Strong returns with low volatility
¹˒ ²
Subscribe to our Monthly Investor Updates!
Fund Snapshot
Neighbourhood Holdings Income Trust I seeks to provide investors with stable income while preserving invested capital. This is achieved by investing in a diversified portfolio of primarily variable rate residential mortgages located in urban and suburban areas across Canada.
TOTAL AUM
$464M
As of September 30th, 2024
12-MONTH RETURN ¹
8.47%
As of September 30th, 2024
Distribution made mid-month
AGGREGATE LOAN-TO-VALUE (LTV)
52.9%
As of September 30th, 2024
Built for any market conditions
Stable Cash Flow
Complements to other income investments, such as preferred shares and fixed income.
Diversification
Privately held investment sheltered from public market fluctuation.
Capital Structure
Leverage underpins competitive pricing for borrowers, providing access to liquidity, and potential to enhance returns.
Neighbourhood Holding Company Ltd.
Investor-Relations Team
Jean-Marc Freeman
Strategic Advisor
Sophie Carter
Client Advisor
Martha Kane
Chief Compliance Officer
Connect with our team!
Interested in learning more? Please Fill out the form, and our investor-relations team will be delighted to speak with you!
Units of Neighbourhood Holdings Income Trust I (“NHIT”) are sold through registered dealers. Neighbourhood Holdings Capital Management Ltd. (“NHCM”), a captive dealer of NHIT, is an exempt market dealer in Alberta, British Columbia, Manitoba, Ontario, and Saskatchewan. If you are resident of any of these provinces, NHCM can assist you with any questions you might have about the investment opportunity. If you reside outside of these provinces, we would be pleased to connect you with a registered dealer in your province.
Access our Investor Portal
Stay up to date on your investment in Neighbourhood with our investor portal. Our portal provides secure access to your investor statements, tax documents, and information on fund performance.
440-355 Burrard St.
Vancouver, BC V6C 2G8
CanadaPrivacy Policy | Terms of Use© Neighbourhood Holdings 2024
¹ Lower volatility is not indicative of lower risk but does present an opportunity to diversify an investment portfolio.
² Past performance is not an indication of future returns. Fund performance assumes reinvestment of distributions. Performance is calculated using a time-weighted method. Net returns will differ by Series. This reflects the performance of Neighbourhood Holdings Income Trust 1 ("NHIT") Series F units. Performance of Series A units reflects an additional embedded 1% trailer fee, with performance of Series I units varying by the ten levels of embedded trailer fees. All fees are detailed in the Offering Memorandum. Personalized performance is provided on monthly investor statements.