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 for the spreading of risk;
- Professional structuring of the investment to quarantine risk within the investment vehicle;
- Focussed and professional ongoing management;
- Set and forget – you will receive a monthly distribution payment, quarterly reports and annual financial statements and tax statements;
- Access to non-recourse borrowings on competitive terms not always available to individual investors;
- The security of a fully licensed professional fund manager, subject to the scrutiny of ASIC and audited annually.
Each of these benefits provide you with further value within your investment portfolio.
What communications do you receive as an investor in a Natgen Investment Trust?
Monthly Distribution Statements
and payment of distribution into your nominated account
Quarterly Reports
updating you on the progress of the trust
Annual Tax Statement
to claim the depreciation benefits within the trust
Annual Audited Financial Report for the trust
Non – recourse funding (no personal liability) – investing via a Natgen Investment Trust means the security for borrowings is limited to the real property assets of the Trust – your other portfolio assets are never at risk.
Trusts are geared – certain investors like SMSFs have difficulty in obtaining loans for commercial property. Natgen Investment Trusts can enable SMSFs to have a geared investment.
Competitive Interest rates – given the scale of the borrowings for a Natgen Investment Trust, we can often negotiate preferential terms with financiers
Aligned Interests – Natgen manages commercial property assets across the country. With the unique perspective of a part-owner of the property, we take property management very personally.
Professional & Experienced Management – With the scale of our operations, Natgen either employs or has access to the professionals required for any given function in the management and operation of commercial property assets.
Scale through collective investment with others – by combining your investment amount with other like-minded investors through a Natgen Investment Trust, you can reap the benefits offered by larger property assets and through enhanced diversification of your portfolio.
Monthly Distributions – Natgen Investment Trusts make monthly income distributions, ensuring consistency of income for investors across the year.
