Government’s Latest Emission Unit and Price Control Settings
We are pleased to provide a timely Emissions Trading Scheme (ETS) update regarding the recent government announcement for emissions unit limits and price control settings
Forestry Investment Options
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
TARGETED IRR
△ +7%
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.
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
Syndicated
FUND NAME
Awatea Forest Fund
Awatea is a retail investment fund targeting 5,000 hectares of premium forest assets across New Zealand.
Establishing a diversified portfolio of forest assets, targeting regular returns and capital enhancement via biomass growth, the harvest of logs and sequestration & sale of carbon.
Secondary Market
With over 2500 investors in 90 forests and 4 farms, from time to time we have investors looking to sell their shares before harvest.
Secondary market shares typically range in price from $50,000 to $250,000. They present an opportunity to buy into an established forest that is closer to harvest.
Advantages of this are:
• The forest has passed the risk stage of establishment.
• The area of trees and stocking rate are quantifiable.
• Shorter term investment.
• All major work has been completed so minimal holding costs.
View our current listings
FOREST UNITS
Below are the current Units available via our Secondary Market. For more information please contact the team today.
Forecast Second Rotation Harvest 2046
Net Stocked Area of 262 hectares
25,757 Liability Free NZUs
Minimum purchase of 2,250 units required
$15.51 per Interest – 9,000 available
Net Stocked Area of 199 hectares
Forecast Second Rotation Harvest 2047
Net Asset Value is $8.43 per Unit
Selling at $7.59 per Unit (9.96% discount)
10,409 Units available
Minimum purchase of 3,750 Units
Forecast Second Rotation Harvest 2047
$4.50 per Interest – 12,300 available
Minimum purchase of 2,000 units required
34% discount from Net Asset Backing
Forecast Second Rotation Harvest 2047
Net Stocked Area of 168 hectares
9,145 Liability Free NZUs
$6.45 per interest – 17,000 units available
$6.25 per interest – 12,000 units available
Minimum purchase of 2,000 units required
Minimal First Rotation Stand, Second Rotation Planting ongoing.
$5.15 per Interest – 15,471 available
Minimum purchase of 3,750 units required
10% discount from Net Asset Backing
First Rotation harvest commenced, current Net Stocked Area of 171 hectares
15,720 Liability Free NZUs
$15.68 per interest – 15,000 units available
Minimum purchase of 3,750 units required
15% Discount to Net Asset Backing
FARM SHARES
242 ha established in 2014
Net Asset Value is $1.01 per share
Selling at $0.96 per share (4% discount)
Minimum purchase of 25,000 shares
Only open to NZ investors
413 ha established in 2008
Net Asset Value is $1.63 per share
Selling at $1.28 per share (21% discount)
Minimum purchase of 25,000 shares
349 ha established in 2005
Net Asset Value is $2.60 per share
Selling at $2.40 per share (8% discount)
Minimum purchase of 25,000 shares
Net Stocked Area of 199 hectares
Forecast Second Rotation Harvest 2047
Net Asset Value is $8.43 per Unit
Selling at $7.59 per Unit (9.96% discount)
10,409 Units available
Minimum purchase of 3,750 Units
Private
Whole forest ownership
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
Build a portfolio
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.
Foreign Investment
RDNZ is the leading investment specialist facilitating more than 30 successful foreign investment consents (100% success) in New Zealand forestry assets.
Under the Overseas Investment Act, investment into Greenfield forest projects is subject to satisfying the ‘General Benefit to New Zealand Test’ and Brownfield forest projects are subject to satisfying the ‘Special Forest Test’.
Forestry is considered to make a positive contribution on various economic and climate related levels, providing a ‘benefit’ to New Zealand.
Under the Overseas Investment Act, investment into Greenfield forest projects is subject to satisfying the ‘General Benefit to New Zealand Test’ and Brownfield forest projects are subject to satisfying the ‘Special Forest Test’.
Forestry is considered to make a positive contribution on various economic and climate related levels, providing a ‘benefit’ to New Zealand.
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Latest from us
Government’s Latest Emission Unit and Price Control Settings
We are pleased to provide a timely Emissions Trading Scheme (ETS) update regarding the recent government announcement for emissions unit limits and price control settings
Latest Updates From Roger Dickie
It has been a busy few months for the team at Roger Dickie N.Z. with plenty happening in the last month. Particularly, it was great
Forestry seen as modern investment
New Zealanders are increasingly sharing in the potential of the country’s plantation forests as they begin to grasp the significant opportunities of sustainably-grown timber combined
Latest Government ETS auction fails to clear
Just days after the newly formed Coalition Government announced that it would stop the current review of the ETS system, ‘to restore confidence and certainty