Investment Opportunity – Roger Dickie NZ

Awatea Forest Fund

An Investment in Land, Forestry and Carbon

The Awatea Forest Fund 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

CURRENT FUND AREA

2,313 HA

TARGET RETURN

7-10% P.A.

MINIMUM INVESTMENT

$20,000 NZD

CURRENT UNIT PRICE

$1.18

RDNZ is pleased to offer investors a modern, diversified portfolio of forestry assets with enhanced liquidity options. This investment opportunity provides several benefits including:

Regular Income from the sale of stored Carbon Units
Capital gains from the sale of timber at the time of Harvest
Investors own a proportional interest in the Land – a freehold, asset-backed investment
An aligned Manager – the RDNZ Directors are cornerstone investors in the Fund
A Tax-Efficient PIE Fund

Why is now the perfect time to invest?

The Funds first cash distribution from the sale of carbon is scheduled for July 2025, with an initial cash yield of 5%.

This cash yield forecast to increase to over 10% per annum over the next five years as forests grow and carbon credits are sold to finance cash distributions. Providing investors with reliable income, from a sustainable and environmentally friendly investment

Why do over 4000 investors trust Roger Dickie NZ to growth their wealth and income?

Founded in 1971, RDNZ has the expertise and proven track record to deliver results. We invest alongside our investors, ensuring alignment of interests.

Our experience demonstrates our ability to acquire the right assets at the right prices and add value effectively. As a full-service forest investment company, we offer expert forest management, investment administration services, as well as harvest consulting and management.

We are trusted to manage over $1.9 billion in forestry assets, with an average sustainable harvest of more than 1.2 million tonnes per year.

Roger Dickie NZ is a licensed Managed Investment Scheme (MIS) manager in New Zealand and is authorised under the Financial Markets Conduct Act 2013 to manage forestry assets on behalf of our investors.

Register your interest to receive more information about the Awatea Forest Fund

*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.