Picture of Alberta Offering Memorandum for Real Estate Investment Trust Picture of Alberta Offering Memorandum for Real Estate Investment Trust Picture of Alberta Offering Memorandum for Real Estate Investment Trust Picture of Alberta Offering Memorandum for Real Estate Investment Trust Picture of Alberta Offering Memorandum for Real Estate Investment Trust Picture of Alberta Offering Memorandum for Real Estate Investment Trust Picture of Alberta Offering Memorandum for Real Estate Investment Trust Picture of Alberta Offering Memorandum for Real Estate Investment Trust

Alberta Offering Memorandum for Real Estate Investment Trust

Make an offer to the public of trust units to fund a real estate investment with this template Offering Memorandum for the Province of Alberta.

  • The offering is a private placement of trust units issued by a mutual fund trust (or unit trust), for the purpose of investing in a limited partnership which will acquire land to develop as commercial and/or residential real estate properties, and develop, subdivide and market the properties.
  • The trust will act as the investment vehicle for investors to pool their funds and indirectly invest in long-term capital real estate and related projects.
  • The trust's objective is to preserve investors' capital while providing a profitable return through acquisitions and competent management of real estate investment projects.
  • Because the trust qualifies as a mutual fund trust, the units being sold are qualified investments under the Income Tax Act (Canada) and are eligible for investments through RRSPs, RRIFs, deferred profit sharing plans, and RESPs.
  • The investment is subject to resale restrictions, and there are certain tax considerations which the investor must take into account.
  • The offering can only be made to Canadian residents.
  • This OM is only for securities that are not listed or traded on any stock exchange or public market.

Download the Alberta Offering Memorandum for REIT Investment in MS Word format.

Document Type: Microsoft Word
Last Updated: 04-May-2021
SKU: 35
$46.99
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Raise funds for a land development in Alberta by selling fractional mortgage interests to investors with this Syndicated Mortgage and Indenture template.

  • Undivided Interest. Investors will be issued a promissory note and mortgage certificate by the mortgagor and will be owners of an undivided interest in the mortgage.
  • Security. Each Note Certificate issued ⁄ negotiated and certified shall be equally and ratably secured by the mortgage.
  • Payments. If a Note Certificate is registered in more than one name, any payments of principal and interest under the note will be paid by cheque payable to the order of all the holders named on the certificate, unless written instructions to the contrary are provided to the mortgagor.
  • Prepayment Rights. The mortgagor has the right to prepay any of the Note Certificates without penalty, upon payment of all interest accrued and unpaid as at the date of such payment.

Download the Alberta Syndicated Mortgage and Indenture template and customize it to fit your investment offer.

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Picture of Alberta Subscriber Forms Package for REIT Units

Alberta Subscriber Forms Package for REIT Units

Prepare the necessary forms to be completed by an investor in a real estate investment trust under an offering memorandum with this Subscriber Package for Trust Units to raise capital for a real estate development.

The investment is a private placement of trust units in a mutual fund (unit) trust to raise capital for a real estate development. The trust acts as the investment vehicle allowing the investors to pool their investment funds in long-term capital real estate and related projects.

The Subscriber Package contains the following forms:

  1. Private Placement Subscription Agreement.
  2. Instructions to the investor, including a list of all documents required to be submitted, depending on the investor's province of residence and the amount of the investment.
  3. Worksheet for Determination of Net Worth (Accredited Investor and Eligible Investor Exemptions).
  4. Representation Letter (for Accredited Investors resident in Canada).
  5. Representation Letter (for non-Canadian and non-US investors).
  6. Close Personal Friend / Close Business Associate Questionnaire (for Canadian residents).
  7. Risk Acknowledgement.
  8. Eligible Investor Status Certificate.
  9. Risk Acknowledgement under Blanket Order 31-505.
  10. Subscriber Acknowledgement and Consent.
  11. Distribution Reinvestment Plan, by which an investor can opt to reinvest all or part of any distribution proceeds.

The Subscriber Package for REIT Units (Alberta) forms are downloadable as a single file. All fully editable to meet your needs.

$46.99