President, Head of Investor Global Sales

danielm@trezcapital.com

647.788.1780

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Gordon Kim

Gordon Kim

Vice President, Institutional Business Development

gordonk@trezcapital.com

416.350.1293

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