
CareVest Core Mortgage Investment Corporation
CareVest Core Mortgage Investment Corporation ("CareVest Core MIC") provides investors with the opportunity to passively invest in commercial mortgages. Generating a historical compounded annual yield over 8.5%* while currently holding 100% first mortgages, CareVest Core MIC targets a diverse range of opportunities from commercial to residential real estate, including raw land, multi-family, infills, office, industrial, and retail. This diverse and flexible approach allows CareVest Core MIC to identify attractive opportunities in some of the strongest real estate markets in Canada.
*The historical compound annual yield for Class A Shares of CareVest Core MIC at March 31, 2025 and the most current month exceeds 8.50% and is net of all fees and expenses, unaudited and prepared by CareVest Management Corp. Annual compound yield is calculated as the (ending value/beginning value)^(12/number of months)-1 with the assumption that dividend reinvestment is compounded at Net Asset Value per Class A Share. Past performance may not be repeated and there are no guarantees of future performance. Visit www.carevestmanagement.com for complete details of the most recent performance of CareVest Core MIC, including simple yield and yield since inception, which differ from the annual compound yield.
How it Works
CareVest Core MIC is structured as a Mortgage Investment Corporation (“MIC”). Investors purchase shares of CareVest Core MIC – an investment fund which acquires and maintains a portfolio of mortgages. Therefore, a MIC structure provides a tax-efficient opportunity to indirectly participate and passively invest in the real estate lending market.
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If you are interested in placing an investment or would like to learn more, please contact us.