Alberta Offering Memorandum for Trust Units (Real Estate Investment)

Prepare a Confidential Offering Memorandum for trust units to fund a real estate investment with this Alberta template.

• The offering is a private placement of trust units issued by a mutual fund trust (or unit trust), for the purpose of investing in a limited partnership which will acquire land to develop as commercial and/or residential real estate properties, and develop, subdivide and market the properties.
• The trust was created to act as the investment vehicle for investors to pool their funds to indirectly invest in various long-term capital real estate and real estate related projects.
• The trust's long-term objective is to preserve investors capital while providing a profitable return thereon through acquisitions and competent management of real estate investment projects.
• Because the trust qualifies as a mutual fund trust, the units being sold are qualified investments under the Income Tax Act (Canada) and are eligible for investments through RRSPs, RRIFs, deferred profit sharing plans, and RESPs.
• The investment is subject to resale restrictions, and there are certain tax considerations which the investor must take into account.
• The offering is being made to Canadian residents only.
• The securities are not listed or traded on any stock exchange or other public market.

This Alberta Offering Memorandum for Trust Units (Real Estate Investment) is provided in MS Word format. Updated 2011.