Investing – CORE + Partners

INVESTING WITH CORE

Core allows accredited and eligible investors to participate in healthcare and real estate opportunities.

CURRENT OPPORTUNITIES

We provide quality opportunities with the intention of being able to withstand economic downturns. We have identified healthcare and real estate as resilient sectors to compliment one’s portfolio. Nothing can be guaranteed, but senior tailored apartments, dental support organizations and private lending opportunities are some of the asset classes that are considered recession resistant assets worth exploring and diversifying into.

IncomeMortgage lending

The Dental Group LP

Diversifying into Dentistry Makes Sense
A smart investment strategy for a fragmented market

Targeted Return

8% per annum¹

Potential Bonus

4% per annum¹

Investment Period

3 years

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GrowthMultifamily/Seniors

Renaissance Retirement Barrie Trust

Innovative Seniors Tailored Apartments in a great location

Target Ann. Return

20%+ per annum¹

Investment Period

4 years

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IncomeMortgage lending

CORE Mortgage LP

Diversified, recession-resistant mortgages across asset classes

Target Annual Distribution

8% per annum¹

Investment Period

5 years

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IncomeMortgage lending

CORE Private Lending

Get income from funding individual 1st and 2nd mortgages (commercial and residential)

Target Annual Distribution

8% -12% per annum¹

Investment Period

1-3 years

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Balanced: Income & GrowthFlex Offices

Prime Holdings 5045 Orbitor Trust

A mix of income and growth in a high-demand area

Target Annual Distribution

5% per annum

Target Annual Bonus

7% per annum

Investment Period

3 years

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AVAILABLE

A golden opportunity! The Renaissance Retirement North Bay Trust will acquire, develop and manage a senior’s residence facility. Located at 123 Delaware Avenue, North Bay, the 2.78 acre site consists of an existing 80 room hotel.

The development plan includes achieving site plan approval, demolishing, constructing, managing and stabilizing a four-story low rise building consisting of 140 independent living retirement residences. Exit strategy for investors would be through a refinance or sale of the property.

HIGHLIGHTS

INVESTMENT PROFILE: OPPORTUNISTIC
INVESTMENT TYPE: PRIVATE EQUITY / MFT
INVESTMENT PERIOD: 4 YEARS
PROPERTY TYPE: MULTI-FAMILY
PREFERRED RETURN: CLASS A: 14%; CLASS B: 7%
FOR ELIGBLE AND ACCREDITED INVESTORS

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MANDATE

To provide income through an actively managed pool of commercial and residential mortgages. It is diversified across different asset classes and geographic areas across Canada

HIGHLIGHTS

EXCLUSIVE MORTGAGE NOT AVAILABLE TO THE PUBLIC
DIVERSITY IN EXISTING RESIDENTIAL & COMMERCIAL DEVELOPMENT & LAND
STABLE & FIXED INCOME
LOW CORRELATION TO THE PUBLIC MARKETS AS BONDS & EQUITIES
EXPERIENCED & DISCIPLINED APPROACH
ENHANCED RISK MANAGEMENT IN A LOW DEFAULT MARKET

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GO BIG WITH CORE INVESTMENT SERIES

BALANCED SERIES

B Series opportunities allow investors to participate in the acquisition and management of aftermarket cash-flowing properties. An investor can get both immediate cash flow and participate in asset appreciation upon an exit event, such as a sale or a refinance. This balanced approach provides investors the best of both worlds.

INCOME SERIES

I Series opportunities typically generate income through mortgage investments. Investors can participate directly in a specific opportunity, or structured as a syndication. Investors looking for diversification of mortgages may purchase units in a limited partnership that holds a portfolio of mortgages. An investor will typically have a security against the property and receive consistent cash flow.

GROWTH SERIES

G Series opportunities give investors access to the equity side of the business, or the partnership side of investments where they can participate in the profits from the development and management of an asset, by purchasing units in a limited partnership or mutual fund trust. Profits can be received upon an exit event such as a sale or refinance..

PAST OPPORTUNITIES

Virerra Village

COURTLAND AVENUE E & BLOCK LINE ROAD
KITCHENER ON

1^st POSITION MORTGAGE:	$13,950,000
LOAN TO VALUE:	63.41%
TERM:	12 months
TOTAL UNITS:	334 units
DEVELOPER:	Viridis Development Group

CORE facilitated a first position mortgage to refinance existing mortgages and provide additional soft costs to advance the development of the first of four high rise residential towers to be constructed. The 6.35 acre property is ideally located near the Block Line LRT station, with 1.42 acres severed to build a 27-storey mixed-use development

COMPLETION VALUE: $137,000,000
Completion value estimated at the time of investment.

Capital Partners Inc. (FSCO Brokerage No. 12497)

Glendor Towns

1335 PLAINS RD EAST
BURLINGTON, ON

1^st POSITION MORTGAGE:	$5,000,000
LOAN TO VALUE:	85.30%
TERM:	24 months
TOTAL UNITS:	33 unit townhomes
DEVELOPER:	DVLP Group.

CORE facilitated a first position mortgage to purchase and provide soft cost financing for the developers of Glendor Towns, a 33 unit townhouse development in the heart of Burlington ON. This contemporary designed project sits minutes away from the nearby amenities such as the Burlington GO station, Mapleview Shopping Center, Walmart and IKEA.

COMPLETION VALUE: $19,000,000
Completion value estimated at the time of investment.

Capital Partners Inc. (FSCO Brokerage No. 12497) Mortgage administration by Platinum Investment Group o/a CORE Mortgage Admin. Corp. (FSCO Mortgage Administration No. 12345)

Park City Homes

505-533 YONGE ST
BARRIE, ON

2^nd POSITION MORTGAGE:	$3,715,000
LOAN TO VALUE:	69.97%
TERM:	12 months
DEVELOPER:	IVIVA Homes

CORE facilitated a second position mortgage to purchase and provide soft cost financing for the developer of Park City, a 138 town homes and 58 condominium unit project located in Barrie, right on Yonge St, the major transportation and retail corridor for the city.

COMPLETION VALUE: $79,700,000
Completion value estimated at the time of investment.

Capital Partners Inc. (FSCO Brokerage No. 12497) Mortgage administration by Platinum Investment Group o/a CORE Mortgage Admin. Corp. (FSCO Mortgage Administration No. 12345)

The Dental Group

307-310, 1275 FINCH WEST
NORTH YORK, ON

1^st POSITION MORTGAGE:	$3,867,875
LOAN TO VALUE:	79.75%
TERM:	30 months
DEVELOPER:	The Dental Group Inc.

CORE facilitated a first position mortgage for property and construction of a 5,200 square foot multi-practice dentistry office, located at the corner of Keele St. and Finch West, approximately 200 meters from the Finch West TTC station.

COMPLETION VALUE: $4,850,000
Completion value estimated at the time of investment.

Capital Partners Inc. (FSCO Brokerage No. 12497) Mortgage administration by Platinum Investment Group o/a CORE Mortgage Admin. Corp. (FSCO Mortgage Administration No. 12345)

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