Skyline’s Four Private Alternative Investments

Skyline Investments are professionally managed real estate and clean energy assets. Each fund strategically aims to provide consistent distributions1 and capital appreciation.

Class F - Open for investment
Skyline Apartment REIT Logo

Inception June 1, 2006

Professionally managed multi-residential properties in Canada’s secondary and tertiary markets.

Historical Annualized Returns:
14.23%3

Targeted MER:
0.40 – 0.50%

Fundserv code: RBS2400

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Class F - Open for investment
Skyline Industrial REIT Logo

Inception January 10, 2012

Industrial assets in Canada’s major markets; 83.7%2 comprised of warehousing, distribution, and logistics.

Historical Annualized Returns:
15.62%3

Targeted MER:
0.65 – 0.75%

Fundserv code: RBS2404

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Class F - Open for investment
Skyline Retail REIT Logo

Inception October 8, 2013

Grocery and pharmacy dominant retail assets with no exposure to enclosed shopping malls.

Historical Annualized Returns:
12.64%3

Targeted MER:
0.75 – 0.80%

Fundserv code: RBS2402

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Class F - Open for investment
Skyline Clean Energy Logo

Inception May 3, 2018

Equity fund driven by Canadian solar and biogas assets generating clean energy.

Historical Annualized Returns:
8.73%3

Targeted MER:
1.79%

Fundserv code: RBS2500

View Info Sheet

To learn more about Skyline’s private alternative investments, access the full Class F Investment Package. The package includes:

  • Class F Fund Fact Sheet
  • Offering Memorandum
  • Annual Report

Access Class F Investment PackageSpeak to an Expert

Advantages of Skyline Investments

Access to a mature lineup of Canadian REITs and a clean energy fund

Skyline offers Private alternative investment across a range of asset classes:

  • Skyline Apartment REIT: Multi-residential.
  • Industrial Retail REIT: Industrial
    warehousing/logistics/distribution.
  • Skyline Retail REIT: Grocery, pharmacy, and essential services.
  • Skyline Clean Energy Fund: Renewable energy infrastructure in solar and biogas assets.

Low Management Expense Ratios (MER) and no redemption fees

Targeted MER for Skyline’s Investments Funds:

  • Skyline Apartment REIT: 0.40 – 0.50%
  • Skyline Industrial REIT: 0.65 – 0.75%
  • Skyline Retail REIT: 0.75 – 0.80%
  • Skyline Clean Energy Fund: 1.79%

There is an initial 4 month hold period on any new investments. After this time, Advisors are free to request partial or full redemption of units at any time with no redemption fees.

Class F units are available through Fundserv

Fundserv Codes for Skyline’s Investment Funds:

  • Skyline Apartment REIT: RBS2400
  • Skyline Industrial REIT: RBS2404
  • Skyline Retail REIT: RBS2402
  • Skyline Clean Energy Fund: RBS2500

Skyline Investments Growth Performance

This performance chart shows how much a $100,000 investment made on the inception date of each respective Fund would have grown to December 31, 2022.

Footnotes

1 Distributions are currently only available for Skyline Apartment REIT, Skyline Retail REIT, and Skyline Industrial REIT.
2 As at September 30, 2023
3 Class F is a new class of units. The performance quoted represents since inception – Skyline Apartment REIT, 10.46% 1-year, 14.46% 3-year, 17.64% 5-year, 14.59% 10-year, 14.23% inception June 1, 2016, Skyline Industrial REIT, 4.76% 1-year, 24.16% 3-year, 22.55% 5-year, 18.47% 10-year, 15.62% inception January 10, 2012, Skyline Retail REIT, 9.02% 1-year, 12.30% 3-year, 11.94% 5-year, 12.64% inception October 8, 2013, Skyline Clean Energy Fund, 8.47% 1-year, 9.09% 3-year, 8.73% inception May 3, 2018 – performance for Class A of the Fund and does not guarantee future results for Class F. All Skyline REIT’s numbers are as at September 30, 2023. Skyline Clean Energy Fund’s numbers are as at October 1, 2023.

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, Quebec, Saskatchewan and the territory of Nunavut. The information provided herein is for general information purposes only and does not constitute an offer of securities. Sales of interests in any investments offered by Skyline Wealth are only made to certain eligible investors pursuant to regulatory requirements and available exemptions. Any information provided herein is current as at the date of publication and Skyline Wealth does not undertake to advise the reader of any changes.

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. 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. 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. Exempt market products are not guaranteed, their values change frequently, and past performance may not be repeated. Nothing in this email should be construed as investment, legal, tax, regulatory or accounting advice. Prospective investors must make an independent assessment of such matters in consultation with their own professional advisors.

Some of the investment products offered by Skyline Wealth are from related issuers. A full list of issuers related to Skyline Wealth and details of the relationship between them is available upon request.

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