Investment Return Calculator

What could your commercial property income look like?

Use this calculator to explore income and 5-year return scenarios from a Natgen Direct Property Trust. Based on current distribution rates of 7.0% to 9.16% p.a., paid monthly. For illustration purposes only.

Your 5-Year Income Projection 5-year projection

Initial investment amount

Type an amount or use the slider

$100,000$550,000$1,000,000

Available to wholesale investors only. Minimum $100,000, with increments of $50,000 thereafter.

Annual distribution rate 8.00%

7%9.5%12%

Current Natgen trust distribution rates range from 7.0% to 9.16% p.a., paid monthly. Past performance is not a reliable indicator of future returns.

Annual capital growth 0.0%

0%4%8%

Natgen does not forecast capital growth. Adjust this slider to model your own assumption.

Illustrative total return - 5-year term

$37,500

37.5%

Illustrative income and capital growth over 5 years - based on your inputs

Initial investment value$100,000

Total distributions (5 years) + $37,500

Annual distribution income$7,500

Monthly distribution income$625

Capital growth (5 years)+ $0

Projected total return$37,500

This is a projection, not a forecast. Actual returns will vary based on the specific trust, property performance, and market conditions. Past performance is not a reliable indicator of future performance.

"Natgen has provided consistent, reliable returns for our portfolio. The transparency and quality of their team gives us great confidence."
- Natgen Investor

IllustrativeTypical tax-deferred portion

Distributions from Natgen Direct Property Trusts are typically partially tax-deferred due to capital allowances on building structure, plant and equipment, and the writing-off of borrowing and establishment costs. For the purposes of this illustration, we have applied a tax-deferred rate of 70%. Based on your inputs, that equates to around $26,250 of the $37,500 in total distributions. This is illustrative only. Tax-deferred distributions reduce your CGT cost base on eventual disposal of units. Your actual after-tax outcome depends on your individual circumstances and the specific trust. Speak with your tax adviser for a personalised view.

Talk with Our Investor Team

Our Investor Relations team typically responds within one business day. They can walk you through current opportunities, answer your questions, and provide further information about Natgen trusts.

Why register your interest

1Receive priority access to upcoming investment opportunities

2Learn more about Natgen and our investment philosophy

3Speak with a member of the Natgen team

National & General Administration Pty Ltd - AFSL 522 835

Excellent communication and a great and easy way to diversify your investment portfolio in commercial property. Professional and provides a stable and attractive monthly income.
Jamie Brennan

Very good communication and happy with the tax effective monthly distrubtions.
Garry & Erris B
I have been investing with Natgen since 2020. What I have invested in are Steven and Brett. They are experienced, thoughtful, and always professional. I have not been able to find other fund managers who take on my experience and find investment strategies that suit my needs so well. Steven and Brett are an open book and are always happy to speak on the nut and bolts of a project which is why I am always happy to refer friends and clients to Nagen projects.
William Matthews

I like to know what I am investing in. With all projects there are risks, Natgen always has a detailed plan to address risk in the project and the market. Natgen's projects have the flexability suit my structures and fit in with my tax planning. Most importantly, I appreciate Steven's respect for my capital and the immedate monthly return on my investment.
Lesley woodford-carr
I am extremely happy with the quality and transparency of the research into the investment opportunities put forward by the Natgen Group. This has enabled me to invest in commercial sites with peace of mind , and has given me tax effective , regular income at a very acceptable return.
Craig Brennan

Natgen provides me with a great monthly income stream through its commercial property assets. The team is very professional and they always keep me well informed about the assets I have invested in.
Athol N

Why invest with

The Natgen organisation has the skills, expertise, process and governance to provide a high quality investment and property management service to investors within its investment and development trusts.

Our trusts display the combination of the following attributes:

Direct Property Ownership

Passive Monthly Income

Capital Growth

Tax Depreciation Benefits

Reliable Ongoing Management

Diversification

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What could your commercial property income look like?

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