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New Zealand's ageing population - meeting an
inevitable, growing demand

We are specialist lenders to the senior living sector. Generating attractive, reliable income for our investors, while enabling much needed, quality housing for senior kiwis, with the advantage of being a PIE fund.

 

Despite ten years of significant growth, the thriving senior living sector is facing a significant shortfall due to demand from an ageing population. Factors which foster stability, growth and steady cashflow, in a well regulated environment. 

Stable form of

property investment,

mortgage-secured

property assets.

Lower birth rates,

greater life expectancy.

NZ fastest growing

age group 65+ years.

Access senior

living investment

opportunity,

$1000 minimum.

Potential to access funds min. 30 days notice, refer to PDS for more info.

*As reported in The Press, September 2, 2024.JLL's 12th Annual Report on the NZ Retirement Village and Aged Care Sector.

Proven track record, experienced specialists.

Leveraging our specialist experience, we are well poised to capitalise on opportunities in the senior living sector for the benefit of our investors - many who choose to increase

their investment. We understand that things can crop up, our responsive, supportive investor care team are here to help.

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Retirement village sector
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WHAT OUR INVESTORS SAY:

"I have been an investor with Senior Trust for many years. I recently needed money urgently to buy a car and was able to do so quickly and efficiently using the Income Generator buy back facility."

David, Horowhenua

Annual Report 2024

We are pleased to report a significant increase in revenue and profitability building on strong growth reported in prior years. Read our latest report:

Increased life expectancy and decades of under-investment are contributing

factors to Health New Zealand undertaking a review of aged care funding and services. As part of our growth strategy, we have signed a Memorandum of Understanding with Radius Care Limited. 

Over many years, we have built strong relationships with premium senior living operators nationwide, this agreement provides an opportunity to offer aged care solutions working with leading, reputable provider. 

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Our nationwide lending portfolio

Lending is secured by bricks and mortar assets. High quality facilities with financially committed, experienced operators in demographically proven locations nationwide.

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The responsibility of managing your investment and protecting your capital is our top priority. We are focused on cyber-security, you can reference our credentials here:

We are an issuer of security in accordance with the Financial Markets Conduct Act.

The application form contained within our Product Disclosure Statement, specifies our New Zealand bank and account details.

Our audited
Financial Statements can be viewed at:
View Statements

Your investment will be held in an online secure portal,
protected by your own personal password.

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Annual Report 2024 - Strong foundations, continued growth

We are pleased to report another positive year, which has enabled the Board to increase the targeted distribution rate to 8% (pre-tax) per annum. 2024 Annual Report provided for review: 

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Annual General Meeting 2024 - Register Here

Watch: Our investment portfolio - premium facilities, sought after locations

Request your free info pack

Like to learn more about investing with Senior Trust? Please add your details below and your preferred delivery method and we will get that out to you.

Thank you for submitting your info pack request!

Confirming request received. Please check your email, especially your Junk inbox, for the link to view. Any issued please emailinfo@seniortrust.co.nzor freephone us at 0800 609 600

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Innovating in NZ senior living sector investment since 1998

1998

John Jackson (a current Income Generator Executive Director) adviser, manager of securities and director in the senior living (SL) and commercial property sectors since 1998.

2001

Organised issue of fully subscribed SL retail investment offer. Leads to establishment of funding entity, delivering long term income returns, backed by brick and mortar assets.

2003

Retirement Village Act enacted, providing robust regulatory framework to protect resident interests and ensure registered senior living facilities have an independent supervisor.

2010

John founds Senior Trust Management Limited (STML). ———

ST SL Portfolio C established (Manager - STML).

A proud track record of delivering consistent returns for our investors.

When investing, past performance is no guarantee of future performance. A minimum subscription of $1,000 applies. Applications will only be received on the application form supplied with the Product Disclosure Statement (PDS).

 

Please read the PDS before investing. Note that the definition of "Retirement Village" used in the PDS is wider than a village which is registered under the Retirement Villages Act and includes other types of residential accommodation for persons above a defined age. The latest information about our current loans is set out in the ‘Table of Loans’ document on the Disclose Register.

The current targeted distribution rate is 8% (pre-tax) per annum. Our distribution policy is set at the discretion of the directors and is not a fixed rate of return. Payment of distributions is not guaranteed. We recommend you seek financial advice relevant to your circumstances.

SENIOR TRUST RETIREMENT VILLAGE INCOME GENERATOR LIMITED

Registered Office:

Level 1, 20 Beaumont Street, Freemans Bay, Auckland, 1010

Postal Address:

The Directors, PO Box 113120, Newmarket, Auckland, 1149

Copyright © Senior Trust. All rights reserved.

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