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
Awatea focuses on long term forestry investments, generating regular returns and capital enhancement for investors through the ownership of land and trees, sale of carbon credits and sustainable forest harvest.
Roger Dickie New Zealand has a proven track record sourcing, acquiring and managing high quality forestry assets spanning more than 40,000 hectares
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
Take part in Awatea, a dynamic forest investment fund making sustainable and climate conscious investments through the ownership of land and forests. Awatea will generate cash and capital returns through the sale of stored carbon, harvest of trees, and natural biomass growth.
Awatea will leverage the significant experience of Roger Dickie New Zealand to acquire and manage 5,000 hectares of premium and diversified forest assets. Capital is intended to be raised over 3 years.
Targeting an investment IRR of 7% to 10%*
The fund offers:
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
Multi Rate Portfolio Investment Entity (PIE) for tax efficiency purposes
RDNZ is the licensed manager of forestry investments under the FMCA 2013
Awatea Forest Fund Currently owns or has contracted Five properties located across four forest growing regions.
Te Koawa Station and Matawai Hills, the two founding properties, excellently located just 53km and 31km (respectively) from Eastland Port, Gisborne. The properties
contain a gross area of 733 hectares with 593 hectares of forest area, including 115ha of mature plantings, 361ha of 2022 plantings, and 117ha of 2023 plantings, including 41ha of redwoods. The founding properties provide a good cross section of production (for harvest) and permanent (for carbon) forestry.
Airstrip, the third property of the fund, is located in Pikowai, Bay of Plenty and 60kms from Port of Tauranga, New Zealand’s largest log export port, with other nearby domestic milling. The
gross area is 452 hectares, containing 74ha of existing forest and 294ha of land being afforested in 2023. 100% of Airstrip is to manage for production.
Goldstone, the fourth property of the fund, is a 444-hectare property located 59km north of Napier Port in the Hawkes Bay and 41km north of Pan Pac sawmill. The effective forest area is 296 hectares, comprised of 64ha of existing plantings, 183ha of 2023 plantings and 49ha currently held in forest right to a third party. The majority of Goldstone is to be managed for production.
Ngatoka, the fifth property, is a 262-hectare property (subject to survey) located in the Wairarapa region. The property is nearby to Masterton for forestry services and domestic sawmilling
and is 129km from Wellington’s Centre Port. The property contains 184ha of effective area to be established in 2023.
The fund continues to raise capital and expand its forestry investments, targeting diversification across geographies, species, age classes and maturities, establishing a high-quality forest portfolio.
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:
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.)
More than 50 years’ experience investing in forestry assets.
Proven track record with Internal Rate of Return (IRR) of 9.69% p.a. across our structured investments.
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.
Syndex is an investment management solution that supports the growth and professionalism of private companies, co-operatives, market issuers, their shareholders, investors and intermediaries.
The Syndex online trading platform for private capital markets, enables investing, divesting and capital raising in proportionally owned structures. Since 2015 we’ve been connecting investors to private businesses and bringing digital efficiencies to the latter, staying with them as they grow. Our technology, together with our ongoing commitment to servicing our clients has helped us secure over $7.4 billion in assets under administration.
*The above target returns are performance objectives only. The forecast returns and valuations have been independently sought. The forecast returns and valuations are only for the founding properties of the Fund, the Fund may perform materially differently than forecast and not intended to provide any indication of the performance of the Fund.
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.
Register your interest and receive the Awatea Forest Fund Investment Summary today