Investments
Learn more about how Shift can help you get more from your real estate.
What we’re looking for in an investor
As we continue to grow and welcome new investors into the fold, we are committed to maintaining the best practices and family atmosphere the Davis family is known for. This ensures all stakeholders can rest assured their investment retains its quality. To do that, we work closely with every new investor and every new investment property joining with us to make sure all investors are on the same page. Our investors work on a basis of:
Shared values:
Shift REI is about more than making the most from any given building. We work closely with our tenants and investors to foster deep, mutually-beneficial relationships. Along with a dependable ROI, this helps to build a stronger, more connected community.
A desire to simplify investments:
Shift REI streamlines building management, including operations, contracts and governance, to generate passive income for building owners.
Quality, commercial real estate:
Because we’re always looking to diversify our portfolio, we only accept investors who bring their own building – but not just any building, however. To ensure our investors get the value they demand, we vet all our holdings for quality and earning potential right out of the gate.
A desire for more flexibility within real estate investments:
From increased tax and divestment options, to the ability to liquify assets and create cash flow, we work with a variety of building owners to make their investments more agile and flexible.
Reasons to invest with Shift REI
Owning a single piece of commercial real estate ties your money to the success of one investment. By working with Shift REI, you join a portfolio diversified across buildings, industries and Western Canada, giving you more consistent returns.
Real estate investment offers a binary investment experience – own or sell. This causes problems with estate planning and succession, especially with multiple beneficiaries. By trading your building for shares, you can divest or invest at your own pace, split your investment among multiple beneficiaries or even sell shares to cover any tax burden. With increased flexibility, you get more control over your succession and estate planning.
Selling commercial real estate comes with a hefty tax bill, putting a major dent in your investment potential. At Shift REI, the equity we offer is based on the fair value and debt load of your property, not the tax cost. By deferring the tax, you can invest more – and make more.
Owning the building your business operates out of ties up valuable equity that can be used more profitably elsewhere. By trading in your building for shares, you can free up equity, while still operating out of the same building. This gives you the power to invest strategically, without interrupting your business.
If your real estate investment is hindering your success, we can help you map a route to success through a flexible, diversified investment. We want to help you tap into the true wealth of your property.
Monetary overview
Shift REI is focused on creating consistent value for our members through growth and a return on invested equity. Since 2016, we have posted profits for our members, helping them meet – and exceed – their investment goals.
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Our growth
In our first three years of operation, Shift REI’s portfolio grew by roughly 40%. Over the next eight years, we are projecting a growth of 50 – 70%.
Return on equity
Since the beginning, we have offered our members an annual return on equity ranging from 8 – 11%. Our goal is to keep our ROE consistent through the foreseeable future.
Interested in partnering with Shift Real Estate?
For general inquiries, or if you are interested in leasing, purchasing, developing or investing, contact us today.
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