q The Offering | Epiphany Legacy Investment Mutual Fund Trust
Legacy Investment Trust

The Offering

Legacy Investment Trust Offering

The Offering

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.

Epiphany Legacy Investment Mutual Fund Trust (the “Trust”), was formed to facilitate the growth of the real estate portfolio by combining investor capital with the consistent cash flow generated by the underlying properties.

Our goal is to grow the portfolio in a controlled and intentional manner, resulting in increased value to investors.

  • The second tranche of Class A Units has an annual yield of up to 8.2% with a total target annual return of 12% to 15%

We encourage investors to review the following documents:

The Offering Summary is an overview of the investment. Check it out HERE.

The experienced leadership team has more than 100 years of combined experience. Meet the team HERE.

Please check out our Investor Presentation for additional information about the offering HERE.

View the full offering information HERE.

View the Term Sheet HERE.

View our latest Fact Sheet HERE.

The Offering Frequently Asked Questions

    • Distributions begin to accrue on the 1st day the month following your purchase. Distributions are paid quarterly and will commence in the quarter following your purchase.
    • The distributions can be provided as income or a return of capital when available. A redemption of units will be treated a disposition and subject to Capital Gains/Loss. Investors should consult their own tax advisors regarding the tax implications.
    • Yes, units can be redeemed upon demand anytime after you purchase them. A redemption fee will apply for Class A Units only (for more details see the Offering Memorandum).
    • The majority of Canadian residents can invest in the trust. The trust is available in all Canadian provinces and territories except Quebec at this time. 
    • Is there a minimum investment amount?
      • The minimum investment is $2502 for Class A Units and $50,004 for Class F Units. 
    • To find out more about the offering contact the Trust at info@legacyinvestment.ca or (403) 359-8606.
    • To invest in the offering, contact your financial advisor.
      • If you do not have a financial advisor, please contact the Trust and we will forward your inquiry to one of the Exempt Market Dealers we work with.
      • If your financial advisor is unfamiliar with the Trust or the exempt market, please have them contact us.