Structured development capital, built for disciplined execution.
Development Fund How We Invest Contact
Confidential. Materials shared within 1–2 business days
Disciplined Underwriting
Downside-first models. Conservative assumptions. Sensitivity analysis.
Structured Capital
Milestone-based funding. Reserves. Covenants. Clear decision rights.
Active Oversight
Reporting cadence. Budget controls. Schedule governance.
Aligned Partnerships
We invest alongside operators and structure incentives for shared outcomes.
What You Get with Equivest
10-20% Targeted Returns
$25,000
Minimums
Registered Funds Eligible
Tax
Efficient
The Equivest Standard
Every transaction is governed by the same institutional framework.
- Conservative analysis, stress-tested against adverse scenario
- Independent diligence inputs where required
- Milestone-based funding. No lump-sum draws
- Contingency reserves and covenant protections
- Monthly budget-vs-actual tracking with forecast-to-complete
- Defined approval rights for scope or budget changes
- Leasing and absorption checkpoints at each stage
NEXT STEP
See the full framework in the Development Fund Deck.
Structure, governance, fees, risks, and reporting. All in one document.
Confidential. No obligation.
Our Investment Platform
One active fund. One disciplined mandate. Same rigour on every transaction.
Active: Now Deploying
Equivest Development Fund
Structured equity for purpose-built rental, mixed-use, and industrial development in supply-constrained Ontario markets. Milestone-funded. Fixed-price contracts required.
See criteria & targets
Active: Now Deploying
Equivest Income REIT
Stabilized, cash-flowing Ontario real estate with durable tenancy, inflation-linked rents, and conservative leverage. Designed for predictable quarterly distributions.
Why Investors and Partners Choose Equivest
Four disciplines that protect capital and create value.
Disciplined Underwriting
Every deal is stress-tested against a recession scenario. If it doesn’t survive the downside, we pass, no matter the upside.
Milestone Funding
Capital is released in tranches tied to verified construction or renovation milestones. No lump sums. No blind draws.
Active Oversight
Monthly reporting packs. Budget-vs-actual tracking. Risk registers updated every 30 days. We see every dollar at work.
Skin in the Game
We co-invest meaningful capital alongside every partner. Our money is at risk first. Incentives are aligned by design, not by contract language.
How We Put Capital to Work
We deploy capital through a repeatable process designed to prioritize clarity, risk management, and execution.
- Source opportunities through experienced Ontario operating partners
- Review fundamentals: demand, site context, approvals, and feasibility
- Stress-test costs, timelines, and exit assumptions
- Structure clear terms and investor protections
- Fund in milestones (capital released in stages)
- Process Highlights
- Monitor budgets and schedules with defined checkpoints
- Require consistent reporting and early issue escalation
- Maintain decision discipline through material change approvals
- Plan for realization based on conditions and readiness
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Risk & Resilience
We treat sustainability and resilience as risk management. Our review includes climate, flood, and energy performance factors that can affect durability, operating costs, and long-term value in Ontario.
- Climate risk and flood screening on every asset
- Climate and flood risk screening aligned with Ontario regulatory requirements
- Resilient buildings in resilient neighbourhoods hold value longer
- Energy performance baselines aligned with Ontario building codes
- Energy performance baselines and improvement targets under Ontario building codes
- Local hiring, tenant engagement, and neighbourhood impact considerations
FOR INVESTORS
Ontario Development Fund. Institutional Governance.
- Structured development equity across Ontario’s strongest markets
- Monthly reporting packs. Quarterly reviews. Annual audits.
- Conservative underwriting. Every deal stress-tested to downside
- GP co-invests on every transaction. Aligned incentives.
PDF delivered within 1 business day. No obligation.
FOR OPERATING PARTNERS
Structured Equity. Decisions in Days.
- Structured equity sized to your deal, not a one-size-fits-all fund
- Milestone-based draws. Capital arrives when you need it.
- Active capital partner who understands construction and leasing risk
- Closing speed: weeks, not quarters. No committee bottlenecks.
We review every submission. Response in 1–2 business days.
Our Partners
We work alongside specialized firms that support our underwriting, administration, and execution.
Partner logos shown for informational purposes only and do not imply endorsement.
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