Retirement Home Shared Ownership Model

A New Build Retirement Village with 21 serviced care rooms & 31 assisted care rooms (total 52 rooms over 5 floors with 2 levels of underground car parking), offering investors a clear capital return, recurring annual income, and strong downside protection through retained real-asset ownership.
The equity investor acquires 65% ownership for NZD $12.8m and participates directly in the license-to-occupy (LTO) sales model, while the joint owners retain ownership of the building and operating business.

Returns & Profit Participation:
Total Projected LTO profit: ~$20 million
Investor share (65%): $13 million
Ongoing operating profit: $1.6 – $2.0 million per annum
Stable demand driven by aged-care demographics

Strategic Buy-Back Advantage:
The business retains the right to buy back Licences to Occupy at 70% of market value upon resident departure. Creates continuous value capture, margin protection, and repeat monetisation of the same units over time

Asset & Structure Highlights
21 serviced care rooms (high-demand segment)
Proven retirement village business model

Dual income streams:
Licence-to-Occupy sales
Annual operating surplus
Investor benefits from profit participation without long-term asset management burden
Strong capital security via retained real property ownership

Ideal For:
Private equity investors
Family offices
Institutional or offshore investors seeking yield + capital upside
Investors familiar with retirement village or healthcare property models

Transaction Type: Equity Investment
Jurisdiction: New Zealand
Stage: Capital raising / structured equity entry
Construction Programme: 24 months
Investor Eligible For Permanent New Zealand Residency