Sustainable Property Management Limited

Sustainable Property Investment Fund

Commercial Property

Transaction Size
NZD $10,000,000.00
Share Price
Minimum Investment
NZD $50,000.00
Issue Type
Commercial Property
Sector
Property

The law normally requires people who offer financial products to give information to investors before they invest. This requires those offering financial products to have disclosed information that is important for investors to make an informed decision. The usual rules do not apply to this offer if you are a person who comes within Schedule1, clause 3(2)(a)-(c) or 3(3)(a)-(b)(ii) (inclusive) of the Financial Markets Conduct Act 2013. This includes where the amount invested upfront by the investor (plus any other investments the Investor has already made in the financial products) is $750,000 or more.

 

If you fall within Schedule 1, clause 3 of the FMCA as a result of this exclusion, you may not receive a complete and balanced set of information. You will also have fewer other legal protections for this investment. Investments of this kind are not suitable for retail investors. Ask questions, read all documents carefully, and seek independent financial advice before committing yourself.


The opportunity now exists to invest in The Sustainable Property Investment Fund.

Overview: Sustainable Property Group is a value-add commercial property fund that has demonstrated consistent growth over the past fifteen years. The fund currently includes 74 investors and manages 11 commercial property assets in New Zealand, valued at $173 million.

Investment Objective: The Sustainable Property Investment Fund aims to acquire and hold commercial properties with significant value-add potential, offering both substantial capital gains and regular income opportunities for wholesale investors.

Investment Strategy: Properties are strategically acquired or disposed of based on a comprehensive evaluation of various factors:

  • Property-Specific Considerations: Value-add opportunities, Weighted Average Lease Term (WALT), tenant creditworthiness, physical quality, and location.
  • Financial Considerations: Investor returns, property yield, free cash flow, and purchase price.
  • Fund-Level Considerations: Portfolio diversity, interest cover, leverage, and the overall impact on WALT and distributions.

Why Invest with Sustainable Property Group?

  • Proven Track Record: 15-year history with an average annual return of 12% since inception, outperforming relevant benchmarks.*
  • Diversified Portfolio: A range of value-add properties across New Zealand.
  • Transparent Fee Structure: Regular distributions with a clear and transparent fee model.
  • Aligned Interests: Directors’ related entities own one-third of the fund, ensuring alignment with investor interests.
  • Market Resilience: Conservative gearing and a strategic approach to growth position the fund well to navigate current market conditions.

*Inclusive of capital growth and distributions, assuming reinvestment of distributions, and before tax. Past performance is not an indicator of future performance.


For further information register your interest below

Sustainable IM Syndex 180924
September 18, 2024
18/9/2024

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Wholesale
Sustainable Property Management Limited

Sustainable Property Investment Fund

Commercial Property

Register Interest

The law normally requires people who offer financial products to give information to investors before they invest. This requires those offering financial products to have disclosed information that is important for investors to make an informed decision. The usual rules do not apply to this offer if you are a person who comes within Schedule1, clause 3(2)(a)-(c) or 3(3)(a)-(b)(ii) (inclusive) of the Financial Markets Conduct Act 2013. This includes where the amount invested upfront by the investor (plus any other investments the Investor has already made in the financial products) is $750,000 or more.

 

If you fall within Schedule 1, clause 3 of the FMCA as a result of this exclusion, you may not receive a complete and balanced set of information. You will also have fewer other legal protections for this investment. Investments of this kind are not suitable for retail investors. Ask questions, read all documents carefully, and seek independent financial advice before committing yourself.


Transaction Size
NZD $10,000,000.00
Share Price
Minimum Investment
NZD $50,000.00
Issue Type
Commercial Property
Sector
Property

The opportunity now exists to invest in The Sustainable Property Investment Fund.

Overview: Sustainable Property Group is a value-add commercial property fund that has demonstrated consistent growth over the past fifteen years. The fund currently includes 74 investors and manages 11 commercial property assets in New Zealand, valued at $173 million.

Investment Objective: The Sustainable Property Investment Fund aims to acquire and hold commercial properties with significant value-add potential, offering both substantial capital gains and regular income opportunities for wholesale investors.

Investment Strategy: Properties are strategically acquired or disposed of based on a comprehensive evaluation of various factors:

  • Property-Specific Considerations: Value-add opportunities, Weighted Average Lease Term (WALT), tenant creditworthiness, physical quality, and location.
  • Financial Considerations: Investor returns, property yield, free cash flow, and purchase price.
  • Fund-Level Considerations: Portfolio diversity, interest cover, leverage, and the overall impact on WALT and distributions.

Why Invest with Sustainable Property Group?

  • Proven Track Record: 15-year history with an average annual return of 12% since inception, outperforming relevant benchmarks.*
  • Diversified Portfolio: A range of value-add properties across New Zealand.
  • Transparent Fee Structure: Regular distributions with a clear and transparent fee model.
  • Aligned Interests: Directors’ related entities own one-third of the fund, ensuring alignment with investor interests.
  • Market Resilience: Conservative gearing and a strategic approach to growth position the fund well to navigate current market conditions.

*Inclusive of capital growth and distributions, assuming reinvestment of distributions, and before tax. Past performance is not an indicator of future performance.


For further information register your interest below

Sustainable IM Syndex 180924
September 18, 2024
18/9/2024