Objective: The Fund's objective is to provide an attractive total return through income and growth of capital, with a focus on sustainable distribution and downside protection.
Strategy: The Fund is structured to enable investors to participate in the Treegroup Way, Treegroup's time tested community building process.
Investment Type: Mortgage Investment Trust.
Term: 5 Years.

Income: 10% per annum, paid quarterly.

Growth: Obligation to double invested capital based on project performance.

Security: A diversified blend of a Conventional First Mortgage and Phase Construction Financing, reinforced with a three year interest reserve. 

Minimum Subscription: $1,000 in trust units.

Eligibility: RSPs,TFSAs, RRIFs, DPSPs and RESPs.

Location: Spectacular views of Lake Okanagan and the valley.

Anticipated: Meets the region’s projected housing demands.

Established: Integrated with the Peachland waterfront and vibrant town centre.

Diverse: 2,300 housing units of all types to appeal to diverse home buyers.

Urban: Waterfront bedroom community of Kelowna.

Rural: Public hiking trail system, Greg Norman Golf Course.