Our funds

Our two trusts are the most direct way to invest with Heartwood. The Growth Trust follows our Build to Hold strategy, developing new purpose-built rental communities and keeping them for the long term. The Income Trust follows our Buy to Hold strategy, acquiring modern, stabilized buildings that earn rental income from day one. Both are managed by one team that builds, owns and operates every home.

The key terms above are a summary only, are provided for information purposes and are qualified in their entirety by the offering memorandum, declaration of trust and subscription documents of the applicable trust, which prevail in the event of any inconsistency. This is not an offer to sell, or a solicitation of an offer to buy, any securities. Units are offered only to eligible investors in reliance on exemptions from the prospectus requirements of applicable Canadian securities laws, and only by way of the offering memorandum. Minimum investments, eligibility, fees, distributions, redemption rights, leverage limits and other terms vary by series and jurisdiction and are subject to change without notice. Distributions are not guaranteed, may be reduced or suspended, and may include a return of capital, which reduces the adjusted cost base of units. Redemptions may be subject to notice periods, early-redemption fees, monthly or aggregate limits, and suspension in certain circumstances. Target leverage and other targets reflect current intentions only and are not guaranteed. An investment in the trusts is speculative, involves a high degree of risk, including the possible loss of the entire investment, and is suitable only for investors who can bear that risk and do not require liquidity. Past performance is not indicative of future results. Investors should read the offering memorandum, including its risk factors, and consult their own financial, legal and tax advisors before investing.