Past Investments

All investments tell a story, and no two are exactly alike.

Raintree matches who we believe are great managers and ideas to capital in order to finance their business or investment model. We are continuously scouring the market to identify trends and opportunities that can be exploited to create wealth. Sometimes what presents itself today is gone tomorrow. View some of our capital ideas below.

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CAPITAL IDEAS: OPPORTUNISTIC TIMING

Raintree Financial Solutions & ICM Realty Trust

Sometimes the best investment opportunities arise when the economy appears the bleakest. ICM, led by a strong team of professionals, recognized this in 2012 when they decided to invest heavily in real estate located in the South East United States. Acknowledging that it’s not enough to take a scattergun approach, ICM targeted medical or grocery anchored commercial real estate that was resilient in most markets, but was still being undervalued due to existing economic conditions. They also identified opportunities that had specific activities that could drive enhanced value.
ICM approached Raintree Financial Solutions to raise capital in its series. ICM VI was the first retail fund marketed by ICM Realty Trust in Canada. Raintree assisted ICM in raising over $14 million of equity to be deployed in the strategy. ICM VI has now completely exited at a positive return to investors.
They say timing is everything, but we think timing only works with a great strategy. ICM delivered that in spades.
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CAPITAL IDEAS: CONSERVATIVE RISK

Raintree Financial Solutions & Agcapita Farmland Funds

Over the ten year period between 2003 and 2013, farmland generated better risk-adjusted returns than all other real asset investment categories (Brookfield Real Assets – The New Essential,  (© 2013. Brookfield Asset Management Inc.) pg. 7). The Agcapita series of funds were developed to purchase and rent out arable farmland in Western Canada, benefiting from rental income and capital appreciation. Agriculture land investments are backed by strong global commodity demand and offer a unique combination of return, stability and growth with the benefit of asset-backed downside protection. Agcapita is one of Canada’s only RRSP eligible farmland investment funds.
Raintree Financial Solutions has had the privilege to offer Agcapita’s farmland funds to Canadian investors searching for an alternative investment with conservative risk for almost six years. Agcapita has provided significant realized returns to investors of its first two funds. Agcapita provides investors with a geographically-diversified, low correlation portfolio of real assets with reasonable risk-adjusted returns. And as Mark Twain once said about investing in land, “they’re not making it anymore.”
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CAPITAL IDEAS: SOCIAL ENTERPRISE

Raintree Financial Solutions & Sussex Retirement Living

Over 747,000 Canadians suffer from dementia and Alzheimer’s disease (http://www.alz.org/ca/dementia-alzheimers-canada.asp) – the majority of those living with these afflictions are seniors. Canada has a robust seniors living industry, however residents are demanding more specialized care. Memory Care residences are purpose-built to provide individuals afflicted with cognitive impairment the highest standard of care.
Developed by Sussex Retirement Living, the Nanaimo Memory Care residence will be one of Canada’s first stand-alone Memory Care facilities, designed to give residents a home-like atmosphere, while still providing features conducive to the care of individuals afflicted with cognitive impairment.
Raintree Financial Solutions began working with Sussex in 2014 to provide investors with the opportunity to make a difference in the lives of those who suffer from cognitive impairment.
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CAPITAL IDEAS: VALUE OPPORTUNITY

Raintree Financial Solutions & Capstone Funds

As they say, timing is everything. Capstone investments started buying single-family homes in Phoenix, Arizona in 2010, with a simple vision – buy distressed properties with no leverage and rent the pool of homes. At the time, the American economy was struggling, the banking industry was in disarray and housing prices were bottoming out. Now, the economy has recovered, the banking industry has reorganized itself and home prices have recovered significantly – it seems so simple in hindsight.
Raintree Financial Solutions distributed Capstone investments from 2011 to 2014. We are continuously searching the market for opportunities to capitalize on value investment opportunities. This is a key component of our role in the capital markets. Capstone is a great example of buying at the right time with a solid strategy of reducing downside risk by not taking on leverage.
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CAPITAL IDEAS: CAPITALIZING ON A GROWING ECONOMY

Raintree Financial Solutions & Rockspring Capital

With a population of over 27 million, Texas leads the United States in job creation and population growth. It is expected that Texas will double in size by 2050 (https://www.texastribune.org/2015/03/05/report-texas-population-double-2050/). Texas has one of the lowest unemployment rates in the United States and according to 2015 numbers, the Texas GDP (1.6 trillion) is higher than both Canada (1.5 trillion) and Mexico (1.1 trillion) (http://data.worldbank.org/indicator/NY.GDP.MKTP.CD). The state’s rapid growth and stability has driven the demand for land to supply housing, businesses and infrastructure. Texas has an enterprising economy that, for the right group, can provide strategic investment opportunities.
Rockspring Capital specializes in strategically acquiring undervalued land in the “Texas Triangle” – the region including the robust real estate markets of Houston, San Antonio, Austin and Dallas/Fort Worth. Land is acquired without leverage in an effort to expedite the close of the sale and to decrease the risk to the investor compared to using borrowed capital. Rockspring’s process is to purchase, hold, add value by obtaining entitlements, strategically develop and then sell the land to the right end-user. Having been in business since 2003, Rockspring has developed the expertise and resources required to identify and close on undervalued parcels of land in this continuously growing region of the United States.
Raintree Financial Solutions has worked with Rockspring Capital since 2012 providing clients with access to invest in three previous funds to date. Rockspring is a great example of taking advantage of a thriving economy while still finding value in mispriced, under-performing assets.
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CAPITAL IDEAS: FROM THE GROUND UP

Raintree Financial Solutions & Auctus Real Estate Trust

Auctus Real Estate Trust (Auctus) was led by an experienced management team to develop and construct three premium quality apartment complexes in up-and-coming neighborhoods in Regina, Saskatchewan. The mandate of Auctus was to develop the real estate projects and provide liquidity to unit-holders by selling the properties shortly after reaching 90% occupancy.
Auctus used innovative building technology called modular construction, which involves building units in an off-site factory, transporting to site and assembling the pieces on location. The benefits of modular construction include cost predictability, quality control, speed and less waste. The management team already had a track record of developing multi-family apartments in Regina utilizing modular construction technology, so Auctus was a natural extension to the team’s growth plans.
Auctus contacted Raintree Financial Solutions in 2013 to assist in structuring and raising capital. During 2015, the Trust completed construction, sold two of the three properties and paid an initial distribution to unit-holders. Despite economic headwinds that required skillful navigation, Auctus completed its final project and distributed the remaining equity to investors in 2017.

OUR TEAM

Our team of Executives are experienced in the private capital market and are focused on changing the way Canadians think about investing their money.

BE ALTERNATIVE

Alternative investments are not at the periphery anymore – they have become mainstream. Though our investment offerings may not be suitable for everyone, they generally complement most portfolios.

CONTACT US

The Head Office staff, Corporate Finance division, and Private Wealth Advisors of Raintree Financial Solutions are available to assist you and answer any questions you may have. Contact us today for more information on how we can help shape your financial future.

The information on this page is not intended to be relied upon in connection with a purchase of securities. These highlights are for informational purposes only and do not constitute an offer to sell or a solicitation to buy the securities referred to herein. The securities are offered by means of the Offering Memorandum. This information represents target financial returns and may not be predictive of actual performance.