Canada
·
Commercial
·
TSX-SRT.UN

Slate Retail REIT

3.5

Slate Retail REIT is a leading investor in U.S. commercial real estate, generating growth by acquiring well-positioned retail plazas and bringing our value-added skills to bear.

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$25,000

Starting from

$

*

4-10
%+ target annual yield
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Slate
Sales Team
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What you need to know

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$
0.96
billion
assets managed
Established in
2012
Experienced management
51-200
employees
Retail
properties
Industry specialization
RRSP, RRIF & TFSA Eligible
Registered plans available
$
0.96
billion
assets managed
Established in
2012
Experienced management
51-200
employees
Retail
properties
Industry specialization
RRSP, RRIF & TFSA Eligible
Registered plans available
Slate Retail REIT

Introduction

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Slate was founded by Blair and Brady Welch in 2005 because they saw an opportunity to create a real estate-focused asset manager with a fresh perspective.

From its initial portfolio of Canadian office properties, Slate has expanded its footprint across North America and Europe with exposure to multiple asset classes that are part of a variety of investment strategies.


Today Slate manages and co-invests in assets exceeding $6.3 billion. Our team includes 80 professionals, each of whom brings their unique point of view and experience to bear helping our tenants and investors reach their goals.

Slate today has multiple capital sources from institutional and pension fund investment partners, private equity, family offices and public markets. We are highly transactional, having successfully launched public listings, completed public-to-private takeovers, and executed on public and private mergers and acquisitions. As a participant in every investment strategy, Slate has demonstrated the embedded value in building real estate portfolios organically, often one asset at a time.

At Slate, we believe our people are our best assets. We pride ourselves on a collaborative culture that demands creativity and curiosity. Our vision and our team are also built on a strong foundation of values: Do what you say you will do. Be there for every investor, tenant and partner. Deliver outsized returns. Think like an owner – because we are one.


Slate was founded by Blair and Brady Welch in 2005 because they saw an opportunity to create a real estate-focused asset manager with a fresh perspective.

From its initial portfolio of Canadian office properties, Slate has expanded its footprint across North America and Europe with exposure to multiple asset classes that are part of a variety of investment strategies.


Today Slate manages and co-invests in assets exceeding $6.3 billion. Our team includes 80 professionals, each of whom brings their unique point of view and experience to bear helping our tenants and investors reach their goals.

Slate today has multiple capital sources from institutional and pension fund investment partners, private equity, family offices and public markets. We are highly transactional, having successfully launched public listings, completed public-to-private takeovers, and executed on public and private mergers and acquisitions. As a participant in every investment strategy, Slate has demonstrated the embedded value in building real estate portfolios organically, often one asset at a time.

At Slate, we believe our people are our best assets. We pride ourselves on a collaborative culture that demands creativity and curiosity. Our vision and our team are also built on a strong foundation of values: Do what you say you will do. Be there for every investor, tenant and partner. Deliver outsized returns. Think like an owner – because we are one.


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Slate

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
Slate

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
Slate
Accountable

Compliance partners

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Canada Revenue Agency (CRA)
Ontario Securities Commission (OSC)
Canada Revenue Agency (CRA)
Ontario Securities Commission (OSC)

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*Source:
Slate
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.