A portfolio that’s built to perform.

 

Fund Snapshot

Neighbourhood Holdings Income Trust I seeks to provide investors with stable income while preserving invested capital. This is achieved by investing in a diversified portfolio of primarily variable rate residential mortgages located in urban and suburban areas across Canada.

TOTAL AUM

$461.2M

As of March 31st, 2024

12-MONTH RETURN ¹

8.66%

As of March 31st, 2024

DISTRIBUTION FREQUENCY

Monthly

Distribution made mid-month

Built for any market conditions

Stable Cash Flow

Complements to other income investments, such as preferred shares and fixed income.

Diversification

Privately held investment sheltered from public market fluctuation.

Capital Structure

Leverage underpins competitive pricing for borrowers, providing access to liquidity, and potential to enhance returns.

Neighbourhood Holding Company Ltd.

Investor-Relations Team

Jean-Marc Freeman
Strategic Advisor

Sophie Carter
Client Advisor

Martha Kane
Chief Compliance Officer

Connect with our team!

Interested in learning more? Please Fill out the form, and our investor-relations team will be delighted to speak with you!

Units of Neighbourhood Holdings Income Trust I (“NHIT”) are sold through registered dealers. Neighbourhood Holdings Capital Management Ltd. (“NHCM”), a captive dealer of NHIT, is an exempt market dealer in Alberta, British Columbia, Manitoba, and Saskatchewan. If you are resident of any of these provinces, NHCM can assist you with any questions you might have about the investment opportunity. If you reside outside of these provinces, we would be pleased to connect you with a registered dealer in your province.

Resources

Key Documents

Fund Fact Sheet Offering Memorandum (OM)

Access our Investor Portal

Stay up to date on your investment in Neighbourhood with our investor portal. Our portal provides secure access to your investor statements, tax documents, and information on fund performance.

440-355 Burrard St.
Vancouver, BC V6C 2G8
Canada
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© Neighbourhood Holdings 2024
¹ Past performance is not an indication of future returns. Fund performance assumes reinvestment of distributions. Performance is calculated using a time-weighted method. Net returns will differ by Series. This reflects the performance of Neighbourhood Holdings Income Trust 1 ("NHIT") Series F units. Performance of Series A units reflects an additional embedded 1% trailer fee, with performance of Series I units varying by the ten levels of embedded trailer fees. All fees are detailed in the Offering Memorandum. Personalized performance is provided on monthly investor statements.