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:

10.44%

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

Growth of $100,000 invested in RISE

*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
(February 2024):

$20.1171 CAD

(+1.44%)

$14.9751 USD

(0.00%)

$2.9 billion AUM

37 communities
6,600 homes
300 acres

$131 million total
renovations

Monthly tax-efficient distributions

4.37% 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.