
Virtus Diversified Real Estate Investment Trust is a fund that acquires high-quality, cash-flowing properties in robust secondary markets across Canada and the United States. Their main objective is to create a stable portfolio of commercial, industrial, retail, and multi-unit residential properties by diversifying both the tenant base and geographic locations. Their long-term goal is to maximize unit value through ongoing management, future acquisitions, repositioning, and competitive financing.
- Results-Oriented – Key management has a successful track record of acquisition, development, and management
- Fund Target– Targeted annual total return between 9-12%
- Monthly Income – A Distribution Reinvestment Plan (“DRIP”) is available at a 2% discount of the subscription price
- Tax Treatment – A portion of trust distributions may be treated as return of capital
- Easy Investment Options – Eligible for corporate, registered, and non-registered accounts
Download: Fund Fact Sheet