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Natgen Investment Trust IR22

FULLY SUBSCRIBED
Shopping Centre Property Investment

7.90%* p.a.

Inverell NSW

*Subject to confirmation in the Information Memorandum

FULLY SUBSCRIBED
Regional Convenience Centre

7.00%* P.A.

Inverell NSW

*Subject to confirmation in the Information Memorandum

Natgen Investment Trust IR22

Location:

Inverell, NSW

Property Location

Inverell – a prosperous town located in northern New South Wales on the banks of the Macintyre River, close to the Queensland border

$13,250,000

Trust Capital

Growth Region

Convenience retail centre comprising Supa IGA supermarket and 15 supporting tenancies including retail, commercial, food, medical and education

7.90% p.a.

Avg Distribution Rate – Paid Monthly

Capital Profit Opportunity

Opportunity of intra-tenancy expansion, revenue growth

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.

Modern Refurbished Retail Complex

Modern Refurbished Retail Complex across 2 buildings with 3 street frontage

Lease Profile

Various lease terms between 1 and 15 years, with most leases to be renewed 2023 – 2026. 

Attractive Net Lease Structures

All tenants are secured on Net Leases and pay their proportionate share of recoverable outgoings.

Mature Centre

The Complex is located centrally within a dormitory catchment and provides a strong convenience offering to the local populace.

Central Location

Central business district location with surrounding business activity

Capital Profit Strategy

Opportunity of intra-tenancy expansion, revenue growth and cost control in a growing regional location

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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Our clients say it best
  • 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

    Very good communication and happy with the tax effective monthly distrubtions.

    Garry & Erris B
  • 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

    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
  • 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
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