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    CB MortgageFund WhitePaper Final

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    The Clifton Blake Mortgage Income Fund Trust provides short-term financing for commercial and multi-residential real estate projects in southern Ontario. It offers stable monthly income distributions at a target rate of 7.25% annually through a diversified portfolio of mortgage investments. The fund employs rigorous risk management to diversify risk and has achieved high returns with no losses to date. It provides investors with a reliable income stream, potential tax advantages, and a stable investment option.

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    CB MortgageFund WhitePaper Final

    Uploaded by

    rs
    28 views5 pages
    The Clifton Blake Mortgage Income Fund Trust provides short-term financing for commercial and multi-residential real estate projects in southern Ontario. It offers stable monthly income distributions at a target rate of 7.25% annually through a diversified portfolio of mortgage investments. The fund employs rigorous risk management to diversify risk and has achieved high returns with no losses to date. It provides investors with a reliable income stream, potential tax advantages, and a stable investment option.

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    The Clifton Blake Mortgage Income Fund Trust provides short-term financing for commercial and multi-residential real estate projects in southern Ontario. It offers stable monthly income distributions at a target rate of 7.25% annually through a diversified portfolio of mortgage investments. The fund employs rigorous risk management to diversify risk and has achieved high returns with no losses to date. It provides investors with a reliable income stream, potential tax advantages, and a stable investment option.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    28 views5 pages

    CB MortgageFund WhitePaper Final

    Uploaded by

    rs
    The Clifton Blake Mortgage Income Fund Trust provides short-term financing for commercial and multi-residential real estate projects in southern Ontario. It offers stable monthly income distributions at a target rate of 7.25% annually through a diversified portfolio of mortgage investments. The fund employs rigorous risk management to diversify risk and has achieved high returns with no losses to date. It provides investors with a reliable income stream, potential tax advantages, and a stable investment option.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 5

    Mortgage

    Income
    Fund Trust
    ABO UT

    Clifton Blake
    Clifton Blake is a Toronto-based real estate private equity
    and asset management firm that values delivery and
    execution above all. Portfolios include commercial income
    properties, development partnerships, and specialized
    mortgage transactions. Through a focus on preservation of
    capital and long-term sustainable growth, we have built a
    legacy of stability and reliability our partners can depend on.

    About the Mortgage Fund


    The Clifton Blake Mortgage Income Fund Trust is a prominent and
    reliable provider of short-duration financing for commercial and
    multi-residential real estate projects in the Greater Toronto Area and
    southern Ontario. The success of the Mortgage Fund lies in its diverse
    portfolio of financing opportunities, leveraging management’s
    knowledge and expertise in the local real estate landscape and ability to
    identify and capitalize on safe yet rewarding investments that generate
    income from interest and principal payments made by borrowers. By
    employing rigorous risk management strategies, diversifying mortgage
    types and proactively monitoring loans to ensure zero losses to date,
    investors can count on high yielding returns and regular income
    distributions at a target rate of 7.25% annually, paid monthly.

    2
    Key Components of the
    Mortgage Fund
    ROBUST PORTFOLIO STABLE INCOME DISTRIBUTIONS

    RISK MITIGATION PROFESSIONAL MANAGEMENT

    Fund Parameters
    9.5 % 7.25% $ 10 0,0 00
    ANNUAL RETURN A N N UA LLY MIN IMUM

    2023 Year End Performance Target Cash Distributions Initial Investment

    Historic Cash Distributions


    10%

    9.5%
    9%

    8% 7.95% 8.00%
    7.80% 7.81%
    7.74%
    7.32% 7.31%
    7%

    6%

    5%

    4%

    2016 2017 2018 2019 2020 2021 2022 2023

    Past results do not guarantee future performance.

    3
    Why Invest in the
    Mortgage Fund?
    STA B I L I T Y I N A DYNAM IC M ARKET
    The Mortgage Fund provides a stable investment option in the
    often unpredictable financial landscape. With a growing diverse
    portfolio of stable and reliable investments, the Trust aims to offer
    a reliable income stream regardless of market fluctuations.

    D I V E R S I F I C AT I O N FO R RIS K M ITIGATIO N
    The fund’s diversified portfolio across various mortgage types
    helps spread risk, reducing the impact of any adverse
    developments in specific sectors of the real estate market.

    I N CO M E G E N E R ATIO N
    Investors can benefit from regular income distributions, paid
    monthly, enhancing the overall cash flow of their investment
    portfolios – a feature particularly appealing to those seeking a
    reliable source of passive income.

    POT E N T I A L TAX A DVANTAGES


    Diversification of your RRSP portfolio with the Mortgage Income
    Fund Trust enhances stability and minimizes risk. Contributions to
    your RRSP are tax-deductible, providing immediate tax savings.
    Additionally, income generated within your RRSP is tax-sheltered
    until withdrawal, meaning returns earned from investing in the
    Mortgage Fund will compound tax-free.

    4
    Invest in the
    Mortgage Fund
    Interested in investing or learning more about
    Clifton Blake and the Mortgage Fund?

    VISIT OUR W EBSI T E

    www.cliftonblake.com

    CON TACT US

    investor@cliftonblake.com

    Or ask your financial advisor about Clifton Blake today.


    FundServ Code: CBS 1001 Series F

    LEGA L DISCLA I M ER

    The Clifton Blake Mortgage Income Fund Trust (the Fund) is available only to Accredited Investors and other qualified investors,

    who are resident in Canada. Units of the Fund are distributed through Clifton Blake Securities Ltd., a registered Exempt Market

    Dealer who is related and connected to the Fund, or through your financial advisor or dealer. Complete details and risk factors of

    the Fund are set out in the Offering Memorandum for the Fund which is available upon request.

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