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Invest in the Retirement Sector

Demand continues to build.

A growing need to build and provide more retirement living facilities presents unique investment opportunities. 

NZ needs 18,000 new retirement village units by 2031 to house an ageing population*.

*JLL Retirement Village Market Forecast as reported by Stuff, 9th July 2020

Invest in the booming retirement village sector:

Targeted, pre-tax distribution rate, paid quarterly.

6%

RETURN

PIE Fund Structure

Strong growth delivers attractive returns

Converging factors make lending to the retirment village and aged care sector attractive for investors:

retiring
baby
boomers

living
longer

village
lifestyle
popularity
increase

rise in
property
prices

Baby boomers are retiring, living longer and choosing to spend their golden years in safe, sociable environments with likeminded residents. With steep increases in New Zealand property prices, retirement village living also enables seniors to cash up the family home and live off the proceeds. The sector is orderly, well-regulated and provides a quality lifestyle for retirees.

Baby boomers are driving demand

The first baby boomers turned 60 in 2006, signalling the start of a 20-year period when a huge wave of Kiwis would reach retirement age. With this generation living longer than any that preceded it, it’s creating increasingly powerful demand for retirement villages and aged care facilities. Almost 18,000 new retirement village units will be needed in the next decade alone.

Source: JLL Retirement Village Market Forecast as reported by Stuff, 9th July 2020  

Key trends driving the growth of New Zealand's retirment village industry include:

Silver tsunami

A baby boom at the end of the Second World War. In 2016, the first of these baby boomers turned 70.

Popularity increase

Retirement village living is gaining in popularity. In 2015 around 12% of the over-75 population chose to live in a village, up from 9% in 2012.

Increased housing equity

Retirement village living becomes comparatively more affordable as residential real estate prices skyrocket.

Living arrangement trends

The tradition of elderly parents living with their children is declining.

Living and care options

Many retirement villages now have onsite aged care facilities and other health related support services allowing residents to 'age in place'.

Growth opportunity

An ageing population will continue to impact the senior living sector, as retirement village living becomes more attractive for many senior Kiwis, providing security and opportunities for socialisation.

graph of elderly population forecast in new zealand
retirement village count increases over time
graph of new zealanders living in retirement villages

Our lending portfolio

Lending to high quality aged care and retirement villages, in demographically-driven locations from Kerikeri to Clyde.

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 roys bay houses illustrated concept by mountains
the grove retirement village outside area small thumbnail
lady hugging her elderly mum as she browses on laptop

"I am a hands-on investor; I've recently discovered Senior Trust and am keenly awaiting their next offer to increase my investment. I appreciate that Senior Trust pays an excellent interest rate - and on time. I have confidence in the company's strict criteria for funding retirement developments."

Marion, Takaka

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