No Frills plaza in Skyline Retails' portfolio at 151 Av. Reverchon
Open For Investment
Fundserv Code: RBS2402

Skyline Retail REIT

Class A

Invest in a portfolio of 100% Canadian retail properties, focused on grocery and pharmacy-anchored locations and offering historically stable returns.

Annualized Return1

As at July 30, 2023
9.05% 1 Year
12.39% 3 Year
12.80% Inception
(October 8, 2013)

About the Fund

Skyline Retail Real Estate Investment Trust (REIT) is a portfolio of diversified, 100% Canadian retail properties, with a focus on properties anchored by “everyday essential” services such as grocery and pharmacy. With an experienced management team, this investment product operates with historically high occupancy and looks for opportunities for organic growth, all resulting in historically stable investment performance. This investment is available to accredited investors.

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"Skyline
Gordon Driedger, President, Skyline Retail REIT

Message to Investors

Skyline Retail Real Estate Investment Trust (REIT) focuses on properties anchored by trusted national brands with long-term leases, rooted in “everyday essential” products and services. The fund is designed to be growth-oriented, aiming to accelerate growth over time while providing tax efficiencies to investors.

Skyline Retail REIT mainly focuses on acquiring properties in Canada’s secondary and tertiary markets. It seeks assets that are centrally and strategically located in high-traffic areas allowing for greater visibility and customer accessibility. Skyline Retail REIT’s tenant mix primarily comprises grocery, pharmacy, general stores, fast food, liquor, fitness, and banking. Connect with a Skyline Wealth Advisor today to learn more about how Skyline Retail REIT may be a great investment for your portfolio.

Gordon Driedger
President, Skyline Retail REIT

Fund Stats2

$15.50

Unit Value

$0.996

Annual Distribution Per Unit

6.43%

Current Annual Yield

Portfolio Stats3

$1.66 B

i
"Investment Property Fair Market Value” represents the aggregate value carried on the REIT’s balance sheet for investment properties, arrived at through third-party and internally generated appraisals. Please refer to our most recent annual report for more information on the fair valuation process.
Total Investment Property Fair Market Value

96.90%

Occupancy Rate

5.49 MM

Total Square Footage

5.47 years

Weighted Average Lease Term

5

Provinces

119

Properties

Historical Performance4

9.05%

1 Year
Annualized Return

12.39%

3 Year
Annualized Return

12.00%

5 Year
Annualized Return

12.80%

Inception:
(October 8, 2013)

Investment Highlights

  • $50,000 Minimum Investment
  • Registered Account Eligible (RRSP, TFSA, RRIF, etc.)
  • Potential Tax Efficiency
  • No Redemption Fees5
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Footnotes

1 The annualized return is based on a single unit initial investment in Skyline Retail REIT inclusive of unit price changes and reinvested distributions as at July 30, 2023.

2 Unit value is determined by a Net Asset Value (NAV) model based on evaluations by Senior Management and the Skyline Retail REIT Board of Trustees. As at July 30, 2023. Current Annual Yield is equal to the annual distribution per unit divided by the current unit value. As at July 30, 2023.

3 Unaudited figure. As at July 30, 2023.

4 Unit value is determined by a Net Asset Value (NAV) model based on evaluations by Senior Management and the Skyline Retail REIT Board of Trustees.

5 A transaction fee may apply if your account is held by a third-party registered plan, trustee or dealer.

Disclaimer

The information provided within this Website is for general information purposes only, and does not constitute an offer of, or solicitation for, the purchase and sale of any securities under any circumstances. Commissions, trailing commissions, management fees and expenses all may be associated with investments in exempt market products. Please read the confidential offering documents before investing, as they contain important information on fees and risk factors. The indicated rate of return is the annualized return including changes in unit value and reinvestment of all distributions and does not consider sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Exempt market products are not guaranteed, their values change frequently, and past performance may not be repeated. There is no active market through which the securities may be sold, and redemption requests may be subject to monthly redemption limits. The payment of distributions is not guaranteed and may fluctuate. The payment of distributions should not be confused with an exempt market product’s performance. Distributions paid as a result of capital gains realized by an exempt market product, and income and dividends earned are taxable in your hands in the year they are paid. Your adjusted cost base will be reduced by the amount of any returns of capital. If your adjusted cost base goes below zero, you will have to pay capital gains tax on the amount below zero. Prospective investors must make an independent assessment of such matters in consultation with their own professional advisors. Nothing herein should be construed as investment, legal, tax, regulatory or accounting advice. Skyline Wealth Management Inc. (“Skyline Wealth”) is an Exempt Market Dealer registered in the provinces of Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Québec, the Territory of Nunavut, and Saskatchewan. Sales of interests in any investments offered by Skyline Wealth are only made to certain eligible investors pursuant to regulatory requirements and available exemptions. Some of the investment products offered by Skyline Wealth, including in particular those related to Skyline Apartment Real Estate Investment Trust, Skyline Industrial Real Estate Investment Trust, Skyline Retail Real Estate Investment Trust, Skyline Clean Energy Fund and SkyDev Bayshore Owen Sound LP, are from related issuers. A full list of issuers related to Skyline Wealth and details of the relationship between them is available upon request.