Institutional Portfolios

We have earned the trust of institutional investors since 2007 by delivering above-average, risk-adjusted yields from investments in commercial mortgages. Our institutional clients include:

• Pension funds, including three of the top ten in Canada
• Endowment funds

Commercial mortgages share many characteristics of a high-yield, interest-bearing bond, yet are secured by real property. Recognizing the predictable income and unique diversification benefits of these investments, our clients typically allocate 5%-10% of total fund assets to this asset class, in addition to a real estate equity strategy.

We employ a variety of investment strategies and fund structures to create conservative portfolios of high-yield commercial mortgages. Combining our expertise in mortgage sourcing, underwriting and structuring with rigorous due diligence, we create opportunities for institutional investors to invest through a limited partnership that features:

• Focused strategy. We achieve superior risk-adjusted returns, while minimizing exposure to interest-rate risk by funding short-term, commercial mortgages of quality properties.
• Preferred returns. We target investment returns of 9-12%, with a partnership structure which aligns our interests with that of our clients.
• Investment oversight. Governance and compliance with investment policies is provided through an investment committee and advisory board.
• Comprehensive reporting. We provide audited annual financial statements, monthly performance reports, and semi-annual procedures audit.

To explore the benefits of investing in a portfolio of high-yield commercial mortgages, please contact:

Mario Abreu
416-350-1293
marioa@trezcapital.com