InvestPlus REIT

What InvestPlus REIT does

InvestPlus Industrial REIT is a private real estate investment trust headquartered in Calgary, Canada, that provides individual investors and their financial advisors with access to professionally managed industrial property portfolios concentrated in Western Canada, primarily British Columbia and Saskatchewan. The vehicle is operated by a licensed Exempt Market Dealer and offers two product structures — Registered Plans (RRSP, RRIF, TFSA, RESP) and Non-Registered Plans — each with a CAD $10,000 minimum investment, quarterly distributions, and a targeted 9–13% annual return delivered through a tax-efficient Return of Capital (ROC) mechanism. The REIT has reported a 9.25% three-year average return, a 9.21% five-year average return, and a 10.13% verified 2025 annual result, with uninterrupted quarterly distributions to investors since the REIT's formation in 2015.

The platform evolved from InvestPlus Properties Canada Inc. (founded 2004), which originally built its asset base through a series of limited partnerships (Belvedere LP, LP III, LP IV, Vantage LP) before pivoting to industrial real estate via the REIT structure in 2015 and growing to $118M+ in assets under management. Revenue mechanics for the operating entity derive from rental income on the underlying industrial portfolio plus management fees on the AUM base; investor-facing distributions are structured as ROC, deferring tax until invested capital is fully returned. Distribution is conducted primarily through a financial advisor channel across Western Canada, with SGGG Fund Services Inc. serving as independent transfer agent and providing quarterly unit valuations and performance reporting.

Operationally, the entity is lean — between 1 and 10 disclosed employees — and there is no parent company, no disclosed institutional or PE ownership, no public funding rounds, and no disclosed management team bios. Underlying technology is limited to a CIAM-backed investor login portal; there is no proprietary trading, pricing, underwriting, or data platform disclosed, and AI/ML capabilities are not referenced anywhere in the source material.

Name

InvestPlus REIT

Legal name

InvestPlus Industrial REIT

Website

https://investplusproperties.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

InvestPlus Industrial REIT is a Calgary-based, licensed Exempt Market Dealer operating a private REIT that gives retail and accredited investors access to professionally managed industrial real estate in Western Canada, distributing quarterly ROC-based income and managing $118M+ in AUM since 2015.

Ownership category

akta.pro rank

Product category

Real Estate Investment Trust (Private Industrial REIT)

NAICS

Funds, Trusts, and Other Financial Vehicles (525), Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Real Estate Investment Trusts (6798), Real Estate Dealers (For Their Own Account) (6532), Investment Advice (6282)

akta.pro primary industry

REITs & Listed Real Estate Securities (FSAAAKAD)

akta.pro secondary industry

Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE)

Keywords

• Private real estate investment
• Industrial property REIT
• Exempt market dealer
• Registered plan investments
• Tax-efficient distributions

Headquarters

HQ city

Calgary

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Operations, Personnel, Supply Chain, Marketing or Sales, Others

Revenue model

1. Industrial Real Estate Investment Returns: The REIT generates returns through rental income from industrial properties across Western Canada, distributed as Return of Capital (ROC) to investors. ROC distributions provide tax-efficient income where investors pay no tax on distributions until their full invested amount has been returned.
2. Management Fees: Revenue generated through professional management of the industrial property portfolio, including property selection, acquisition, day-to-day operations, and long-term leasing.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

InvestPlus REIT is a licensed Exempt Market Dealer operating a private real estate investment trust that gives investors access to a professionally managed portfolio of industrial properties across Western Canada (British Columbia and Saskatchewan). Investors subscribe via Registered Plans (RRSP, TFSA, RESP) or Non-Registered Plans with a CAD $10,000 minimum, receiving quarterly tax-efficient Return of Capital distributions targeting 9-13% annual returns, with the REIT managing properties end-to-end from acquisition through long-term leasing.

Product overview

InvestPlus REIT operates as a unified private real estate investment platform offering two primary investment solutions: InvestPlus Industrial REIT as the core product providing access to professionally managed industrial properties across Western Canada, with $118M+ in assets under management. The platform offers Registered Plans (RSP, RRSP, RRIF, TFSA, RESP) targeting 9-13% annual returns with quarterly distributions, and Non-Registered Plans for high-net-worth individuals and corporations seeking tax-efficient cash flow through Return of Capital treatment. Both products are managed under the same professional team with consistent quarterly reporting since 2015.

Differentiator

Problem solved

Functional benefit

Products and services

• InvestPlus Industrial REIT (Registered Plans) A private real estate investment trust providing access to professionally managed industrial properties across Western Canada, offering investors income-generating real estate portfolios with quarterly Return of Capital distributions. Eligible for RSP, RRSP, RRIF, TFSA, and RESP accounts with a CAD $10,000 minimum investment and targeted 9-13% annual returns.
• InvestPlus Industrial REIT (Non-Registered Plans) Non-registered investment accounts for personal, corporation, or limited partnership investors offering Return of Capital tax treatment where distributions remain tax-deferred until full invested capital is returned. Aimed at high-net-worth individuals, corporations, and limited partnerships seeking tax-efficient cash flow outside registered plans.

Quantifiable outcome

• 10+ years of uninterrupted tax-efficient quarterly income delivered since 2015
• +3 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• SGGG Fund Services Inc.coreOthersSGGG Fund Services Inc. serves as the independent transfer agent for InvestPlus Industrial REIT, providing full visibility into portfolio performance through quarterly reporting detailing distributions and unit valuations. This partnership ensures transparency and accountability for investors.

Scale indicators8 records

Recent moves9 records

Expansion highlights4 records

Direct peers

• Dream Industrial REIT: Canadian public REIT focused on industrial properties across major Canadian and European markets. Directly comparable to InvestPlus on asset class (industrial), geography (Canada), and business model (industrial property ownership for income), but at significantly larger scale.
• Summit Industrial Income REIT: Canadian pure-play industrial REIT with a portfolio concentrated in Western Canada, Ontario, and Quebec. Highly comparable on industrial asset focus and Canadian geographic footprint, though operates as a public vehicle.
• Granite REIT: Canadian-listed industrial and logistics REIT with properties across North America and Europe. Comparable on industrial asset class and Canadian-listed REIT structure, though significantly larger and more geographically diversified.
• Firm Capital Property Trust: Canadian public REIT focused on industrial, office, and retail properties across Canada. Comparable on diversified commercial real estate investing and Canadian REIT structure, though InvestPlus is industrial-pure and private.
• Automotive Properties Real Estate Investment Trust: Canadian REIT specializing in single-tenant automotive dealership properties. Comparable as a Canadian specialty real estate vehicle, though with a different property focus and listed structure.

Broad incumbents

• True North Commercial REIT: Canadian public REIT focused on office properties. Comparable as a Canadian-listed specialty REIT serving retail investor and advisor channels, though focused on office rather than industrial assets.
• NorthWest Healthcare Properties Real Estate Investment Trust: Canadian REIT specializing in healthcare and medical office properties. Comparable as a Canadian specialty REIT with retail-investor distribution, though with healthcare-real estate focus.
• Morguard REIT: Canadian public REIT with a diversified portfolio of office, retail, and industrial properties. Comparable as a Canadian-listed diversified REIT, though significantly larger and more broadly diversified.
• WPT Industrial Real Estate Investment Trust: Canadian REIT focused on industrial properties primarily in the U.S. Comparable on industrial asset focus and Canadian-listed REIT structure, though with U.S.-centric portfolio.

Emerging players

• Skyline Wealth Management: Canadian private real estate investment manager offering exempt market products to retail investors through financial advisors. Highly comparable on private REIT distribution model, Canadian exempt market focus, and advisor-channel go-to-market, though Skyline operates across multiple property types.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/investplusreit

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about InvestPlus REIT