Regional Shopping Centre Property Investment
8.5%* p.a.
Regional WA location
- Long standing supermarket space
- 87% of income from national tenants
- Income growth potential
- Distributions paid monthly
- 5 - 6 year investment term
- $100,000 minimum investment
*Subject to confirmation in the Information Memorandum
8.5%* P.A.
Regional WA location
*Subject to confirmation in the Information Memorandum
- Woolworths supermarket
- 87% of income from national tenants
- Income growth potential
- Distributions paid monthly
- 5 - 6 year investment term
- $100,000 minimum investment
Natgen Investment Trust CO24
Location:
Collie, WA
Property Location
Collie – a regional town approximately 45km east of Bunbury, and 160km south of Perth, set in the jarrah timber region of the Darling Range.
$11,670,000
Trust Capital
Growth Region
Convenience retail centre comprising Woolworths supermarket, supported by 10 further tenancies, including health, liquor, retail, government and food.
8.5% p.a.
Distribution Rate
Capital Profit Opportunity
The Centre currently has two smaller shop vacancies which have not been taken into account in income calculations.
The investment objective is to provide Investors with the benefits associated with the ownership of quality, income focused commercial property assets.
The Natgen team will actively manage the Property to maximise monthly distribution returns to investors, net of all Trust fees and expenses, together with maximising any capital growth generated by operational economies, rental increases and when and if feasible, the further development of the Property.
Woolworths, Liquorland, OPSM, WA Government, Terry White Chemmart, Under the Sun – discount variety, Boulevard Cafe, ODG Nails.
Collie is a regional town approximately 45km east of Bunbury, and 160km south of Perth, set in the jarrah timber region of the Darling Range.
Collie Central accommodates a full-line Woolworths supermarket and 8 further tenants. 87% of the Centre is occupied by national tenants, with the remainder being local businesses.
All leases provide for the payment of base rent and annual rent reviews – typically on a fixed basis.
The Woolworths lease provides for lease reviews based on turnover, which has been consistently growing over the past 5 years.
Collie Central is a modern retail offering and is the only air-conditioned mall-style retail in town.
The Centre benefits from its own adjacent car park on both sides of Johnston Street, together with generous on-street parking in Forrest Street outside the front of the mall entrance.
The Centre currently has two smaller shop vacancies which have not been taken into account in income calculations.
This represents an opportunity to increase Centre income over time.
Media
FAQs
The Property/s will be held for a period of 5 to 6 years (subject to market opportunities), after which time the Property/s will be sold and net proceeds distributed to Unitholders.
Unitholders will have direct ownership interest in the Property through the structure of a Trust.
Distributions to unitholders are paid on the same day of each month to your nominated bank account.
Yes – self-managed superannuation funds can invest in Natgen Investment Trusts.
There is no early withdrawal mechanism, however a Unitholder is free to sell their Units during this period. (Transaction costs my apply). You should expect to remain in the Trust for the full term under normal circumstances.
Every Natgen trust is an ASIC-regulated wholesale managed investment trust. Investors subscribe for Units in the Trust. Each Unit entitles the Unitholder to share in the income and capital of the Trust, derived directly from the assets of the Trust, so you have a direct ownership interest in the assets of the Trust.
The Trustee is National & General Administration Pty Ltd, which holds an Australian Financial Services License (No. 522 835) issued by ASIC to act in this capacity.
Unitholder in a Natgen Investment Trust will receive the following –
- Monthly Distribution Statement
- Quarterly Reports providing updates on the management of the assets.
- Annual Tax Statement and full Financials at the end of each audited financial year.
- William Matthews
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.
Jamie BrennanExcellent communication and a great and easy way to diversify your investment portfolio in commercial property. Professional and provides a stable and attractive monthly income.
- Craig Brennan
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.
Athol NNatgen 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.
- Lesley woodford-carr
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.
Garry & Erris BVery good communication and happy with the tax effective monthly distrubtions.
your future now!