Wealth | Share
It’s not just our name.
It’s how we believe business should be done.
WealthShare Real Estate Trust was formed in the spring of 2022, born out of the idea that real estate investing should be accessible to all & good for all. We are ethically responsible to provide solid returns to investors, quality homes to tenants and commercial spaces where business can flourish.Our leadership brings a wealth of real estate experience from across Canada. Born out of a collaboration between an accountant, a realtor, an entrepreneur and seasoned real estate investors, we know there is a better way.A better way to invest.A better way to live & give.BY INVESTORS, FOR INVESTORS

Our Values

Our WealthShare Values are centered around the aspiration to be the following:

Good Partners
We believe in providing the highest value and pride of ownership to our investors and business partners.

Good Citizens
We believe in supporting communities with properties that offer safe, clean housing and spaces conducive to business.

Good Business
We believe that we can all do better so we strive to provide better processes, better spaces, and better practices in how we operate.

As we grow, WealthShare will be bound to these values and will seek high quality assets to meet our vision of investing in the type of projects any investor would be proud to have in their portfolio.We invite you to consider joining the journey with WealthShare.To learn more, contact info@wealthshare.ca

Growth Strategy

Every building requires a strong foundation, and our Trust is no different. Based on our WealthShare Values, we will be pursuing opportunities that provide stability for our investors, along with the potential for solid returns.
We seek solid performing assets that will benefit from operational efficiencies provided by our experienced operations team and qualify for CMHC MLI Select – an innovative new multi-unit mortgage loan insurance product focused on affordability, accessibility and climate compatibility.

We will approach growth in a planful manner, always mindful to keep our investors & WealthShare Values at the forefront of our decision-making process.

WealthShare is proud to work with partners who have exhibited a commitment to ensuring a smooth experience for the investor as well as platforms that provide transparency and convenience.How to get started:
1. Create your account with either of our Exempt Market Dealer (EMD) partners below by clicking on their links below.
2. Answer a few basic questions to complete your profile. Please have your Passport orDriver's License and Proof of Address ready for uploading.3. Review the documents (Offering Memorandum), and when you are ready click "invest".4. Finalize investment. Once your investment has been submitted, the EMD will contact you to arrange the fund transfer.Please reach out to info@wealthshare.ca if you have any questions during this process.

Atlas One Digital Securities

Atlas One is an Exempt Market Dealer (EMD) licensed by the B.C. Securities Commission and registered BC, AB, SK, MB, ON and NB that raises financing for private companies, and provides investors with greater access to private market opportunities utilizing digital and blockchain technology.

If investing registered funds such as RRSP, LIRA or TFSA, they must be on deposit with one of our preferred Trust Companies:

Olympia Trust
Western Pacific
Odyssey Trust

Natasha Phipps

When Natasha discovered real estate, she knew she had found her lifelong passion. Growing up in an entrepreneurial family with a background in construction and a natural growth mindset, real estate became an integral part of her journey.Natasha became a licensed Realtor in 2008 after earning a Degree in Marketing. Even before that, she was already investing in new construction opportunities.Since then, Natasha has built a nationally recognized reputation in the investment space. She is a top-producing team leader, property manager, and Realtor® at CIR Realty, continuously investing in and educating others about real estate.Natasha believes everyone should have the knowledge, confidence, and opportunity to take control of their financial futures. Becoming the CEO of WealthShare is the next step in realizing this vision.

Atlas One Digital Securities

Rodney Phipps

Rodney has pursued an entrepreneurial life in several industries, highly creative, analytical and forward thinking has always been his strengths.Rodney has been immersed in music since the age of four, and his lifelong passion for the art form led to the founding of Phaymis Inc in 2013. This artist management and development company is dedicated to treating the arts with the professionalism and rigor of a business.As a result, Rodney has brought his talent to the TOP 40 Canadian Country radio charts, coordinated coast to coast radio and performance tours, negotiated recording and publishing deals and has an extensive cross border network.With additional experience in hospitality, business development and the Calgary start-up community, growth is a passion!Rodney has personally invested in various facets of real estate for over 20 years across three provinces, utilizing strategies including preconstruction, long-term buy and hold, infill development, and renovations. Most recently, he became the COO of WealthShare.

Atlas One Digital Securities

Monique Verlaan

Monique is the co-founder and Chief Financial Officer of WealthShare and its affiliated companies.She is a Chartered Accountant (CA) and Certified Public Accountant (CPA) in both Canada and South Africa, holding a Master's Degree in Business Leadership and a Bachelor's Degree in Accounting Science from UNISA.In her role, Monique oversees all financial activities at WealthShare, including controllership, tax, treasury, financial analysis, investor relations, and overall financial operations.With over 25 years of experience in finance and management, Monique has held executive leadership positions in utility and real estate investment companies, bringing a wealth of expertise to WealthShare.

Atlas One Digital Securities

Subscribe

Welcome to WealthShare!Upon registration, you'll receive a welcome email with all the details about our offering.You'll also get a link to access our investment information through Atlas One, our Exempt Market Dealer.Additionally, you'll receive updated information, news, and exclusive invites to upcoming events.

Portfolio


The Bergen

The Bergen, a 21 unit apartment building, is located steps away from the vibrant neighbourhood of Mission and offers high-end inner-city living for those seeking a hip and walkable lifestyle. Some features of this building include the heated underground parking, some street level entry units, a tree-lined low traffic street just steps to the Elbow River and a roof top terrace offering panoramic views of the Calgary skylines including downtown and the Stampede Grounds.This building was acquired via court-ordered sale in August of 2022 and our team quickly made the required repairs and improvements it required. It has seen an occupancy rate over 90% since it was stabilized, with units in demand by working professionals, retirees and those desiring a newer product in the Mission neighbourhood.

LocationLand UseCommunityBuilding TypeNumber Of UnitsAverage Unit SizeRentable Sq.Ft.
121 24th Ave SWDCMissionRental Apartment2170114,722
Gross Sq.Ft.Land Area Sq.Ft.FAR (Floor Area Ratio)ParkingAppraised Value
18,3486,5002.82Underground$8,610,000
LocationLand UseCommunityBuilding Type# Of Units
121 24th Ave SWDCMissionRental Apartment21
Average Unit SizeRentable Sq.Ft.Gross Sq.Ft.Land Area Sq.Ft.
70114,72218,3486,500
FAR (Floor Area Ratio)ParkingAppraised Value
2.82Underground$8,610,000

The Winston

The Winston townhomes are a collection of designer level executive homes. Some feature their own yards, and all include a single attached garage. Offering 1,250 sq. ft in size and a prime SW Calgary location nestled between major shopping and downtown areas, The Winston is sure to appeal to a high end tenant demographic.The Winston was acquired May 1, 2023 via court-ordered sale. Our team has begun improvements to the units and grounds, is considering the addition of storage units to improve both the tenant experience and revenues as well as finding suitable tenants for the empty units as we enter stabilization phase of operations.

LocationLand UseCommunityBuilding TypeNumber Of UnitsAverage Unit SizeGross Sq.Ft.
5105 4A St SWM-CGd111Windsor ParkTownhomes191,25023,750
Rentable Sq.Ft.Land Area Sq.Ft.FAR (Floor Area Ratio)ParkingAppraised Value
-24,01435Single, Attached, Garage$11,500,000
LocationLand UseCommunityBuilding Type
5105 4A St SWM-CGd111Windsor ParkTownhomes
# Of UnitsAverage Unit SizeGross Sq.Ft.
191,25023,750
Land Area Sq.Ft.UPAParkingAppraised Value
24,01435Single, Attached, Garage$11,500,000

Stillwater

Conveniently located in the community of Stillwater in SW Edmonton, this 16-unit townhouse complex with 2 bed/2.5 bath and 3 bed/3.5 bath units is the next exciting addition to the WealthShare portfolio.Located in the coveted River Valley area of Edmonton, AB, just minutes away from shopping and entertainment, and with easy access to transit and major roadways, residents can enjoy the local community trails, parks, green space and a first-of-its-kind world-class amenity centre.

LocationLand UseCommunityBuilding TypeNumber Of UnitsAverage Unit SizeRentable Sq.Ft.
20526 - 21A Ave NWDC2StillwaterFreehold Townhouses161,29620,736
Gross Sq.Ft.Land Area Sq.Ft.FAR (Floor Area Ratio)ParkingAppraised Value
20,73516,1551.284Attached Garages$5,400,000
LocationLand UseBuilding Type# Of Units
20526 - 21A Ave NWDC2Freehold Townhouses16
Average Unit SizeRentable Sq.Ft.Gross Sq.Ft.Land Area Sq.Ft.
1,29620,73620,73616,155
FAR (Floor Area Ratio)ParkingAppraised Value
1.284Attached Garages$5,400,000

Thank you

We look forward to connecting with you!

PRIVACY POLICY

Effective Date: June 23, 2025WealthShare REIT (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and protect your personal information when you visit our website or subscribe to our mailing list.1. What We Collect
We only collect the personal information you voluntarily provide to us, which may include:
• Your name
• Your email address
We do not collect or store:
• Payment or financial information
• Sensitive personal data beyond basic contact details
2. How We Use Your Information
We use your contact information to:
• Send you updates about WealthShare REIT
• Share information about our investment offering
• Invite you to events hosted or supported by us
• Share links to relevant content such as blog posts, podcasts, or affiliated vendors and companies
We may use third-party email services (such as Mailchimp or other online applications) to manage and deliver these communications.3. What We Don't Do
• We do not sell, rent, or trade your personal information.
• We do not share your personal information with third parties for marketing purposes.
4. Third-Party Links
Our emails or website may include links to third-party websites. We are not responsible for the content or privacy practices of those sites.
5. Unsubscribing
You can unsubscribe from our mailing list at any time by clicking the “unsubscribe” link in any of our emails or by contacting us directly at [insert contact email].
6. Data Security
We take reasonable measures to safeguard your information, but no method of transmission over the internet is 100% secure.
7. Contact Us
If you have questions or concerns about this Privacy Policy, you can reach us at:
Email: info@wealthshare.ca

TERMS & CONDITIONS

Effective Date: June 23, 2025Welcome to WealthShare REIT’s website. By accessing or using our website, you agree to the following terms and conditions:1. Content for Informational Purposes
All content on this site—including blog posts, podcast links, featured articles, event announcements, and third-party resources—is provided for informational purposes only and should not be considered investment advice or a solicitation to buy or sell securities.
2. No Purchases or Sales Through Website
We do not offer any products or services for sale directly through this website. No transactions are processed, and no payment information is collected.
3. Email Communications
By subscribing to our mailing list, you agree to receive occasional emails from us related to WealthShare REIT updates, events, affiliate opportunities, and educational content. You can unsubscribe at any time.
4. External Links
Our website and emails may contain links to external websites. We are not responsible for the content or practices of any third-party sites.
5. Intellectual Property
All content on this website, unless otherwise credited or referenced, is the property of WealthShare REIT and may not be reproduced or distributed without our written consent.
6. Limitation of Liability
WealthShare REIT is not responsible for any errors or omissions on this website or for any loss or damages resulting from your use of the site or reliance on any content provided.
7. Changes to These Terms
We may update these Terms & Conditions from time to time. Continued use of our website after such updates constitutes your acceptance of the revised terms.
8. Contact
If you have any questions about these terms, please contact us at:
Email: info@wealthshare.ca