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Latest news and market insights.

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.

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.

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.

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.

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.

'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.

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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.

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.

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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