The Opportunity
Investor Opportunities
Nest Capital Mortgage Investment Corporation specializes in residential mortgages in communities across Ontario. Our objective is to obtain a return for investors by optimizing our investment portfolio. Our investment strategy is to invest in a portfolio of residential mortgages in market segments that are under-serviced by large financial institutions. Nest originates all of its mortgage applications through licensed mortgage agents and brokers.
Annual Returns
10% Historical Annual Returns Since Inception in 2017
This investment will target an annual return to Unitholders of 10.00% (pre-tax, net of fees and expenses). Distributions are scheduled to be paid monthly. Historical return has been 10% annually since inception.
Target Annualized Return 10%
This investment will target an annual return to Unitholders of 10.00% (pre-tax, net of fees and expenses). Distributions are scheduled to be paid monthly. Historical return has been 10% annually since inception.
Target Annualized Return 10%
This investment will target an annual return to Unitholders of 10.00% (pre-tax, net of fees and expenses). Distributions are scheduled to be paid monthly. Historical return has been 10% annually since inception.
2024 Targeted Return
is 7.25%*
Historical Annual Returns
Returns
How Nest Capital Works
Each investor receives preferred shares of Nest Capital MIC
Funds invested are spread across the entire pool of mortgages
Interest distributions are paid or reinvested with a distribution reinvestment plan
Why Invest In Nest Capital MIC?
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Lower capital requirement - minimum $10,000 investment
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Money invested earns interest right away
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Nest manages the administration and collection burden
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Investor capital is spread across the entire pool of mortgages
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Transition into more hands-free mortgage investing
Portfolio Breakdown - March 2024
Assets Under Management: $32.9M
Minimum Investment: $10,000
Average Investment: $86,900
Investment Type: The Nest Capital Mortgage Investment Corp is a pool of mortgages in Ontario.
Residential Mortgages Allocation:
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1st Mortgages: 36.18%
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2nd Mortgages: 60.00%
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3rd Mortgages: 3.82%
Distribution Re-Investment Program (DRIP): Yes
Average Mortgage Size: $247,500
Redemption Fees:
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5% in Year 1
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1% in Year 2
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0% in Year 2+
Asset Security: The fund is spread over multiple lower dollar value mortgages versus large mortgages. The fund does not invest in commercial or development mortgages.
Registered Plans Eligibility: Invest via these types of registered accounts, including TFSA, RRSP, LIRA, RRIF, RESP, LIF, and more.
Download the fact sheet below to view the full portfolio breakdown
View map to see where our mortgages are located
Geographic Breakdown
Nest Capital Investment Process
1. Connect with our EMD
2. Suitability Assessment
3. Invest
Nest will put you in contact with a registered dealer
A registered dealer will assist investors with suitability assessment and qualification.
Investing in TFSA, RRSP, LIRA, etc?Our registered dealer will help you move the funds to do so.
Still Have Questions?
Feel free to get in touch via the form below, book a call with us here or call us directly at 416-628-2033
Address
5000 Yonge Street, Suite 1901 Toronto, ON M2N 7E9
Phone
Social Media