Acquire. Service. Stabilize. Operate. Recycle Capital. Repeat.
Ontario Residential & Hospitality Real Asset Platform
A diversified real estate investment platform focused on residential development, hospitality income, and long-term asset value creation in Prince Edward County, Ontario.
PEC Real Estate GP is presenting a real asset platform that combines master-planned residential communities, serviced land inventory, waterfront residential product, hospitality assets, recurring operating income, and phased long-term development upside.
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Investment Overview
This opportunity is built around a pre-existing Picton, Ontario real asset platform with multiple value creation drivers already in place.
The platform includes:
Residential development communities
Serviced and service-ready land inventory
Waterfront residential product
Hospitality and experiential assets
Recurring operating income
Future phased development opportunities
The goal is to compound value through phased development, recurring NOI, and disciplined capital recycling.
Platform Metrics
Projected Blended Net IRR: 14.2%
Projected Equity Multiple: 1.84x
Projected LP Distributions: Approximately $194M
Target Hold Period: 60 Months
Structure: LP-priority waterfall
Macro Opportunity
The platform is positioned around several Ontario market tailwinds:
Long-term housing undersupply
Scarcity of entitled and serviced land
Replacement cost inflation
Migration toward secondary lifestyle markets
Demand for inflation-sensitive hard assets
Potential HST relief improving affordability for qualifying new homes
These factors may support stronger residential demand, improved absorption, better lot and condo sales, and increased competitiveness versus resale housing inventory.
Hospitality & Operating Platform
The hospitality component includes operating accommodations, food and beverage revenue, event-driven income, experiential tourism exposure, and direct booking infrastructure.
This provides real operating history, including ADR performance, occupancy history, food and beverage revenue, and NOI metrics.
Development & Operating Partner
The platform is supported by Port Picton Homes, an established Prince Edward County development and construction platform with operating history dating back to 1984.
Publicly identifiable projects include Talbot on the Trail, West Meadows, Cold Creek, Claramount Residences, Macaulay Village, Rosemary Lane, and Port Picton waterfront development.
Next Steps
Qualified investors may request:
Detailed underwriting package
Sensitivity and scenario analysis
Operating financials and historical data
Legal and development due diligence
Secure data room access
Request Private Investor Package
Schedule a Confidential Call
Why This Opportunity Is Different
Unlike a traditional speculative land investment, this platform already includes operational and development foundations.
Several portfolio assets are already:
Revenue-generating
Under active development
Entitled or partially entitled
Serviced or service-ready
Positioned for near-term monetization
This may reduce exposure to entitlement risk, infrastructure timing risk, extended pre-revenue periods, and long-duration speculative development risk.
Value Creation Engine
1. Servicing & Entitlement Lift
Raw or underutilized land can increase in value as infrastructure, approvals, and servicing are completed.
2. Recurring NOI
Hospitality, rental, and experiential assets may generate ongoing income while supporting terminal valuation growth.
3. Capital Recycling
Lot sales, condo sales, and operating income may be redeployed into future development phases.
4. Long-Term Appreciation
The platform maintains future development optionality through phased land inventory.
Investor Alignment
The structure is designed around LP-first investor protection.
The waterfall is intended to prioritize:
Return of investor capital first
Preferred return distributions first
Sponsor participation only after LP obligations are satisfied
Subordinated sponsor equity to align long-term performance
Ontario Residential & Hospitality Real Asset Platform
Private Inquiry (Not an Offer): This form is for information-gathering only and does not constitute an offer to sell or a solicitation to buy securities. Any offering, if made, will be provided only by definitive legal documents and only to qualified investors in reliance on applicable exemptions. Please consult your own legal and financial advisors.