Investment Opportunities
The returns you deserve and the investment NZ needs.
Mates Investment is offering an opportunity to invest in the commercial property market, without bank debt. We are looking for investors who want to enter the commercial property market and receive the long term benefits. Minimum invest of $100,000 applies. Available to Wholesale Investors only for expressions of interest.
Investment Mandate
Our intention is to purchase mid to high value ($10-$50 million) commercial property, with a focus on assets in New Zealand’s main business hubs. Investment decisions are underpinned by over 25 years of commercial property data in that has given us insight into market trends, growth rates and optimised management techniques.
Why Invest With Mates
Experience/Trust
Timing is Everything
Debt Free
How is my return generated?
The forecast rate of return is underpinned by commercial property. Over time the accumulation of rental growth, refurbishment and capital appreciation give us the ability to provide these returns to investors.
Although Mates Invest cannot guarantee returns, our projected returns are supported by long term property investment, economic and financial cycle analysis. Investors have first security against the assets held in the fund, another advantage of being bank debt free.
All returns are paid on a gross basis at the end of the investment term, less tax paid in advance, except balances that are transferred to cash income distributions after three years of investment.
Early withdrawal rates may apply, register your interest to receive an information memorandum with further details.
*Returns are forecast. Available to wholesale investors only. Minimum Investment $100,000. Forecast returns are pre-tax with zero fees and like all investments risks and returns cannot be guaranteed.
PIE Fund
Mates Invest operates as a Portfolio Investment Entity (PIE) fund, which means that our tax rate on returns are capped at 28%. This means that you may end up paying less tax than you would in a different investment vehicle which has tax rates of up to 39%.
Request Further Information
Financial products cannot currently be applied for or acquired under the intended offer. No money is currently being sought. If the offer is made, the offer will be made in accordance with the Financial Markets Conduct Act (FMCA).
Further terms and conditions apply.
Register your interest to receive an information memorandum when the fund offer opens.
Investment Steps
1
Check your eligibility
Check that you meet the ‘Wholesale Investor’ criteria. Further information can be found about wholesale investment criteria here. You may want to get some advice from your trusted advisor.
2
Express your interest
Express your interest with Mates Invest and we will send you through an information memorandum when expressions of interest close with further details.
3
Application
When you are ready to invest, fill out the application form and compliance certification supplied with the information memorandum.
4
Relax
Once your application is accepted, Mates Invest will be in contact to confirm your investment.