Natgen Development Trust UC22

FULLY SUBSCRIBED

Exclusive Queensland Development

42.7%*

Targeted development return*
Upper Coomera

*Subject to confirmation in the Information Memorandum

FULLY SUBSCRIBED

Exclusive Queensland Development

42.7%*

Targeted development return*
Upper Coomera

*Subject to confirmation in the Information Memorandum

Demand Drivers

Residential Population Growth

Consumers in dense urban areas with reduced storage space are more likely to use self-storage services.

Business Population Growth

Small to medium businesses (SMEs) are a source of demand for self-storage space. Growth these arrears including e-commerce and trade related businesses often encourages business owners to increase their demand for self-storage space.

Household Turnover

A rising number of housing transfers tends to increase consumer demand for short-term self-storage to keep items before transporting them to their new location

Increased Small Business Space Requirements

With the advent of small-scale internet based B to C distribution businesses, self storage is ideal for their mini warehousing needs

Increased Affluence – Toys and Possessions

Increased general affluence means households have more physical possessions but less storage areas within the modern home. Self storage can fill this void.

Visibility and Proximity of Supply

Self storage is a demand driven industry. The visibility of a facility on a busy road is an important factor for occupancy rates.

Development Phase*

42.7%

Targeted Equity Growth

The Targeted total pre-tax gain in Unit value, net all Trust fees and expenses. This is a target and not a forecast.

Operational Phase* (upon completion)

Targeted Distribution (Paid Monthly)	Year 1 6.00%	Year 2 8.50%	Year 3 10.41%	Year 4 10.51%
Tax Advantaged Component	100%	100%	100%	100%
Property Location	2 Ellis Way, Upper Coomera. In the rapidly expanding northern Gold Coast growth corridor visible from the M1
Land Purchase Price	$5.5 million
Total Development Costs	$14.9 million (pre-contingency)
Maximum Debt LVR	55%
Investor Capital	$10 million
Minimum Investment	$500,000
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 Development Trust UC22

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.

LOCATION
2 Ellis Way, Upper Coomera QLD 4209

INVESTMENT STATUS
FULLY SUBSCRIBED

TARGETED DEVELOPMENT RETURN
42.7%

COMMENCEMENT DATE
May 2022

FUND TERM
6 -7 Years

LAND PURCHASE PRICE
$5.5M

TENANTS
6,000 sq m Self Storage Facility

Download the Briefing Paper

Snapshot of the UC22 Trust

Natgen Development Trust UC22 Gallery

Investment Details

Development Project

A self-storage facility which will consist of a high-specification state-of-the-art self-storage building and surrounding facilities. The building will house is excess of 6,000m2 of self-storage units and incorporate an office/retail space, parking, security and appropriate landscaping.

Location

The Site is located immediately fronting the M1 at Upper Coomera – a prime position within the rapidly expanding northern Gold Coast growth corridor.

Development Approval

The proposed development is code assessable under the local authority town planning scheme, obviating the need for a development application for the proposed use.

Site Location

Population Growth

The Site is located in the high-growth Coomera/ Pimpama precinct, at the northern end of the Gold Coast.

After many years of community expansion, including the recently completed Westfield Coomera Town Centre and the Exit 54 exit upgrade, Coomera is currently experiencing a massive influx of residents, expected to continue over a 20 year forecast period.

Recent Queensland Government forecasts indicate resident population growth from approx. 19,500 residents currently to approx. 75,000 residents by 2041. These figures rank Coomera as the highest growth area in the entire state and were projected prior to the COVID-19 pandemic which has also caused an influx of people moving interstate.

Suburb	2021
Coomera	19,447
Pimpama	23,586
Upper Coomera	36,510
Hope Island	14,243
	93,787

2016 QLD Treasury population growth forecasts (pre-COVID)

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 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.
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Craig Brennan
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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.
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