For institutions seeking an Ontario-focused development strategy with conservative analysis, milestone-based funding, and clear reporting expectations.

nvestment Focus

  • Ontario-focused development equity: ground-up and pre-development positions
  • Sponsor and operator partnerships with milestone-based funding
  • Structured investor protections including fixed-price contracts and conservative leverage
  • Asset types: purpose-built rental, mixed-use, and industrial across GTA, GTHA, KW, Ottawa, Hamilton, and London
  • Monthly budget-vs-actual reporting with variance commentary
  • Forecast-to-complete updates at every reporting period
  • Milestone gate reviews before subsequent capital tranches
  • Material change approval requirements
  • Risk register maintained and updated throughout the project lifecycle

How it works

Diligence Approach

Environmental and zoning compliance verification

Independent legal review of all transaction documents

Third-party technical and engineering assessments

Independent cost consulting and quantity surveying

Market study and demand analysis for each submarket

Monthly: Budget vs. actual, construction progress, risk register updates

Quarterly: Portfolio review, market commentary, forecast updates

Annual: Audited financial statements and investor tax packages

Request the Development Fund Deck