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Triumph Real Estate Investment Fund

Compliance : 20230921IG
Investor Eligibility : Cash and Registered Plan Eligible
Minimum Investment : $25,000
Total Target Return : Offering

January 2024 : Active Online

Triumph Real Estate Investment Fund : Commercial Real Estate Fund : Income & Growth

$59M+

Assets Under Management

23

Years of Management Experience

1,500+

Investors

$14.2M+

Distributed

Note: As of May 2023

Why Triumph

  • Professional and experienced board.

  • Market Intelligence.

  • Eight year Fund Management record.

  • Efficient Structure: Mutual Fund Trust.

  • Cash, RRSP, RRIF, RESP, LIRA, TFSA eligible.

  • Investor Centric.

  • Income and Growth.

Triumph Real Estate Investment Fund : Target Markets and Sectors

Commercial Real Estate : Target Sectors

Target Markets

OFFICE

INDUSTRIAL

RETAIL

Triumph Real Estate Investment Fund : Milestones

2014

LAUNCH OF FUND I

2018

LAUNCH OF FUND II

2020

FIRST DISPOSITION

2021

3 DISPOSITIONS

2023

RE-LAUNCH OF FUND I

Triumph Real Estate Investment Fund : Distributions

*As of June 30, 2023. Distribution treated as Return of Capital to Fund I investors.

Triumph Real Estate Investment Fund : Business Plan and Acquisition Process

Business Plan

Niche Market Acquisition targets of $3MM-$20MM

Target assets with cap rates of 6%-9%

Financing acquisitions with 60% to 70% leverage

Take advantage of network and affiliates to find assets priced below market rates (off market deals below replacement costs)

Multi-tenant properties

Diversify portfolio over multiple jurisdictions in office, retail, and industrial

Business Plan

Internal

• Rent roll

• CCIM – cash flow analysis

• Argus – prospective cash flow analysis

• CCIM – demographic report

• Physical inspection of property
• Financial Analysis

External

• Environmental report
• Appraisal
• Building condition report • Financing

Triumph Real Estate Investment Fund : Investor Redemption

0-24 Months

25-60 Months

60 Months Onward

90%

of Subscribed Price

95%

of Net Asset Value

100%

of Net Asset Value

Limit - $100,00 per quarter*

* Commencing January 2024. Redemptions may be paid in Notes rather than cash in certain circumstances. Redemption Notes are not eligible for registered plans. Redemptions notes will be issued rather than cash within the first 24 months of subscription. Maximum redemption proceeds shall not exceed $75,000 per quarter until Dec 31, 2023. After which, $100,000 per quarter.

Triumph Real Estate Investment Fund : Offering

* DRIP Available

Please note that investment is being distributed through an offering memorandum via registered Exempt Market Dealers. Please review the offering memorandum with a registered Exempt Market dealing representative for suitability.

Triumph Real Estate Investment Fund : Disclaimers

RISK FACTORS

Investment in securities of the Fund 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 Fund’s investment objectives will be achieved or that investors will receive a return of their invested capital.

Disclaimer This presentation is intended for information purposes only and does not constitute an offer to sell or a solicitation to buy securities. No securities regulatory authority or regulator has assessed the merits of the information herein or reviewed the information contained herein. This presentation is not intended to assist you in making any investment decision regarding the purchase of securities. Rather, the Trust has prepared an offering memorandum for delivery to prospective investors that describes certain terms, conditions and risks of the investment and certain rights that you may have. You should review the offering memorandum with your professional adviser(s) before making any investment decision. This presentation and the accompanying offering memorandum are intended for delivery only to, and participation in the investment is restricted to, investors to whom certain prospectus exemptions apply, as described in the offering memorandum.

Pinnacle Wealth Brokers Inc.

Internal Compliance Audit : Triumph Real Estate Investment Fund 20230921IG : 1,2,3,4,5,6,9,10,12,13,14,15,16,18,20,22,23,24,25,27

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