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Attractive Target Yield
Annual base target yields of 8.25% for Preferred A and Preferred B Trust Units, 9.25% for Preferred F Trust Units, and 9.90% for Preferred I Trust Units, paid quarterly.
Potential Yield Upside
In addition to the base target yield, Preferred A, B and F Trust Unit yields may grow over time as 80% of royalty growth on the Trust’s investments in Lynx Equity Limited's portfolio of US companies are streamed to Preferred Trust Units.
Long-term Investors Rewarded
The distribution of any royalty growth amount is weighted towards the Trust’s oldest investors, so annual yield increases, if any, reward long-term investors who earn a higher yield than new investors. For example, the Trust’s 2016 Preferred A investors currently earn 9.87% per year on their investment compared to new Preferred A investors who initially receive 8.25% per year.
16-Year Operating History
Since its inception in 2007, Lynx Equity Limited has never missed a distribution or redemption request. Since Lynx Equity Income Trust’s inception in 2016, it also has never failed to make a quarterly distribution or meet a redemption request. See revised Home Page.
Zero Volatility
The value of an investment in Lynx Equity Income Trust is constant from the time of purchase to redemption. Lynx Equity Income Trust Preferred Units are structured to preserve capital and are considered more like an income investment redeemable at the purchased price. There is no volatility in the principal investment; all returns to the investors are through distributions paid or issued quarterly.
Liquidity
Trust Units are redeemable at the full purchase price, subject to early redemption fees (only on Preferred A and B Units) and redemption limits.
Experienced Management Team
Over the last 17 years, the Lynx Equity Limited’s management team has identified, negotiated, closed, and successfully integrated over 60 acquisitions in Canada, the U.S., Great Britain, and Denmark. Those acquisitions have built Lynx Equity Limited into one of Canada’s largest companies with corporate revenues of over $800 million in 2025.
Diversified Portfolio
The Lynx Equity Income Trust is backed by Lynx Equity Limited's diversified portfolio of 16 U.S. businesses in flooring contracting, construction and industrial distribution, retail, and business services. Capital raised by the Lynx Equity Income Trust is used to acquire additional U.S. businesses which increases the size and diversification of the portfolio.
Well-Established & Profitable Businesses Acquired
Lynx Equity Limited only acquires well-established companies with a long history of profitable operations. Lynx Equity Limited does not invest in start-ups or turnaround companies, and avoids companies associated with commodities or technology in order to avoid volatile profitability.
Strong Portfolio Revenue and Profitability Growth
Lynx Equity Limited’s focus on new acquisitions creates strong portfolio revenue and profitability growth. Since entering the U.S. in 2013 Lynx Equity Limited has grown U.S. revenue at a compound annual rate of 41% per year, from $7 million in 2013 to $357 million in 2024.
Investments are Always Under Lynx Equity Limited’s Control
Unlike traditional private debt and credit funds your investment never leaves Lynx Equity Limited’s control. The Lynx Equity Income Trust does not lend your funds to a third party. Your funds stay within the Lynx family of companies and are used to help purchase additional U.S. companies that Lynx Equity Limited will own 100%. This ensures that the Lynx Equity Income Trust can keep close control of all funds entrusted to it and prevent your investment from being subject to undue risk.
Protected by Lynx Equity Limited Owners’ Equity
Unlike traditional private debt and credit funds, whose net asset value can decline from an investment loss, an investment in Lynx Equity Income Trust ranks senior to Lynx Equity Limited’s owners’ equity. Therefore, any investment loss incurred by Lynx Equity Limited would first diminish Lynx Equity Limited’s owners’ equity before any impairment to Lynx Equity Income Trust investors.
Protected by Risk Mitigation Strategies
The Lynx Equity Income Trust requires that Lynx Equity Limited's portfolio of U.S. businesses adhere to certain overall Debt to EBITDA and EBITDA to Fixed Charge ratios to ensure that the portfolio is not unduly levered. In addition, the Lynx Equity Income Trust protects investors’ capital with positive and negative covenants, equity step-in rights, as well as strategic security and subordination conditions.
Registered Plan Eligible
Preferred Trust Units in Lynx Equity Income Trust is a qualified investment for registered accounts (RRSP, TFSA, LIRA, LIF, RRIF, RESP, RDSP, FHSA).
Reviewed by Independent Trustees
Lynx Equity Income Trust has Independent Trustees who must review and unanimously approve any material changes to the Lynx Equity Income Trust and its operations.
How to Invest in the Income Trust
Individual Investors
Please contact your registered Investment Advisor for guidance on how to add the Lynx Equity Income Trust to your portfolio.
Investment Advisors
If you're an Investment Advisor looking for information on how the Lynx Equity Income Trust can fit into your client portfolios, please email Lorne Bloomberg.