Caplink mortgage Trust

Fund Overview
Caplink Mortgage Trust (CMT) is an international mortgage investment fund with mortgage investments secured by prime real estate in Canada, the United States, and Mexico.

CMT provides investors with a reliable income stream generated by a geographically diversified portfolio of mortgage investments made to better borrowers in economically robust municipalities in Canada, the United States and Mexico. The overriding investment strategy is simple – finance quality borrowers in Canadian dollars, on desirable properties located in strong domestic and international real estate markets.

How to Invest

Caplink Mortgage Trust is available through Caplink Financial Corporation’s Exempt Market Dealer, Caplink EMD, a captive dealer that solely distributes securities of related or connected issuers. The issuer referred to herein is a connected issuer and may be considered a related issuer of Caplink EMD.

Click below to request more information. A Caplink Mortgage Trust Dealing Representative will contact you.
The information about Caplink Mortgage Trust is for information purposes only and is not an offer to sell or a solicitation of an offer to purchase any security. Any offerings of securities will be conducted in specified jurisdictions using offering documentation prepared in accordance with applicable law. You should read those offering documents before making any investment decision as they will contain required disclosure regarding the offering terms, risks, conflicts of interest, forward-looking information and other disclosure relevant to making an investment decision. Investment opportunities available through Caplink EMD, an exempt market dealer registered in Alberta, Saskatchewan, Manitoba and British Columbia, are only suitable for investors who are qualified to purchase the securities, are familiar with, and have the ability and willingness to accept the high risk associated with private investments. Past performance is no guarantee of future performance and prospective investors should consult with their legal and financial advisors prior to investing.

CMT Regulations, Compliance & Securities

ABOUT THE SECURITIES WE OFFER

Caplink EMD only offers the securities of Caplink Mortgage Trust (“CMT”) a related and connected company. Caplink EMD does not offer any other investment securities beyond those of CMT. The Relationship Disclosure Information & Conflicts of Interest document (RDI) will fully explain this relationship. Please click on the link below:
Caplink Financial Corporation Conflicts of Interest & Relationship Disclosure Information

THE INVESTMENT OBJECTIVES OF CMT

The primary investment objective of CMT is to create an international mortgage portfolio secured by prime real estate in Canada, the United States, and Mexico and to pursue capital preservation while generating consistent quarterly dividend payments for its unitholders.

DIVIDENDS

Dividends are declared and paid quarterly. Unitholders can choose cash payments or they can choose the dividend reinvestment program (“DRIP”) that allows unitholders to automatically reinvest their dividends in new units of CMT and benefit from compounding interest.

REGISTERED PLAN ELIGIBILITY

The units of CMT are qualified investments for deferred income plans including registered retirement savings plans (“RRSPs”), registered retirement income funds (“RRIFs”), tax-free savings accounts (“TFSAs”) and registered education savings plans (“RESPs”).

CMT OFFERING MEMORANDUM

An offering memorandum (OM) is a legal document that states the objectives, risks and terms of an investment involved with a private placement. This document includes items such as a company’s financial statements, management biographies, a detailed description of the business operations and much more. An offering memorandum serves to provide prospective investors with information on the offering that can aid them in determining whether a certain investment is of interest to them. Plese click on the link below to download the CMT OM:
CMT Offering Memorandum dated May 29, 2024
Suite 1000, College Plaza
8215 112 Street
Edmonton, Alberta
Canada T6G 2C8
(780) 429-0114 Toll Free: (888) 429-0114

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