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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.

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2022 Annual Report -
strong growth

We're pleased to report that it has been another year of strong growth for the Income Generator, which continues to deliver steady attractive returns and capital stability.

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Track record

Retirement village sector has enjoyed attractive, consistent PIE taxed returns and capital preservation for 20+ years.

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Flexibility

Potential option to cash in an investment to cover unforeseen events. No buyer required.

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Portfolio facility limit

Strict criteria, lending to high

quality retirement villages

in demographically-proven

locations nationwide.

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Mortgage-backed security

Locally managed, brick and mortar retirement village investments, fed by growing local demand.

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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 specialist industry knowledge, depth of expertise and that of our established network over the past 20 years.

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Management team - performance track record

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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:

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Request your free information pack today:

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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"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

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Specialist connections

Leveraging our specific network built up over two decades, in an orderly, well-regulated sector, provides a quality lifestyle for retirees.

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Efficient structure

We run a tight ship focused on investor returns – fixed, low overheads and a tax-efficient PIE fund structure.

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Diverse portfolio

Quality senior housing nationwide, selected using stringent criteria. Helping to alleviate shortages and keeping families together.

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Service excellence

An experienced agile team delivering 24/7 service. Clear, regular communication, attuned to the specific needs of senior investors.

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.

Retirement village sector
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