Our portfolio approach
If a file doesn’t meet our standards, we don’t fund it.
Strategy pillars
- Trust Built In: quality over quantity with tight underwriting standards
- Security: conservative LTV guardrails and real property security
- Steady Growth: disciplined allocations and ongoing oversight to support distributions
- Hands Free Investing: we manage sourcing, due diligence, funding, and servicing
Risk controls in practice
- Property valuations conducted by accredited appraisers
- Loan-to-value parameters
Monthly cash distributions or reinvestment compounding
Choose cash for spending needs, or reinvestment compounding to automate compounding.
- Paid per schedule
- Reflected on statements for easy tracking
- Automatically converts distributions to additional shares, including fractional shares
- You can switch between reinvestment
compounding and cash distributions easily
Learn about reinvestment compounding.
Contact Fund for Questions
Portfolio Breakdown - Q3 2025
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Minimum Investment: $10,000 7.25% Targeted Return Average Mortgage Size: $236,400 Investment Type: The Nest Capital Mortgage Investment Corp is a pool of mortgages in Ontario. Residential Mortgages Allocation:
Distribution Re-Investment Program (DRIP): Yes |
Redemption Fees:
Asset Security: The fund is spread over multiple lower dollar value mortgages versus large mortgages. The fund does not invest in commercial or development mortgages. Registered Plans Eligibility: Invest via these types of registered accounts, including TFSA, RRSP, LIRA, RRIF, RESP, LIF, and more. |
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Getting started is straightforward
Book a 15-minute call to learn more
about the fund or ask questions
Request an introduction to our registered exempt market dealer. Suitability and investment amounts will be reviewed with the EMD. No charge for you to see if you qualify.