Awatea Forest Fund – Latest Quarterly Results
October 18, 2023
The latest Awatea Quarterly report is out now with the Fund having completed its sixth trading quarter. Awatea Forest Fund now holds six properties across four
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Forestry Investment Options
Syndicated Investment
Proportionate Asset Ownership for Retail and Wholesale Investors
Separate Managed Account Investment
Whole Asset Ownership for Private and Institutional Investors
Awatea Forest Fund
Awatea Targets the ownership of 5,000 hectares of quality forest assets in a diversified portfolio generating regular cashflow returns and capital enhancement through timber and carbon activities.
MINIMUM INVESTMENT
$20k
ANNUAL
RETURNS
13.2%
Secondary Market
An opportunity to invest in an already established forest ranging from second rotation forests (already had their first harvest) or forests that are closer to their harvest date.
Separate Managed Account Investment
Whole Asset Ownership for Private and Institutional Investors
Private
RDNZ partners with Individuals and Family Offices, expertly handling the sourcing, acquiring and management of tailored freehold forest investments and portfolios.
Typical Portfolio Size: 250 to 5,000 hectares
Institutional
RDNZ partners with Corporates, Institutions and Funds, expertly handling the sourcing, acquiring and management of tailored freehold forest portfolios.
Typical Portfolio Size: 2,000 to 20,000 hectares
Why Forestry?
Forestry investment is a tangible, profitable, sustainable, and socially responsible way to grow your wealth, backed by the ownership of freehold land.
We’re experts in sustainable forestry & carbon investments
Our sustainably managed forests and active management enhance the value chain and drive positive social outcomes.
Forestry investment plays a pivotal role in reaching New Zealand’s climate change goals.
Latest from us
Considering Forestry for your investment portfolio?
October 10, 2023
Building a diversified investment portfolio is key to achieving long term investment success while managing the risks associated with the investment assets. So where does a forestry investment like the Awatea Forest Fund sit?
Latest Carbon News
September 1, 2023
The last week has seen plenty of news for Carbon markets, with the spot price rising to $70/NZU at the time of writing. An increase
Awatea Property Update
August 17, 2023
Why our Investors are hot on carbon forestry investment Introducing Ngatoka, the fifth forest property of the fund Ngatoka is a 262-hectare property (subject to
Need to know more?
Read our FAQs.
What is the minimum I can invest in Forestry?
The minimum investment amount may vary depending on investment style and structure.
- Syndicated – Retail Forest Partnerships tend to have a minimum NZ $50,000 investment parcel
- Syndicated – Retail Forest Funds (Awatea Forest Fund) have a minimum NZ $20,000 investment parcel
- Private – Private direct investment tends to start from NZ $3 million and above per property
What is the time frame on Forestry Investment?
A Radiata pine forest will tend to reach a mature and merchantable size around 24 years old and will typically exhibit strong growth and tree form through to 35 years. Optimal harvest is targeted at 26 to 28 years before the time value of money begins to inflect with growth rates.
Are there tax advantages to owning a forest?
RDNZ pays special attention to the investment structure including the impact of taxation on the investment. Forestry tends to be considered a tax efficient investment due to the way in which tax losses relating to forest costs of establishment, silviculture and ongoing administration can be held and offset against future incomes. RDNZ is not a tax professional and recommends that all investors seek professional tax and investment advice relating to their own circumstances.
How much carbon will I store?
The amount of carbon stored will depend on the size (weight) of the tree. Mathematically speaking, one tonne of green wood biomass is equal to one tonne of carbon dioxide or one carbon credit. One hectare of trees is likely to store around 500 tonnes of carbon dioxide at its ‘average’ age (age 16) and approximately 1,000 tonnes right before harvest. To put this in context, per capita NZ emissions rest around 7 tonnes per annum, so the ‘average’ carbon storage of a one-hectare investment is enough to offset approximately 71 years of human emissions.
Can I visit my forest?
Roger Dickie New Zealand and Forest Management New Zealand encourage investors to participate in forest visits that are typically held annually around the same time as Annual General Meetings (AGMs). Separate access may be organised via the Forest Manager under a permit based system where the forest may be enjoyed in a safe manner.
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