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Pinnacle Wealth

PINNACLE PRIVATE MARKETS

The right fit matters.

When clients have the support they need, they make informed decisions. We offer curated private market investment opportunities spanning real estate, private credit, private equity, and more.

Current Investments

Avenue Living

Avenue Living Real Estate Core Trust (the "Trust"), through its investment in Avenue Living (2014) LP (the "LP"), provides investors with the opportunity to participate passively and indirectly in the consolidation of multi-family residential real estate assets across North America. The LP seeks to generate returns for the Trust via capital appreciation and yield by acquiring assets below replacement value, investing in capital and operational improvements, and implementing active property management programs across portfolio assets

 

Minimum Investment

Currently offline - Data review & update to investment offering


Target Total Return

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Availability

Currently offline - Data review & update to investment offering

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BDPH conceptualized Brooklyn Dumpling Shop in 2019 and in 2021, BDPH opened its first location in New York City. Currently, BDPH operates 4 corporate shops in the New York Metropolitan Area and a shop in Dallas, alongside 10 separate franchisee & licensing groups operating an aggregate of 18 locations, with approximately 150 franchise locations in its pipeline. 

Offering Type: 

Private Placement of Common Stock Subscription Receipts 

Investor Qualifications:  

Accredited Investors and Institutional Investors Only 

​Registered Plans Eligibility : N/A

Centurion Apartment REIT

​The Centurion Apartment Real Estate Investment Trust ("REIT") invests in a diversified portfolio of multi-residential rental apartments and student residences, as well as mortgage and equity investments in property developments, across Canada and the United States and participates in the profits derived thereof.

 

Minimum Investment

Class A - $25,000 


Target Return

7% - 12% Targeted Annual Total Returns

Registered Plan Status : Eligible (RRSP, RRIF, TFSA)

DURUM Industrial REIT

Formed in 2017, the Durum Industrial Real Estate Investment Trust (the “Fund” or “Durum Industrial”) invests in the Durum Industrial Real Estate Limited Partnership (the “LP”). The LP has grown its total assets to more than $142 million through the strategic acquisition of Western Canadian industrial real estate. The Fund is uniquely positioned to benefit from rising demand driven by the shift to e-commerce, local production, and strong economic growth across the prairie provinces.

 

Minimum Investment

Currently offline - Data review & update to investment offering


Total Target Return

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Eligibility: 

Currently offline - Data review & update to investment offering

Equiton Residential Income Fund Trust

The Equiton Residential Income Fund Trust (The “Apartment Fund”) specializes in acquiring undervalued Canadian multi-residential properties with identifiable value creation opportunities which can be realized through insightful active management. The Apartment Fund also invests in a limited number of multi-residential developments to help ensure a cost-effective property acquisition pipeline.

Minimum Initial Investment:

Currently offline - Data review & update to investment offering 

Targeted Annual Net Return

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RRSP Eligible: 

Currently offline - Data review & update to investment offering

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A Limited Partnership investment syndicated by Fraser Properties Limited and Millennium III Capital Corporation Members of the Millennium III group of companies.

 

Fraser Properties II Limited Partnership has been organized by Millennium III Capital Corporation to acquire an interest in and operate two modern, multi-tenant, industrial buildings, on two sites –The Enterprise Group II – located in the City of Saskatoon, Saskatchewan, and to provide qualified investors the opportunity to participate in the ownership of The Enterprise Group II in a tax advantageous manner.

Minimum Investment: $24,700

Targeted Net Rental Revenue: $5,000

Eligibility: Accredited/Eligible

ICM Crescendo Music Royalty Fund

ICM Crescendo has Strategically Built a Diverse Portfolio with Exposure to 500+ Artists, Representing Talent Across a Wide Range of Genres. 150+ billion lifetime streams across the entire portfolio with exposure to some of the most iconic artists. ICM Crescendo’s catalog of premium copyrights is levered to industry catalysts, well-positioned to capitalize on the continued proliferation of streaming as well as enhanced monetization strategies

Minimum Investment

Currently offline - Data review & update to investment offering


Target Total Net Return

Currently offline - Data review & update to investment offering

​Registered Plan Status¹:

Currently offline - Data review & update to investment offering

ICM PPT

ICM Property Partners Trust seeks to preserve capital, provide monthly distributions and generate long-term growth through direct investments in North American real estate assets. The Fund focuses on deploying capital into high conviction investment themes that it believes will offer the best risk adjusted returns, including: industrial, residential, self-storage and hospitality.

 

Minimum Investment

Currently offline - Data review & update to investment offering


Target Return

Currently offline - Data review & update to investment offering

​Registered Plan Status¹:

Currently offline - Data review & update to investment offering

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Invico DIF

In a period of economic uncertainty, trade disruptions, and market volatility, investors need a consistent, income-generating investment that can weather changing conditions. Invico Diversified Income Fund (“IDIF”) is structured to provide resilient, positive yield and performance, backed by a disciplined investment process and deep expertise in private credit and energy.

 

Minimum Investment

Currently offline - Data review & update to investment offering

 

Target Distribution Rate

Currently offline - Data review & update to investment offering

Availability

Currently offline - Data review & update to investment offering

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Invictus Farmland Fund I (the “Fund”) provides investors with exposure to Canadian farmland through structured capital solutions with agricultural operators. The Fund seeks to generate income and long-term capital appreciation through a combination of revenue-linked participation and land value appreciation arrangements, implemented through structured acquisitions and secured lending strategies. 

Minimum Investment

$50,000 CAD or 5,000 Class A Units 

 

Offering Type:

Private placement under Confidential Information Memorandum (CIM) Accredited Investors only. 

Registered Eligible:

The Trust Units are qualified investments for registered plans. 

Pulis Real Estate LP2

Lankin Investments is a leading real estate private equity firm based in Toronto, specializing in institutional-grade Canadian multi-family assets. We provide investors with exclusive opportunities to invest directly in properties that are strategically positioned for growth and structured for tax efficiency. We offer private investors with the expertise required to successfully achieve their real estate investment goals.

Minimum Investment

Currently offline - Data review & update to investment offering


Total targeted annualized returns of

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Registered Investments 

Currently offline - Data review & update to investment offering

Lynx Equity

Lynx Equity Income Trust is an open-ended mutual fund trust established to provide investors with a substantial and growing return with a focus on preserving capital. Lynx Equity Income Trust invests in the participating debt of Lynx Equity Limited’s diversified portfolio of 17 U.S. companies. Lynx invests in diverse industries, such as manufacturing companies, retail, wholesale, and commercial services, excluding mining or oil & gas extraction.

Minimum Investment

Currently offline - Data review & update to investment offering


Target Annual Base Yield

Currently offline - Data review & update to investment offering

Availability

Currently offline - Data review & update to investment offering

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Attractive diversified resource focused portfolio, with principal businesses in mineral and energy exploration, development and/ or production and possibly certain renewable energy production. Targeting Resource Companies with experienced management teams and potential for capital appreciation and income. The Portfolio Manager will apply intensive fundamental and quantitative research both at the company and industry level when selecting Resource Company stocks and will actively manage the Partnership’s Investment Portfolio

​Price Per Security: Currently offline - Data review & update to investment offering

Minimum Purchase: Currently offline - Data review & update to investment offering

Availability:  Currently offline - Data review & update to investment offering

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The Millennium Ill Group is one of the largest commercial landlords in Saskatoon, SK, with a proven track record of investment in 95 projects across Western Canada and currently owns and manages over $475 million in investment property.

Minimum Investment:

Currently offline - Data review & update to investment offering

Targeted Net Rental Revenue

Currently offline - Data review & update to investment offering

Availability

Currently offline - Data review & update to investment offering

Mini Mall Storage Properties Trust

Mini Mall has developed a consolidation strategy to acquire assets at value prices, leverage Avenue Living’s operational platform, and optimize the legacy operations of newly acquired assets to improve potential returns.

Minimum Investment

Currently offline - Data review & update to investment offering

 

Target Total Return

Currently offline - Data review & update to investment offering

Availability

Currently offline - Data review & update to investment offering

Nationwide Express Auto Wash Trust (the “Trust”), a trust formed under the laws of British Columbia. The Trust owns a newly built (April 2024 completion/opening) modern 160 foot long conveyorized express EDT tunnel car wash located at 1035 Lougheed Highway, Coquitlam, BC. 

Price per Convertible Debenture

Currently offline - Data review & update to investment offering

 

Targeted Overall Return

Currently offline - Data review & update to investment offering

Availability

Currently offline - Data review & update to investment offering

Nearctic has consistently maintained strong occupancy across its portfolio, with assets operating at over 95% leased. As of July 31, 2025, Commerce West and Hunter are fully leased at 100%, while Vantage stood at a healthy 97% - above the industry averages of 96% in Edmonton and 99% in the Greater Hamilton Area.

Minimum Investment:

Currently offline - Data review & update to investment offering

 

Targeted Return

Currently offline - Data review & update to investment offering

Registered Plan Status : 

Currently offline - Data review & update to investment offering

Newlook Dental Services Trust

Dentalook is a privately-owned, multi-city, multi-clinic group of practices operating in Ontario, Saskatchewan and Alberta. Dentalook prides itself on providing patients with a better overall dental experience.

Minimum Investment

Currently offline - Data review & update to investment offering

Target Distribution

 Currently offline - Data review & update to investment offering 

Account Eligibility

Currently offline - Data review & update to investment offering

Newlook Capital IIFS III

IISF III has observed a consistent year-over-year growth in service revenue from existing portfolio companies that operate under multi-year service contracts for regulatory compliant devices or systems. With this successful track record of company revenue growth, several successful exits and a flawless distribution record, IISF III remains fixed on long term capital appreciation with a reliable distribution. Looking forward, IISF III is focused on acquiring companies that have significant recurring revenue and potential for value enhancement.

 

Minimum Investment

Currently offline - Data review & update to investment offering

Target Return

Currently offline - Data review & update to investment offering

RRSP Eligible:

Currently offline - Data review & update to investment offering

Pier 4 REIT

​Pier 4 Estate Investment Trust ("Pier 4") seeks to provide investors with monthly distributions while creating long term growth through the direct investment in multi-family apartment buildings. Pier 4 looks to offer investors a well diversified portfolio of assets located across Canada.

Minimum Investment

Class A - $10,000 

Class C - $25,000 

Class D (LP Units) - $25,000

Class W (LP Units) - $100,000


*Targeted Return

8% targeted net distribution per annum

12.0% - 15.0% targeted total net annual return

Registered plans

Eligible: RRSP, RIF, LIRA, TFSA, RESP​ (Class D non-eligible)

Pinnacle Lifestyles

Canada’s demand for premium recreational spaces is growing, and Pinnacle Lifestyles Fund III is poised to meet this need. This innovative fund focuses on developing and managing RV and cabin resort properties in British Columbia, providing investors with an opportunity to benefit from a high-demand industry while diversifying their portfolios with real estate-backed assets.

 

Minimum Investment

$25,000


Target Return

12 - 16%

Registered Plans: Eligible

Tract Farmland Partners LP ("Tract Farmland") provides investors with the opportunity to participate passively and indirectly in the consolidation of agricultural land primarily in the Province of Saskatchewan. Tract Farmland will seek to generate returns for investors via the capital appreciation and leasing of its portfolio of land holdings, as well as through value-add capital improvements and the strategic use of leverage.

Minimum Investment

Class D - $25,000 - Last business day, monthly


Target Return

10 - 14% p.a. (10-year), net of fees

Account Eligibility

Non-registered accounts only

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Solve complex financial challenges by working with a private market representative.

RISK FACTORS

Investment in the exempt market involves a degree of risk and is suitable only for investors who can withstand the loss of their investment. No assurance, representation, or warranty can be given that the nvestment objectives will be achieved or that investors will receive a return of their invested capital.

 

RRSPs are one type of savings vehicle that can be used for retirement. Understanding the rules specific to RRSPs can help you incorporate this savings vehicle in your retirement plan. Speak with a qualified tax advisor to ensure that you have taken into account your circumstances before contributing to or making a withdrawal from your RRSP. 

 

The material in this document is intended as general information only, and should not be construed as offering specific tax, legal, financial or investment advice. Every effort has been made to ensure that the material is correct at time of publication, but we cannot guarantee its accuracy or completeness. Interest rates, market conditions, tax rulings and other investment factors are subject to rapid change. You should consult with your dealing representative, accountant and/or legal advisor before taking any action based upon the information contained in this document.

Centurion Apartment REIT - Source: Centurion Apartment Presentation ref#2/pg.8 (20250610IB)

Durum Industrial REIT - Source: Durum Industrial Fund Fact (20250925IC) - Durum Industrial Presentation (20251126IA) 

Equiton Residential Income Fund Trust - Source: Equiton Residential Fund Fact ref †/pg.1 (20260105IA)

ICM Crescendo Music Royalty - Source: ICM Crescendo Fund Fact ref#1/pg.1 (20260210IA) - ICM Crescendo Presentation ref#1/pg.12 (20250714II)

ICM Property Partners Trust - Source: ICM Property Partners Fund Fact ref#1/pg.1 (20250925ID) - ICM Property Partners Presentation (20250714IH)

Lankin Real Estate Growth Trust & LP - Source: Lankin Fund Fact (20251124IA) - Lankin Presentation (20250604IB)

Nearctic Industrial Real Estate Investment Trust - Source: Nearctic Industrial Real Estate Investment Trust Fund Facts (20250929IA)

Newlook Capital Dental Services Fund - Source: Newlook Capital Dental Fund Fact (2025119IA) - Newlook Capital Dental Presentation (20250711IB)

Newlook Capital Industrial and Infrastructure Services Fund III - Source: Newlook Capital Industrial Fund Fact (2025129IC) - Newlook Capital Industrial Presentation (20250627IB) 

Pier 4 REIT - Source: Pier 4 Fund Fact ref(*)/pg.2 (20260211IA, 20260211IC, 20260211IE, 20260211IG) - Pier 4 Presentation (20250509ID)

Pinnacle Lifestyles Fund III Incorporated - Source: Pinnacle Lifestyles Fund Fact (20251126IC) - Pinnacle Lifestyles Presentation (20250123IB)

Tract Farmland Partners LP - Source: Tract Farmland Fund Fact (20260128IA) - Tract Farmland Presentation ref#1/pg.6 (2024018IA)

$1.3B+

INVESTED 

70+

INVESTMENT PROFESSIONALS 

10,000+ 

CLIENTS

2006  

ESTABLISHED 

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PINNACLE WEALTH

Diversify and scale your investment portfolio through a large selection of Private Market Investments, Public Market Investments, and Insurance Strategies.

Suite 1000, 717 7th Avenue SW, Calgary, AB T2P 0Z3  P. +1 (855) 628-4286   F. +1 (866) 462-3514 

Pinnacle Wealth Brokers Inc. (“Pinnacle”) is registered as an Exempt Market Dealer in the provinces of Canada. Pinnacle is also registered as a Portfolio Manager in BC, AB, MB, SK, QC and ON and as an Investment Fund Manager in AB, ON and NL and QC. Pinnacle provides private investment opportunities to qualifying Canadians through a network of trained, registered dealing representatives throughout the country. This information does not constitute the sale or purchase of securities. This is not an offering of securities. Offerings are made pursuant to an offering memorandum and only available to qualified investors in jurisdictions of Canada who meet certain eligibility or minimum purchase requirements. The risks of investing are outlined and detailed in the applicable offering memorandum and you must review the offering memorandum in detail prior to investing. Investments are not guaranteed or insured and the value of the investments may fluctuate.

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