Newlook Capital Dental Services Trust
HISTORICAL PERFORMANCE
Investment Order
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Objectives
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Risks
A dependable source of income paying 9% per annum* on a quarterly basis, from a profitable group of dental clinics located in secondary markets throughout Canada
As with all of their investments, Newlook Capital has partnered with a strong Operating Partner in this space, leading to an investment platform of dental practises managed from a central headquarters. By consolidating independent practises under one roof, efficiencies can be found that lead to greater scalability and profitability. The mandate is to continue to search out profitable, well-run practises across Canada and bring them under the Newlook Dental Fund umbrella, with a Fund target of approximately 50 practises
- You receive 9% per annum Preferred distribution which is paid quarterly
- The dental industry is a stable recurring source of revenue
- Under the umbrella of Dentalook.ca, the clinics in the fund are exceptionally well managed and profitable
- The structure of the investment ensures management only receives profits if the investors receive their profits and return of capital
- Experienced and committed management supported by senior technical talent
- Distribution FrequencyQuarterly
- CurrencyCAD
- Minimum Investment Amount$10000
- Annual Rate of Return Target Minimum* (Income + Equity Growth Combined)9%
- Annual Rate of Return Target* (Income Only)9%
- Annual Rate of Return Target* (Equity Growth Only)0%
- Hurdle rate for investors before management participates in profits9N/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)5.00%
- Trailer % paid to Dealer (*Paid by the Issuer, Not the investor)0.75%
- (AUM) Assets Under Management of Issuer$260 M
- Year issuer was founded2010
- Date investment originatedJanuary 1, 2019
- Date of offering documentsMay 30, 2024
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