For this manager conversation, Sightline Wealth Management’s Warren Gerow speaks with Lavelle Lindo, vice president of national and strategic relationships at Equiton, which uses unique real estate investments to help Canadians achieve their financial goals. During their conversation, Gerow and Lindo offer insight into the current state and outlook of real estate investment trusts (REITs), an asset class that can act as an alternative to traditional assets in times of equity market volatility.
Specifically, Gerow and Lindo discuss:
- An overview of Equiton, including its history and size
- The firm’s three primary mandates and the differences between the funds
- The number of properties in their portfolio and their locations
- How Equiton selects the different markets in which it invests
- The typical process for acquiring specific buildings
- How today’s current macro environment is impacting the rental market
- The costs for distribution for each fund
- How Equiton finances their buildings
- Challenges facing REITs in today’s market
As always, please do not hesitate to contact us at (416) 945-6228 with any questions.
Warren Gerow is an independent investment wealth consultant at Sightline Wealth Management.
The following conversation is presented by Equiton and Sightline. Equiton is not a registered advisor or dealer. Sightline Wealth Management (“Sightline”) makes every effort to ensure that the information provided by Equiton is reliable and accurate. However, Sightline assumes no responsibility for any losses or damages, whether direct or indirect, which arise out of the use of this information.
Sightline Wealth Management LP (“Sightline”) is an investment dealer and is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). Sightline provides management and investment advisory services to high-net-worth individuals and institutional investors primarily through fee-based accounts.
Sightline Wealth Management LP is a wholly owned subsidiary of Ninepoint Financial Group Inc. (“NFG Inc.”). NFG Inc. is also the parent company of Ninepoint Partners LP, it is an investment fund manager and advisor and exempt market dealer. By virtue of the same parent company, Sightline is affiliated with Ninepoint Partners LP. Information and/or materials contained herein is for information purposes only and does not constitute an offer to sell or solicitation to purchase securities of any issuer or any portfolio managed by Sightline Wealth Management or Ninepoint Partners, including Ninepoint managed funds.
Sightline Wealth Management (“Sightline”) makes every effort to ensure that the information has been derived from sources believed to be reliable and accurate. However, Sightline assumes no responsibility for any losses or damages, whether direct or indirect, which arise out of the use of this information. Sightline is not under any obligation to update or keep current the information contained herein. The information should not be regarded by recipients as a substitute for the exercise of their own judgment. Past performance is not indicative of future performance. Please speak to your Advisor regarding the suitability of information provided in this article for you. The opinions, estimates, projections and/or recommendations contained in this document are those of the author as of the date hereof.