Investment Fund Oakhill Lending Corp.
Providing historically competitive rates of returns for shareholders, Oakhill invests in residential, commercial, and industrial real estate within British Columbia, Ontario, and Alberta.
Annual Return
Past performance does not guarantee future results. Issuer calculated annualized returns. Please request a copy of the Investment Memorandum for further details.
12.42%
F2024 Audited Annual Return
Oakhill enables PHL to invest in mortgages across BC, ON, and AB that fall outside traditional lenders’ eligibility criteria. As these conventional lenders continue to tighten their guidelines, Oakhill will be able to provide mortgages for individuals through capital raised from its investors. In exchange Oakhill’s accredited investors gain access to a portfolio of mortgages that has historically provided returns in the range of 10-14% net of management fee.
Established in 2021, Oakhill has demonstrated steady growth since its foundation. By investing in first, second, and in exceptional cases, third mortgages in the residential real estate market—including townhomes, condos, land, and multifamily dwellings—as well as commercial and industrial real estate.
Fund breakdown.
Since its inception in 2021, Oakhill has provided competitive historical returns for our investors by providing alternative lending to borrowers who do not meet the increasingly strict requirements of traditional lenders. Committed to growth, we aim to continue to provide dependable investment opportunities.
2021 data represents the annualized return for the fiscal year 2021. The actual return for 2021 was 3.53%, covering the period from inception to year end (April 1, 2021 to August 31, 2021) Past performance does not guarantee future results. Issuer calculated annualized returns. Please request a copy of the Offering Memorandum for further details.
2021 data represents the annualized return for the fiscal year 2021. The actual return for 2021 was 3.53%, covering the period from inception to year end (April 1, 2021 to August 31, 2021) Past performance does not guarantee future results. Issuer calculated annualized returns. Please request a copy of the Offering Memorandum for further details.
Assuming $100,000 initial contribution, based on company historical performance. Past performance does not guarantee future results. Issuer calculated annualized returns. Please request a copy of the Offering Memorandum for further details.
Assuming consistent $30k/yr contribution & historical average of 10.82% Past performance does not guarantee future results. All projections are based on certain assumptions, and are based on consistent contribution per year, historical average annual return rate of 10.82%, and involve known and unknown risks, uncertainties, and other factors, many of which are beyond our control, and which may cause actual results to differ materially from projections.
Assuming maximum annual contribution & historical average of 10.82% Past performance does not guarantee future results. All projections are based on certain assumptions, and are based on consistent contribution per year, historical average annual return rate of 10.82%, and involve known and unknown risks, uncertainties, and other factors, many of which are beyond our control, and which may cause actual results to differ materially from projections.
| As of January 1, 2025 | |
|---|---|
| Total Mortgages Funded | 302 |
| Total Mortgage Amount | $134,970,953 |
| Average LTV | 57.6% |
| 1st Mortgages | 27% |
| 2nd Mortgages | 69% |
| 3rd Mortgages | 4% |
| Residential Mortgages | 80% |
| Commercial Mortgages | 20% |
Dividends Invested in your financial growth.
Each quarter, shareholders are entitled to receive any dividends declared by Oakhill. Investors will have the opportunity to either take a cash payment, or reinvest their dividend as a purchase of additional shares. As an incentive to reinvest, additional shares purchased through the reinvestment of dividends will qualify for future dividends.
Q1
September 1 – November 30
Dividend paid out by December 31st
Q2
December 1 – February 28
Dividend paid out by March 31st
Q3
March 1 – May 31
Dividend paid out by June 30th
Q4
June 1 – August 31
Dividend paid out within 90 days of August 31 fiscal year end
INVESTOR INQUIRY
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