Investment Funds

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MarshallZehr Mortgage Opportunities Fund LP

The MarshallZehr Mortgage Opportunities Fund’s primary objective is to generate a stream of income and preserve capital through investing in a diversified portfolio of construction mortgages in Canada. The Fund may also hold cash, cash equivalents, fixed income securities and some real estate related equities such as the preferred shares of development projects.

The Strategy

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, priority, duration and risk while maintaining consideration for the state of the economy, the general financial markets and the Canadian real estate market.

Quick Facts

Date Launched July 2014
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.

FUND CODES

$CDN Class Load Type Total Fee* Min. Inv.
CVT1001 A FE 1.90% $150,000
CVT1011 F NL .90% $150,000
CVT1021 I NL .65% $3,000,000
CVT1031 O NL Negotiated $10,000,000


Individual purchasers must qualify as Accredited Investors.
*Comprised of the Manager's Fee and the General Partner's Fee.

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The Opportunity

  • Participate in a fund that invests in high yielding, Canadian construction mortgages
  • Regular cash flows are available
  • Access first and second mortgages that have:
    • Conservative loan to value ratios
    • Terms typically less than three years
    • Real property as security

QUESTIONS?

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