500+ followers
Express your interest by calling, emailing or booking an appointment
Once an opportunity opens for investment, review the Information Memorandum, which details the return, risks, investment strategy and more.
Apply to invest by submitting an application form via our online investor portal.
During the application form process you will be required to provide certain documentation such as identification, wholesale certificates etc.
- Natgen formulates and assesses property markets and opportunities
- Natgen signs option agreements and begins an exclusive due diligence period to assess assets for trust qualification
- Information Memorandum (offer document) is released, and Trust is opened for investment
- Capital raising period begins – Investors fill out application forms and transfer funds
- Allotment of Units – each investor receives a statement of unitholding of their ownership in the Trust
- Exercise the option once maximum subscription is reached
- Settlement typically occurs 14 days from this date
- Assets are settled into the name of the Trust. This is what gives Investors direct ownership of the assets in the Trust as Unitholders in the Trust they are the beneficiaries of the Trust
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
Simple steps to your investment journey
Whether this is your first time investing in a trust structure or you are a seasoned investor, there are always questions to be answered.
Typical questions include:
- Who is Natgen?
- How does Natgen acquire assets on behalf of investors?
- What are the benefits of owning commercial property in a unit trust?
- What tax benefits are associated?
- How does a development trust differ from an income trust?
- What risks are involved?
- What are the advantages and disadvantages of unlisted property trusts?
- How can I recover my invested funds along with the associated capital profits?
Simple steps to your investment journey
For answers to these and any other questions you may have schedule a call with Caroline.
Caroline is your first point of contact for anything related to your investment needs. With over 20 years experience, Caroline will be sure to able to assist. Schedule a call for a 15-minute overview. These appointments are available outside of regular business hours.
Natgen Investment Trusts – a focus on income
Natgen Investment Trusts are direct property trusts. These are also known as property funds, property syndicates, unlisted property trusts and property trusts.
As a Unitholder in a Natgen Investment Trust you become a part owner of large commercial property assets that may be out of reach of many investors to buy individually.
For as little as $100,000, you can invest in one or more commercial properties, such as office buildings, shopping centers, industrial warehouses, or specialty assets. Typically, your investment will be for a 5–6 year term.
Trust include:
- 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.
Investment Trust QC24
Investment Trust QC24
Investment Trust CO24
Investment Trust GL22
Natgen Development Trusts – a focus on development profit
Natgen Development Trusts provide investors with the opportunity to access the potential returns usually only available to large-scale property development groups.
Essentially, investors in the trust stand in the shoes of the property developer, only with the advantage of having the Natgen development team, with their experience and processes, by their side. We provide a complete development management service through the entire lifecycle of the trust, including site identification, risk managed site acquisition, planning and budgeting, project delivery and divestment of the finished product.
For a modest outlay, you can invest in a Natgen Development Trust, developing assets such as industrial warehouses, self-storage facilities, retail showrooms or other specialty assets.
Trust include:
- Access to development opportunities – We are constantly undertaking surveillance of the market to identify gaps and to match these gaps with qualified development sites.
- Development Expertise – The Natgen development team consists of industry professionals with decades of high-level property development experience.
- Australian Financial Services License – Ensuring full compliance with managed investments and investor protection laws. Not all development investment opportunities in the market meet these standards!
- Development Profits – The returns from Natgen Development Trusts aim to be higher than returns from more passive property investments. At the close of a trust term, any capital/development profits that have been achieved over the life of the fund will be distributed to unitholders.
- 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. Income distributions will usually be fully or partially tax sheltered.
Development Trust OR23
Development Trust OR23
Development Trust UC19
Development Trust UC22
We invite you to view Steven’s interview about Natgen’s view on the importance of identifying mispriced assets, leveraging diversification, and implementing robust risk management techniques to protect investor capital.
950+ followers