Royal Oak, positioned to perform

The City of Calgary, sustainable growth

The Calgary Region in Alberta has a solid history of economic growth, currently leading the nation. Abundant natural resources and progressive thinking in the province has enabled the development of industry in the Calgary area. The Province of Alberta has the lowest Provincial Tax Rate in Canada with the exception of Quebec. When this tax advantage is combined with a stable economy, the result is a dynamic business environment leading to increased revenues, lower operating costs and higher profits. The Calgary Region benefits from additional provincial tax policies with: no provincial sales tax, no provincial capital taxes or payroll taxes and no provincial machinery and equipment tax. Most communities in the Calgary Region have no business tax, making the region an attractive place to invest. The Calgary Region has a highly developed infrastructure, providing access to key markets and facilitating economic stability.

Why Royal Oak ?

City of Calgary Multi-Service Centre - The Royal Vista Business Park in Royal Oak is fully serviced and subdivided with parcel sizes that support a variety of commercial and office uses.
Benefits of this income trust are:

• Close to an array of retail, recreational, medical and educational amenities.
• Convenient access to Stoney Trail (part of the Calgary Ring Road) and immediate access to Country Hills Blvd, which quickly connects visitors to the Calgary International Airport.
• Calgary Transit service through the Business Park with bus connections to LRT.

Source(s): Statistics Canada, 2001, 2008 Census

A Desirable Location

This site is part of the City of Calgary’s very own development project – ‘Royal Vista Business Park’ in the desirable neighbourhood of Royal Oak. It is situated on 112 Ave NW, adjacent to the Royal Oak Shopping Centre, and has exposure to 30000+ vehicles per day from Country Hills Blvd NW. Immediate trade area tenants already include:

Major Anchors:

WalMart, Sobey’s and London Drugs
(National Brands).

Major Tenants:

A Building with Future

This building will sit on 4.25 acres of fully zoned and serviced lands. This two level retail and office building will have (approximately) 65,000 sq ft of leasable space dedicated to small and medium sized retail businesses, professional offices and medical clinics that are high in demand. This environmentally friendly building will use new-age science and architectural principles in its design, making it a perfect fit and compliment to the community of Royal Oak. This will allow for efficient use of energy, ultimately transferring savings to the investors.

 Secure Project Scope

• After extensive research, the land parcels are identified and secured.
• With the help of Scott Hall Law, a Mutual Fund Trust is established.
• Industry experts are engaged for appraisal, leasing, construction and financing.
• After rigorous due diligence, an investment opportunity is then packaged and offered via offering memorandum.
• While project capital is secured from investors and banks, the pre-construction and pre leasing phase begins.
• Upon securing financial capital and obtaining building permits, construction begins.
• The project is managed by Prime Funds and its partners. At this time, construction leasing is underway.
• Once the construction of the building is completed and the bays are leased out, Prime Funds will place the building up for bidding to several already interested parties (e.g. pension funds, Prime Funds’ income portfolio, institutional investors, individual investors, condo boards, etc . . . )
• While the project is for sale it will collect rental income and growth for investors.

This Investment is RSP, LIRA and TFSA eligible.

As a private corporation, Prime Funds partners with several government regulated trust companies such as Canadian Western Trust and Olympia Trust to comply with the income tax guidelines regarding use of registered accounts to invest in a private corporation. Among their many offerings they service our clients through their trust accounts. All accounts are self-directed and empower you with control of your investment decisions and the tax-deferred benefits of a registered account. Our consultants can help you open your account and transfer your existing RSP to invest in one of our outstanding opportunities.

Private Mutual Fund Trust

“Royal Oak Income Trust”, is a private mutual fund trust built specifically to manage and execute this commercial deal. A Mutual Fund Trust is one of the most transparent structures used to pool money for the purchase and improvement of real estate assets. This fund structure is offered through an offering memorandum and issues quarterly updates. By acquiring units of this mutual fund trust you retain ownership of all its assets direct / indirectly (land/ building). We have selected this method because we are committed to providing our investors with the utmost transparency and security.

What does this all mean for you?

• Perfect way to have your dead end and / or under performing RSP/LIRA start working for you.
• Perfect way to grow your wealth TAX FREE by investing with your current or new TFSA accounts!

Project Exit

While the construction and leasing process will take approximately 2-3 years, Prime Funds has allocated a fair amount of time for tenant administration, planning, legal and finally the sale of ‘Royal Oak Income Trust’ negotiation process. This allows for the best possible returns in a time efficient manner, for the investors.

Contact us for attractive investment options into this project.