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For Financial Advisors
Personalized guidance
RRSP, TFSA, RESP eligible
Since 2015

Welcome to
InvestPlus REIT

Expanding Since 2015

InvestPlus Industrial REIT is a trusted private real estate investment firm providing access to professionally managed industrial properties across Western Canada. Our investment solutions are designed to help investors and financial advisors add stable, income-generating real estate to their portfolios — simply and effectively.

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What We Offer

InvestPlus Industrial REIT Investment Solutions

InvestPlus offers a variety of investment solutions designed to responsibly grow the wealth of investors.

Option 1
Registered Plans
9 – 13%
Targeted Annual Returns

  • RSP
  • RRSP
  • RRIF
  • TFSA
  • RESP
  • Quarterly distributions
  • Tax efficient income through Return of Capital (ROC)
  • A straightforward way for everyday investors to add real estate to their retirement or savings plan
  • Speak with your advisor about which registered account type fits your goals
Minimum Investment:CAD $25,000
Option 2
Non-Registered Plans
9 – 13%
Targeted Annual Returns

  • Personal / Corporation / Limited Partnerships / Cash
  • Quarterly distributions
  • Tax efficient income through Return of Capital (ROC) — you pay no tax on distributions until your full invested amount has been returned
  • Ideal for high-net-worth individuals, corporations, and limited partnerships looking for tax-efficient cash flow outside registered accounts
  • Speak with your advisor about how ROC treatment may benefit your specific tax situation
Minimum Investment:CAD $25,000
Portfolio at a Glance

Our Track Record Since 2015

$0M
Assets Under Management ($ Million)
$0M
Million Paid In Quarterly Distributions To Date
$0M
Million In Equity
0
Total Area Under Management (SF)
0
Total Land (Acres)
0
Total Buildings
3 Year Average
9.25%
5 Year Average
9.21%
2025
Annual Return — Delivered to Investors
10.13%
Consistent performance through a full market cycle. InvestPlus Industrial REIT has delivered quarterly distributions to investors every year since 2015.
Verified Annual Result
RDI Building — Featured Acquisition
Featured Acquisition
Liberty Building — Value Creation
Value Creation

Why Advisors Choose InvestPlus Industrial REIT

Four pillars that set us apart for financial professionals and their clients.

Proven Track Record

Our disciplined acquisition strategy, professional management, and stable tenant base have driven consistent growth — even through changing economic cycles. Advisors trust InvestPlus for its focus on dependable performance and investor protection.

Diversification Beyond Public Markets

We provide access to income-producing industrial properties typically available only to institutional investors. This gives advisors an option to diversify client portfolios into an asset class with low correlation to public markets.

Professional Management, Truly Hands-Free Ownership

Our experienced team oversees every stage — from property selection and acquisition to day-to-day operations and long-term leasing — so investors and advisors can focus on growing their wealth, not managing properties.

Transparency and Accountability

Investor trust is earned through clear communication, consistent reporting, and sound governance. With our transfer agent at SGGG Fund Services Inc., advisors can count on full visibility into portfolio performance through quarterly reporting detailing distributions and unit valuations — a commitment InvestPlus has maintained since 2015.

Our Investment Advantage

What makes InvestPlus Industrial REIT the right choice for advisors and their clients.

Focus

10+ years of uninterrupted tax-efficient quarterly income. 3 Year Average return of 9.96%.

Scale

A growing portfolio across key Canadian cities, with $118M+ in assets under management

Stability

Long-term leases, strong tenants, and sustainable cash flow through multiple economic cycles

Accessibility

Private real estate investments that are easy to understand and professionally managed

Our Journey

Our History

2004
InvestPlus Properties Canada Inc. Formed
Foundation of the InvestPlus platform.
2007
Acquires 5 Buildings
90 doors acquired through JVs since forming InvestPlus.
2008
Belvedere LP Formed
Acquired a 20-suite building.
2009
LP III Formed
Raised ~$1.7M, acquired 2 buildings (76 doors).
2011
LP IV Formed
Raised $9.0M. Acquired 6 Multifamily & first Mixed-use building.
2012
Vantage LP Formed
Raised $3.1M. $50M in Assets under Management.
2014
Sells 5 MF Buildings
Sold buildings over 2 years. Part of capital returned to Investors.
2015
InvestPlus Industrial REIT Formed
Diversifies into BC & Saskatchewan and commercial properties.
2025
InvestPlus Industrial REIT
Portfolio grows to $118M AUM across Western Canada.

Empowering Advisors and Investors

InvestPlus Industrial REIT works closely with financial professionals to design strategies that enhance portfolio resilience and provide steady income potential. Our collaborative approach ensures advisors have the tools, insights, and support needed to guide clients confidently into private real estate opportunities.

InvestPlus industrial property aerial view
InvestPlus industrial property — Western Canada portfolio
Exclusive Advisor Event

Register for our upcoming
building tour

See the assets behind the returns. Join us for an exclusive on-site tour of InvestPlus Industrial REIT properties — designed specifically for financial advisors and their clients. Space is limited.

Our Offering Memorandum

The InvestPlus Industrial REIT Offering Memorandum contains full details on our investment structure, securities offered, risk factors, financial statements, and subscription process. Request your copy below — we'll email it directly to you.

Offering Memorandum — May 30, 2024
Confidential Offering Memorandum
InvestPlus Real Estate Investment Trust
Class A & Class F Trust Units
Confidential — Accredited Investors Only
Request Your Copy
Complete the form below and we'll email you the full Offering Memorandum within one business day.

Request Received

Thank you. We'll email you the InvestPlus Industrial REIT Offering Memorandum within one business day. Please check your inbox (and spam folder).

Quarterly Fund Fact Sheet

Stay current with InvestPlus Industrial REIT's latest performance metrics, distribution history, portfolio highlights, and market commentary — all in a single, advisor-ready one-pager.

No sign-up required. This document is for informational purposes only.
Past performance is not indicative of future results.
InvestPlus Industrial REIT Quarterly Fund Fact Sheet Preview
Preview
Invest With Confidence

Ready to Build Lasting Value?

Whether you're a financial advisor looking to deliver greater diversification for your clients or an investor seeking stable, long-term income, InvestPlus Industrial REIT offers a proven path to participate in Canada's growing industrial real estate market.

Invest with confidence. Invest with InvestPlus Industrial REIT.

I Want to Invest Contact Our Team

Disclaimer: Targeted returns are not guaranteed, and all investments carry risk. Past performance is not indicative of future results. Please review the offering memorandum for complete details. This marketing material relates to the distribution of units of the InvestPlus Real Estate Trust under the offering memorandum dated May 30, 2024 and is incorporated into and forms part of the offering memorandum. This communication is for information purposes only and is not, and under no circumstances is to be construed as, an invitation to make an investment in InvestPlus Industrial REIT. Investing in InvestPlus Industrial REIT Units involves risks. There is currently no secondary market through which the InvestPlus Industrial REIT Units may be sold and there can be no assurance that any such market will develop. Please refer to the InvestPlus Industrial REIT Offering Memorandum for a further discussion. Speak with our Investor Relations team for offering documentation. Full investment terms available upon request.