The MarshallZehr First Mortgage Fund’s primary objective is to generate interest income by providing construction financing to Canadian developers. The Fund invests in the most secure portion of the debt stack that, traditionally, has been provided by ‘Tier 1’ lending agencies such as Canadian Banks, Trust Companies and Credit Unions.
The Pool primarily invests in development and construction mortgages secured by Real Property situated in Canada. Capstone diversifies the portfolio of mortgage investments by type, location, duration and risk while maintaining consideration for the state of the economy, financial markets and the Canadian real estate market.
Together with the Covenant Mortgage Pool and the MarshallZehr Mortgage Opportunities Fund, the MarshallZehr First Mortgage Fund provides investors with access to mortgage investments across a broad range of risk and security levels.
|Date Launched||July 2016|
|Manager||Capstone Asset Management Inc.|
|General Partner||R3 XL Capital Inc.|
|Distributions||Monthly, Cash or Units|
|Liquidity||Bi-Annual (January & July), 180 days after purchase. Subject to 90 days notice.|
|Eligibility||Not eligible for registered accounts.|
|$CDN||Class||Load Type||Total Fee*||Min. Inv.|
Individual purchasers must qualify as Accredited Investors.
*Comprised of the Manager's Fee and the General Partner's Fee.
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