Legacy Investment Trust

EPIPHANY LEGACY INVESTMENT MUTUAL FUND TRUST

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New House
Commercial Buildings
Modern Residential Building

Epiphany Legacy Investment Mutual Fund Trust

Epiphany Legacy Investment Mutual Fund Trust ( the”Fund”) is a private real estate investment trust (REIT) that specializes in acquiring underperforming and undervalued multi-residential and commercial properties in Western Canada’s Secondary Real Estate Market and increasing value through active management.

The Trust was formed in the Fall of 2021, and currently has $58.8M in residential and commercial real estate assets under management, and strong operational partnerships with Canadian Western Bank and Braemore Property Management.

The Mandate of the Trust is to generate sustainable accretive growth for our investors and business partners. The foundation of the underlying business dates back to 2009, and the Trust has over 100 years of combined senior management experience in commercial & residential real estate, capital markets and operations management.

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Our Business

The Trust was formed to accelerate the growth of our commercial and residential real estate business.
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Management Experience

With over 100 years of combined senior management experience in business, operations, and the commercial and residential real estate marketplace.
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Get to Know More About Us!

Learn more about our business and partners, investment mandate and Trust leadership team, Trust performance, latest offering memorandum, investor presentation, offering summary and term sheet.

Learn more about Legacy Investment Trust by reviewing our offering memorandum, or by calling us at

  • Deliver sustainable value to our investors, year after year, through adherence to clear, well-defined, team driven parameters and strong governance principals;
  • Create accretive growth through the disciplined acquisition of commercial and residential real estate assets;
  • Increase cash flow and profitability by utilizing our expertise in acquisitions, operations, finance and management;
  • Provide exceptional stewardship of the assets through a focus on process, in order to drive certainty, consistency, and growth in the Trust and the underlying businesses;
  • Focus on balance sheet strength and liquidity, coupled with a disciplined and mature financial model to ensure predictable outcome from our assets, while providing certainty (of income) to our investors;
  • Maintaining strong banking relationships to optimize our cost of capital and provide enhanced liquidity and flexibility in our financing options. This will result in a competitive advantage and allow the Trust and underlying business to react efficiently to market changes.