Sponsored

A Bird’s-Eye View Of Senior Trust’s Key Investment Principles

Source: Le Do, Shutterstock

Summary

  • The Senior Trust Retirement Village Income Generator (“Senior Trust”) is a specialist lender to the NZ retirement village sector and supports quality housing solutions for senior Kiwis.
  • The objective of Senior Trust is to provide investors with a consistent, reliable, and attractive return, by taking advantage of the growth in the NZ retirement village and aged care sector.
  • Senior Trust provides secured loans to new retirement villages and aged care operators or existing villages looking to undertake further development.

Senior Trust has been providing investors with stable attractive returns, supported by strong retirement village (RV) assets.  The management team has a long history of lending to the retirement village sector.

Demographers and statisticians have coined the phrase ‘Grey Tsunami’ which generally refers to the baby boom which started in 1946 at the end of the Second World War and which has been surging through the New Zealand population. In 2016, the first of these post-war baby boomers turned 70, which offers the potential for a sustained period of increased demand for both Retirement Villages and Aged Care Facilities.

Senior Trust considers the demographic wave of ‘baby boomers’ seeking to live in Retirement Villages has created strong demand for loan funds.

The retirement village sector presents investors with investment opportunities as the sector expands to meet the demand due to the wave of New Zealanders joining the 70+ age group.

DO READ: Building Strong Investment Portfolio While Supporting Quality Housing Solutions For Retirees

The Company carefully selects retirement villages and aged care facilities it invests in. It has a management team with specialist industry knowledge and a strong track record  funding retirement villages and aged care facilities throughout New Zealand.

Investment objectives

The objective of Senior Trust is to offer investors stable, consistent, and attractive returns by taking advantage of the growth in the NZ retirement village and aged care sector.  To deliver on its objective, Senior Trust makes secured loans to operators of existing or new retirement villages and aged care facilities based in NZ.

ALSO READ: What Senior Trust's Key Investment Principles could mean for Investors Amid the Pandemic?

The loans are made to privately owned retirement villages and aged care operators, seeking to refinance, expand existing operations, or embark on the development of new facilities.

Senior Trust’s Investment Philosophy and Strategy

Senior Trust considers that NZ’s retirement village and aged care industry is well regulated and organised. Further, the industry has solid prospects for sustained growth over an extended period.

Senior Trust believes that the key driver of the demand for lending to participants in the NZ RV and aged care industry is its ability to provide long-term continuity of funding catering towards both new developments and redevelopment opportunities.

Senior Trust Retirement Village Income Generator Limited is the issuer of the products. The Product Disclosure Statement for the offer is available and can be obtained on our website at www.seniortrust.co.nz or at www.business.govt.nz/disclose under Senior Trust Retirement Village Income Generator Limited’s offer number (OFR12802).


Disclaimer
The website https://kalkinemedia.com/nz is a service of Kalkine Media New Zealand Limited (Kalkine Media), Company Number: 8107196. The principal purpose of the content on this website is to provide factual information only and does not contain or imply any recommendation or opinion intended to influence your financial decisions and must not be relied upon by you as such. Some of the content on this website may be sponsored/non-sponsored, as applicable, but is NOT a solicitation or recommendation to buy, sell or hold the stock of the company (or companies) or engage in any investment activity under discussion. We are neither licensed nor qualified to provide investment advice through this platform. In providing you with the content on this website, we have not considered your objectives, financial situation or needs. You should make your own enquiries and obtain your own independent advice prior to making any financial decisions.
Some of the images that may be used on this website are copyright to their respective owner(s). Kalkine Media does not claim ownership of any of the pictures displayed on this website unless stated otherwise. The images that may be used on this website are taken from various sources on the web and are believed to be in public domain. We have used reasonable efforts to accredit the source (public domain/CC0 status) to where it was found and indicated it below the image. The information provided on the website is in good faith, however Kalkine Media does not make any representation or warranty regarding the content, accuracy, or use of the content on the website.

   

Kalkine

Rated 4.3/5 based on 904 Reviews at Google My Business
We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it. OK