Products tagged with 'private placement of units in a real estate investment trust'

Make an offer to the public of trust units to fund a real estate investment with this template Offering Memorandum for the Province of Alberta.

• 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 will act as the investment vehicle for investors to pool their funds and indirectly invest in long-term capital real estate and related projects.
• The trust's objective is to preserve investors' capital while providing a profitable return 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 can only be made to Canadian residents.
• This OM is only for securities that are not listed or traded on any stock exchange or public market.

Download the Alberta Offering Memorandum for REIT Investment in MS Word format.

Download the forms required to be completed by an investor in a REIT under an offering memorandum with this Subscriber Forms Package for Alberta issuers.

• This trust is set up in the Province of Alberta to be utilized as a real estate investment trust (REIT) to raise capital for a real estate development through a private placement of mutual fund trust units.
• The trust acts as the investment vehicle allowing the investors to pool their investment funds in long-term capital real estate and related projects.
• The Subscriber Package contains the following forms:
  • Private Placement Subscription Agreement.
  • Instructions to the investor, including a list of all documents required to be submitted, depending on the investor's province of residence and the amount of the investment.
  • Worksheet for Determination of Net Worth (Accredited Investor and Eligible Investor Exemptions).
  • Representation Letter (for Accredited Investors resident in Canada).
  • Representation Letter (for non-Canadian and non-US investors).
  • Close Personal Friend / Close Business Associate Questionnaire (for Canadian residents).
  • Risk Acknowledgement.
  • Eligible Investor Status Certificate.
  • Risk Acknowledgement under Blanket Order 31-505.
  • Subscriber Acknowledgement and Consent.
  • Distribution Reinvestment Plan, by which an investor can opt to reinvest all or part of any distribution proceeds.
• The Subscriber Package for REIT Units is downloadable as a single MS Word file. All forms are fully editable to meet your needs.
• These documents refer to Alberta laws and are intended for use in the Province of Alberta, Canada.