For accredited investors only
This website is intended for use by Accredited investors (as such term is defined in the Securities Act (Ontario) or National Instrument 45-106 - Prospectus Exemptions, as applicable) resident in, or otherwise subject to the securities laws of, any province or territory of Canada, or pursuant to such other exemptions from the prospectus requirements under applicable securities legislation.
Examples of who qualifies as an accredited investor:
- an individual who, either alone or with a spouse, beneficially owns financial assets having an aggregate realizable value that, before taxes but net of any related liabilities, exceeds $1,000,000;
- an individual who beneficially owns financial assets having an aggregate realizable value that, before taxes but net of any related liabilities, exceeds $5,000,000;
- an individual whose net income before taxes exceeded $200,000 in each of the two most recent calendar years or whose net income before taxes combined with that of a spouse exceeded $300,000 in each of the two most recent calendar years and who, in either case, reasonably expects to exceed that net income level in the current calendar year;
- an individual who, either alone or with a spouse, has net assets of at least $5,000,000;
- a person (other than an individual or investment fund) that has net assets of at least $5,000,000 as shown on its most recently prepared financial statements provided that such person has not been created solely to purchase or hold the Units being purchased; and
- a person acting on behalf of a full managed account managed by that person, if that person is registered or authorized to carry on business as an adviser or the equivalent under the securities legislation of a province or territory of Canada or a foreign jurisdiction.
"Financial assets" generally means cash and securities and "related liabilities" means liabilities incurred or assumed for the purpose of financing the acquisition or ownership of financial assets, or liabilities that are secured by financial assets.
This website is not intended to constitute an offer of units of Fidelity Alternative Real Estate Trust (the "Fund"). The information contained herein is qualified in its entirety by reference to the Offering Memorandum ("OM") of the Fund. The material available on this website is published for informational purposes only. It does not constitute a solicitation of an offer to buy or an offer to sell securities, nor should the information be relied upon as investment advice. Units of the Fund are generally only available to Accredited Investors (as described above). The OM contains information about the investment objectives and terms and conditions of an investment in the Fund (including fees) and also contains tax information and risk disclosures that are important to any investment decision regarding the Fund.
A mix of public and private real estate investments in one core portfolio.
Build a more resilient portfolio with access to a wide range of real estate properties and sectors.
Gain deeper insights into Fidelity Alternative Real Estate Trust.
What are Real Estate Investment Trusts (REITs)?
Real estate investment trusts (REITs) are companies that own or finance income-generating real estate such as offices, apartments and hotels. They let investors participate in the real estate market without owning and managing properties. REITs can provide diversification, income and capital appreciation over time.
How can you benefit from REITs?
Explore the properties within this Fund.
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For accredited investors only.
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The units of Fidelity Alternative Real Estate Trust (Fund) may only be purchased by accredited investors in reliance on that exemption from certain Canadian securities laws. This web page is for informational purposes only and is not being delivered to you in the context of an offering of the securities described herein, nor is it a recommendation or solicitation or offer to sell any securities of the Fund. This web page is not, and under no circumstances is it to be construed as, an offering memorandum, prospectus, advertisement or public offering of the securities described herein. No securities commission or similar regulatory authority has reviewed this web page or has in any way passed upon the merits of the securities described herein and any representation to the contrary is an offence. Further details regarding the Fund and its securities are provided in the Offering Memorandum for the Fund, which will be made available to certain persons in certain jurisdictions where permitted by law. The Offering Memorandum sets forth detailed information regarding the Fund, including investment strategies and restrictions, fees and expenses, investment risks and conflicts of interest.
Read the Fund’s Offering Memorandum before investing. Commissions, trailing commissions, management fees, brokerage fees and expenses may be associated with investments in the Fund. The Fund has certain redemption features, including a quarterly redemption cycle, an early redemption fee and a potential cash redemption limit, that will not be suitable for all accredited investors. The Fund is not guaranteed. Its values change frequently. Past performance may not be repeated. Particular investment strategies should be evaluated according to an investor's investment objectives and tolerance for risk. In addition to direct management and administration fees, certain indirect fees also apply to the Fund, including an incentive fee, which may impact an investor’s return over time.
All product and company names are trademarks or registered trademarks of their respective holders and are used herein with permission. Use of them does not imply any affiliation with or endorsement by them. Information obtained from third parties is believed to be reliable, but no representation or warranty, express or implied, is made by Fidelity or any other person as to its accuracy, completeness or correctness. We assume no responsibility for any errors or omissions.
The statements contained herein are based on information believed to be reliable and are provided for information purposes only. Where such information is based in whole or in part on information provided by third parties, we cannot guarantee that it is accurate, complete or current at all times. It does not provide investment, tax or legal advice, and is not an offer or solicitation to buy. Graphs and charts are used for illustrative purposes only and do not reflect future values or returns on investment of any fund or portfolio. Particular investment strategies should be evaluated according to an investor’s investment objectives and tolerance for risk. Fidelity Investments Canada ULC and its affiliates and related entities are not liable for any errors or omissions in the information or for any loss or damage suffered.
This information is for general knowledge only and should not be interpreted as tax advice or recommendations. Every individual’s situation is unique and should be reviewed by his or her own personal legal and tax consultants.