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Natgen Investment Trust CO24

FULLY SUBSCRIBED

Regional Shopping Centre Property Investment

8.5%* p.a.

Regional WA location

*Subject to confirmation in the Information Memorandum

FULLY SUBSCRIBED
Regional Shopping Centre Property Investment

8.5%* P.A.

Regional WA location

*Subject to confirmation in the Information Memorandum

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.

Investment Overview

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.

Tenants

Woolworths, Liquorland, OPSM, WA Government, Terry White Chemmart, Under the Sun – discount variety, Boulevard Cafe, ODG Nails.

Location

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.

Lease Profile

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.

Attractive Annual Lease Increases

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.

Modern Centre

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.

Growth Potential

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

How long is the Trust Term?

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. 

What is my Investment Security?

Unitholders will have direct ownership interest in the Property through the structure of a Trust.

When will I receive my income distributions?

Distributions to unitholders are paid on the same day of each month to your nominated bank account. 

Can I invest in my self managed super fund?

Yes – self-managed superannuation funds can invest in Natgen Investment Trusts.

Can I withdraw my capital?

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.

Does Natgen have an AFSL?

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.

What reporting can I expect to receive as an investor?

Unitholder in a Natgen Investment Trust will receive the following – 

  1. Monthly Distribution Statement
  2. Quarterly Reports providing updates on the management of the assets.
  3. Annual Tax Statement and full Financials at the end of each audited financial year.
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