Real Estate

Harvest the tax efficient benefits of rental income and long-term capital appreciation – backed by the security of tangible real estate assets.

What is Real Estate?

Real estate refers to direct ownership or private investment in income-generating properties, rather than publicly traded real estate securities. Investors gain exposure to physical assets – such as multifamily apartments, office buildings, industrial warehouses, and retail centres – generally through private investment vehicles. Real estate offers stable tax-efficient rental income, potential capital appreciation, and inflation protection, often with low correlation to stock and bond markets, enhancing portfolio diversification. Strategies range from core (low risk, stabilized assets) to opportunistic (higher risk, value creation projects). While less liquid than publicly traded real estate, real estate investments can deliver attractive, risk-adjusted returns over long holding periods through professional asset management.

Why consider Real Estate for your portfolios?

Real estate offers tax-efficient income as all, or a portion of their distributions are tax deferred (Return of Capital). Deferring taxation allows investors to compound their pre-tax dollars, leaving them with more capital over the long run than investments that pay income tax in real time. Harnessing tax-efficient cash flow is also essential for investors who rely on their investments as a source of fixed income, putting more after-tax dollars in their pockets without taking on excessive risk with higher-yielding, tax-inefficient investments

Tax efficiency of private REITs drives stronger after-tax returns

Hypothetical example comparing the after-tax returns of a Private REIT vs. Canadian Equity Fund Source: Westcourt analysis. For illustrative purposes only. Past results do not guarantee future performance.
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