Alberta Offering Memorandum for Trust Units (Real Estate Investment)

Prepare a Confidential Offering Memorandum for trust units to fund a real estate investment with this Alberta template.

• The offering is a private placement of trust units issued by a mutual fund trust (or unit trust), for the purpose of investing in a limited partnership which will acquire land to develop as commercial and/or residential real estate properties, and develop, subdivide and market the properties.
• The trust was created to act as the investment vehicle for investors to pool their funds to indirectly invest in various long-term capital real estate and real estate related projects.
• The trust's long-term objective is to preserve investors capital while providing a profitable return thereon through acquisitions and competent management of real estate investment projects.
• Because the trust qualifies as a mutual fund trust, the units being sold are qualified investments under the Income Tax Act (Canada) and are eligible for investments through RRSPs, RRIFs, deferred profit sharing plans, and RESPs.
• The investment is subject to resale restrictions, and there are certain tax considerations which the investor must take into account.
• The offering is being made to Canadian residents only.
• The securities are not listed or traded on any stock exchange or other public market.