The RISE fund

RISE Properties Trust is a private Canadian REIT specializing in the acquisition of underperforming apartment rental communities in strong U.S. markets, with a primary focus in the Pacific Northwest.

Annualized returns, inception to date1:

8.91%

1Returns shown are in CAD, net of fees, and assume all distributions reinvested in DRIP program

Growth of $100,000 invested in RISE

InceptionQ3-2012Q1-2013Q3-2013Q1-2014Q3-2014Q1-2015Q1-2016Q3-2016Q1-2017Q3-2017Q1-2018Q3-2018Q4-2018Q2-2019Q4-2019Q2-2020Q4-2020Q1-2021Q2-2021Q3-2021Q4-2021Q1-2022Q2-2022Q3-2022Q4-202201-202302-2023Q1-202304-202305-2023Q2-202307-202308-2023Q3-202310-202311-2023Q4-202301-202402-2024Q1-202404-202405-2024Q2-202407-202408-2024Q3-202410-202411-2024Q4-202401-202502-2025Q1-2025$100,000$200,000$300,000$400,000$500,000

*The data shown is in CAD and is net of fees. This figure is presented for illustration only. Past performance does not predict future risk/return profile. A return stream is not the only consideration when reviewing an investment. This data is for Advisor use only.

Monthly unit valuations
(April 2025):

$17.8472 CAD

(-3.63%)

$12.4038 USD

(-3.15%)

$2.7 billion AUM

36 communities
6,180 homes
300 acres

$131 million total
renovations

Monthly tax-efficient distributions

4.93% per year
as 100% return of capital2

Open-ended private Canadian REIT (no U.S. tax filings)

2Distribution Yield on Class F CAD Units. 100% return of capital to date, subject to change in future.