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Advisors
Investing in a MIC can be a way for investors to access the real estate market without having to purchase and manage physical properties themselves. Here is a detailed look at our current fund performance below...
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*Data for S&P TSX Composite index and XBB benchmarks, provided via Investing.com. OZ Capital MIC returns assume distributions reinvested.
Portfolio Summary
Target Yield: 9.00%
Per Annum
AUM: $10.3 Million
Current OZ MIC (As of January 31, 2025)
Avg. Weighted LTV: 64.60%
Average
# of Loans: 95
Currently in Portfolio
Preferred Shares: Class A
BEL 3001 Fee-Based Class (Belco)
Preferred Shares: Class B
BEL 3003 Advisor Trailer Class
Preferred Shares: Class C
BEL 3005 Institutional/HNW (Inquire for minimums)
Preferred Shares: Class D
BEL 3007 Fee-based (Dealer Class)
Unit Price
$ 1.00
Minimum Investment
$ 5,000
Fund Distributions
Paid Monthly
Eligible Investments
RRSP/RRIF/RDSP/RESP/TFSA
Subscriber Qualifications
Accredited and Eligible Investors
Fund Manager
OZ Funding Corporation
Distributions
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Important Documents
Please Contact:​
​
Denis Rudenko, Director National Sales via email sales@ozcapital.ca or by phone 416-832-7113 or 905-532-9288 ext 107​
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