At this time of year, we reflect upon the past 12 months and consider what the future holds. I would like to share my thoughts with you at this time. 2024 in Review – The Economy The dominant theme in the Australian economy in 2024 has been cost of living pressures catalysed by the precipitous ...

Can my SMSF invest in a Natgen Trust? Yes! Many of our investors invest in Natgen Trusts via their self-managed super funds (SMSF). Natgen Trusts acquire commercial property assets, and investors (including SMSFs) participate in our trusts to access commercial real estate assets for enhanced diversification and returns in their investment portfolios. This allows them ...

Benefits of Investing with Natgen Investing in commercial property through a Natgen Investment Trust provides a number of advantages which are not necessarily available to people investing individually in commercial property. These can improve the structure and performance of your investment portfolio. These include: Scale and diversification, with access to investment in larger assets, allowing ...

The 2024/25 financial year is shaping up to be a very busy one for Natgen, both in relation to existing Natgen Trusts and also for future initiatives. In relation to Natgen Investment Trusts, we see ongoing value in various property categories based on the replacement cost of assets and the medium term impact this will ...

Tax Advantaged Income One of the main differentiating factors with various investment asset classes is the impact of tax and the treatment of income for taxation purposes. A comparison of a Natgen Investment Trust with a bank term deposit can be useful, given that bank deposits have no taxation allowances beyond standard taxation law. A ...

Click here for our Corporate Profile As we proceed through 2023, and I look back at my last communication to you in January this year, it is clear that our expectations from the beginning of the year, are in general, coming to fruition. At the beginning of 2023, I wrote to you about 2023 being ...

As we proceed through 2023, and I look back at my last communication to you in January this year, it is clear that our expectations from the beginning of the year, are in general, coming to fruition. The market in clearer focus As we reach near the top of the interest rate cycle, I feel ...

Natgen Managing Director, Steven Goakes explains pro’s and con’s of staying in cash when inflation is rising. I have been asked by a number of potential investors to explain how Natgen commercial property trusts compare, when the ‘headline rate’ can seem to be comparable to bank deposit rates. For example, currently banks are offering around ...

Let me take this opportunity to wish you a happy 2023, whatever the year brings for us all. After a huge 2022, we sat down to consider what 2023 was likely to bring for Natgen, our investors and the world at large. The world in 2023 When discerning the strategic direction for Natgen and our ...

The central tenet of portfolio theory of investment is that various asset classes exhibit varying attributes which, when combined, provide a lower volatility for a given rate of return than the individual investments in the portfolio.  This is a concept of a diversified portfolio, as developed by Harry Markowitz in the 1950’s and  quantified by William Sharpe in his Capital Asset Pricing ...

Since Natgen last wrote on the future of interest rate policy and market movements (approximately 6 months ago), the economic landscape is hardly recognisable. The world of November 2021 has now endured: the rampant spread of the Omicron strain of Covid-19 which, whilst generally less severe, is the most virulent strain.  This has resulted in mass ...

November 2021 By Natgen Managing Director, Steven Goakes Speculation on the future of interest rate policy and market movements is a hot topic at the moment – both in the media and within financial circles. We at Natgen have been watching these developments closely, given the fact that we have been following our interest rate ...

As the end of the financial year approached, I spent some time looking back at the position of the world and this country at the beginning of the financial year. On 1 July 2020, the following was happening: The first wave COVID-19 disasters had swamped the UK, USA, Italy and many other countries; Fortress Australia was ...

When most people think of property investment, they tend to think of ‘negative gearing’ a residential home or apartment. The “negative gearing industry” has been relentlessly promoting this for many years, and their messages are well known.  Of course, negative gearing involves losing money on your investment property (ie. negative annual profit) in order to minimise ...

Can my SMSF invest in a Natgen Trust? Yes! Many of our investors invest in Natgen Trusts via their self-managed super funds (SMSF). Natgen Trusts acquire commercial property assets, and investors (including SMSFs) participate in our trusts to access commercial real estate assets for enhanced diversification and returns in their investment portfolios. This allows them ...

For investors of all sizes and levels of sophistication, commercial property provides a very attractive investment option Negative correlation with returns in other asset classes and high levels of transparency are attributes which can hold investors’ long-term interest in commercial property.  However, as with any investment asset class, there are pitfalls to be avoided. The ...