Safe Store Income Fund LTD
Industrial Property
Register InterestThe law normally requires people who offer financial products to give information to investors before they invest. This requires those offering financial products to have disclosed information that is important for investors to make an informed decision. The usual rules do not apply to this offer if you are a person who comes within Schedule1, clause 3(2)(a)-(c) or 3(3)(a)-(b)(ii) (inclusive) of the Financial Markets Conduct Act 2013. This includes where the amount invested upfront by the investor (plus any other investments the Investor has already made in the financial products) is $750,000 or more. If you fall within Schedule 1, clause 3 of the FMCA as a result of this exclusion, you may not receive a complete and balanced set of information. You will also have fewer other legal protections for this investment. Investments of this kind are not suitable for retail investors. Ask questions, read all documents carefully, and seek independent financial advice before committing yourself.
The Safe Store Income Fund Ltd provides wholesale investors an opportunity to invest in New Zealand's self-storage industry via a PIE-structured fund as a secured debt investment. With an initial capital raise target of $2,000,000, the minimum investment is NZD 50,000, offering a projected interest rate of 6.25% as of November 30, 2025 calculated as the 2-Year Swap Rate plus 3.5%, adjusted quarterly. Interest is paid monthly. The fund's notes are secured by a General Security Agreement over all assets of Safe Store Investment Properties LP, plus mortgages on the underlying properties, ranking behind ASB Bank's first priority. This structure ensures interest payments take precedence over equity distributions, with covenants limiting total debt to 60% of assets for added protection. Investors hold a stake in the LP's revenue from two key Auckland facilities: Safe Store Papatoetoe, with its 11,293 square meters and 934 units in a high-traffic South Auckland location near motorways and the airport, and Safe Store Westgate, encompassing 11,436 square meters and 911 units in the growth area of Westgate adjacent to Costco. Both facilities feature modern security systems and a wide range of unit options designed to meet the needs of individuals, households and businesses.
The investment is supported by the growth of New Zealand’s self-storage sector, driven by demographic shifts, urban living trends, and economic factors. The 2024 State of the Industry Report by the Self Storage Association of Australasia shows storage usage increasing to 9.5% of households nationwide, reflecting growing demand for flexible storage solutions. Managed by Safe Store Properties GP Limited, the fund benefits from a governance team with over 30 years of industry experience. To find out more about this investment opportunity, register your interest below.
