Investment philosophy

Crestpoint believes that a diversified portfolio of commercial mortgage investments provides short-term fixed income exposure with higher anticipated returns. By investing across the commercial mortgage risk spectrum from conventional to high yield we can improve a portfolio’s expected risk adjusted returns.

Commercial mortgage investments have many appealing
characteristics including the opportunity to achieve:

  • Attractive overall returns with moderate risk.

  • Good source of stable income.

  • Strong diversification benefits within a portfolio.

  • Smoother returns than traditional public markets.

  • A hedge against inflation.

  • Capital preservation given investments are secured by real property.

  • Capture illiquidity premium.

We believe that an alignment of interests with our clients is essential. Accordingly, both the Crestpoint executive team as well as Connor, Clark & Lunn Financial Group are investors in the Crestpoint Commercial Mortgage Strategy.

Insights