Offering unique access to a range of funds matching your objectives in the industry we know best: real estate.
KV Mortgage Fund
KV Mortgage Fund (KVMF) is a pooled mortgage fund which deploys investor capital into short term commercial mortgages secured by real estate and distributes the income from those mortgages each month to investors. Each loan is sourced, underwritten and administered by KV Capital’s in house commercial lending platform and the Fund is overseen by a majority independent board of directors. The Fund’s core mandates are preserve investor capital and deliver monthly income.
Why KVMF?
Long track record (Fund inception of 2009) of meeting our investment mandate and exceeding our return target across several real estate cycles.
Consistent year over year risk adjusted returns with low levels of volatility of distributions and a focus on capital preservation.
Independent board of directors/external credit committee, all of whom have exceptional real estate and professional backgrounds relevant to the Fund’s business.
Fund details
| Fund | KV Mortgage Fund |
| Type | Open-ended pooled mortgage fund |
| Minimum investment | $10,000 per account |
| Eligibility | Offering memorandum and accredited investors |
| Governance | Majority independent board of directors |
| Fund Status | Open |
| Commercial mortgage portfolio at quarter end | +$300M |
| Fund IRR since inception | 8.04% |
Disclaimer
Fund IRR since inception refers to internal rate of return as of February 29th, 2024 and is calculated using the Microsoft Excel XIRR Function. Past performance does not guarantee future performance. Results are not guaranteed.
Board of Directors
Darlene Scott, Chair
Dentons Canada LLP
Don Douglas
United Companies Inc.
Guy Scott
Ventura Interests
Tina Naqvi-Rota
Cameron Development Corporation
Aaron Forbes
MCAP Financial Corporation
Don Paulencu
Deloitte LLP
Julie Neault
Portage Capital Corporation
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EQP Fund II
KV RE Equity Partners Fund II LP is a real estate private equity fund and is the sequel to our successful inaugural real estate private equity fund. This closed-end limited partnership invests alongside developers in ground up development projects leverages the achievements of our first fund. It focuses on “build and sell” real estate investments with clear exit strategies that align with its mandated project returns and risk profiles.
Why KV Real Estate Equity Partners?
Combines our extensive expertise in real estate and private equity with a seasoned team.
Leverages our existing relationships for a diversified investment pipeline.
Majority independent investment advisory committee.
Fund details
| Fund | KV RE Equity Partners Fund II LP |
| Type | Closed-ended diversified private real estate fund |
| Minimum investment | $500,000 minimum commitment |
| Target returns | Net investor IRR of 12% – 14% |
| Fund target size | $50 million in committed capital |
| Governance | Majority independent investment committee, majority independent limited partner advisory committee |
| Fund Status | Open |
Disclaimer
Target fund criteria may differ significantly from actual fund and investment portfolio criteria. Actual returns may vary significantly from target rates of return, which are based on certain assumptions and projections. Past performance does not guarantee future performance. Results are not guaranteed. See [Terms of Use | Legal].
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PE Fund III
PE Fund III is a closed-end limited partnership formed to acquire, grow, and sell lower middle market operating companies in the real estate sector located throughout Western Canada. The Fund identifies good businesses that participate in the manufacturing and/or distribution of products in the residential and commercial construction supply chains—and aims to transform them into great businesses.
Why KV Private Equity Fund?
Leverages KV’s organizational strength, focus and subject matter expertise in real estate construction and development.
Led by an experienced team with proven expertise.
Accesses our established and extensive networks throughout the Canadian real estate industry.
Fund details
| Fund | KV Private Equity Fund III |
| Type | Closed-ended real estate operating company private equity fund |
| Minimum investment | $1,000,000 minimum commitment |
| Target returns | Net investor IRR of +20% |
| Fund target size | $100 million in committed capital |
| Governance | Majority independent investment committee, majority independent limited partner advisory committee |
| Fund Status | Open |
Disclaimer
Target fund criteria may differ significantly from actual fund and investment portfolio criteria. Actual returns may vary significantly from target rates of return, which are based on certain assumptions and projections. Past performance does not guarantee future performance. Results are not guaranteed. See [Terms of Use | Legal]