Delivering exceptional outcomes to our partners & investors

Established in 2013, Forgestone is a leading Canadian real estate private equity and private debt firm that executes strategies across a range of real estate asset classes.

INTRODUCING

Diversified 
Real Estate 
Fund (DREF)

Uniquely positioned to provide stable returns by pursuing both strategic debt and equity investments, allowing for unbiased portfolio optimization.

DREF Priorities

Yield

Focus on maintaining yield thresholds with tangible upside potential

Partnerships

Co-investing alongside institutional real estate funds with ability to participate in the GP economics to 
enhance returns

Diversification

Deploy capital across multiple geographic, risk and asset class spectrums

Targeting superior risk adjusted returns:

8-10%

annualized net returns

6.00%

cash distribution, paid monthly

OUR STRATEGIES

DREF can deploy capital across the full capital stack, providing tailored solutions that align with macroeconomic conditions and market dynamics to enhance downside protection.

Debt Investments

  • Provide innovative and creative capital solutions for developers & owners
  • Investments across the capital stack, including land financing, senior debt, junior debt, preferred equity

Equity Investments

  • Provide innovative and creative capital solutions for developers & owners
  • Investments across the capital stack, including land financing, senior debt, junior debt, preferred equity

INVESTMENT GUIDELINES

Target Allocations

The DREF objective is to build a dynamic real estate portfolio generating stable monthly distributions, coupled with capital appreciation upside. Investment guidelines, adapted for market conditions over time include:

Geography

The Fund focuses on Canada’s leading metropolitan markets with diversified economies, strong employment bases, and sustained population growth driven by immigration. The Fund will also selectively invest in high growth secondary markets where improving economic fundamentals and sector focused growth are supporting housing demand.

The Fund focuses on Canada’s leading metropolitan markets with diversified economies, strong employment bases, and sustained population growth driven by immigration. The Fund will also selectively invest in high growth secondary markets where improving economic fundamentals and sector focused growth are supporting housing demand.

UPDATES