● For InvestorsOverviewGrowth TrustIncome TrustDirect Investments

Investments · For advisors

Purpose-built rental for your clients’ portfolios.

A partner that makes your job easier.

We work with EMDs, RIAs, wealth managers and advisor platforms. You get the materials, education and direct access to bring our trusts to your clients with confidence.

Your clients trust you to find opportunities they can’t reach on their own. Our trusts give them access to institutional-quality purpose-built rental housing, built and managed by one team from start to finish. We keep you informed and give you everything you need to explain it clearly.

How we work with advisors

01Clear materialsFund overviews, the Offering Memorandum and client-ready summaries for each trust.
02Ongoing educationWebinars and whitepapers on private real estate, tax, legal and planning topics.
03Access for your clientsBring a group of clients into an opportunity together, with our team alongside you.
04A dedicated contactOne person for subscriptions, documents and client questions.

What you can offer your clients

Two trusts, both available to your clients in Series A: $25,000 minimum for the Growth Trust and $20,000 for the Income Trust.

Tim Blair

“[Quote to confirm] We started Heartwood to give private investors access to the kind of long-term rental housing that institutions have held for decades, built and run by one team.”

What you’ll want to know

The details advisors ask about first.

Who it’s forEMDs, investment dealers, portfolio managers, RIAs and wealth managers.
Minimum$25,000 per client for the Growth Trust, $20,000 for the Income Trust.
Unit seriesSeries A in both trusts, with an up-front commission and a trailer of up to 1.0% a year to your dealer. Institutional series (Growth Series I, Income Series B) carry no trailer.
EligibilityAccredited investors, and eligible investors under the offering memorandum exemption where it applies.
Registered accountsEligible for RRSPs, RRIFs, TFSAs and FHSAs through a supported custodian.
SubscriptionsSigned through DocuSign. Clients fund by wire to the trust, or through Olympia Trust for registered accounts. SGGG, our record keeper, records the units.
ReportingMonthly statements and T3 slips from SGGG, our record keeper. You see your clients’ units, unit price, market value and returns in the advisor portal.

How it works

Step 01Request accessTell us about your firm. We confirm your registration within one business day.
Step 02Review the materialsOffering Memorandum, due diligence pack and client-ready summaries.
Step 03Allocate for clientsStart a subscription from the advisor portal. Your client signs electronically.
Step 04Stay informedStatements, distributions and project updates for every client, in one place.

White papers

Research to share with your clients.

Short, sourced reads on how purpose-built rental works and how we manage risk. Each one comes as a web article and a branded PDF.

Draft copy — for review
TaxTax-efficient income from private real estateHow return of capital, registered accounts and the way income is taxed can help your clients keep more of what they earn.
Download PDFCopy link
MarketRental fundamentals: why the housing gap persistsShort-term softness hides a long-term shortage. The data behind our outlook for purpose-built rental.
Download PDFCopy link
PortfolioPrivate real estate in a modern portfolioWhy Canada’s largest pension funds hold alternatives, and what private rental housing adds to client portfolios.
Download PDFCopy link
MarketWhy purpose-built rental is not a condoOwnership, tenure and operations: why rental buildings behave differently from condos through a housing cycle.
Download PDFCopy link
IncomeDistributions covered by cash flowHow we fund distributions from net operating income, not new capital, and how we report coverage each quarter.
Download PDFCopy link
RiskLow leverage, lower riskWhy we keep debt conservative, and what that means for investors when rates or values move.
Download PDFCopy link
PortfolioA nimble fund with no legacy assetsA newer portfolio with no older assets to fix, so capital goes into new, efficient buildings.
Download PDFCopy link

Resources

Advisor due diligence packFund structure, track record, fees and risk factors.Request
Offering MemorandaGrowth Trust and Income Trust.Request
Client fact sheetsOne page per trust, ready to share.Request
Lunch & Learn for your officeWe come to you, monthly in Toronto.Book
Invite-only eventsLunch & Learns, investor evenings and building tours. Log in to see yours.Log in ↗

Your Heartwood contact

Dustin Buenaventura
Dustin BuenaventuraCapital MarketsYour contact for advisor access, materials, subscriptions and client questions.

Advisor access

Request advisor access.

Our advisor team will confirm your registration and send fund materials, the Offering Memorandum and upcoming CE sessions.

HubSpot form needed · Advisor access request