Syndicate Alpha

A property syndicate is a long-term property investment through which many investors can combine their capital and invest in real estate to generate rental income.

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Syndicate Alpha

Investment Criteria

Investing in the Syndicate is only open to wholesale investors who meet the following investment criteria:

  • Wholesale investors under clauses 3(2) and 3(3) of Schedule 1of the FMC Act;
  • Investors who otherwise do not require disclosure under Schedule 1 of the FMC Act;
  • A minimum investment of $100,000 is required.

No investor (individually or with their associates) may acquire 25% or more of the Units in the Syndicate. Investors who are non-New Zealand resident may invest in the Syndicate, subject to compliance with applicable laws and the approval of the General Partner.

This investment opportunity is not available to retail investors.

For further information including the risks associated with this investment, please refer to the Investor Information Pack, which is available on request. This information and the information set out in the Investor Information Pack is not financial, taxation, legal or other advice and has not taken into account any person’s individual investment objectives, financial situation or particular needs.

Ask questions, read all documents carefully, and seek independent financial advice before committing yourself to this investment.

Investment Objectives

The Syndicate is designed to provide Limited Partners with the opportunity to invest in residential / mixed-use property by investing in Units in the Syndicate (which directly owns the property), without the need to actively manage a property portfolio. Management functions of the property assets of the Syndicate will be carried out by the General Partner, and its appointed property managers.

The objectives of the Syndicate are to provide Limited Partners with a long-term, reliable return on investment through the generation of rental income from the Syndicate’s property assets. The Syndicate is targeting a pre-tax annual income rate of return 2.00% to 5.00% per annum, to be paid to LimitedPartners on a quarterly basis once the working capital retention target has been met and monthly bank loan principal repayments have been made.

The Syndicate will retain a sum of 1.00% of the total purchase price of the Initial Property as working capital at all times, which will be excluded from the pool of quarterly distributions. The target return will be monitored by the General Partner and may be revised to meet any market changes.

Governance

Investors’ participation in the Syndicate willbe governed by the LP Agreement, the SIPO, and the LP Act.

The directors of the General Partner are Matthew Horncastle and Blair Chappell, who are the directors and founders of the Williams Corporation group.

The shareholders of the General Partner are entities controlled by Matthew Horncastle and Blair Chappell, or their family trusts. Matthew Horncastle and Blair Chappell are experienced directors and property developers.

Matthew and Blair have owned and operated businesses in the property industry for 10 years,and have been successful property developers for over eight years.

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For further information, please refer to the information memorandum (which is available on request). Ask questions, read all documents carefully, and seek independent financial advice before committing yourself to this investment.

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