An Expert Approach to Alternative Investments
Real Expertise. Real Governance. Real Results.
Equiton is a leading private real estate investment firm, with 250+ dedicated employees and listed as one of Canada’s Top Growing Companies.
Built by Real Estate Experts
Equiton’s CEO Jason Roque and President Helen Hurlbut bring a unique advantage through decades of hands-on real estate expertise across development, construction, financing, and operations.
Jason has overseen the full real estate lifecycle, including acquisitions, financing, approvals, construction, and operations management. Helen brings deep expertise in governance, and operational efficiency, having delivered millions in operational savings and strengthened transparency across multiple organizations.
Disciplined Governance Advisors Can Trust
Equiton holds itself to the highest standards by engaging independent, industry-recognized experts who conduct rigorous reviews of its processes, ensuring robust compliance, governance, and operational excellence.
• Annual KPMG firm operational audit
• Annual IFRS audited financial statements
• Formal valuation policies (including third party-appraisals) for properties, in line with industry standards
• Dependable due diligence – Castle Hall
• Majority independent board for Equiton Residential Income Fund Trust
Proven Performance Across Market Cycles
With a growing portfolio of 40+ multi-residential properties, The Apartment Fund (Equiton Residential Income Fund Trust) has delivered positive returns since inception (May 2016), demonstrating historically steady performance across varying market cycles*.
Why Advisors Choose The Apartment Fund
Tax Efficient
Monthly Income†
Distributions are currently 100% return of capital (for tax purposes)
Capital
Appreciation
Potential
Generated from any increases in value of properties
8-12%**
Targeted Annual Net Returns
Net trailing returns of 10.5% (Class F, DRIP)* since inception^
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Registered
Fund Eligible
RRSP, TFSA, RESP, LIRA, RRIF
A Partner Advisors Can Rely On
Equiton is committed to empowering advisors with exceptional service, client-ready marketing tools, and investment solutions designed to help grow their practice. Advisors also benefit from access to Equiton’s senior leadership team, providing added confidence and clarity in the investment decisions they make for their clients.
* Past performance is not a guarantee of future results.
**Targets/illustrative scenarios are not guaranteed; actual results may differ. See Offering Memorandum for more details and risks. Please read full disclaimers at equiton.com/disclaimers
†Not to be construed as tax advice. For specific tax advice, consult a tax professional. As at Jan 1, 2026, distributions are 100% return of capital, helping defer taxes and potentially enhance after-tax returns. Return of capital distributions are not taxable when received but reduces investor's adjusted cost base, which may increase the amount of capital gains triggered on a future disposition. Distributions are not guaranteed.
^Inception Date: March 2018. Net trailing return data through Jan 1, 2026.
IMPORTANT INFORMATION: This communication is for information purposes only and is not, and under no circumstances is to be construed as, an invitation to make an investment with Equiton Capital Inc. or securities of certain issuers that are related or connected to Equiton Capital Inc. (“Related Issuers” or “Related Issuer”, as applicable). Investing in Related Issuers involves risks. Recipients of this document who are considering investing in Related Issuers are reminded that any such purchase must not be made on the basis of the information contained in this document but are referred to the applicable offering memorandum associated with the Related Issuer. A copy of an offering memorandum associated with a Related Issuer may be obtained upon request made to the attention of Equiton Capital Inc. All information contained herein, while obtained from sources which are believed to be reliable, is not guaranteed as to its accuracy or completeness.
There is currently no secondary market through which the trust units of a Related Issuer may be sold, there can be no assurance that any such market will develop and redemption requests may be subject to monthly redemption limits. There can be no assurance that income tax laws and the treatment of mutual fund trusts will not be changed in a manner which adversely affects the Related Issuer.
PAST PERFORMANCE MAY NOT BE REPEATED. Investing in a Related Issuer can involve significant risks and the value of an investment may go down as well as up. There is no guarantee of performance. The recovery of an initial investment is at risk, and the anticipated return on such an investment is based on many performance assumptions. Targets and illustrative outcomes are not guarantees; actual results may differ materially.
Commissions, trailing commissions, management fees and other charges all may be associated with investments in the trust units. Please refer to the Offering Memorandum for further information about the costs of purchasing, holding and selling trust units. An investment in a Related Issuer is not intended as a complete investment program and nothing herein constitutes investment, financial, legal, tax or accounting advice; investors should consult their own advisors before making any investment decision. Only investors who do not require immediate liquidity of their investment should consider a potential purchase of trust units of a Related Issuer. The risks involved in this type of investment may be greater than those normally associated with other types of investments. Please refer to the Offering Memorandum of the Related Issuer for a further discussion of the risks of investing in it.