Bayleys Funds and Investment Products - Previous Offers
Centuria Shands Road Property Trust
Offer open date: 16 December 2024
Manager: Centuria NZ (formerly known as Augusta Funds Management Limited)
Centuria Shands Road Property Trust provided investors the opportunity to share in the ownership of Woolworths NZ’s primary South Island distribution centre with a minimum investment of only $25,000. The investment offers a 7.35% p.a. forecast pre-tax cash distribution for the first three years from 1 April 2025, paid to investors monthly.* The PIE structure makes this a tax effective investment for many investors, who will be subject to a maximum tax rate of 28%.
The facility is tenanted by the supermarket trading entity for Woolworths in New Zealand and is a key piece of its infrastructure. With a new 15 year lease (commenced 30 August 2024) with rights of renewal until 2059, the property provides a long term income stream with built in rental growth.
*Cash distributions are not guaranteed. Actual distribution rates may vary. Details on how the forecast pre-tax cash distributions are calculated (including the key assumptions upon which they are based), and the risks associated with the investment are set out in the Product Disclosure Statement.
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