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Direct Property Trusts Explained

Natgen Direct Commercial Property Trusts​

are also known as property funds, property syndicates, unlisted property trusts and property trusts.

Direct Property Trusts are a type of investment that allows you to become a part owner of large commercial property assets that you could not afford to buy individually. For as little as $100,000, you can invest in one or more commercial properties, such as office buildings, shopping centres, industrial warehouses, or specialty assets. Typically, your investment will be for a 5–6-year term.

Some of the benefits of investing in a Natgen Direct Property Trust are:

  • Monthly cash distributions – stable income from the rents paid by the tenants of the properties
  • Expert management – Properties are fully managed by Natgen and its property management company Realtec Services, including administration, maintenance, rent collection and leasing.
  • Non-recourse borrowing – Due to our size and structure we can borrow on advantageous terms. The Financier will have no recourse to any Investor personally or to the other assets of any Investor.
  • Taxation Benefits – The Natgen trust structure allows investors to take advantage of the depreciation benefits available for commercial property, distributions will usually be fully or partially tax sheltered.
  • Potential Capital Growth – As the value of the property grows the value of your investment will grow. At the close of a trust term, any capital profits that have been achieved over the life of the fund will be distributed to unitholders.

The three types of return from a Natgen Investment Trust

It is important to consider all types of return when comparing Natgen investment trusts with other investment options. For example, cash deposits provide only one form of return, and that is the interest rate paid on the capital. There is no taxation efficiency and no prospect for capital growth.

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Cash income distributions – this is typically stated as an annual percentage return e.g., 8% p.a.

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Taxation Benefits – the income distributions will attract a tax advantaged component.

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Capital Appreciation – any capital profits that have been achieved over the life of the fund will be distributed to unitholders.

It is important to consider all types of return when comparing Natgen investment trusts with other investment options. For example, cash deposits provide only one form of return, and that is the interest rate paid on the capital. There is no taxation efficiency and no prospect for capital growth.

The Natgen leadership team bring more than 80 years of combined experience in the provision of ASIC-regulated managed investments to the investing public in Australia. Through our trustee company – National & General Administration Pty Ltd – we hold Australian Financial Services License No. 522 835, which authorises us to advise on and operate wholesale managed investment schemes in a broad range of areas. We also hold authorisations to operate a custodial service for investor funds.

Why Natgen?

Market Vigilance

Maintain vigilance, proactively seek investment options and opportunities.

Measurement & Analysis

Identify and evaluate opportunities based on sound, predetermined investment criteria

Process & Standards

Plan all aspects of the investment life cycle – acquisition, operation, and divestment.

Creativity & Innovation

Engineer financial structures for both equity and debt components of investment capitalisation.

 

Learn more about the potential of investing with Natgen

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