Alaris Equity Partners Income 5 50 convertible unsecured subordinated Debentures T.AD.DB

Alternate Symbol(s): T.AD.DB.A | T.AD.UN | ADLRF

Financial Services Asset Management

Alaris Equity Partners Income Trust (the Trust) is a Canada-based private equity company. The Trust, through its subsidiaries, provides alternative financing to private companies. The Trust’s operations consist primarily of investments in private operating entities. The principal objective of the Trust is to generate stable and predictable cash flows for payment of distributions to unitholders of the Trust. The Trust offers a range of services, which include services, healthcare services, industrial services, professional services, information technology services, and construction-related services. The Company’s investments are made through a wholly owned Canadian corporation, Alaris Equity Partners Inc., and its American investments are made through, Alaris Equity Partners USA Inc. (Alaris USA) and Salaris USA Royalty Inc. (Salaris USA). The Trust also has a wholly owned subsidiary in the Netherlands, Alaris Cooperatief U.A. (Alaris Cooperatief).

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Alaris Equity Partners Income 5 50 convertible unsecured subordinated Debentures > Dividend increase almost certain!!

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Comment by TickerTwiton Jan 09, 2021 1:01pm

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Post# 32261443

RE:RE:RE:RE:Dividend increase almost certain!!

My apologies, I worded the second paragraph wrongly. Bell Canada split out Bell Aliant as an income trust, then Jim Flaherty announced that income trusts would lose their special tax status (because Bell was about to take all of itself into an income trust, and the conservatives realized many more corporations would follow), and Bell Aliant became a corporation. Later, Bell re-absorbed Bell Aliant because it was costly to keep it separate.

The corrected paragraph:

"I owned Bell Aliant while and after it was an income trust, and the income on either side of Jim Flaherty was predominantly 'other income': 74% in 2006 (while), 91% in 2007 (after), 95% in 2008, and 96% in 2009. And with AD.UN having mostly American revenue, I can't assume the two are comparable."

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TickerTwit wrote: I think we're stuck waiting 8 weeks to see what we receive from AD.UN on our tax slips, unless the company announces something before then (which I suspect their lawyer would advise them to never do).

I owned Bell Aliant before and after it was an income trust, and the income on either side of Jim Flaherty was predominantly 'other income': 74% in 2006 (before), 91% in 2007 (after), 95% in 2008, and 96% in 2009. And with AD.UN having mostly American revenue, I can't assume the two are comparable.

The American angle seems significant to me, because that revenue will have been taxed already by the IRS. Also, BA was an operating entity, while AD.UN is more of a holding entity ... not that I have any informed idea what difference it might make when it comes to classifying corporate income.

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babedinkleman wrote: What is the tax treatment on this new structure. IE is a portion of the dividend return of capital and if so any idea what the percentage will be?