Private Alternative Investments

Crown and Wells is the ideal partner for obtaining Private Alternative Investments due to our unparalleled expertise, comprehensive due diligence, and tailored investment strategies. We provide exclusive access to high-potential opportunities across private equity, hedge funds, private debt, real estate, infrastructure, natural resources, and more, ensuring our clients achieve superior returns and effective portfolio diversification. With continuous support and a commitment to client success, Crown and Wells turn complex, high-reward investments into profitable ventures.

7%-12%

Total Targeted Annual Return

Cash Yield: 3.86%

Discounted DRIP Option Available

Paid Monthly

11/28/2022

Centurion Apartment Real Estate Investment Trust invests in a diversified portfolio of rental apartments, student housing properties, and multi-family residential and commercial mortgages across Canada and the United States.

$25,000 Minimum

8.5%

Targeted Annual Net Yield

1-5 Year Terms

DRIP option available

An investment in a diversified portfolio of residential mortgages in Western Canada. Short term mortgages (typically less than 1 year) with primarily 1st positions. 10 Yr Average Return 7.95% (audited, net of fees).

$10,000 Minimum

12%-16%

Targeted Net Annual Return

(over 10-year period)

DRIP option available

Paid Monthly

Provides access to a diversified portfolio of institutional grade real estate assets including income-producing (commercial/industrial/lending) as well as development projects.

$5,000 Minimum

8%-12%

Targeted Net Annual Return

Cash Yield: 6.00% Class A

Discounted DRIP Option available

Paid Monthly

The Equiton Residential Income Fund Trust is a real estate investment trust (REIT) that specializes in residential income properties, including apartments and student housing in Canada. Investors receive the yield from rental income and participate in the growth of the underlying properties.

$10,000 Minimum

8%-12%

Total Targeted Annual Return

Annual Distributions: 5.0% – 7.0% (as per series class)

Paid Quarterly

Discounted DRIP option

ICM Property Partners Trust aims to preserve capital, deliver income and achieve strong growth through diversified investments in exclusive real estate opportunities in markets across North America.

$5,000 Minimum

High Growth Opportunity

8% Targeted Annual Return

Accredited Investors Only

Non-Registered Plans Only

Provide access to investments in late-stage private issuers in the technology, cloud computing, social media and other high growth areas that meet the fund’s pre-determined investment criteria.

$25,000 Minimum

8-10%

Total Targeted Annual Return

Paid Monthly

+80% Profit Sharing (as per class B series)

DRIP Option Available

A private investment offering focused on generating monthly income through a diversified portfolio with asset collateralization or direct ownership in private assets.

$6,000 Minimum

12%-15%

Total Targeted Annual Return

Cash Yield: 6.00%

Paid Quarterly

DRIP option available

Make Space Capital is the investment arm of Make Space Inc. – a British Columbia-based and Canadian owned self-storage company.

$6,000 Minimum

12%-15%

Target Total Return

Paid Monthly

DRIP Option Available

The Mini Mall Storage Properties Trust allows investors to participate passively in consolidating private self-storage operations in Canada and the U.S. through its investments in Mini Mall LPs. It aims to generate returns through capital appreciation from asset improvements and leasing revenues.

$5,000 Minimum

9%

 

Targeted Annual Return

Paid Quarterly

DRIP Option Available

Investors purchase units that will invest in debentures secured by a diversified portfolio of dental practices.

$10,000 Minimum

8-12%

 

Targeted Annual Return

+65% Profit Sharing

Quarterly Distributions

DRIP option available

A portfolio of investments of industrial service companies in Canada and the USA. Recurring revenue due to on-going MANDATED service inspections by Regulatory Compliance providing risk mitigation in economic downturns.

$10,000 Minimum

National Product
116% Tax Deduction

British Columbia Product
126% Tax Deduction

Invests in Flow-Through Shares of Resource Issuers engaged in mining exploration, development and/or production in Canada. The investment objectives are to provide limited partners with a tax assisted investment in flow-through shares with a view to maximizing the tax benefit and achieving capital appreciation for limited partners.

$5,000 Minimum

Class A | 8%

Class B | 8%

Annual Yield

RESCO MIC invests primarily in first and second mortgages secured by residential properties located in major urban centres in Canada. 

 

$10,000 Minimum