Who Should Invest?

Who should invest in mortgage trusts?

Mortgage trusts are appropriate for investors seeking higher yields and interest income compared to money market and fixed income investments, and for those who are seeking a consistent stream of income. Most trusts are suitable for investors with a low tolerance for risk.

What to consider when investing in a mortgage trust?

Before investing in a mortgage fund, the following fund information should be reviewed and evaluated:

  • What is the maximum loan value on any one property?
  • What is the maximum percentage or dollar value that can be invested in any one mortgage?
  • What are the lending guidelines for commercial and industrial mortgages?
  • Where are the mortgages located?
  • Do the managers have personal equity in the trust?
  • How experienced are the managers in originating mortgages?

These details are published in the fund’s Offering Memorandum.

Read more

Get your questions answered

Speak with an expert and meet the people that manage the trust
Tri City Group was founded
By Henry & Ruth Goodman
Of proposals submitted
are accepted for funding
Of the Trusts Profits
returns are distributed to the unit holders
Targeted Return
Plus annual profit share

Our Partners and Consultants

Tri City Group of Companies is proud to work with these prestigious companies
Canadian Western Bank
Olympia Trust
Owen Bird Law