Canadian Mortgage Funds
Equity-Sized Returns with Debt-Level Risk
Learn How You Can Earn 7-10% Income*
*These returns are not guaranteed. Past performance is not indicative of future performance.
CHOOSING THE RIGHT FUND
There are more than 200 mortgage funds to choose from in Canada, and sifting through them to find the ones that provide the best risk-adjusted returns can be a daunting and time-consuming task.
To help investors better understand mortgage funds, we have developed a concise video series, entitled "Everything You Need to Know About Mortgage Funds". This series summarizes the factors that influence risk and returns, and concludes with why we partnered with Neighbourhood Holdings and Peakhill Capital after reviewing 77 different funds.
Everything You Need to Know About Mortgage Funds
A VIDEO SERIES
Part
1 -
What is a mortgage fund and what purpose do they serve for borrowers?
- The mortgage fund business model
- Why borrowers choose mortgage funds
- Typical Borrower Profiles
Part
2 -
Why do investors choose mortgage funds?
- The primary advantages of investing in mortgage funds
- Key differences between investing in funds vs. individual mortgages
Part 3 - What are the risks associated with mortgage funds?
Borrower and Asset Risk
- Borrower and asset risk
- Loan to value
- Asset-types and their risk profiles
- Mortgage seniority and location
Part 4 - What are the risks associated with mortgage funds?
Fund Risk
- Fund size and its impact on risk
- Use of debt to increase investor returns
- Key fund Metrics
- How the use of averages can skew risk
Part 5 -
What are typical returns for mortgage funds?
- What to expect for risk-adjusted returns
- Hawkeye Wealth's criteria for choosing funds
- Our current fund partners-Neighbourhood Holdings and Peakhill Capital
Part 6 -
How do I exit a mortgage fund investment?
- Liquidity risk and early redemption penalties
- Determining the right amount to invest
- RRSP and TFSA eligibility
Part 7 -
What does it look like to be a Hawkeye Wealth client?
- Hawkeye Wealth's model
- Our approach to fees
- Why our clients choose to work with us
Thank you for watching!
We
hope you enjoyed our video series, "Everything You Need to Know About Mortgage Funds", and that you are now better prepared to evaluate
mortgage funds for yourself.
If you would like to discuss whether mortgage funds are right for you, fill out the form below and our team will be in touch.
Interested in exploring if Mortgage Funds are right for you?
FREQUENTLY ASKED QUESTIONS