What You Need to Know - Meckelborg Financial Group

Mark Teal Retirement Announcement

by Meckelborg Financial Group on October 28, 2025 with No Comments

After 18 years, Partner & Portfolio Manager, Mark Teal, has retired from Meckelborg Financial Group Ltd (MFG) to move into the next chapter of his life. Over his tenure, Mark was an integral part of MFG, helping to build out the Investment Management team and playing a key role in the training of new team members. His leadership and commitment to excellence helped build MFG into what it is today. From Mark Teal, “It’s been such a pleasure working with … Read More

Life Insurance – Information Video

by Meckelborg Financial Group on April 7, 2025 with No Comments

Forum Real Estate Income & Impact Fund – Press Release

by Meckelborg Financial Group on February 7, 2025 with No Comments

Brookfield invests up to $100 million in Forum Asset Management’s Real Estate Income and Impact Fund (“REIIF”), the Leading Owner of Purpose-Built Student Accommodations in Canada. PRESS RELEASE Toronto, ON / February 6, 2025 / Forum Asset Management (“Forum”) is pleased to announce a strategic investment from Brookfield Asset Management (“Brookfield”) in support of Forum’s acquisition of Alignvest Student Housing. Brookfield, through its real estate solutions strategy, will invest up to $ 100 million in Forum’s private REIT, the … Read More

Alignvest Student Housing Update

by Meckelborg Financial Group on November 21, 2024 with No Comments

ALIGNVEST STUDENT HOUSING REIT UNITHOLDERS OVERWHELMINGLY APPROVE COMBINATION WITH FORUM REAL ESTATE AND IMPACT FUND Toronto, Ontario (November 21, 2024) – Alignvest Student Housing Inc. (“ASH”) is pleased to announce that the unitholders (“Unitholders”) of Alignvest Student Housing Real Estate Investment Trust (“ASH REIT”) overwhelmingly approved the proposed combination with Forum Real Estate Income and Impact Fund (“REIIF”), with over 99% of the votes cast on the Resolutions by all Unitholders (as described further below) voting in favour. At the … Read More

Alignvest – June 30, 2024 Management Report

by Meckelborg Financial Group on August 13, 2024 with No Comments

We are pleased to send you Alignvest Student Housing Real Estate Investment Trust’s Q2 2024 Management Report. The first half of 2024 has been exceptionally busy for us! After spending most of 2023 cultivating and developing our acquisition pipeline, we were able to move quickly to secure several opportunities with vendors when interest rates stabilized after peaking in Q4 2023. We kicked off the year in February with the acquisition of 417Nelson in Ottawa. This was a transaction we worked to source for … Read More

Acquisition of 1680 Lincoln Avenue in Montreal

by Meckelborg Financial Group on June 27, 2024 with No Comments

We are pleased to announce that we have completed the acquisition of a purpose-built student accommodation property located at 1680 Lincoln Avenue, Montreal, Quebec (known as The Link). The Link is a newly constructed, 18-storey building located steps away from Concordia University and within walking distance of McGill University. The property is equipped with 246 beds in 101 fully furnished units, including studios, two-, three-, and four-bedroom suites, which provides a wide variety of configurations for potential tenants. Additionally, The Link … Read More

Alignvest Student Housing – Closing of Acquisitions

by Meckelborg Financial Group on June 25, 2024 with No Comments

We are pleased to announce that we have completed the acquisition of two purpose-built student accommodation assets located at 252 and 254 Phillip Street, Waterloo, Ontario (known as Hespeler House and Fergus House, respectively). Hespeler House and Fergus House are each 21-storey student housing buildings with 476 beds in fully furnished four-bedroom/four-bathroom suites. The properties are steps away from the University of Waterloo and within walking distance from Wilfrid Laurier University. The properties have amenities which include fitness rooms, study … Read More

Alignvest Student Housing

by Meckelborg Financial Group on May 28, 2024 with No Comments

COMPLETION OF ACQUISITION OF 308 KING IN WATERLOO, ONTARIO We are pleased to announce that we have completed the previously-announced transaction to acquire a residential property located at 308 King Street North, Waterloo, Ontario (“308 King”). 308 King is a newly constructed, 25-storey building with 340 furnished units, providing housing for 659 students. The property is located within walking distance of both Wilfrid Laurier University and the University of Waterloo. The property offers on-site laundry, rooftop terraces with barbeques and lounge … Read More

ASH – Management Report

by Meckelborg Financial Group on May 8, 2024 with No Comments

MARCH 31, 2024 – MANAGEMENT REPORT We are pleased to send you Alignvest Student Housing Real Estate Investment Trust’s Q1 2024 Management Report. We have had a very busy start to 2024 and are expecting a successful year for our REIT. The macroeconomic environment has shown signs of stabilization and opportunity. Interest rates have come down from their peak in Q4 2023. Further, CMHC financing has become more accessible to developers and investors, which has materially impacted our ability … Read More

Alignvest Student Housing Acquisition

by Meckelborg Financial Group on April 22, 2024 with No Comments

ACQUISITION OF HIGH-QUALITY ASSET IN WATERLOO, ONTARIO We are pleased to announce that we have entered into a binding contract to purchase a residential property located at 308 King Street North, Waterloo, Ontario (“308 King”). 308 King is a newly constructed, 25-storey building with 340 furnished units, providing housing for 659 students. The property is located within walking distance of both Wilfrid Laurier University and the University of Waterloo. The property offers on-site laundry, rooftop terraces with barbeques and lounge … Read More

Student Housing Acquitistion

by Meckelborg Financial Group on March 5, 2024 with No Comments

ACQUISITION OF HIGH-QUALITY STUDENT HOUSING ASSET IN OTTAWA, ONTARIO We are pleased to announce the acquisition of a purpose-built student accommodation asset located at 417 Nelson Street, Ottawa, Ontario (“417Nelson”). 417Nelson is a modern 4-storey building with 94 beds in 53 fully furnished units. The property is in close proximity to our other Ottawa properties, which allows for operational efficiencies and enables us to continue to provide high-quality accommodation to students in the area. With this acquisition, we were able to … Read More

Change is Coming – Always Improving

by Meckelborg Financial Group on February 7, 2024 with No Comments

At MFG, our Mission Statement is to be “Always improving”. Over the past 15 months, we have been refining the process of how we can better deliver our investment platform to our clients. Utilizing partnerships and data collected over the years, we’ve come up with a solution that we believe will improve our investment platform and improve our clients overall experience with MFG. What is Changing? We are transitioning to an investment model platform. Working with your Portfolio Manager, it … Read More

Alignvest – Management Report

by Meckelborg Financial Group on February 7, 2024 with No Comments

Management Report – December 31, 2023 We are pleased to send you Alignvest Student Housing Real Estate Investment Trust’s Q4 2023 Management Report. 2023 was a successful year for the REIT. We started the year with a flagship property acquisition in Halifax, which expanded our presence into Eastern Canada. Our entire portfolio has delivered strong operating performance, resulting in a 21.4% return to Class F shareholders (with DRIP participation). With the growth in NOI, our portfolio is valued at $961.8 million, … Read More

Alignvest Student Housing – Canada’s Cap on International Students

by Meckelborg Financial Group on January 25, 2024 with No Comments

On Monday, Canada announced that it is capping the number of international students for two years, with the cap for 2024 at 360,000 students, a decrease of 35% from 2023. In addition, post-graduate work permits will no longer be available for students in schools under a private-public partnership model and work permits will only be offered to spouses of students enrolled in masters, doctoral and professional programs. The full news release is available at “Canada to stabilize growth and decrease … Read More

Merry Christmas from the MFG Team

by Meckelborg Financial Group on December 11, 2023 with No Comments

StoreWest Bluebird Development Fund Q3 Report

by Meckelborg Financial Group on November 2, 2023 with No Comments

StoreWest Bluebird Development Fund The StoreWest Bluebird Self-Storage Development Fund (“The Fund”) is off to a fantastic start. 3projects have begun construction, 4-6 projects have the potential to begin construction by next spring, and new opportunities are being presented to us on a weekly basis. We are very happy with the pace of progress thus far. Q3 2023 Development Fund Report

StoreWest Bluebird Development Fund Q2 Report

by Meckelborg Financial Group on November 2, 2023 with No Comments

StoreWest Bluebird Development Fund The Fund’s investment objective is to achieve capital appreciation through the development and sale of Class A self-storage projects across Canada. Q2 2023 Report

ICM Bluebird Canadian Self-Storage Q2 Report

by Meckelborg Financial Group on November 2, 2023 with No Comments

ICM Bluebird ICM Bluebird Canadian Self Storage LP (“Fund”) was launched in December 2022 to invest in the consolidation and acquisition of a portfolio of self storage facilities across Canada. Bluebird – Q2 2023 Report

Alignvest Student Housing – Q3 2023 Management Report

by Meckelborg Financial Group on November 1, 2023 with No Comments

SEPTEMBER 30, 2023 – MANAGEMENT REPORT We are pleased to send you Alignvest Student Housing Real Estate Investment Trust’s Q3 2023 Management Report. We have had another successful leasing season, with current occupancy exceeding 99% and strong growth in rents on turnover beds. Interestingly, we had about 42% turnover this year, which means that we are expecting strong rent growth again next year when some of this year’s renewing tenants end their leases. We have a rental gap-to-market of $5.0 … Read More

Alignvest Student Housing – Q2 2023 Management Report

by Meckelborg Financial Group on August 3, 2023 with No Comments

JUNE 30, 2023 – MANAGEMENT REPORT We are pleased to send you Alignvest Student Housing Real Estate Investment Trust’s Q2 2023 Management Report. We launched ASH REIT in June 2018, with the objective of consolidating the Canadian student housing real estate sector. Over the past five years, we have successfully grown to become Canada’s largest university-focused student housing owner/operator, with 5,208 beds across our 12 properties. Over this period, we have been battle-tested, first through the pandemic, and then … Read More

Alignvest Student Housing – Update

by Meckelborg Financial Group on June 29, 2023 with No Comments

Alignvest Student Housing (“Alignvest”) is pleased to announce an increase in the Fair Market Value (“FMV”) of the Units of Alignvest Student Housing Real Estate Investment Trust (“ASH REIT”) to $134.00 per Class F Unit and $130.83 per Class A Unit (collectively, the “Unit”) as at June 30, 2023. Additionally, ASH REIT’s Board of Trustees have approved ASH REIT’s Monthly Distribution of $0.50 per Unit ($6.00 per Unit on annual basis), effective June 30, 2023, for unitholders of record as … Read More

Alignvest Student Housing- Management Report

by Meckelborg Financial Group on May 16, 2023 with No Comments

MARCH 31, 2023 We are pleased to send you Alignvest Student Housing Real Estate Investment Trust’s Q1 2023 Management Report. Despite the continuing volatility in both the equity and debt markets, our fair market value has remained stable and is starting to show growth due to our strong operating performance and our portfolio’s NOI growth in 2023. Our REIT’s performance speaks for itself – as of March 31, 2023, our privately managed portfolio is over 99% occupied, and as of … Read More

ICM Bluebird Canadian Self-Storage Trust – Zoom Presentation

by Meckelborg Financial Group on March 23, 2023 with No Comments

Please click the link below and download the video to view the full presentation. https://www.dropbox.com/s/ggt8pngi9n2un06/ICM%20BB%20Self-Storage%20Zoom%20Presentation.mp4?dl=0

Dufferin Car Wash Update

by Meckelborg Financial Group on March 17, 2023 with No Comments

We are pleased to report to our Investors with this summary of our Great White Car Wash Assets, including our existing facilities, the projects that are currently under development, and those in the development pipeline. As car wash developers/owners and operators, we continue to drive value for our Investors through state-of-the-art facility development on ‘triple-A’ retail locations. Our ‘Shark Club’ Membership model continues to grow a devoted customer base, which provides inherent value in predictable and re-occurring income. Operationally, superior … Read More

Aviation Car Wash Update

by Meckelborg Financial Group on March 17, 2023 with No Comments

Buffalo Run Car Wash Update

by Meckelborg Financial Group on March 17, 2023 with No Comments

Mahogany Car Wash Update

by Meckelborg Financial Group on March 17, 2023 with No Comments

Mahogany Self-Storage Update

by Meckelborg Financial Group on March 17, 2023 with No Comments

We are pleased to report to our Investors with this summary of the Bluebird Storage facilities that are currently in operation, as well as the two facilities that are currently in the construction phase. The deal pipeline currently holds several more facilities and development locations, including Class ‘A’ opportunities in the interior of British Columbia, Saskatchewan, Manitoba and Ontario (Greater Toronto Area). Please click the below link to read the full report: Mahogany – 2023 Q1 Report

Buffalo Run Self-Storage Update

by Meckelborg Financial Group on March 17, 2023 with No Comments

Wright-Parkway Self-Storage Update

by Meckelborg Financial Group on March 17, 2023 with No Comments

Henri-Bourassa Self-Storage Update

by Meckelborg Financial Group on March 17, 2023 with No Comments

We are pleased to report to our Investors with this summary of the Bluebird Storage facilities that are currently in operation, as well as the two facilities that are currently in the construction phase. The deal pipeline currently holds several more facilities and development locations, including Class ‘A’ opportunities in the interior of British Columbia, Saskatchewan, Manitoba and Ontario (Greater Toronto Area). Please click on the below link for the full report: Henri-Bourassa – 2023 Q1 Report

Dufferin Self-Storage Update

by Meckelborg Financial Group on March 17, 2023 with No Comments

Chestermere Self-Storage Update

by Meckelborg Financial Group on March 17, 2023 with No Comments

We are pleased to report to our Investors with this summary of the Bluebird Storage facilities that are currently in operation, as well as the two facilities that are currently in the construction phase. The deal pipeline currently holds several more facilities and development locations, including Class ‘A’ opportunities in the interior of British Columbia, Saskatchewan, Manitoba and Ontario (Greater Toronto Area). Please click on the below link for the full report: Chestermere – 2023 Q1 Report

ICM Bluebird Canadian Self-Storage Trust

by Meckelborg Financial Group on March 6, 2023 with No Comments

ICM BB Storage Trust – Fact Sheet

Alignvest Student Housing Management Report

by Meckelborg Financial Group on February 9, 2023 with No Comments

We are pleased to send you Alignvest Student Housing Real Estate Investment Trust’s Q4 2022 Management Report. Our fair market value remains stable due to our strong operating performance and forecasted NOI growth in 2023. Demand for high-quality student housing continues to outpace supply, which has translated into upward pressure on rental rates and resulted in low vacancy rates (99.6% occupancy as at December 31, 2022). Our current pre-leasing velocity is providing confidence that the 2023/2024 academic year will follow similar … Read More

Alignvest Student Housing – Announcement

by Meckelborg Financial Group on January 30, 2023 with No Comments

ALIGNVEST STUDENT HOUSING ACQUIRES HIGH-QUALITY STUDENT HOUSING ASSET IN HALIFAX, NOVA SCOTIA We are pleased to announce that Alignvest Student Housing Real Estate Investment Trust (“ASH REIT”) has completed the acquisition of a purpose-built student accommodation (“PBSA”) asset known as See-More, located at 1402-1424 Seymour Street in Halifax, Nova Scotia. See-More is a six-floor, newly constructed student housing facility located steps away from Dalhousie University. See-More is one of only a few purpose-built student housing properties serving Dalhousie University and … Read More

Adventus Realty Trust

by Meckelborg Financial Group on January 12, 2023 with No Comments

Quarter 3 2022 Financial Statements and Report to Unitholders Click below to see reports Adventus Realty Trust – Q3 2022 Financial Statements Adventus Realty Trust – Q3 2022 Report to Unitholders

Alignvest Student Housing – Management Report

by Meckelborg Financial Group on November 10, 2022 with No Comments

We are pleased to send you Alignvest Student Housing Real Estate Investment Trust’s (“ASH REIT”) Q3 2022 Management Report. We are excited to have completed our September 2022 leasing season with record high occupancy of 99.9% across our portfolio. As of today, we only have four vacant beds across our entire privately-managed portfolio. We are also very pleased to have achieved an average net effective rent increase of 13.2% compared to September 2021. Student housing continues to provide strong protection … Read More

Alignvest Student Housing Q2 – Management Report

by Meckelborg Financial Group on August 24, 2022 with No Comments

We are pleased to send you the June 30, 2022 Management Report of Alignvest Student Housing Real Estate Investment Trust (“ASH REIT”). We continue to experience high inflation in Canada, with the inflation rate rising to 8.1% in June 2022. We are seeing that student housing provides very effective protection against inflation due to the natural, high turnover of student leases. For the 2022/2023 academic year, we are executing leases at rental rates that are 3% to 23% higher than the … Read More

Henri-Bourassa Winter/Spring LP Update

by Meckelborg Financial Group on May 13, 2022 with No Comments

Operational Update Bluebird Storage Management continues to focus on increasing revenues and the overall economic occupancy for Henri Bourassa. The Montreal market has proven to be very strong with current occupancy levels still around 90% despite aggressive rate increases at the facility. Financial Update Management continued to implement rent increases throughout 2021 and focus on growing revenue. From January 2021 to December 2021 the monthly income grew from $103,037 to $127,118. This represents a 23.4% increase in monthly revenue over the … Read More

Wright-Parkway Winter/Spring LP Update

by Meckelborg Financial Group on May 13, 2022 with No Comments

Operational Update Occupancy remains strong in our two facilities in Nova Scotia. When you combine the two reports below, the percentage of units rented between the two facilities is 89.6%. If you look at the square footage, we are currently leasing out 94% of all space available. This is considered quite high for storage and Wright in particular is in need of more space with over 97% of available area currently rented! Financial Update Q1 2022 2021 was … Read More

Chestermere Winter/Spring Self-Storage LP Update

by Meckelborg Financial Group on May 10, 2022 with No Comments

Operational Update Leasing up a storage facility during winter months is a bit out of the norm. We were very happy to see this trend continue while also having 11 people on the waiting list for larger units, which will help with our lease up once our expansion is complete. Financial Update We have completed our 2021 year end and T5013s were sent to all investors at the end of March. 2021 was a great growth year … Read More

Dufferin LP Winter/Spring Update

by Meckelborg Financial Group on May 9, 2022 with No Comments

Car and Truck Wash Update As mentioned previously, 2021 saw a substantial retrofit for the wash which was necessary to set GWD up for long term success Gross revenue in 2021 was $2,177,358 vs. $1,771,220 in 2020. This represents a 23% YoY increase despite Dufferin being down 1 truck bay most of the year and lingering COVID issues In 2022 we continue to improve the wash. Projects include adding side blasters to our express tunnel to improve … Read More

Alignvest Student Housing – Q1 2022 Management Report

by Meckelborg Financial Group on May 2, 2022 with No Comments

We are pleased to send you the March 31, 2022 Management Report of Alignvest Student Housing Real Estate Investment Trust (“ASH REIT”). We are currently experiencing high inflation in Canada, with the inflation rate rising to 6.7% in March 2022. We are seeing that student housing provides very effective protection against inflation due to the natural, high turnover of student leases. While we are still in the midst of our pre-leasing season, we are executing leases at higher than budget rates and … Read More

Aviation Car Wash LP Update

by Meckelborg Financial Group on April 6, 2022 with No Comments

Grand Opening Update Our Grand Opening was held on February 11th Very successful ribbon cuttings’ with various political leaders as well as the Airport Authority Soft opening commenced Feb 14th Purpose of soft openings is to make sure all staff is well trained as well as the equipment is all installed correctly Soft opening was very well received by the public! Shark Week- Highlights 10 Free Days of Washes Over 5000 free washes Close to 500 Memberships … Read More

Travel Insurance – MFG

by Meckelborg Financial Group on February 16, 2022 with No Comments

Stress-free travel insurance plans Travel with peace of mind. When you choose travel insurance from Saskatchewan Blue Cross and MFG, you can rest assured that your needs will be taken care of in a medical emergency. Contact us today for your quote 306-933-9993 or insurance@mfgltd.com Plan Options: Annual Plan Extension Plan Individual Plan VIP

Alignvest Student Housing – Q4 2021 Management Report

by Meckelborg Financial Group on January 28, 2022 with No Comments

DECEMBER 31, 2021 – MANAGEMENT REPORT We are pleased to send you the December 31, 2021 Management Report of Alignvest Student Housing Real Estate Investment Trust (“ASH REIT”). We are proud of ASH REIT’s achievements in 2021. We finished the year with three transformative acquisitions, which increased the REIT’s asset base by 1,323 beds and over $215 million in asset value; we maintained near-full occupancy and very attractive collection rates across the portfolio through another year under COVID-19; and we … Read More

Henri Bourassa LP – Q3 Update

by Meckelborg Financial Group on November 25, 2021 with No Comments

Operational Update Acquired by StoreWest & Bluebird in August 2020 located in Saint-Laurent, Montreal. 97,119 SF net rentable with 794 storage units Bluebird Storage Management continues to focus on increasing revenues and the overall economic occupancy for Henri Bourassa. The Montreal market has proven to be very strong with current occupancy levels still over 90% despite aggressive rate increases at the facility. Financial Update Management is currently working on a refinance package with BMO on the facility … Read More

Wright-Parkway LP – Q3 2021 Update

by Meckelborg Financial Group on November 9, 2021 with No Comments

Operational Update In February 2021, Wright-Parkway Self-Storage LP was formed by StoreWest & Bluebird to acquire two facilities, one in Truro, Nova Scotia and the other in Dartmouth, Nova Scotia. The Parkway facility in Truro is 21,786 SF net rentable with 259 units. While, the Wright facility in Dartmouth is 68,957 SF net rentable with 607 units. Financial Update Parkway (Truro) Revenues of $340K YTD with 89% occupancy, Profitable Wright facility (Dartmouth) Revenues of $1.2M YTD with 90.5% occupancy, Profitable … Read More

StoreWest Dufferin LP – Q3 2021 Update

by Meckelborg Financial Group on November 9, 2021 with No Comments

Car and Truck Wash Update • Retrofit of the Automatic Truck bay is complete. New foam cannons and brushes are a big hit. Significant amount of maintenance fixes completed year-to-date. • Memberships continue to grow with over 1300 members currently. This is up from ~700 members at start of year. We now have over 165 fleet clients as well. • Sales in the overall car/truck wash are up 33% YoY. We have also dropped our labour by close 20% … Read More

Chestermere Self-Storage LP – Q3 2021 Update

by Meckelborg Financial Group on November 9, 2021 with No Comments

Operational Update In late 2020, StoreWest replaced our existing facility Manager with Bluebird. In addition to leasing up the facility, Bluebird’s main focus has been on bringing up our revenues and financial occupancy. This has been achieved through systematic rent increases as noted below. The net result has been a dramatic increase in monthly revenue. Financial Update As of the end of September, storage is at ~75% occupancy and our RV lots are at 95%+ with waiting lists. Chestermere … Read More

Aviation Car Wash LP Update

by Meckelborg Financial Group on November 1, 2021 with No Comments

Construction Update Currently finalizing building envelope construction, and anticipate fully insulated envelope by mid November Vehicle conveyance system install complete Majority of car wash equipment has been received/secured on-site and installation initiated Bulk of equipment installation will continue with full envelope enclosure in November Opening January 2022 Enmax transformer has been energized with power and gas to site which will aid in keeping our costs down with alleviating any need for internal propane heating Internal framing and drywall is … Read More

Alignvest Student Housing – Q3 Management Report

by Meckelborg Financial Group on October 19, 2021 with No Comments

We are pleased to send you the September 30, 2021 Management Report of Alignvest Student Housing Real Estate Investment Trust (“ASH REIT”). Q3 2021 included the long-anticipated resumption of in-person classes at Canadian universities, making this arguably the most important period in our short history. We are extremely pleased to see students return to campus and confirm that online classes have not disrupted the traditional in-person teaching model. In Q3 2021, we experienced robust leasing activity. We have returned to … Read More

Adventus Realty Trust provides leasing update

by Meckelborg Financial Group on October 18, 2021 with No Comments

(July – September 2021) Please click on the link below to view the update:

Alignvest Student Housing – Q2 Management Report

by Meckelborg Financial Group on August 16, 2021 with No Comments

We are pleased to send you the June 30, 2021 Management Report of Alignvest Student Housing Real Estate Investment Trust (“ASH REIT”). Q2 2021 has been an exceptionally busy quarter for us: we closed our Waterloo acquisition on March 31, 2021 and have focused on integrating staffing, maintenance, leasing and other activities; we spent considerable time on the due diligence of our upcoming acquisition in Ottawa, which we expect to close imminently; and we have experienced very strong pre-leasing activity for … Read More

Alignvest Student Housing – Q1 2021 Management Report

by Meckelborg Financial Group on April 30, 2021 with No Comments

MARCH 31, 2021 – MANAGEMENT REPORT We are pleased to send you the March 31, 2021 Management Report of Alignvest Student Housing Real Estate Investment Trust (“ASH REIT”). Throughout Q1 2021, we continued to focus on operations and growth while maintaining the health and safety of our team and residents at our properties. With the roll-out of vaccines in Canada and our universities issuing “return-to-campus” announcements for Fall 2021, we are starting to see signs of a return to … Read More

Insurance Division Giveaway

by Meckelborg Financial Group on April 1, 2021 with No Comments

Our insurance division is running a contest for the month of April. CONTEST CLOSED: Winner has been announced April 29, 2021 on our social media. Thank you to all who participated in our contest. Grand Prize: Two night Staycation at your local Alt/Germain Hotel with a dinner or breakfast on us!* Four Weekly Prizes: to be showcased on our social media pages How to Enter: Run a personal insurance quote on our website: Insurance | Meckelborg Financial … Read More

MFG Diversified Strategy Fund

by Meckelborg Financial Group on April 1, 2021 with No Comments

Please click on the below link to view the 2020 MFG Diversified Strategy Fund Financial Statements. 2020 MFG Diversified Strategy Fund

Northpoint Global Partners Fund – Financial Statements

by Meckelborg Financial Group on April 1, 2021 with No Comments

Please click on the below link to view the 2020 Northpoint Global Partners Fund Financial Statements. 2020 Northpoint Global Partners Fund

Alignvest Student Housing – ZOOM Presentation

by Meckelborg Financial Group on March 5, 2021 with No Comments

There is no excerpt because this is a protected post.

Alignvest Student Housing – Opportunity

by Meckelborg Financial Group on March 1, 2021 with No Comments

Dear Investors, We are excited to announce that Alignvest Student Housing (ASH) is acquiring two high-quality properties in Waterloo. Additionally, ASH has entered a contract to acquire another asset in Ottawa. The total value of these acquisitions is approximately $220M and will require $75M of equity to close. In an effort to fund this growth, the REIT is raising $50M of equity. The next closing date is scheduled for April 1st. Existing unit-holders should consider making an additional investment … Read More

NorthPoint Global Partners Fund – 2020 Year End Commentary

by Meckelborg Financial Group on February 24, 2021 with No Comments

Click the below link to view: 2020 Year End Commentary NorthPoint

Term vs Permanent Life Insurance

by Meckelborg Financial Group on February 6, 2021 with No Comments

Understanding Life Insurance – Sun Life Financial Feature Their are two basic types of life insurance. Term can last for a set amount of time. Permanent can last for your entire life. But which one is right for you? Knowing their differences and benefits can help you find out. Term … Read More

Self Storage Acquisition Activity in 2021

by Meckelborg Financial Group on February 1, 2021 with No Comments

Click the link below to read the full article

Halifax Self Storage Presentation

by Meckelborg Financial Group on January 21, 2021 with No Comments

There is no excerpt because this is a protected post.

Pacific Calgary Opportunity Trust II – December 2020 Update

by Meckelborg Financial Group on January 11, 2021 with No Comments

Pacific Calgary Opportunity Trust (PCOT II): Investor Update January 2, 2021 – We hope this update finds you and your loved ones safe, and that you were able to make the best of an unusual holiday season. The Coronavirus pandemic of 2020 has certainly challenged the resilience of the economy and businesses of all kinds, including land development. Thankfully, Pacific’s land investment model is itself resilient to unfavourable economic conditions. We look forward to better times as the province and the country worm … Read More

Adventus: January 7th, 2021 Update

by Meckelborg Financial Group on January 11, 2021 with No Comments

Please see the link below to view the update from Adventus. Adventus Realty Trust Update

Alignvest Student Housing – Q3 2020 Management Report

by Meckelborg Financial Group on October 29, 2020 with No Comments

SEPTEMBER 30, 2020 – MANAGEMENT REPORT We are pleased to send you the September 30, 2020 Management Report of Alignvest Student Housing Real Estate Investment Trust (“ASH REIT”). September is the most important month for our REIT as it is the start of the school year. This year, in particular, with the onset of the “second wave” of the COVID-19 pandemic and uncertainty around university operations, we have been hyper-focused on occupancy and managing the health and safety of our … Read More

Alignvest Student Housing – Update

by Meckelborg Financial Group on September 23, 2020 with No Comments

ASH Unitholders, September 1st is a very important date for our student housing assets. Most of our leases run on a September – September term. We wanted to provide some real time information as to how September appears to be going. The following attachment gives some raw numbers of our current portfolio. We wanted to provide some additional information in order to help best understand theses numbers and what they mean: Our overall portfolio is 85%+ leased for the … Read More

Bluebird Self Storage – Investor Update

by Meckelborg Financial Group on August 24, 2020 with No Comments

Please click on the below link to access the latest update on Henri Bourassa Storage LP.

Alignvest Student Housing – June 30, 2020 – Management Report

by Meckelborg Financial Group on August 18, 2020 with No Comments

We are pleased to send you the June 30, 2020 Management Report of Alignvest Student Housing Real Estate Investment Trust (“ASH REIT”). Throughout Q2 2020, the uncertainty with respect to COVID-19 has subsided with universities announcing their plans for the Fall 2020 term and our properties continuing to perform strongly. Our revenue collection stands at approximately 95% and our pre-leasing is approaching 90%. With this stability in place, we have shifted our focus on acquisition opportunities. We recently announced the … Read More

Pacific Calgary Opportunity Trust II – June 2020 Update

by Meckelborg Financial Group on July 20, 2020 with No Comments

Please click on the below link to view the June 2020 Update: Investor Update 2020

Alignvest Student Housing – Press Release

by Meckelborg Financial Group on July 20, 2020 with No Comments

We’re very pleased that the REIT is completing its first acquisition in Western Canada. The University of Alberta is a Top 5 Canadian University and rated amongst the top 100 universities in the world. Should you have any questions or are interested in learning more, please do not hesitate to contact your MFG Portfolio Manager. Please see the below press release regarding Alignvest Student Housing.

Adventus Realty Trust – Q1 2020 Financial Statements and Report to Unitholders

by Meckelborg Financial Group on June 12, 2020 with No Comments

Dear Adventus Investors, Please see the Report to Unitholders and the Q1 2020 update from Adventus’ management team. Report to Unitholders Financial Statements – Q1 2020

Risk Management

by Meckelborg Financial Group on June 10, 2020 with No Comments

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Passive Income Rules

by Meckelborg Financial Group on June 10, 2020 with No Comments

Introduction In July 2017, Finance Minister Bill Morneau announced potential options for changing the taxation of investment income earned by private corporations. The proposed changes were strongly opposed by many stakeholders and, in October 2017, Minister Morneau announced that changes would be made to the proposed new rules and that draft legislation would be released as part of Budget 2018. The resulting highly anticipated Budget was tabled by Minister Morneau on February 27, 2018. While Budget 2018 has scaled back … Read More

Alignvest Student Housing – Flash Report #4

by Meckelborg Financial Group on May 28, 2020 with No Comments

Please see the below Flash Report #4 as provided by the Management team for Alignvest Student Housing. Flash Report #4

Meet the Insurance Team

by Meckelborg Financial Group on May 25, 2020 with No Comments

We are thrilled to highlight our Insurance Team and introduce a new section of our blog to partner with our investment updates. Our inhouse Insurance experts have over 100 years of combined experience in the business. We will be updating periodically with articles and information we believe is important to our clients. Click here to find out more: MFG Insurance Blast

Alignvest Student Housing – Q1 2020 Management Report

by Meckelborg Financial Group on May 20, 2020 with No Comments

We are pleased to highlight the March 31, 2020 Management Report from Alignvest Student Housing Real Estate Investment Trust (“ASH REIT”). On March 11, 2020, the World Health Organization declared COVID-19 a pandemic. In response, we immediately paused on the multiple acquisitions we were working on and shifted our focus to mitigate the impact of the pandemic to our employees and tenants, and to ASH REIT’s broader business. We are pleased to report that we are on track to collect … Read More

Alignvest Strategic Partners Fund Quarterly Report

by Meckelborg Financial Group on May 20, 2020 with No Comments

We are pleased to highlight the first quarter 2020 report for Alignvest Strategic Partners Fund. The Q1 update discusses performance over the past quarter and their thoughts going forward. As referenced, the estimate for April 2020 performance is 5.3% bringing the year-to-date performance of the Fund to -8.6%. Additional information on the Alignvest Strategic Partners Fund can also be found on their website.

Alignvest Student Housing – Announcement and Update

by Meckelborg Financial Group on May 11, 2020 with No Comments

Please see the latest addition to the Alignvest Student Housing team. We are very happy to have Nancy Lockhart join the board. Management has also provided some very relevant information on the performance of the REIT in two additional Flash Reports. Please see below. We are pleased to announce that Nancy Lockhart has been appointed as a Trustee of Alignvest Student Housing REIT, effective immediately. Ms. Lockhart is a director of George Weston Limited, Choice Properties REIT and Atrium Mortgage … Read More

StoreWest Dufferin LP – Spring 2020 Update

by Meckelborg Financial Group on May 6, 2020 with No Comments

Despite our next scheduled update not being until July, the General Partners (GP) of StoreWest Dufferin LP felt it was important to communicate with everyone considering the current uncertainty surrounding COVID-19. We will cover off both segments of the business in order. Great White Car & Truck Wash This business is currently open and operational. However, in the wake of the COVID-19 Pandemic, we have made adjustments on an operational basis to ensure we are adhering to current … Read More

Alignvest Student Housing – Flash Report

by Meckelborg Financial Group on April 21, 2020 with No Comments

Please find below the most recent update on Alignvest Student Housing. Management wanted to share the latest numbers regarding the lease up for the 2020/2021 school year and the collection of April rents. In summary, we are ahead of where we were last year with respect to leasing for the upcoming school year. Our properties are proving to be highly desirable and some of the feedback received has been that higher quality properties are even more in favour during these … Read More

Adventus Realty Trust: Covid-19 Update

by Meckelborg Financial Group on April 15, 2020 with No Comments

Dear Adventus Investors, Please see the below update from Adventus’ management team. As you will see, they are taking a prudent and conservative approach throughout these unprecedented times and we commend them for doing so. We will continue to engage with management to better understand the challenges they are facing as the COVID-19 situation continues to unfold. We will keep you informed as additional information is provided. Please see below: 2020.04.09 – Adventus Realty Trust Provides COVID-19 Update, Temporary … Read More

COVID-19 Update and 2019 Annual Management Report

by Meckelborg Financial Group on April 1, 2020 with No Comments

Please see the annual report from Management that includes audited 2019 financial statements. The section in the report entitled “2019 Year In Review” does a good job highlighting the success we have had during the year. COVID-19 is obviously top of mind for everyone these days including students, universities and property owners. Management has done a good job highlighting our efforts thus far in planning for COVID-19. Our staff and students are our number one priority. This is outlined in … Read More

Alignvest Student Housing – Q4 2019 Management Report

by Meckelborg Financial Group on March 27, 2020 with No Comments

DECEMBER 31, 2019 – MANAGEMENT REPORT Please see the attached for the December 31, 2019 Management Report of Alignvest Student Housing Real Estate Investment Trust (“ASH REIT”). As of December 31, 2019, we have acquired seven of Canada’s premier purpose-built student accommodation (“PBSA”) properties and have over 3,300 beds valued at ~$400 million in four university markets. We are excited about the progress we have made over the past 18 months, raising substantial amounts of equity capital and … Read More

Alignvest Strategic Partners Fund Quarterly Report

by Meckelborg Financial Group on March 27, 2020 with No Comments

Please see the attached for our fourth quarter 2019 report for Alignvest Strategic Partners Fund. The Q4 update discusses performance over the past quarter and our thoughts going forward. Q4 2019 Performance • Alignvest Strategic Partners Fund was up 2.7% (Class F, net of fees) during Q4 2019. The Fund delivered a 2019 calendar year net return of 10.2% while maintaining the same ~4.5% annualized volatility as we have since inception.

COVID-19 Update from MFG

by Meckelborg Financial Group on March 17, 2020 with No Comments

March 17, 2020 Dear clients and friends of MFG, We are carefully monitoring the current novel coronavirus (COVID-19) outbreak. We must take appropriate actions to limit the impact of the virus on our community, particularly by focusing on the safety of our clients, employees and their families. We have instituted our business continuity plan with a view to proactively anticipate and respond to any potential for business interruption, including restricted business travel, work from home protocols where appropriate, … Read More

A guide to stock market fluctuations

by Meckelborg Financial Group on March 9, 2020 with No Comments

For informational purposes only; not intended to provide tax, legal or financial advice. For your individual situation, please consult your financial advisors. (306)933-9993

Adventus Update

by Meckelborg Financial Group on February 24, 2020 with No Comments

Please see the below update from Adventus’ Management Team. Some key highlights of the report are: A new acquisition has been announced in Dallas, Texas. This is important as it brings a third major market into the portfolio and would also have the REIT achieve an asset value of over US$1 billion. Over the last couple of years, Management has indicated that the US$1 billion mark would be important for a solid exit. Adventus also announced a major lease renewal … Read More

StoreWest Chestermere Self-Storage LP

by Meckelborg Financial Group on February 10, 2020 with No Comments

2019 Winter Update We’re pleased to report that this project has been going very well. The RV and boat storage portion of the business is now at 80% occupancy and the existing storage facility is at 40% occupancy and strongly trending in the right direction. Management went through a process this summer to better understand if expanding the storage facility would add value to the project. As a result of their findings, the decision has been made to significantly … Read More

StoreWest Dufferin LP Update

by Meckelborg Financial Group on February 4, 2020 with No Comments

We have been very encouraged by the operating results from the newly opened car/truck wash. The business model is very stable with the majority of revenue coming from car wash monthly memberships (currently over 500 with a goal to get to 1,500-2,000); and fleet contracts for trucks (currently 40 fleet contracts and the demand has been so high that they have to be very selective not to overload the system). The car and truck wash is looking like it is … Read More

5 Reasons for an RRSP

by Meckelborg Financial Group on January 30, 2020 with No Comments

There are some great reasons to open a Registered Retirement Savings Plan (RRSP) to save for your retirement. Here are the top 5 reasons to open an RRSP: Contributions are tax deductible You can claim your RRSP contribution as a deduction on your tax return and even carry forward unused space to a future year where you may have a higher income. All of this combined means that your retirement savings pot can grow even faster. Savings grow … Read More

Join our Team: Financial Planner

by Meckelborg Financial Group on January 16, 2020 with No Comments

Meckelborg Financial Group Ltd (MFG) is a full-service boutique wealth management firm providing discretionary Portfolio Management, Financial Planning and Insurance to our high net-worth families, corporations, foundations and small institutions. MFG is growing and wanting to add a qualified Financial Planner to compliment our team. Are you looking for an opportunity to work with a forward-thinking organization that continues to raise the bar and create differences in the industry? We are looking for someone who is driven, has an entrepreneurial … Read More

New divisions rollout for 2020

by Meckelborg Financial Group on January 7, 2020 with No Comments

Ring in the New Year! Happy 2020 from MFG Ltd.

by Meckelborg Financial Group on December 31, 2019 with No Comments

Happy Holidays from Meckelborg Financial Group Ltd.

by Meckelborg Financial Group on December 17, 2019 with No Comments

“May you and your family enjoy all the warmth this season has to offer. Have a wonderful holiday and a happy new year!”

Alignvest Student Housing – Q3 2019 Management Report

by Meckelborg Financial Group on November 21, 2019 with No Comments

ALIGNVEST STUDENT HOUSING Please see the attached Q3 management report for Alignvest Student Housing. September is management’s most important month of the year as students are back and classes are starting. We feel management has done a good job over the quarter leasing up the building and achieving better than forecasted operating results. This was primarily reflected in the 10% increase in the Net Operating Income being generated by the properties. In addition, occupancy continues to be very strong with … Read More

Evolution of Dental Medicine Summit hosted by The Aurum Group

by Meckelborg Financial Group on November 6, 2019 with No Comments

MFG is headed to Whistler! We’re excited to be a sponsor of the 2019 Evolution of Dental Medicine Summit hosted by The Aurum Group. This event, which runs from November 7-9, is a chance for those in the dental and medical professions to enhance both their personal and professional lives by gaining access to world leaders in medicine, technology and business. This is Aurum’s third Summit (2015/2017/2019) and we’re proud to have been a part of each one! … Read More

StoreWest Chestermere Upcoming Event

by Meckelborg Financial Group on September 18, 2019 with No Comments

Mark your calendars for this exciting upcoming event from StoreWest Chestermere.

MFG Charity Casino Night

by Meckelborg Financial Group on September 12, 2019 with No Comments

MFG Charity Casino night was a great success. Thank you to everyone who came out to spend the evening with our team. Congratulations to Rita for being our big winner of the night and choosing The St. Paul’s Hospice as the recipient of a $5050.00 dollar donation.

Alignvest Strategic Partners Fund Quarterly Update

by Meckelborg Financial Group on September 10, 2019 with No Comments

Q2 2019 Performance Alignvest Strategic Partners Fund was up 0.2% (Class F, net of fees) during Q2 2019. The fund experienced a modest gain during a quarter that proved volatile in terms of swings. We are generally pleased with the first half of the year, having delivered a return of 6.1% with moderate volatility. Please click below to view our Q2 2019 performance report.

Alignvest Student Housing – Q2 2019 Management Report

by Meckelborg Financial Group on August 20, 2019 with No Comments

ALIGNVEST STUDENT HOUSING JUNE 30, 2019 – MANAGEMENT REPORT We are pleased to send you the June 30, 2019 Management Report of Alignvest Student Housing Real Estate Investment Trust (“ASH REIT”). As of June 30, 2019, we have acquired seven of Canada’s premier purpose-built student accommodation properties and have over 3,300 beds worth over $384 million in four markets. We are focused on the roll-out of best practices across our entire portfolio and we have commenced the integration of … Read More

What makes us different?

by Meckelborg Financial Group on August 8, 2019 with No Comments

Client Appreciation: Casino Night

by Meckelborg Financial Group on July 31, 2019 with No Comments

StoreWest Dufferin Update

by Meckelborg Financial Group on June 10, 2019 with No Comments

As an update to our StoreWest Dufferin Investors we would like to share news of the Grand Opening of the Great White Car & Truck Wash.

Alignvest Student Housing – Q1 Management Report

by Meckelborg Financial Group on May 21, 2019 with No Comments

MARCH 31, 2019 – MANAGEMENT REPORT We are pleased to present to you the March 31, 2019 Management Report of Alignvest Student Housing Real Estate Investment Trust (“ASH REIT”). As of March 31, 2019, we have acquired three of Canada’s premier purpose-built student accommodation properties and we recently closed the acquisition of four additional high-quality properties, increasing our bed count to over 3,300 and our asset value to ~$400 million. We are focused on the roll-out of best practices across … Read More

Alignvest Student Housing 2018 – Management Reports

by Meckelborg Financial Group on April 16, 2019 with No Comments

ASH unit holders, Please see the attached Annual Report. We are very pleased to announce that we have removed conditions on our transformational acquisition and it is scheduled to close at the end of April. We are closing the current equity financing round on April 19, 2019. Thanks for everyone’s support thus far. Many unit holders have made additional investments. ASH – 2018 Annual Management Report

Alignvest Student Housing – Investment Rationale

by Meckelborg Financial Group on March 26, 2019 with No Comments

Alignvest Management Corporation, a promoter of the REIT, is a leading international alternative investment management firm with over $1 billion of AUM that seeks to deliver exceptional risk adjusted returns for our clients by identifying and exploiting market discontinuities and attracting the very best talent to build industry leading platforms. “ASH provides investors with access to Alignvest’s institutional investment platform and an experienced team focused exclusively on acquiring high-quality, purpose-built student accommodations across the country that provide our Unitholders an … Read More

Student Housing Major Milestone Achieved

by admin on March 6, 2019 with No Comments

We are back at it again. We have lined up another exciting acquisition. The current acquisition adds a tremendous amount of value and is completely transformational. The following key things will be accomplished with this acquisition; Adds 4 new buildings that are located near tier one Universities in Canada. This brings our total to 7 Buildings and over 3,300 beds. We are now the largest owner operator of Purpose Build Student Housing “PBSA” in Canada. Diversifies the REITs asset base … Read More

Planning for the New Passive Income Rules Affecting Private Corporations

by admin on February 11, 2019 with No Comments

In July 2017, Finance Minister Bill Morneau announced potential options for changing the taxation of investment income earned by private corporations. The proposed changes were strongly opposed by many stakeholders and, in October 2017, Minister Morneau announced that changes would be made to the proposed new rules and that draft legislation would be released as part of Budget 2018. The resulting highly anticipated Budget was tabled by Minister Morneau on February 27, 2018. While Budget 2018 has scaled back many … Read More

Alignvest Strategic Partners Fund Quarterly Report

by admin on February 11, 2019 with No Comments

Dear Investors, We are pleased to send you our fourth quarter 2018 report for Alignvest Strategic Partners Fund. The Q4 update discusses performance over the past quarter and our thoughts going forward. Moreover, it includes a snapshot of the portfolio holdings as of the start of 2019. Q4 2018 Performance Alignvest Strategic Partners Fund was down 4.65% (Class F, net of fees) during Q4 2018 and ended 2018 down 2.53% in what turned out to be a volatile year for world markets. Performance was within expectations given our 45% weight … Read More