Natgen Investment Trusts Portfolio

Portfolio

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.

Natgen Investment Trust CO24

Location: 56 Forrest St and 25 Johnston St, Collie WA 6225

Investment Status: FULLY SUBSCRIBED

Purchase Date: April 2024

Purchase Price: 10M

Return: 8.5% per annum (Paid Monthly)

Fund Term: 5 - 6 Years

Tenants: Woolworths Supermarket and 8 specialty tenants

Natgen Development Trust CM23

Location: Yawalpah Road, Coomera, QLD 4209

Investment Status: FULLY SUBSCRIBED

Purchase Date: September 2023

Purchase Price: 2.95M

Return: 25.14% Targeted Development Return

Industry: Warehouse/Showroom

Tenants: Strata Titled

Natgen Development Trust OR23

Location: 23 - 27 Tillyroen Road, Ormeau Hills, QLD 4208

Investment Status: FULLY SUBSCRIBED

Purchase Date: July 2023

Purchase Price: 2.1M

Return: 24.13% Targeted Development Return

Fund Term: 12 - 18 Months

Tenants: Strata Titled

Natgen Development Trust ML23

Location: 2 Industrial Avenue, Molendinar, QLD 4214

Investment Status: FULLY SUBSCRIBED

Purchase Date: July 2023

Purchase Price: 4.4M

Return: 37.1% Targeted Development Return

Industry: Self Storage

Tenants: Major Self Storage Operator

Natgen Investment Trust GL22

Location: 20 - 22 Herbert Street, Gladstone QLD 4680

Investment Status: FULLY SUBSCRIBED

Purchase Date: July 2022

Purchase Price: 9.55M

Return: 7.52% per annum (Paid Monthly)

Fund Term: 5 - 6 Years

Tenants: QLD State Government

Natgen Development Trust UC22

Location: 2 Ellis Way, Upper Coomera QLD 4209

Investment Status: FULLY SUBSCRIBED

Purchase Date: May 2022

Purchase Price: 5.5M

Return: 42.7% Targeted Development Return

Industry: Self Storage

Tenants: Major Self Storage Operator

Natgen Investment Trust IR22

Location: 101-121 Byron Street, Inverell NSW 2360

Investment Status: FULLY SUBSCRIBED

Purchase Date: April 2022

Purchase Price: 11.3M

Return: 7.00% per annum (Paid Monthly)

Fund Term: 5 - 6 Years

Tenants: Supa IGA Supermarket, retail, commercial, food, medical and education

Natgen Investment Trust GD21

Location: 123 Queen Street, Goodna QLD

Investment Status: FULLY SUBSCRIBED

Purchase Date: October 2021

Purchase Price: 10.1M

Return: 7.00% per annum (Paid Monthly)

Fund Term: 5 - 6 Years

Industry: Convenience retail and medical

Tenants: IGA Supermarket, Medical Centre, Pharmacy, Dentist, Bottle Shop and convenience food

Natgen Investment Trust KT21

Location: 14 Gowrie Street Kingsthorpe QLD 4400

Investment Status: FULLY SUBSCRIBED

Purchase Date: April 2021

Purchase Price: 6M

Return: 7.00% per annum (Paid Monthly)

Fund Term: 5 - 6 Years

Industry: Convenience retail and medical

Tenants: IGA, Medical Centre, Pharmacy, Dentist, Bottle Shop

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 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
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 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

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