Latest news and market insights.

The development of the Investor Portal continues as we focus on improving the Investor Experience. The portal pro an expanding range of services, enabling you to have direct 24 hour access to your investment, alongside support from the Registry and Operations team. View a brief update from Head of Operations / Compliance, Clive Jimmieson, on the Portal development and plans.

Watch a video of our current lending portfolio (as at July 2023). Our management team has extensive experience lending to senior lending facilities throughout New Zealand.

Despite a decade of significant growth, New Zealand’s thriving senior living sector is still struggling to keep pace with demand from an ageing population. This is among the key take-outs from JLL NZ’s 10th annual Senior Living and Aged Care Report, released today.

Drone photo’s shows progress at The Grove, overcoming supply and covid disruption to keep the building program on track. Part of our rigorous process at Senior Trust is open and regular communication with the facilities we fund.

The facilities we lend to must provide independent valuations. Recent reports show significant value increases – reflecting strong demand for quality senior living facilities, and the high performance of those we lend to.

Senior Trust has consistently returned 6% pa or better over the past 6 years. The income is underpinned by contracted loans that are secured by mortgages over a wide spread of senior living facilities stretching
from Keri Keri in the north to Wanaka in the south.


The Directors have confirmed the December Income distribution at 6%pa pre tax and are monitoring deposit rates closely. If appropriate we will increase future distribution rates to ensure Senior Trust maintains the long history of attractive returns.

The Senior Trust Income Generator is pleased to provides funding to Clyde RV Limited Partnership, who are developing by developing a senior living facility in Clyde, a historic and picturesque town in Central Otago.

Resource consent has just been granted for a new 122-unit senior living facility and 60-unit aged care facility. Named ‘Aurum on Clutha’, work should be starting on the development in the first quarter of 2022.

According to research published in JLL NZ’s 9th annual NZ Senior Living Facilities and Aged Care Whitepaper, there are currently 422 senior living facilities operating in New Zealand, comprising just under 36,500 units. But while these figures reflect strong recent growth in the senior living sector, JLL NZ Managing Director, Todd Lauchlan, says the statistics paint a picture of an industry struggling to keep up with demand from our ageing population