Natgen Investment Trust IR22

FULLY SUBSCRIBED

Regional Convenience Centre

7.00%* 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

Property Overview

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

Investment Snapshot*

Current Distribution (Paid Monthly)	7.00%
Tax Deferred	100%
Property Description	Regional convenience retail centre comprising Supa IGA supermarket and 15 supporting tenancies including retail, commercial, food, medical and education
Property Location	Established New England (NSW) commercial centre of Inverell
Purchase Price	$11.3 million
Investor Capital	$6.9 million (6.9 million Units)
Debt Component	$6.22 million
Gearing Ratio	55% LVR
Lease Profile	Various lease terms between 1 and 15 years, with most
Capital Profit Strategy	Opportunity of intra-tenancy expansion, revenue growth
Investment Vehicle	Managed Investment Scheme (for wholesale investors) regulated by ASIC. The Trust holds AFSL 522 835.

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

Natgen Investment Trust IR22

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 Central Plaza Inverell

Watch the video below to learn more about the location and tenants of Central Plaza Inverell.

LOCATION
101-121 Byron Street, Inverell NSW 2360

INVESTMENT STATUS
FULLY SUBSCRIBED

CURRENT RETURN
8.54% per annum (Paid Monthly)

PURCHASE DATE
April 2022

FUND TERM
5 – 6 Years

PURCHASE PRICE
$11.3M

TENANTS
Supa IGA Supermarket, retail, commercial, food, medical and education

Download the Briefing Paper

Snapshot of the IR22 Trust

Natgen Investment Trust IR22 Gallery

Centre Utilisation

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

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 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

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

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