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Latest news and market insights.

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Annual Report 2023

We’re pleased to report that the Income Generator
has maintained its track record of predictable and
measured growth despite a turbulent backdrop. The senior living sector enjoys steady growth, thanks to an ageing population driving demand. As a specialist lender in this sector, our aim is to leverage our management team’s decades of experience and proven investment principles for the benefit of our Shareholders.

Protecting Your Capital

Senior Trust Investing Fundamentals

Watch an  update from our Executive Director John Jackson who looks at the senior living sector and the demographic demand for senior living.  John reviews the projected build requirements for the industry to meet this demand and also provides an overview of the facilities that Senior Trust lends to.

Our objective is stable, attractive returns

 

Watch a presentation by our Executive Director, Scott Lester, who walks through how we are tracking against our key objective which is to deliver consistent, attractive returns to our investors. Scott looks at the current opportunity underpinned by the ageing population and  also reviews our step by step risk management approach.

 

Investor Portal Developments

The development of the Investor Portal continues as we focus on improving the Investor Experience. The portal pro an expanding range of services, enabling you to have direct 24 hour access to your investment, alongside support from the Registry and Operations team. View a brief update from Head of Operations / Compliance, Clive Jimmieson, on the Portal development and plans. 

 Our Investment Portfolio 

Watch a video of our current lending portfolio (as at July 2023). Our management team has extensive experience lending to senior lending facilities throughout New Zealand. 

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Work still to be done on senior living facility supply - JLL NZ report

Despite a decade of significant growth, New Zealand’s thriving senior living sector is still struggling to keep pace with demand from an ageing population. This is among the key take-outs from JLL NZ’s 10th annual Senior Living and Aged Care Report, released today.

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Kalmar making good progress on expansion at The Grove

Drone photo’s shows progress at The Grove, overcoming supply and covid disruption to keep the building program on track. Part of our rigorous process at Senior Trust is open and regular communication with the facilities we fund. 

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Valuations increase 15 Dec 22 - Stable capital, steady income

The facilities we lend to must provide independent valuations. Recent reports show significant value increases – reflecting strong demand for quality senior living facilities, and the high performance of those we lend to. 

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Summer Update

Senior Trust has consistently returned 6% pa or better over the past 6 years. The income is underpinned by contracted loans that are secured by mortgages over a wide spread of senior living facilities stretching
from Keri Keri in the north to Wanaka in the south.


The Directors have confirmed the December Income distribution at 6%pa pre tax and are monitoring deposit rates closely. If appropriate we will increase future distribution rates to ensure Senior Trust maintains the long history of attractive returns.

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Quarterly Report - Sep 2021

According to research published in JLL NZ’s 9th annual NZ Senior Living Facilities and Aged Care Whitepaper, there are currently 422 senior living facilities operating in New Zealand, comprising just under 36,500 units. But while these figures reflect strong recent growth in the senior living sector, JLL NZ Managing Director, Todd Lauchlan, says the statistics paint a picture of an industry struggling to keep up with demand from our ageing population

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Rising Property Values Fuel Regional Senior Living Facility Growth

According to research published in JLL NZ’s 9th annual NZ Senior Living Facility and Aged Care Whitepaper, there are currently 422 senior living facilities operating in New Zealand, comprising just under 36,500 units. But while these figures reflect strong recent growth in the senior living facility sector, JLL NZ Managing Director, Todd Lauchlan, says the statistics paint a picture of an industry struggling to keep up with demand from our ageing population

AGM 2021 Highlights

Watch the highlights from the Senior Trust Income Generators 2021 AGM.

 

We review the senior living facility market and provide an update on the performance of the company.

Click on the video to watch.

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'Aurum on Clutha' Consent Granted

The Senior Trust Income Generator is pleased to provides funding to Clyde RV Limited Partnership, who are developing by developing a senior living facility in Clyde, a historic and picturesque town in Central Otago.

Resource consent has just been granted for a new 122-unit senior living facility and 60-unit aged care facility. Named ‘Aurum on Clutha’, work should be starting on the development in the first quarter of 2022.

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Senior Living Facility Unit Shortage Looms As Supply Struggles To Keep Pace With Demand

According to research published in JLL NZ’s 9th annual NZ Senior Living Facility and Aged Care Whitepaper, there are currently 422 senior living facilities operating in New Zealand, comprising just under 36,500 units.

But while these figures reflect strong recent growth in the senior living facility sector, JLL NZ Managing Director, Todd Lauchlan, says the statistics paint a picture of an industry struggling to keep up with demand from our ageing population.

Source: Scoop  1 July 2021

Lockdown loneliness sees surge in sign-ups for facilities

Loneliness during lockdown may be behind a huge spike in sales at senior living facilities, with one reporting a nearly 50 per cent rise.

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Watch the video to learn more. 

 

Source: 1 News

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Promisia Opening Additional Aged Care Facility

Promisia Integrated Limited, an aged care provider partly funded by Senior Trust, has opened the first wing of its Aldwins House aged care facility.

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Reserve Bank more serious about negative interest rate

The Reserve Bank is laying more groundwork for cutting the Official Cash Rate below zero which would benefit borrowers  at the expense of savers who have already seen interest rates on term deposits and other cash savings hammered.

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Senior Trust Income Generator

The combination of a surging senior living sector and a low yield interest environment are behind the recent launch of a further investment offer from Senior Trust Management Limited.

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Income Generator Enters Into a New Loan

Forest Glen is resource consented to provide 113 units of mixed size, with 105 on-site carparks, as well as a full range of amenities, in park-like settings adjacent to the Nukumea Stream Reserve on Orewa’s northern border

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Electra Acquires Stake in Quail Ridge

Electra Limited announced today that it has acquired a 49.9% stake in Quail Ridge Country Club Limited and its associated building company, Kerikeri Falls Investment Limited.

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Income Generator Enters into a Loan with Ranfurly Village

Senior Trust Income Generator (“Income Generator) announces it has entered into a loan agreement with Ranfurly Village Limited. Click the link below to read more about Ranfurly.

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