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Lotly GTA fund

Invested

$1,000

100 units
Projected return

15%

Annual return

Your investment properties:

Last updated Jan 2025

Yash's condo unit in Burlington

2 bed • 2 bath •  1 parking • 700 - 799 sqft • Closed Jan 2023
Purchased price: $555,000 • Market price: $582,000

Carlos’s semi-detached in Brampton

3+1 bed • 2 bath • 1 garage • 1100 - 1500 sqft • Closed Oct 2023
Purchased price: $895,000 • Market price: $850,000

Zaid’s townhome in Markham

3 bed • 3 bath •  1 garage • 2000 - 2500 sqft • Closed Jan 2025
Purchased price: $1,160,000 • Market price: N/A (Available Jan 2026)

By end of year 7, we expect you’ll have around $3,740¹.

Likely scenario
$3,740
High return
$3,740
Low return
$3,740

1.Home buyer will decide the length of the term. 2. Calculation based on the 40-year average annual appreciation rate of home price in GTA. 3. Return on investment measures the amount of return on an investment, relative to the investment's cost (total return / amount invested). Calculation based on annual appreciation rate and selected holding period. Fees not included. 4. The projection in this graph is based on the historical annual appreciation rate of single family homes in the selected neighbourhood. Impact of market surge during covid is not included and actual returns may differ.

Unit holder FAQ

You purchased units in a Lotly fund. These units give you an ownership stake in multiple owner occupied properties. Your investment is actively being used to contribute to the down payments of homebuyers, and you currently co-own properties in the fund.

Lotly will provide a digital appraisal on each property every year to provide the estimated property value. The Lotly GTA fund consists of residential properties which are carefully selected with the aim of achieving the projected return of 15%. Your portfolio will be diversified as more properties are added to the fund, and we will provide you with estimated returns and documents for each property.

In terms of redemption, the investment is a co-ownership in the homes of real homeowners, and it cannot be exited until the homeowner decides to sell their home. When a homeowner decides to sell, all investors receive back their investment plus their share of any appreciation.

Since you own a proportional share of three homes, your investment will be returned in parts after each home sale. While we’re not able to influence the timing of these sales, you’ve already provided your direct deposit details to our fund manager, and we’ll notify you promptly and arrange payment as soon as a property sells.

Account information

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Need help?

If you need any additional documents related to your investments, or need to update your account information, please contact team@lotly.com