December 18, 2024
After nearly three decades, our DNA is as vibrant as ever, woven into the values and vision that have guided us from the very start.
To our valued Investors,
As we approach the end of another calendar year, I cannot help but reflect on Trez Capital’s 27 years of unwavering dedication to the financial success of our investors. These past few years have underscored the resilience and strength of our Firm. We have navigated market complexities with the same expertise, prudence, oversight and risk management that have been the hallmark of our approach since inception. Through evolving market cycles and economic shifts, our mission has remained clear: to protect and grow our investors’ capital and deliver consistent returns while upholding the values ingrained in us.
Our deep bench of talent across Canada and the United States embodies the DNA of Trez Capital. Our founding principles of trust, respect, hard work, integrity and innovation have not changed. They have been instilled in the Trez Family over decades and are reflected in every decision the team makes. The strength of the team and executive leadership ensures that we are not only well-equipped to meet the challenges of today but also prepared to seize the opportunities of tomorrow. It is this combination of experience and forward-thinking vision that allows us to continue building on a solid foundation of nearly three decades.
While market cycles and landscapes have shifted immensely over the years, we have stayed true to our investment thesis, which time and again has proven its merit. We have refined our approach through deeper data analytics and enhanced on-the-ground insights, ensuring we remain attuned to the nuances of regional markets. Simply put, I’ve always said, “people speak with their feet” – a philosophy that reflects our continued focus on investing in regions with strong growth and economic fundamentals – areas where population, employment and infrastructure growth consistently create opportunities for long-term success.
Our expertise in asset oversight and risk management is another area where Trez Capital excels. We are highly selective about who we work with and have never been afraid to step in where needed to protect our investors’ interests and investments. This proactive approach ensures we remain ahead of potential challenges, identifying and addressing risks before they materialize. Whether by restructuring challenged assets, reinforcing our lending standards, or leveraging our deep relationships with developers and financing partners, we act decisively and cautiously to safeguard the financial well-being of those who trust us.
More than anything, we recognize our critical role in providing our investors with dependable, everyday income. Since our inception in 1997, we have consistently delivered risk-adjusted distributions regardless of market conditions. This investor-first mindset is deeply ingrained in everything we do, and we take our role as protectors of your capital with the utmost seriousness. We have always operated under the mentality that it’s not our money – it is yours. And it is Trez Capital’s responsibility to protect it, nurture it, and ensure it continues to work for you; this could not be clearer. I am deeply grateful for the loyalty and confidence of our investors, which inspires us to strive for even greater achievements.
After nearly three decades, our DNA is as vibrant as ever, woven into the values and vision that have guided us from the very start. Staying true to our roots, we are unwavering in our belief that the investor comes first. This principle will continue to serve as the foundation for success and our investors’ financial well-being. Looking ahead, I am confident that our best-in-class team is well-prepared to navigate future opportunities and challenges, ensuring that Trez Capital and its investors will continue to thrive for years to come.
Sincerely,
Morley Greene
Founder & Executive Chairman