Canada
·
Commercial
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TSX-INO.UN

Inovalis REIT

4.5

Inovalis REIT provides investors with the opportunity to invest in European commercial real estate with a reputable, local operator. The fund provides risk diversification in two leading European economies while capitalizing on deep, recovering markets.

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Starting from

$

*

4-10
%+ target annual yield
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Inovalis
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What you need to know

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$
0.25
billion
assets managed
Established in
2013
Experienced management
11-50
employees
Office
properties
Industry specialization
RRSP, RRIF & TFSA Eligible
Registered plans available
$
0.25
billion
assets managed
Established in
2013
Experienced management
11-50
employees
Office
properties
Industry specialization
RRSP, RRIF & TFSA Eligible
Registered plans available
Inovalis REIT

Introduction

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Since inception in 2013, Inovalis REIT is externally managed by Inovalis SA, which is a privately-ownedEuropean real estate and investment company with around C$10bn in real estate and financial assets under asset management. With its asset management team of professionals, which brings in a 20-year-experience in the European real estate markets, it has extensive control of the value-added chain :

▪ Sourcing and managing core + assets in France, Germany and a selected number of other European countries; teams with hands-on experience and knowledge of the local markets;

▪ Sourcing and managing development and forward financing deals, thus achieving high margins. This has been the case on the Rueil Malmaison and Kösching deals;

▪ Raising funds worldwide▪ either through joint-ventures or private placement, thus creating additional growth and diversification opportunities for the REIT;

▪ but also profit enhancing deal structuring opportunities, as on the Arcueil deal.

Inovalis REIT has continued to distributed over 8% per annum, exceeding what most competitors are able to deliver on comparable markets for the same category of products.

Inovalis creates investment vehicles and provides advisory services through its Fund, Investment & Asset Management, Real Estate services and Wealth Management teams comprising 350 professionals. 2nd largest French commercial property management team and 3rd wealth management salesforce in France for private investors..

Since inception in 2013, Inovalis REIT is externally managed by Inovalis SA, which is a privately-ownedEuropean real estate and investment company with around C$10bn in real estate and financial assets under asset management. With its asset management team of professionals, which brings in a 20-year-experience in the European real estate markets, it has extensive control of the value-added chain :

▪ Sourcing and managing core + assets in France, Germany and a selected number of other European countries; teams with hands-on experience and knowledge of the local markets;

▪ Sourcing and managing development and forward financing deals, thus achieving high margins. This has been the case on the Rueil Malmaison and Kösching deals;

▪ Raising funds worldwide▪ either through joint-ventures or private placement, thus creating additional growth and diversification opportunities for the REIT;

▪ but also profit enhancing deal structuring opportunities, as on the Arcueil deal.

Inovalis REIT has continued to distributed over 8% per annum, exceeding what most competitors are able to deliver on comparable markets for the same category of products.

Inovalis creates investment vehicles and provides advisory services through its Fund, Investment & Asset Management, Real Estate services and Wealth Management teams comprising 350 professionals. 2nd largest French commercial property management team and 3rd wealth management salesforce in France for private investors..

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Inovalis

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Inovalis

How it works

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There are two ways to buy into this fund:

  1. With the help of a third-party financial advisor
  2. Through an online brokerage account

Financial advisor

A financial advisor who manages your investments can invest in this fund for you. Many investors find working with a financial advisor helpful, especially as they build wealth and their financial situation becomes more complex. In addition to investment advice, a financial advisor can help you with taxes, retirement, estate planning, insurance, education planning and more.

If you don't have an advisor, ask your network for referrals or choose one through the Investment Industry Regulatory Organization of Canada or the Mutual Fund Dealers Association of Canada.

Online brokerage account:

If you're a do-it-yourself investor, you can buy your own funds during normal trading hours through an online brokerage.

To buy any public funds, like mutual funds or exchange-traded-funds (ETFs), check with your online brokerage firm for availability.

Wealthsimple Trade
Questrade
There are two ways to buy into this fund:

  1. With the help of a third-party financial advisor
  2. Through an online brokerage account

Financial advisor

A financial advisor who manages your investments can invest in this fund for you. Many investors find working with a financial advisor helpful, especially as they build wealth and their financial situation becomes more complex. In addition to investment advice, a financial advisor can help you with taxes, retirement, estate planning, insurance, education planning and more.

If you don't have an advisor, ask your network for referrals or choose one through the Investment Industry Regulatory Organization of Canada or the Mutual Fund Dealers Association of Canada.

Online brokerage account:

If you're a do-it-yourself investor, you can buy your own funds during normal trading hours through an online brokerage.

To buy any public funds, like mutual funds or exchange-traded-funds (ETFs), check with your online brokerage firm for availability.

Wealthsimple Trade
Questrade
Inovalis

Reviews

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Excellent way to invest your money if you're able to let it sit for 2 to 3 yrs. Payoff is greater than any other financial institution I've researched. Professional and friendly staff with proficient lawyers working. I was very nervous when I did my first investment and now I'm excited to flip it into another investment after my 1st investment paid out this past April 2019. What a great way to save for your future especially if you don't have a pension plan.

Excellent way to invest your money if you're able to let it sit for 2 to 3 yrs. Payoff is greater than any other financial institution I've researched. Professional and friendly staff with proficient lawyers working. I was very nervous when I did my first investment and now I'm excited to flip it into another investment after my 1st investment paid out this past April 2019. What a great way to save for your future especially if you don't have a pension plan.

Who keeps
Inovalis
Accountable

Compliance partners

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Ernst & Young LLP
Canada Revenue Agency (CRA)
Ontario Securities Commission (OSC)
Ernst & Young LLP
Canada Revenue Agency (CRA)
Ontario Securities Commission (OSC)

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*Source:
Inovalis
website
·
Last updated: December 31, 2019
Based on your preferences TSX: XRE and these 2 other options could be good potential matches for your unique needs.

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Based on your preferences TSX: XRE and these 2 other options could be good potential matches for your unique needs.