Legacy Investment Trust

International Program

Residential and Commercial Open Ended Mutual Fund Trust

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

Key Fund Benefits

The Trustees are committed to look for business opportunities in commercial and residential real estate, that meet the criteria outlined in the organization’s Investor Mandate.

Real Estate Team

Riley Dykslag

Chief of Opportunity and Partnerships

Trust Management

Art Smith

Art Smith

Vice President of Corp. Development

Bart Bates

Business Development

Cara Carson

Trust Administrator

Investment Mandate

The Trustees are committed to look for business opportunities in commercial & residential real estate that meet the criteria outlined below:

  • 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 (income) to our investors;
  • Maintain 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.