Investor Library

Welcome to the Trez Capital Investor Library. The materials on this page are updated monthly and/or quarterly.

 

For further information please contact Investment Sales 

T: 1.877.689.0821 

E: sales@trezcapital.com

 

Pour de plus amples renseignements, veuillez communiquer avec le Service des ventes de placement

T : 1 877 689-0821

C : ventes@trezcapital.com

Monthly Fund Profiles

Trez Capital Private Real Estate Fund Trust - F Series

Trez Capital Prime Trust - A/F Series

Trez Capital Yield Trust - A/F Series

Trez Capital Yield Trust U.S. (CAD) - A/F Series

Trez Capital Yield Trust U.S. (USD) - A/F Series

Fund Brochures

Trez Capital Private Real Estate Fund Trust – Fund Brochure

Trez Capital Prime Trust - Fund Brochure

Trez Capital Yield Trust – Fund Brochure

Trez Capital Yield Trust U.S. (CAD) – Fund Brochure

Trez Capital Yield Trust U.S. (USD) – Fund Brochure

Fund Fact Sheets

Trez Capital Private Real Estate Fund Trust - F Series / Série F

Trez Capital Prime Trust - F Series / Série F

Trez Capital Yield Trust - F Series / Série F

Trez Capital Yield Trust U.S. (CAD) - F Series / Série F

Trez Capital Yield Trust U.S. (USD) - F Series / Série F

Webcast and Conference Call Recordings

May 15, 2024 | Trez Capital Facts from the Ground Q1 2024 Investor Update

February 22, 2024 | Trez Capital Facts from the Ground Q4 2023 Investor Update

November 15, 2023 | Trez Capital Facts from the Ground Q3 2023 Investor Update

August 22, 2023 | Facts from the Ground Q2 2023 Investor Update

May 18, 2023 | Trez Capital Facts from the Ground Q1 2023 Investor Update

February 8, 2023 | Trez Capital Facts from the Ground Q4 2022 Investor Update

September 14, 2022: Trez Capital Investor Roadshow Live Presentation

August 10, 2022 | Trez Capital Facts from the Ground Q2 2022 Investor Update

February 23, 2022 | Trez Capital Facts from the Ground with Dr. Mark G. Dotzour

October 20, 2021: TPREF Due Diligence Webcast

Resources and Education

How Does Private Debt Fit Into Your Portfolio In A Rising Rate Environment?

Stress Testing and Risk Mitigation Strategies at Trez Capital

Structuring a Successful Loan

The Roadmap to Successful Loan Repayments in Times of Rising Interest Rates

Materials presented are for informational purposes only and does not constitute an offer to buy or sell in any jurisdiction. This information must not be relied upon in making any investment decision. Trez Capital cannot be held responsible for any type of loss incurred by applying any of the information presented. It may contain assumptions that are “forward-looking statements”, which are based on certain assumptions of future events. Actual events are difficult to predict and may differ from those assumed. There can be no assurance that forward-looking statements will materialize or that actual returns or results will not be materially different from those described in the present material. Views expressed are as of the date indicated, based on the information available at that time and may change based on market and other conditions. Trez Capital does not assume responsibility to update any of the information. Trez Capital cannot guarantee the completeness and accuracy of third party information it may use. Past performance is not indicative of future performance and cannot be solely relied upon. Before investing, consider the fund’s investment objectives, risks, charges, and expenses. Please consult the offering memorandum and read carefully prior to investing.

Corporate Materials and Videos

Corporate Brochure | Aperçu de Trez Capital

Trez Capital Video | Vidéo de Trez Capital

BNN Bloomberg Commercial | Spring 2024

BNN Bloomberg Commercial | Fall 2023

Trez Capital Announces Key Leadership Changes | Spring 2023

BNN Bloomberg Interview with Trez Capital's Dean Kirkham | March 2023

BNN Bloomberg Commercial | Fall 2022

Trez Capital Celebrates 25 Years | Trez Capital souligne 25 années

Quarterly Reports

Q1 2024 Quarterly Report | Rapport trimestriel T1 2024

Q4 2023 Quarterly Report | Rapport trimestriel T4 2023

Q3 2023 Quarterly Report | Rapport trimestriel T3 2023

Q2 2023 Quarterly Report | Rapport trimestriel T2 2023

Highlighted Financings and Investments

Q4 2023 Highlighted Debt Financings / T4 2023 Récents Financements Par Emprunt

Q3 2023 Highlighted Debt Financings / T3 2023 Récents Financements Par Emprunt

Q1-Q2 2023 Highlighted Debt Financings / T1-T2 2023 Récents Financements Par Emprunt

2022 Year-At-A-Glance / Survol annuel 2022

Trez Capital 2021 Real Estate Financing Year-in-Review | Bilan annuel : financement immobilier de Trez Capital en 2021

2022 Highlighted Financings and Investments

Q3 / T3 2022 September / Septembre 2022

August / Août 2022

July / Juillet 2022

June / Juin 2022

May / Mai 2022

April / Avril 2022

March / Mars 2022

February / Février 2022

January / Janvier 2022

Equity Investments 2022 Year-At-A-Glance / Participations Au Capital Survol Annuel 2022

Q3 2022 Highlighted Equity Investments / T3 2022 Récents projets de participations au capital

Q2 2022 Highlighted Equity Investments / T2 2022 Récents projets de participations au capital

Q1 2022 Highlighted Equity Investments / T1 2022 Récents projets de participations au capital

2021 Highlighted Financings

December / Décembre 2021

November / Novembre 2021

October / Octobre 2021

September / Septembre 2021

August / Août 2021

July / Juillet 2021

June / Juin 2021

May / Mai 2021

April / Avril 2021

March / Mars 2021

February / Février 2021

January / Janvier 2021