当下(2024)可安心持有/追加的几个稳健投资

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本金的安全,本金的安全,本金的安全。
在本金安全比较有保障的前提下,追求稳健的投资回报。

这依然是我们投资的大前提。如果是新投资人,请点这里看我们的:

对于现有投资人,当下推荐的这几个可安心持有/追加的稳健投资在尽职调研方面均通过我们的道德风险结构风险管理风险评估;同时市场风险也相对可控。投资人只需要按照自己的资产配置/现金流需求,来做选择和配比就可。
Fund Name1 Centurion REIT
(地产基金)
CAD only
2 Avenue Living REIT
(地产基金)
CAD & USD
3. Avenue Living
Mini Mall (小型仓储)
CAD & USD
4 PeakHill
CAD only
类别REITREITREITMortgage Income Fund
年预期收益7-12%8-12%8-12%7.50%
税务类别Capital GainCapital GainCapital GainRegular/Interest
2023年回报6.53%11.24%10.74%9.64%
过去5年年回报12.15%8.97%10.50%8.73%
成立以来年回报12.75%8.43%10.53%8.45%
Fund AUM项目大小 71亿39.7亿14.4亿1.78亿
LTV项目借贷比率40.00%52.30%48.20%69.23%
最低投资金额$25,000$5,000$5,000$25,000
锁定期3年3年3年2年
Fund Fact项目资料Centurion REIT
Centurion PPT
Avenue Living REIT
Avenue Living PPT
Avenue Living Mini Mall
Mini Mall PPT
PeakHill Fact sheet
PeakHill PPT
项目亮点15+年 good track record
大而稳、披露及时透明
公司处于蓬勃上升期;
团队很有活力;
最低收益有保障的基础上也期待有收益上的惊喜
1贷比例超过90%;
所有的贷款都有CMHC* 保险;
安全。
Remark:*CMHC: Canadian Mortgage and Housing Corporation

Winnie

MBA, CFP (Certified Financial Planner), bachelor degree in Economic Information Management from Renmin University of China, and a dual master's degree in Computer/Project Management and MBA from the United States. She has over 20 years of consulting experience in management and finance across China, the US, and Canada. Since 2012, she has channeled her expertise into financial planning as a co-founder and partner at Yunix Financial Group, specializing in tax optimization and asset allocation for high-income professionals/business owners and high-net-worth immigrant families.