Investment Funds

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Capstone Mortgage Pool

The Capstone Mortgage Pool’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 Strategy

The Pool 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 April 2012
Manager Capstone Asset Management Inc.
Distributions Monthly, Cash or Units
Liquidity Monthly, 180 days after purchase.
Subject to 30 days notice.
Management Fee Class A 2%
Class F 1%
Class I Negotiable
Min. Investment $150,000
$50,000 for Dealers
FUND CODES
$CDN Class

Load Type

CVT101 A FE
CVT111 F NL
CVT121 I NL

Individual purchasers must qualify as Accredited Investors.
Class I management fee is 0% for discretionary clients.

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The Opportunity

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

QUESTIONS?

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