Investment Opportunity
About HoneyTree
While many of you are already familiar with my background in business, here’s a brief summary of what I do.
HoneyTree was founded in 2017 while I was working in the film industry, and its mission was to provide “Passive Investing for Active Canadians.” Initially, my vision was to educate homeowners on leveraging their home equity to invest in commercial real estate.
Today, my real estate portfolio has grown to over $70 million, featuring assets in Woodstock, Hamilton, Toronto, Barrie, Orillia, Montreal, and Quebec City. My portfolio includes single-family homes, multifamily properties, land development, mixed-use properties, and, my personal favorite, hotels.
Watch The Live 360 Tour
In 2018, during a trip to Montreal, I experienced a pivotal moment that changed the course of HoneyTree. Frustration with soaring real estate prices led me to explore new markets, where I stumbled upon a self-check-in hotel using a digital concierge. Inspired by this concept, I decided to shift from multifamily to hotels. For two years, I diligently searched for this elusive asset class, and by January 2020, I realized I needed to broaden my horizons.
In March 2020, I embarked on a new chapter in my career, leaving the film industry just a week before the global pandemic lockdowns. This fortuitous timing led me to my first hotel acquisition.
This period brought significant changes as the hospitality sector faced unprecedented disruptions. Hotels, once unattainable, suddenly became more accessible, creating a unique opportunity for acquisition. It was then that I dedicated my career to acquiring and developing hotels.
Why
Hotels
Highlights of My New Career
Since that time, HoneyTree has expanded its portfolio to include four hotels and is on track to generate over $4 million in revenue by 2024, affirming the success of our digital concierge model. We’ve been featured on Addy Invest three times, with thousands of Canadians investing with us. I’ve also consulted and discussed collaborations with niche hotel brands such as The June Motel, Penny’s Motel, Arcana, Vildhus, and Aneyro. We’ve developed two hospitality brand concepts, “Mogul” and “SimpleStay,” while pioneering the “crowd sharing” investment model.
Additionally, I’ve engaged in franchising discussions with the CEO of BarBurrito and have been offered the position of Head of Passive Investments with Investor’s Playbook, a subsidiary of Broker’s Playbook. Most notably, I’ve launched the HoneyTree Real Estate Trust, establishing it as the first trust of its kind in Canada.
Why I Invited You Here
I’m here to ask for your help in achieving a goal mandated by the CRA. I’m extending an opportunity to our family, friends, and business associates to invest in our Hotel Fund (HoneyTree Real Estate Trust) for as little as $1,000.
While the minimum investment for the general public is $10,000, I’m inviting our family, friends, and close business associates to join us with an investment as low as $1,000.
Why Only $1,000?
As we continue to grow, we aim to make our Hotel Investment Fund accessible to as many people as possible. We’ve set a goal of bringing on 150 investors before the end of 2023, and we need your assistance in reaching this target.
By reducing the minimum investment amount, we’re making it easier for you to invest in our Fund.
What's Special About the $1,000 Minimum?
This is the lowest amount that the Canadian Revenue Agency (CRA) allows us to accept for an investor to qualify for our investment. It also provides you with an opportunity to experience investing in a private real estate fund like ours, the Peak Multifamily Investment Trust.
Why Are We Offering This?
We’ve set a milestone of reaching 150 investors in our Fund by the end of 2023, and we can’t achieve it without the support of those closest to us.
The 150 investor milestone is a requirement by the Canadian Revenue Agency for investment funds like ours to qualify as a Mutual Fund Trust (MFT). Qualifying as an MFT allows us to continue accepting investments from RRSP, RESP, TFSA, LIRA, and RSDP accounts.
While we have until March 31, 2024, to reach the 150 investor milestone, we expect to achieve it sooner, given the interest we’ve already received from investors.
Once we reach 150 investors, our minimum investment amount will revert to $10,000.
We’re offering this opportunity to invest a minimum of $1,000 to the first 150 investors only. Once we reach that number, our minimum investment will increase to $10,000 for all investors.
Since the investment minimum is $1,000, we encourage both kids and parents to invest individually. This not only provides young people with an opportunity to invest at a young age but also helps us reach our goal of 150 investors sooner, as each person who invests counts toward our target.
Investment Benefits
- Invest as little as $1,000 (for family & friends)
- Registered funds eligible (RRSP, RESP, RRIF, LIRA, RDSP) and TFSA
- Target annual return: 16%
- Target annual dividend: 6%
- Diversify by investing in a portfolio of apartment buildings
Who Is This For?
We launched the HoneyTree Real Estate Trust to provide hotel investment opportunities to Canadians. This investment is designed for individuals who want to:
- Diversify their investments into real estate without the responsibilities of a property manager
- Invest passively in real estate
- Invest in real estate with registered funds (RRSP, RESP, RRIF, LIRA, RDSP) and TFSA
- Diversify their portfolios beyond the stock market and mutual funds
- Participate in investments traditionally available only to the wealthiest investors
What We Invest In
We invest in hotel businesses backed by real estate, with a clear value-add strategy or an existing book of business with high income-generating turnkey operations. Our investors benefit from ongoing operations in the form of monthly or quarterly dividend payments, as well as the appreciation of real estate value over time.
Why Hotels?
Watch the video below to learn more about our strategy and why hotels are the right asset at the right time.
What Is A Fund?
Watch this video to learn more about what an apartment is and how the Peak Multifamily Apartment Fund operates.
Our Investment Philosophy
To ensure we provide strong risk-adjusted returns for our investors, we are disciplined in the locations we select, the properties we acquire and how we manage our business to generate investor returns.