Invest in the top performing Secondary Real Estate Markets in Western Canada

Are you ready to learn how to invest in a Real Estate Trust specializing in Western Canada’s Secondary Market with quarterly distributions and capital growth potential?

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Real Estate Investment Trust

WHY Legacy investments?

Legacy Investments is a Real Estate Investment Trust offered by Axcess Capital Advisors, an exempt market dealer in Calgary, Alberta.

The fund is well positioned for future growth with  $40M of assets in various locations in Western Canada’s secondary real estate markets.

$58.8M

Asset Valuation Managed by Leadership

$1.2M

Operational Revenue

30

Multifamily and Commercial Properties

$50M

Mutual Fund Trust Offering

the offering

  • Discounted Unit Price of $4.50 for the first 10M

  • Projected total annualized yield of up to 8.6%

  • Projected total return of 12-15%

WHO CAN INVEST

Eligible Investors

Individual Income > $75k

or

Household Income > $125k

or

Net Worth > $400k

Max. investment $100k in 12-month period*

Accredited Investors

Individual Income > $200k

or

Household Income > $300k

or

Net Financial Assets > $1M

or

Net Worth > $5M

Non-Eligible Investors

Individual Income < $75k

or

Household Income < $125k

or

Net Worth < $400k

Max. investment $10k in 12- month period*

Get Educated about the secondary markets

Launched in Q4 2021, Legacy Real Estate Trust is a portfolio of Commercial and Multi-residential properties.

FAQ'S

What is a Real Estate Investment Trust (REIT)?

A company that owns, operates or finances income producing properties.

What kind of real estate does the Legacy Trust invest in?

The Legacy Trust currently owns and operates positive cash flowing commercial and multifamily real estate in secondary markets in Alberta.

How does an investor make money?

Investors are paid dividends with the potential for share growth as well.

Is this REIT available on the TSX?

No, this is a private REIT only available to qualified investors.

Can I use my RRSP’s and TFSA to invest?

Yes, the Legacy Trust is eligible for all types of registered funds.

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Axcess Capital Advisors Inc. is registered as an Investment Fund Manager and Restricted Portfolio Manager in Alberta and as an Exempt Market Dealer in British Columbia, Alberta, Saskatchewan, Manitoba, and Ontario. Distribution and the use of any information related to this email is unauthorized and prohibited. Exempt market products (Private Investments) made available through Axcess Capital Advisors Inc. my registered exempt market dealership.

This information does not constitute a solicitation for 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.