Real Estate

This strategy aims to provide an appreciable long-term risk-adjusted return through a diversified portfolio indirectly composed of real estate assets that generate stable income, predictable cash flows, and capital appreciation.

Investment process

The strategy invests indirectly in real estate assets managed by other asset managers specialized in real estate. It aims to allocate 90% of its assets to the Cogir Real Estate Investment Fund LP, a diversified institutional portfolio of assets established by Cogir Real Estate, while maintaining an allocation to cash, bonds or private real estate debt.

‍

The Fund is invested in a diversified and stabilized portfolio of real estate assets, primarily residentials, with an attractive track record of returns.

Attractive long-term risk-adjusted return

Partnership with Cogir Real Estate

Residential and commercial projects across Canada

Portfolio managers

Philippe Tardif

Vice-President | Eterna Financial Group

Why invest in real estate

Exposure to stabilized residential and commercial real estate assets in Canada, generating predictable income
Geographic diversification in Québec and Ontario
Strict concentration rules limiting exposure per project, for rigorous risk management
Stable cash flows from the operation, leasing, and sale of properties
Long-term capital appreciation potential through the increase in value of real estate assets
Effective complement to the diversification of traditional equity and bond portfolios

See the factsheet

Book an appointment