Earn Stable Income While You Sleep
Virtus Diversified REIT offers a unique investment strategy focused on real estate diversification, cash flow, and high quality tenants.
7-12%1
Target Total Annual Return
Why Virtus Diversified REIT
Our Philosophy
Virtus Diversified REIT intends to focus on acquiring quality cash flowing properties properties in strong secondary and tertiary markets across Canada and the United States.
The goal is to build a strong and stable commercial, industrial, retail, and multi-unit residential portfolio, enhancing overall portfolio incomes by diversifying the tenant base and geographic location.
The long-term goal is to maximize the unit value through future acquisitions, repositioning, and competitive financing.
Anchor Tenants
Portfolio
Our Properties
Our investment strategy is to acquire income producing properties across multiple sectors (multi-unit residential, retail, commercial and industrial). Our vision is to acquire yield from properties, regardless of the real estate sector or location.
Portfolio
Potential Acquisition
Investment Highlights: Virtus Diversified Real Estate Investment Trust
Performance Highlight
Number of properties
Unit price
Annual Distribution per Unit
PORTFOLIO COMPOSITION
*Portfolio composition is based on property values.
Experienced Team
Over 70 years of combined experience in real estate management, development, and investment
Aurelio Baglione
Trustee
Aurelio Baglione is the President, Trustee and Chief Executive Officer of Virtus Financial Group of Companies. His industry experience and motivation for growth are invaluable to the expansion of Virtus Diversified Real Estate Investment Trust (VREIT). Before forming VREIT, Aurelio was the President and CEO of Winchester Financial Group.
Joshua will
Trustee
Joshua Will has over 15 years of experience holding executive positions at international marketing and investment firms. Josh is Trustee, Executive Vice President of Capital Markets at Virtus Diversified Real Estate Investment Trust (VDREIT). In this capacity, his primary focus is to develop and execute sales and marketing initiatives to grow the Canadian investor network among family offices.
Trevor Wolfe
Trustee
Trevor is the Vice President, Operations for Virtus Financial Group. In this capacity he oversees all operations and manages all staff of Virtus. In addition, Trevor Wolfe is the Chief Compliance Officer of Virtus Capital Management Inc. Trevor oversees the firm’s regulatory compliance regime including supervision and risk management of all compliance-related activities.
Axcess Capital Partners
Investment Fund Manager
Axcess Capital Advisors is partnered with some of the top Portfolio Managers in the country. Through these referral arrangements, our clients have access to actively managed portfolio services created to deliver a higher level of wealth management services for individuals and families.
Are you eligible to invest?
Virtus Diversified REIT is open to qualified investors via Offering Memorandum. Investors may purchase units in the trusts through their Investment Advisor. Permitted and accredited clients, as defined by securities regulations, may purchase directly through Virtus Capital Management or other approved Exempt Market Dealers. The minimum investment is $25,000.
Interested in learning more?
Book a consultation call
The Virtus Diversified REIT may be a suitable investment for portfolio managers, financial advisors, and independent investors alike.
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Virtus Diversified REIT Celebrates Significant Increase in Net Asset Value
TORONTO, Feb. 08, 2024 (GLOBE NEWSWIRE) — Virtus Diversified Real Estate Investment Trust (VREIT) proudly announces a remarkable achievement in its financial performance: “Since inception, we have delivered consistent distributions of $0.75 per unit for our clients. Further to this milestone, we are happy to report a substantial increase in Net Asset Value Per Unit (NAVPU),” says Josh Will, EVP of VREIT.
No shortage of opportunities in Canadian real estate
Steve Marino of GWL Realty Advisors says a return to economic stability will unlock capital across a multitude of asset classes
Virtus Diversified REIT Announces Pending Acquisition of Multi-Residential Apartment Building in Parry Sound, Ontario
TORONTO, Oct. 30, 2023 (GLOBE NEWSWIRE) — Virtus Diversified Real Estate Investment Trust (REIT) is excited to announce its pending acquisition of a modern multi-residential apartment building located in the scenic town of Parry Sound.
Virtus Diversified REIT Adds Additional Retirement Residence in Guelph Ontario
TORONTO, Oct. 03, 2023 (GLOBE NEWSWIRE) — Virtus Diversified Real Estate Investment Trust (VREIT) has announced the successful acquisition of Heritage House, a premier senior living community located at 2113 Gordon Street in Guelph, Ontario.
1Past performances may not be repeated. Investing in VIRTUS Diversified REIT Units can involve significant risks and the value of an investment may go down as well as up. There is no guarantee of performance. An investment in VIRTUS Diversified REIT is not intended as a complete investment program and should only be made after consultation with independent investment and tax advisors. The targeted yield and returns disclosed have not been independently verified. The targeted returns are estimates only and actual results may differ.
2“Tax-Efficient” and “Tax-advantaged” income means that because of the general ability of real estate owners (like Virtus Diversified Real Estate Investment Trust) to deduct capital cost allowances (CCA) against income, current taxes may be reduced and/or deferred; whereas with an interest bearing instrument, such as a bond, no such offset from capital cost allowances are available. There is no guarantee that this will be the case in the future.
3“Methodical pricing with lower volatility” means that property values are based on a methodical process involving a number of highly skilled professionals. The iterative calculation is driving by International Financial Reporting Standards (IFRS) values of the Properties. Valuation methods would follow standard valuation guidelines used in the industry and third-party appraisers would be accredited professionals. This methodical pricing means that in the absence of changes in property net operating income, which tends to move with inflation with other conditions remaining the same, or capitalization rates, valuations tend to move slowly over time compared to how stocks can move constantly and with great volatility over the course of the day (or any other investment horizon). As such, methodical pricing would tend to be associated with lower volatility.
4Accredited Investors and Eligible Investors under the Offering Memorandum Exemption. This document is for general information purposes and does not constitute a solicitation to buy or an offer to sell securities, nor shall it form the basis of an act as any inducement to enter into a contract or commitment. Any offerings of securities will be conducted using applicable provincial security offering documentation. Private Capital Market Securities are considered high risk and for qualified investors only.
Virtus Diversified REIT offers a unique investment strategy focused on real estate diversification, cash flow, and high quality tenants.
- 100 Arbors Lane, Unit D Woodbridge, ON L4L 7G4
- info@vreit.ca
- +1 (416) 222 - 5040
*Past performance is not indicative of future results.
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