Centuria NZ Healthcare Property Fund Limited
- 6.41% p.a. initial forecast pre-tax cash distribution for the financial periods ending 31 March 2026 and 2027, paid monthly.¹
- Favourable after-tax distributions compared to a fully taxable investment. Further taxation benefits are provided via PIE structure.
- $10,000 minimum investment. Open to all in New Zealand.
- Opportunity to purchase new shares at 78 cents per share (original offer price $1.00).
- 21 aged care properties provide geographic diversification and exposure to both metropolitan areas and regional areas catering to local demand where bed shortages are expected to occur.
- 26 year triple net leases with rights of renewal totalling a further 60 years, taking the final expiry through to the year 2112 providing a long term income stream.
- Annual rental growth built in, linked to CPI (minimum 1%, maximum 4%).
- Strong tenant and sector – Heritage Lifecare is one of NZ’s leading and largest aged care operators in a sector seeing strong and increasing demand with NZ’s rapidly ageing population. The sector also has high levels of recurring Government funding (estimated at 57% directly from the Government and an additional approximately 13% funded indirectly via residents’ pensions).
- Portfolio of significant size and scale with a total valuation of $172 million.²
- Intention to grow over time and increase diversification via strategically selected healthcare related real estate acquisitions.
- Centuria NZ, well established and experienced manager, part of Centuria Capital Group, with approximately A$20 billion of Trans-Tasman assets under management.³ With a strong track record, Centuria have thousands of wide ranging and long-standing investors.
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¹. Forecast pre-tax cash distribution for the financial periods ending 31 March 2026 and 31 March 2027, based on an issue price of $0.78 per share and forecast distributions of 5.00 cents per share per annum. Details of how the forecast pre-tax cash distribution is calculated and the risks associated with this investment are set out in the Product Disclosure Statement. Cash distributions are not guaranteed. Actual distribution rates may vary.
². Valuation as at 31 March 2025.
³. Assets under management as at 31 December 2024. Includes assets contracted to be settled, cash and other assets
Centuria NZ Healthcare Property Fund Limited is the issuer of the shares. A Product Disclosure Statement for the offer of shares is available, and can be obtained by contacting the Bayleys Real Estate agents listed in this advertisement. Nothing in this advertisement constitutes an invitation to subscribe for, or an offer of, shares, or financial products to any person, in any country, in which it would be unlawful to do so. Terms used in this advertisement have the same meaning as defined in the Product Disclosure Statement, unless the context suggests otherwise. Prospective investors are recommended to seek professional advice from a financial advice provider which takes into account their personal circumstances before making an investment decision. The selling agents are not providing personalised advice. Important information about the financial advice service provided by Bayleys Real Estate Limited is available at www.bayleys.co.nz/funds
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Before deciding whether to invest in any financial products available through Bayleys Real Estate Limited, you should obtain independent financial advice that takes account of your personal financial goals and circumstances.
Bayleys Real Estate Limited cannot provide you with any such independent financial advice. Important information about the financial advice service provided by Bayleys Real Estate Limited is available here. No person including Bayleys Real Estate, our Financial Advisers (selling agents), or the manager of the scheme, guarantees or promises any return to investors.
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