September 30, 2021
A Letter from Trez Capital’s Chief Operating Officer
Trez Capital is a leading private real estate investment firm, dedicated to building a better future throughout North America. We are proud to be trusted by top borrowers and developers to ensure that their visions are brought to life and by investors to help secure their financial future. We are dedicated to continue to build our track-record and success in both Canada and the United States.
Sustained Growth
Trez Capital has been in a growth stage for some time and is not slowing down. We have expanded our offerings including a new and exciting equity business featuring our Equity Investments and Partnerships program. We continue to hire across many departments and combine the talent of our team to serve our borrowers and investors better.
A Track Record of Innovation
Trez Capital has built a history of being a leader in the real estate space. We were one of the first firms to launch mortgage funds in the early 2000s, and in 2013, one of the first firms to offer a U.S. mortgage fund for Canadian investors. Since 2015, we have successfully closed five private real estate equity funds (Trez Opportunity Funds (TOFs) I through V). These funds offered investors access to development projects in high growth markets in the U.S.
Due to the success of our closed-ended equity funds we responded with an open-ended fund that would give access to ground-up development for the broader Canadian investing public. After nearly 18 months of development, Trez Capital Private Real Estate Fund Trust (TPREF) was successfully launched on August 31, 2021 and within the first 30-days raised over $32,000,000 in capital.
Contributing to our Investors’ Financial Success
With access to private real estate projects at the development stage through TPREF’s Build-to-Hold investment strategy, our team anticipates that our investors will benefit from significant capital appreciation during the initial years of the fund, and a steady, growing stream of cash flow as the properties stabilize.
TPREF allows investors to increase their exposure to ground-up development and long-term asset management. This means direct ownership in income-producing properties. Trends in the real estate space are showing that access to real estate assets is unavailable without substantially higher minimum investments, and the trends illustrate that minimums are continuously rising.
It is difficult to invest in development projects without taking concentrated risk; we wanted to offer our investors an alternative. Our due diligence process ensures secure investments and returns. TPREF allows investors to participate in a diversified pool of real estate developments with certainty that each has been underwritten to an institutional standard.
A Long-Term Focus
Trez Capital has built a reputation for providing innovative financing for projects in major high-growth centres across North America. We have deep industry expertise, a boots-on-the-ground approach and a solid, track record for real estate projects in North America. We are proud to finance multi-family, single family, industrial and self-storage projects that contribute positively to people’s lives. We continue to grow our teams across North America with the vision to help build a successful future for developers and investors alike. We want to thank you for your continued trust in our team and look forward to continuing to deliver innovative investment products and custom real estate projects in the future.
Sincerely,
Dean Kirkham
Chief Operating Officer
To read the full Investment Update – Trez Capital Investment Update — Third Quarter 2021
About Trez Capital
Founded in 1997, Trez Capital is a diversified real estate investment firm and preeminent provider of commercial real estate debt financing solutions in Canada and the United States. Trez Capital offers private and institutional investors strategies to invest in a variety of opportunistic, fully secured, mortgage investment funds, syndication and joint-ventures and provides property developers and owners with quick approvals on flexible short- to mid-term financing.
With offices across North America, Trez Corporate Group has over $3.9* billion CAD in assets under management and has funded over 1,600 transactions totaling more than $13.5 billion CAD since inception. For more information, visit www.trezcapital.com. (*Trez Corporate Group AUM includes assets held by all Trez related entities as well as $2.7 billion Manager AUM (Trez Capital Fund Management Limited Partnership)).