Awatea Forest Fund

Greenfield Forestry & Carbon Investment

Roger Dickie New Zealand is excited to announce the launch of the Awatea Forest Fund

Awatea Forests is a production forestry and carbon fund targeting 5,000 hectares of premium, well located forest assets in the high growth regions of New Zealand

TARGET FUND AREA
5,000 HA
TARGET IRR
7-10% P.A.*
MINIMUM INVESTMENT
$20,000 NZD
OFFER LAUNCH DATE
DEC 2021

Awatea focuses on long term forestry investments, generating regular returns to investors through the sale of carbon credits and sustainable forest harvest

Awatea is serious about its environmental impact, through its activities it aims to promote greater biodiversity, cleaner waterways, soil conservation, improved wildlife habitats and positive climatic change

Roger Dickie New Zealand has a proven track record sourcing, acquiring and managing high quality forestry assets spanning 35,000 hectares

Fund Information

The Fund

Awatea will leverage the significant experience of Roger Dickie New Zealand to acquire and manage 5,000 hectares of premium forest assets within 3 years

Targeting an investment IRR between 7% and 10%*

The fund offers:

  • regular cash returns from carbon sequestration and harvest activities;
  • capital enhancement through natural biomass growth & active management;
  • diversification across a portfolio of assets;
  • investor liquidity via the pooling of investment and redemptions.

Minimum investment of $20,000

Offered as a Continuous Offer Unit Trust under a Product Disclosure Statement

Licensed Managed Investment Scheme (MIS) for Retail & Wholesale Investors

Portfolio Investment Entity (PIE) for tax efficiency purposes

RDNZ is the licensed manager of forestry investments under the FMCA 2013

Forest Assets

RDNZ has already contracted the purchase of two properties for the fund

Te Koawa Station and Matawai Hills, consist of almost 750 hectares with more than 550 hectares of forest area. Te Koawa features more than 100 hectares of biodiverse plantations and the immediate availability of already stored carbon credits

Both properties benefit from location being just 53kms and 32kms from New Zealand’s second largest log export port in the high forest growth region of Gisborne. In the managers experience, location is is a key driver of high performing forestry investments

We are actively negotiating our third and fourth forest investments for the fund

Roger Dickie New Zealand manages more than NZ $1.1 billion of forest assets across 108 forest investments

Why invest in forestry

Forestry is a sustainable and socially responsible way to grow your wealth. We live in uncertain times which is why many investors are seeking alternative and real assets. 

The advantages of forestry are:

  • Trees continue to grow, even if the economy does not;
  • Forestry offers uncorrelated and stable returns relative to other traditional financial asset classes, meaning forestry can positively impact and diversify your portfolio;
  • Demand for logs and wood products is correlated with population growth and GDP per capita;
  • A renewable resource and ideal long-term investment. Grow your family legacy;
  • Trees absorb and store greenhouse gases (carbon dioxide), contributing to positive climate change.

 

Climate Change and the ETS

New Zealand has long term commitments to reach carbon neutral by 2050 under the Paris Agreement.

The Climate Change Commission recommends to increases the plantation forest area by 700,000 hectares (more than 40%) across 15 years to help reach those commitments.

Forestry is the most cost effective sequester (store) of carbon.

The Emissions Trading Scheme allows the exchange of carbon credits between emitters, the government and forest growers

Awatea will store on average 2,500,000 tonnes of carbon across the average age of the forests.

A $50,000 investment in Awatea is expected to store enough carbon (on average) to offset 226 years of emissions for a single being (New Zealand capita equivalent.)

Why invest with Roger Dickie New Zealand?

More than 50 years’ experience investing in forestry assets.

Proven track record with Internal Rate of Return (IRR) of 10.03% p.a. across our forest investments since 2005.

An extensive private and public network for the sourcing and acquisition of premium assets.

More than $1.1 Billion of forest assets under management.

Sustainable harvest of 1.2 million tonnes per annum.

Licenced manager of forest assets under the Financial Market Conduct Act 2013.

Representing more than 3,000 investors, caring for your investment as if it were our own.

Providing the knowledge to grow your wealth.

Talk to us about growing your future

*The above target returns are performance objectives only. They are not forecast or projected returns, and are not guaranteed.

Roger Dickie (N.Z.) Limited is currently seeking preliminary indications of interest, which can be made by completing the above form. No indication of interest will involve an obligation or a commitment to acquire any financial products.

No offer of financial products is currently being made and no money is currently being sought. Financial products cannot currently be applied for or acquired. Any offer will be made in accordance with the Financial Markets Conduct Act 2013.

Prospective investors should seek advice from a financial advice provider before making an investment decision.

 

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