Investment Opportunity
Mates Investment is offering an opportunity to invest in the commercial property market, without bank debt.
Our projected return, at 7.0% per annum, compounded, doubles our investors money
over the 10 year investment horizon.
We are now looking for investors who want to enter the commercial property market and receive the long term benefits.
Investors will receive a return of 7.0% per annum over 10 years.- Alternatively, investors can receive shorter term income of 5.0% per annum after year 3.
- Minimum invest of $100,000 applies. Available to Wholesale Investors only.
Investors will receive a return of 7.0% per annum over 10 years.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
It is our vision that more New Zealanders can enjoy a greater sense of connection to their community through commercial property investment.
Experience/Trust
With 25 years experience in commercial property, our valuation background provides us a deep understanding of the New Zealand market. Our role as advisers to commercial property owners has given us insight into best practice investment management.
Timing is Everything
Our analysis of long-term property & finance data indicates that the timing is right now for debt free investment now. Property markets are driven by finance costs through bank borrowing. High interest costs provide opportunity for cash buyers.
Debt Free
100% of returns stay in New Zealand. Based on our analysis, approximately 91% of New Zealand’s debt is controlled by the off-shore banking community. Essentially, approximately 2.67% of New Zealand’s GDP is tied up in banking profits annually. Mates Invest believes New Zealand sourced capital should stay in our local economy.
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.