Mini Mall Storage Properties Trust
HISTORICAL PERFORMANCE
TRAILING AVERAGE SINCE INCEPTION
10.16
%
Income & Growth*
TRAILING 3 YEARS AVERAGE
10.40
%
Income & Growth*
TRAILING 1 YEAR AVERAGE
8.54
%
Income & Growth*
ASSETS UNDER MANAGEMENT (AUM)
$
1.76 B
Income & Growth*
Investment Order
Step 1 : Please provide the following information.
Currency
CAD, USD
Objectives
Income and Growth
Sectors
Real Estate
Self Storage Facilities
Features
Asset Portfolio = Diversified assets
Correlation to public markets - Low
Currency - CAD
Currency - USD
DRIP option available (Direct Re-Investment of Profits)
Equity growth - Majority paid to investors
Geography - Canada
Institutional Investors Included
Local businesses supported
Management - Extensive experience
Management - Personally invested
Profit potential beyond target
Redemption options (if-necessary)
Registered Funds Accepted - RRSP or TFSA etc
Tax Efficient Distributions
Track records - Positive long-term
Track records - Profitable during COVID
Unique Opportunity
Risks
Redemption - Early is possible but may be limited. Refer to offering documents
Revenue from income may be variable
What you can expect
Targeted monthly distributions of 5.7% & growth distributions for a total target return of 12 to 15% per annum* (net of fees, 10 year pro forma)
Investment Strategy
The Trust has aquired approximatley $1.5B worth of self-storage facilities which provide cash flow and growth through automation. The funds are used for further acquisition of facilties.
Key Considerations
- >$1.14 Billion in Assets Under Management (AUM)
- A clean track record and consistent income since formed in 2020
- A tax-efficient structure for investors because income is partially shielded by depreciation. As such, distributions are expected to be predominately taxed as a return of capital (ROC) during an investors hold period
- Are a high growth space driven by automation and technology
- Create income generation that is diversified from other asset classes
- International diversification with assets in Canada and the United States
- Are long lasting legacy run storage assets with strong cash flow characteristics
- Distribution FrequencyMonthly
- CurrencyCAD, USD
- Minimum Investment Amount$25000
- Annual Rate of Return Target Minimum* (Income + Equity Growth Combined)12%
- Annual Rate of Return Target* (Income Only)5.7%
- Annual Rate of Return Target* (Equity Growth Only)6%
- Hurdle rate for investors before management participates in profits8N/A%
- Split ratio paid to investors of additional profits (investors : Management)N/A
- Additional Profit PotentialNoYes
- Additional Profit Potential From Tax Efficient DistributionsNoYes
- Eligible for Registered Accounts (RRSP, LIRA, RIFF etc)NoYes
- Early Redemption OptionsYes. Refer to offering documents
- Accredited Investors OnlyNoYes
- Commission % paid to Dealer (*Paid by the Issuer, Not the investor)6.00%
- Trailer % paid to Dealer (*Paid by the Issuer, Not the investor)0.75%
- (AUM) Assets Under Management of Issuer$1.76 B
- Year issuer was founded2006
- Date investment originatedFebruary 1, 2020
- Date of offering documentsJanuary 27, 2025
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Your consultation details:
Type:
Rainmaker Consultation
Duration:
30 Minutes
Location:
Web conference; scroll down to select your date and time.
Advisor:
Title:
Title:
Sean Blix
Rainmaker & Expert Advisor
Rainmaker & Expert Advisor
This is a 30 minute consultation which should provide enough time to discuss:
- Your current situation.
- Your ideal outcome from this consultation.
- The options to help you achieve your ideal outcome.
- Establish next steps and timelines.
Please note, booking options with Sean Blix:
- Typically 2-3 hours is blocked in the mornings and is made available for meetings by phone and web conference.
- The calendar will only show available dates and times for the next 10 business days.
- If you require a date and time which is not available, please send a request with alternate options and we will do what we can to accommodate you. Thank you.