Toll Free: 1.855.984.6570

Your Financial Goals

 

Since we founded TriView in late 2012, our company has raised over $200,000,000 in private equity. Excluding our institutional investors, we’ve raised as an Exempt Market Dealer up to May 31, 2016, $125,375,954 since our inception.

At TriView, we offer our clients 3 ways to diversify your portfolio with private & alternative investments:

  • Yield Products: these are investments that could be real estate, financial or investing in private companies. The yields are based on cash flowing businesses whether the income comes from rent money or revenue from small to mid size companies. As of May 2016, approximately 30% of our capital deployed produces targeted yields between 7% – 12% annual returns
  • Growth Products: These investments are riskier in the sense that they do not provide cash from current operations but the potential of increased capital appreciation over time (usually 3 – 5 year term). These investments can be real estate that are close or beginning construction or tech companies that are on the verge of explosive growth. They would be classified as high risk but the right investment could provide returns in the 18% – 25% per year.
  • Hybrid Products: These are investments that provide cash flow today with capital appreciation in the future. An example of this would be an apartment play where you buy a current building producing a small annual yield but with a little paint and lipstick, they are refurbished with the intent to sell at a premium. Our hybrid products produce targeted yields annually in the 4% – 6% range with a potential exit that would provide an overall return of 12% – 15% at exit

 

We’ve added more yield producing product as we anticipated back in late 2014 that there would be high volatility and low returns in the public markets. In fact, the height of the TSX over the last 2 years was August 29, 2014 of 15,625 and the market as of May 27, 2016 was only 14,105 (TSX was off -10%). To think that 30% of our issuers target yields between 7% – 12% per annum, we’ve anticipated the volatility and the downturn in the public markets correctly by providing our clients with strong producing yield investments for a non-correlated diversified portfolio, compared to a portfolio fully exposed to the public markets such as the TSX. When you add our Hybrid investments from our product mix, over 64% of our product mix generates some kind of cash flow.

total capital raised Canada Exempt Market Dealers

Please contact us today or one of our private equity specialists to learn more about investing in private and alternative investments.

This information above is for information purposes only and is not, and under no circumstances to be construed as an invitation to make an investment in any securities, nor does it constitute a public offering to sell securities or any other products described herein. It should not be relied upon when evaluating the merits of a potential investment. Investments shall only be considered on the terms of the Confidential Offering Memorandum and/or Subscription documents or other such offering materials as may be applicable for investors in jurisdictions of Canada that meet certain eligibility or minimum purchase requirements. Any investments will also be subject further to Know your client and suitability review and requirements of Tri View Capital Ltd.

triview capital 8 ways 8 percent Money Talks

 

 

 

The Money Talks Interviews


Sept 10, 2016 Craig Burrows speaks with Michael Campbell.

 


Dec 3, 2016 Craig Burrows speaks with Michael Campbell.

8 Ways to 8% Articles

Sept 10, 2016 Investing Strategies for Eight Percent or Better

Oct 15, 2016 Plan for Tomorrow but Live for Today – Exempt Markets and Financial Planning

Nov 15, 2016 Why Donald “Trumps” Clinton Is Good for Western Canada

Dec 10, 2016 Clean Up This Holiday Season to Increase Yield

Jan 15, 2017 Private Equity: The best kept yield secret

Feb 15, 2017 Sweetheart Opportunities do exist in February

 

Four of our 8 Ways to 8%

Clear Sky Income Portfolio Fund – Series II
canada exempt market offersIssuer: Clear Sky Income Portfolio Fund – Series II
Description: The Fund believes that opportunities exist to acquire Car Wash locations at attractive prices with existing operations, and the potential for consistent growth. The Fund will generally focus on acquiring, or otherwise investing in, Express Car Wash locations which were constructed or refurbished in 2000 or later. These Car Washes are located in markets with strong employment growth, established operations and the potential to provide increasing cash flow
Category: Yield
Target return: 10% Annual Investor ROI before other stakeholder participation
Targeted terms: Investors also receive 10% of any distributions of net available cash above the Investor Target Return.
read-more
Rev Royalty
8percentIssuer: Rev Royalty Income and Growth Trust
Description: An income and growth fund strategically allocating capital between credit sectors to improve risk and reward prospects
Category: Multi-sector diversified income
Target return: 8%
Targeted terms: Open-ended fund with annual redemption ability
read-more

AP Capital Mortgage Investment Corporation
8percentIssuer: AP Capital Mortgage Investment Corporation (AP Capital MIC)
Description: AP Capital MIC started in 2007 and is a mortgage lender in Western Canada. The firm advances short term (1 year) mortgages to owners of primarily single detached homes in urban areas of BC and Alberta. Borrowers are home owners who require short term funds (bridge financing) and often may not fit with conventional bank underwriting (e.g. business-for-self individuals). Equity in the borrowers home is what protects the fund’s capital as the target loan to value is 70%; leaving 30% equity to protect AP’s funds. Over 700 mortgages have been advanced since 2007 worth nearly $200M in mortgage principal. 450 of those mortgages have been fully repaid leaving the current portfolio with 250 mortgages valued at approximately $57M in principal. Mortgages are sourced through mortgage brokers at interest rates of 5-15 percent.

Category: Yield. Cash Flow.
Target return: 7% monthly distribution (Cash or DRIP) plus annual top up (post audit). Annual returns have historically been greater than 8% per annum.
Targeted terms: 4 year redemption fee of 5% in year one. 4% in year two, 3% in year three, 2% in year four. 0% redemption fee after 4 years. Redemption fee is on initial investment only. Up to 5% of initial investment can be redeemed annually without fee.
read-more

Equicapita Income Trust
8percentIssuer: AP Equicapita Income Trust
Description: Investment in preferred trust units of the Trust (PTUs) yielding 8% p.a., paid quarterly, together with “free” common equity of the LP (a subsidiary of the Trust)
Category: Private Equity SME Buyout Fund in Western Canada. Targeting business between $5-$30million in enterprise value.
Target return: 8% annual return on the PTUs, plus potential additional return attributable to the common equity of the LP
Targeted terms: 5 year duration
read-more

Print Friendly

Contact Us:

Phone: 403.984.6570
E-mail: info@triviewcapital.com
TriView Capital Ltd.
Life Plaza
Suite 605, 734 - 7th Ave SW
Calgary, AB T2P 3P8

Branch Offices:

Vancouver

Victoria

Kelowna

Edmonton

Saskatoon

Regina

Winnipeg

Toronto GTA

PCMA Awards Triview Capital PCMA Awards Triview Capital PCMA Awards Triview Capital