A specialist lender to the growing retirement village industry
Our strategy is simple:
- Lend to carefully selected, well located and soundly run retirement villages.
- Limit lending to any one retirement village to a maximum of 60% of the valuation of the village as determined by an independent registered valuation.
- Support operators who are experienced and with a substantial financial commitment to their village
The minimum subscription is $100 and applications for investment will only be accepted on the form supplied with the investment statement. The 6% (before tax) targeted distribution rate is not a fixed or guaranteed rate of return and may vary.
An application has been made to NZX Limited (NZX) for permission to list the Senior Trust Retirement Village Listed Fund (the Fund) and to quote units in the Fund on the NZX Main Board, and all requirements of NZX relating thereto that can be complied with on or before the date this website was published (being 14/09/ 2015) have been duly complied with. However, NZX accepts no responsibility for any statement in this advertisement. The NZX Main Board is a licensed market operated by NZX, which is a licensed market operator, regulated under the Financial Markets Conduct Act 2013.
“John Jackson Interviewed About Senior Trust
And Retirement Village Investment”
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