Forestry Investment Options

Roger Dickie NZ operates an active Secondary Market. We understand that investors’ circumstances can change; therefore, our Secondary Market provides the opportunity for investors to buy and sell units in various partnerships at different stages in the Forest Rotation and Farming Cycle.

Advantages of the Secondary Market include:

• The forest has already passed the initial risk stage of establishment.
• The area of trees and stocking rate are quantifiable.
• It can offer a shorter-term investment.
• All major work has often been completed, resulting in minimal holding costs.

A few important points to note:

• Before units can be offered for sale on the Secondary Market, existing partners in the relevant partnerships have a pre-emptive right of purchase. This means that partners in those partnerships have a 28-day period to exercise their right of purchase before the units can be sold to the wider Roger Dickie investor database.
• The vendor sets the sale price for transactions on the Secondary Market. Roger Dickie NZ can provide information about the most recent net asset value (NAV), recent sales of similar units, and other relevant details regarding the partnerships.
• The speed and value in which units are sold on the Secondary Market will be determined by supply and demand.
• The full sale price must be paid upon purchase. Prices are not negotiable and are established by the vendor.
• A deed of authority to sell is required to facilitate a sale on the Secondary Market.
• The vendor’s (and buyers) AML (Anti-Money Laundering) and CFT (Counter Financing of Terrorism) information must be satisfactory at the time of sale or transfer.
• Fees will be deducted as detailed in the deed of authority to sell.
• The Secondary Market is offered on a best endeavour’s basis, and no guarantees or warranties are provided by Roger Dickie NZ.
• Roger Dickie NZ Limited is not providing financial advice. Investors should obtain independent financial advice before making any investment decisions.