April 07, 2025
In a time of market volatility and shifting headlines, we remain focused on what matters most: protecting and growing your capital.
To our investors,
Amid ongoing market volatility, heightened investor anxiety and renewed trade tensions—including the latest U.S. tariffs and Canada’s response—many are feeling the weight of a shifting landscape. For investors, it’s a moment of concern, but it does not need to be one of fear.
It is in these moments when the case for alternative investments becomes most compelling. At Trez Capital, we have long believed that steady, high-quality real estate investing is a vital part of asset allocation, especially when traditional markets are in flux. While headlines remain unpredictable, our focus has been steady. We remain confident in our outlook and conviction for 2025.
Our project pipeline is as compelling as ever. Demand for our assets continues to grow. Our capital raising remains strong. We are also selectively executing high-value sales across our portfolio, re-balancing to capture returns that can be redeployed into higher-yielding projects. These outcomes reflect the strength of our investment strategy, the rigour of our underwriting and the depth of our relationships with experienced sponsors and developers.
We continue to focus on high-demand commercial real estate sectors supported by long-term trends, including residential and industrial. These segments offer structural resilience and durability, even during periods of short-term market disruption, underscoring the strength of our approach.
While others may react to the market’s turbulence, we continue to navigate with a clear vision grounded in real estate fundamentals. Our team is closely monitoring market dynamics and adapting where necessary to ensure we deliver for our investors.
As we look ahead, we do so with confidence. Our investment pipeline is active and growing. Our investment process is designed to weather market fluctuations while positioning our portfolio for continued growth and profitability. Protecting and growing investor capital remains our highest priority.
Thank you for your continued trust and support; please reach out to us directly with any additional questions or concerns.
Sincerely,
John Creswell
Executive Managing Director, Global Head of Capital Raising