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Repeat investment:


Existing investors increasing their investment make up

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A great insight into investor satisfaction with Senior Trust.

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Retirement village sector
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Annual Report 2026

The Board of Senior Trust is pleased to present its Annual Report.

Our theme this year is Focused Management with the Objective of Delivering Attractive Returns. This reflects the way we approach the management of investor capital. It recognises that returns are generated not only by lending funds, but by applying judgement, sector specific experience and operator relationships, with ongoing oversight to every loan in our portfolio. 

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Good People, Growing Great Villages

Proud to partner with experienced developers, to help bring premium senior living communities to life.

Mortgage-secured

property assets - form of property investment.

High demand

Demographic tailwinds, demand continues to outpace supply.

Invest with us

in the thriving senior living sector with as little as $1000.

Quarterly payments +

Senior Trust is a Portfolio Investment Entity (PIE)

*The Post, December 1, 2025 - JLL, Commercial Real Estate Firm

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Experienced specialists.

Your investment will benefit from our specialist experience and involvement over many years in the senior living sector. Our responsive investor care team are here to help.

We provide specialist funding to premium senior living communities, delivering attractive returns while helping to create quality places to live.

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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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Our credentials - Registered Financial Service Providers

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 a Registered Financial Services Provider (FSP709572)*

View our Product Disclosure Statement with application form and NZ bank account  details Click Here

View our Audited Financial Statement Click Here

24/7 investment access via secure online portal, protected by personal password.

Request your free investment info

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.

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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.

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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.

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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 is not licensed by a New Zealand regulator to provide the service of issuing Shares. Senior Trust's registration on the New Zealand register of financial service providers or membership of the Financial Services Complaints Ltd (FSCL) - A Financial Ombudsman Service does not mean that Senior Trust is subject to active regulation or oversight by a New Zealand regulator.

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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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