Invest
We offer commercial mortgage and private equity investment opportunities. Investments may be made through our affiliated pooled investment vehicles (including KV Mortgage Fund Inc., KV Private Equity Fund Limited Partnership) or by investing directly in syndicated commercial mortgages. Contact us to learn more.
annual ReportOur philosophy
We source investment opportunities for our affiliated funds through our in-house mortgage origination platform and private equity origination team. Each opportunity is individually assessed by our team based on the merits of the deal and the mandate for the particular fund. In the case of KV Mortgage Fund Inc., we seek deals that align with the fund's core mandate of protecting capital and maximizing market available risk adjusted returns.
Ways to invest
The rates of return may vary, potentially significantly, as a result of the inherent risks associated with mortgages. Principal and interest are not guaranteed. Please speak with a registered dealing representative about the opportunities and risks of investing with KV Capital.
Mortgage fund
Since
2009
AUM
$100M
Target Returns
IRR +/- 7.50%
Class A (Greater than $150,000)
Class B (Less than $150,000)
Fund benchmark return: 2 yr. Govt of Canada bond + 4.5%
Direct mortgages
Since
2009
AUM
$30M-$40M
Target Returns
8% - 10%
Net interest rate to investor typically ranges between 8% and 10%
Private equity
Since
2017
AUM
Varies based on fund
Target Returns
IRR 20% - 25%
The rates of return above may vary, potentially significantly, as a result of the inherent risks associated with mortgages. Principal and interest are not guaranteed. Please speak with a registered dealing representative about the opportunities and risks of investing with KV Capital.
Direct mortgage investments
Direct investors hold a syndicated mortgage interest in a particular lending deal. This option allows investors the maximum control to invest in deals that match their preferred returns and investment characteristics.
Direct Investments are available for cash accounts. Interest and principal payments from the particular deal invested in are deposited directly to the investor’s bank account as they are received.
KV Mortgage Fund
Participants in KV Mortgage Fund hold a proportionate interest in a portfolio of syndicated mortgages. This option allows investors to benefit from diversity and removes the requirement of active management that’s typically required to realize the return associated with short term mortgage investments.
Cash
Preferred share holders receive monthly cash dividends to their bank account under the cash option.
Registered plans
Preferred shares in the Fund are eligible investments for registered plans (RRSP, RESP, TFSA, etc.).
Dividend re-investment plan
Holders of the Fund can elect to purchase additional preferred shares with the monthly dividends that they earn.
