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

Property Profile

Tenants

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.

The town has a long mining history, with other important local industries including farming and milling of the region’s jarrah and pine plantation.

A further major industry is the nearby Worsley Alumina refinery. Recently, the town has become an epicentre for the energy transition for WA, with the Collie Battery due to be the largest grid-stability battery in the country when commissioned.

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.

Investment Snapshot*

Target Distribution (Paid Monthly)	8.5% p.a.
Tax Deferred (Initially)	100%
Property Description	Regional convenience retail centre anchored by a full-line Woolworths supermarket, supported by 10 further tenancies, including healrh, liquor, retail, goverment and food.
Property Location	Established town of Collie, located south of Perth in the south-west of Western Australia.
Trust Term	5 - 6 years
Gearing Ratio	50% LVR
Minimum Investment	$100,000 (further increases of $50,000)
Investor Capital	$6.5 million (6.50 million Units)
WALE (by area)	4.5 years

* Information in this snapshot is subject to confirmation in the Information Memorandum for the offer

The Trustee - Natgen

The Natgen leaders have executed a broad range of investment and development projects across a number of sectors. Each project has added to the knowledge base which is captured within the organisation, for the benefit of our clients. Natgen exists to provide our clients with well-considered,risk-managed investment opportunities and quality strategic advice.

We base our decision-making, advice and investment offers on careful measurement and analysis, and combine this with our management experience to arrive at quality solutions.

A video introduction to Collie Central Shopping Centre

Watch the video below to learn more about the location and tenants of Natgen Investment Trust CO24

LOCATION
56 Forrest Street and 25 Johnston Street Collie WA 6225

INVESTMENT STATUS
Fully Subscribed

RETURN
8.5% per annum (Paid Monthly)

PURCHASE DATE
April 2024

FUND TERM
5 – 6 Years

PURCHASE PRICE
$10.00M

TENANTS
Woolworths supermarket supported by 8 speciality tenants

Download the Briefing Paper

Snapshot of the CO24 Trust

Natgen Investment Trust CO24 Gallery

XXXXX Investment Details

xxxxxxxDevelopment Project

Mini-warehouse storage facility comprising 24 strata-titled units ranging in size from 113m2 to 174m2, incorporating ground floor and mezzanine storage spaces with individual bathroom and kitchenette facilities, car-parking, security fencing and appropriate landscaping at the front and rear of the facility.

xxxxxLocation

xxxxDevelopment Approval

The initial stage of the development project will be the application to Gold Coast City Council for a material change of use of the site, incorporating a rezoning of the site from Emerging Community to a zone such as Mixed Use – Fringe Business, or such other zone as is appropriate for the showroom / warehouse use as envisaged in the concept plans.

THE BELOW REGISTER YOUR INSTERST BUTTON IS REAL AND LINKS TO CO24 rego interest popup form, copy and place as required.

Lease Profile - by income

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.
Craig Brennan

Excellent communication and a great and easy way to diversify your investment portfolio in commercial property. Professional and provides a stable and attractive monthly income.
Jamie Brennan
Natgen 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.
Athol N

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.
William Matthews
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.
Lesley woodford-carr

Very good communication and happy with the tax effective monthly distrubtions.
Garry & Erris B