Steady incomes built on solid assets.
We lend to carefully selected retirement village properties to deliver reliable, attractive returns.
Superior income generation, for Kiwis investing in the booming senior living sector.
We build wealth and wellbeing, by investing in premium, retirement assets that deliver attractive, solid returns for our investors, while creating quality places to live. To help Kiwis live more comfortable lives.
Invest in the booming retirement village sector:
6%
RETURN
Targeted, pre-tax distribution rate, paid quarterly.
PIE Fund Structure
Track record
Retirement village sector has enjoyed attractive, consistent PIE taxed returns and capital preservation for 20+ years.
Flexibility
Potential option to cash in an investment to cover unforeseen events. No buyer required.
Accessible investment
Easy online entry to unique mortgage-backed investing for income over the long-term.
Mortgage-backed security
Locally managed, brick and mortar retirement village investments, fed by growing local demand.
Experienced hands
As the sector specialist, the management team has been funding premium retirement villages throughout New Zealand since 1999. Our investors benefit from our depth of expertise and specialist industry knowledge.
Management team - performance track record
Set at a targeted rate of 6% ore-tax (pa), expect to enjoy steady, attractive returns from solid retirement village assets.
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Flexible investment duration
Our investors want a steady income and stable capital value throughout a medium-term investment. Many have been investing in the retirement sector for years and have reached a life stage when they may need cash to cover unforeseen events.
Our funded buy back arrangement, offers a potential exit option for investors who need to cash in some or all of their investment, with a minimum of 30 days’ notice. No need to wait for another buyer.
To encourage enduring investment, fees will be charged on shares bought back in the first three years of investment. Click below for more information:
“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
Innovating in NZ retirement sector investment since 1998
1998
John Jackson (a current Income Generator Executive Director) adviser, manager of securities and director in the retirement village (RV) and commercial property sectors since 1998.
2001
Organised issue of fully subscribed RV retail investment offer. Leads to establishment of funding entity, delivering long term income returns, backed by brick and mortar assets.
2003
Retirement Villages Act enacted, providing robust regulatory framework to protect resident interests and ensure registered retirement villages have an independent supervisor.
2010
John founds Senior Trust Management Limited (STML). ———
ST RV Portfolio C established (Manager - STML).
A proud track record of delivering consistent returns for our investors.
Specialist connections
Leveraging our specific network built up over two decades, in an orderly, well-regulated sector, provides a quality lifestyle for retirees.
Efficient structure
We run a tight ship focused on investor returns – fixed, low overheads and a tax-efficient PIE fund structure.
Diverse portfolio
Quality senior housing nationwide, selected using stringent criteria. Helping to alleviate shortages and keeping families together.
Service excellence
An experienced agile team delivering 24/7 service. Clear, regular communication, attuned to the specific needs of senior investors.