"Investment
in well located and managed property can only be well
rewarded over the medium term.
Against the backdrop of historical long term property price increases, investors
in a portfolio of Guideline properties have enjoyed income increases that have
matched increasing lifestyle costs.
We expect this trend to continue."
Commenced
in 1985 and refurbished in 2001, this investment has enjoyed
tremendous capital appreciation throughout its life.
This property is now projected to distribute about 40%
of the original investment each year for those investors
who have hung on!
INVESTMENT
PROPERTY pORTFOLIO
Below is a list of all investment
properties in our portfolio:
To redevelop and
subdivide a large site in Mt Eden into
5 freehold sections.
Original number of
Interest Holders:
8
Number of title interests;
8
Other Information:
Project completed
2007
Alexandra
Property Investor Group
Investment Structure:
Proportionate Title Invetsor
Group
Date of Inception:
December 2005
Original Objective:
To generate a growing
stream of longterm and reliable income.
And to capitalise on our vision to reconfigure
and add value to the property in the short
term.
Original number of Interest
Holders:
20
Number of title interests;
40
Other Information:
A Hamilton CBD property
withearly additional invetsment potential
through Guideline's added value programme
and the changing CBD trends.
1932
Investment Group & 1932 Land Investment
Group
Investment Structure:
Investment Group with
all holders registered on the title.
Date of Inception:
01/1992
Original Objective:
To accumulate income
from old building for redevelopment longer
term investment income growth
Original number of Interest
Holders:
7
Number of Interests:
7
Other Information:
The old building was
demolished and replaced with a 2000sq ft
of retail space in 2001. Originally subject
to ground lease to TDC, this was purchased
in 2003.
Advance
Investment Group
Investment Structure:
Investment Group with
all holders registered on the title.
Date of Inception:
05/1989
Original Objective:
Long term passive income
growth Leverage growth advantages of high
inflation.
Original number of Interest
Holders:
15
Number of Interests:
15
Other Information:
Property comprised of
three titles, one of these was bare land.
Debit reduction was early priority. Bare
land site was sold in 2003. Residual debt
repaid from proceeds and capital distribution.
Strong income return on investment.
AO
Properties limited
Investment Structure:
Limited Company Share
and Mortgage bonds.
Date of Inception:
05/2001
Original Objective:
Long term passive income
to take advantage of proximity to New Zealand’s
largest airport. Income and growth
Original number of Interest
Holders:
56
Number of Interests:
56
30
Cameron Road
Investment Structure:
Trustee Company
Date of Inception:
01/1992
Original Objective:
Added value opportunity
by change of use from residential to commercial
Long-term income growth
Original number of Interest
Holders:
1
Number of Interests:
1
Other Information:
1994 Converted to commercial
1997 Extended available floor space by approximately 60%
Boulevard
Investment Group
Investment Structure:
Investment Group with
all holders registered on the title
Date of Inception:
01/1990
Original Objective:
Leveraged growth from
high inflation with longer-term strong
passive income growth.
Original number of Interest
Holders:
22
Number of Interests:
22
Other Information:
In the late 1990’s
a company was established (Boulevard
Investment Group Limited) to be one of
the interest holders. Company to act
as a more flexible vehicle for new investors
to acquire any group holder’s interests
who want to sell.
Building remodelled in 2000 and concept change to “Cruise
Deck”
Chapel
Street Investment Group SOLD
2005
Investment Structure:
Investment Group with
all holders registered on the title
Date of Inception:
12/1990
Original Objective:
Long-term passive investment
income growth
Original number of Interest
Holders:
15
Number of Interests:
20
Other Information:
Purchased to take advantage
of emerging high traffic location and
now roading plans. Became the busiest
vehicle intersection in district in 2004.
Property sold to Tauranga City Council
under land acquisition.
College
Park Investment Group
Investment Structure:
Investment Group
with all holders registered on the
title
Date of Inception:
01/1987
Original Objective:
Leveraged growth
from high inflation with longer term
high passive investment income growth.
Original number of
Interest Holders:
25
Number of Interests:
25
Other Information:
Original tenants
(15 year lease) failed, group negotiated
a cash settlement (reduced debt) and
new tenant, along with a rental reduction
in 1989. Lease renewed for 15 years
in 2002.
Devonport
Road Investment Group
Investment Structure:
Investment Group
with all holders registered on the
title.
Date of Inception:
05/1994
Original Objective:
Long-term passive
investment income growth
Original number of
Interest Holders:
20
Number of Interests:
20
Other Information:
Older CBD building
with emerging development potential
Foremost
Properties Ltd
Investment Structure:
Limited Company
Date of Inception:
09/1996
Original Objective:
Longer term passive
income growth
Original number of
Interest Holders:
71
Number of Interests:
71
Other
Information:
Building exterior
refurbished in 2002.
Guideline
Investment Group
Investment Structure:
Investment Group
with all holders registered on the
title.
Date of Inception:
04/1985
Original Objective:
Leveraged inflation
driven growth, with longer term strong
income growth.
Original number of
Interest Holders:
10
Number of Interests:
10
Other Information:
Debt fully repaid
in 1997. Long-term lease expired in
1999. Building refurbished from sinking
fund reserves. Strong income producer.
Originally in the fringe of the CBD,
now in CBD.
Hewlett’s
Road Investment Group
Investment Structure:
Investment Group
with all holders registered on the
title.
Date of Inception:
06/1987
Original Objective:
Leveraged inflation
driven growth and longer-term passive
income growth.
Original number
of Interest Holders:
19
Number of Interests:
20
Other Information:
Original purchase
included surplus land. Later the
land was negotiated out of the lease.
Sold land, repaid residual debt and
made a capital repayment. Strong,
growing income.
Lunn
# 1 Investment Group
Investment Structure:
Investment Group
with all holders registered on the
title.
Date of Inception:
01/1993
Original Objective:
Long-term passive
income growth
Original number
of Interest Holders:
19
Number of Interests:
19
Lunn
# 2 Investment Group
Investment Structure:
Investment Group with
all holders registered on the title.
Date of Inception:
01/1993
Original Objective:
Long-term passive income
growth
Original number of Interest
Holders:
19
Number of Interests:
19
Lunn
# 3 Investment Group
Investment Structure:
Investment Group with
all holders registered on the title.
Date of Inception:
01/1993
Original Objective:
Long-term passive income
growth
Original number of Interest
Holders:
14
Number of Interests:
14
Morrin
Properties Ltd - SOLD
2005
Investment Structure:
Limited Company
Date of Inception:
10/02
Original Objective:
"Redevelopment,
add value, hold long term passive income
growth" and mark it SOLD 2004.
Original number of Interest
Holders:
11
Number of Interests:
11
Other Information:
Sold 2004 The investors have decided to take an "out of the blue" offer
and made
an excellent gain.
Mount
Maunganui Investment Group
Investment Structure:
Investment Group with
all holders registered on the title.
Date of Inception:
10/1991
Original Objective:
Long-term passive income
growth
Original number of Interest
Holders:
12
Number of Interests:
12
Mytron
Holdings Ltd
Investment Structure:
Limited Company
Date of Inception:
10/1992
Original Objective:
Longer term passive
income
Original number
of Interest Holders:
20
Number of Interests:
20
Progrowth
Investment Group
Investment Structure:
Investment Group
with all holders registered on
the title.
Date of Inception:
06/1988
Original Objective:
Leveraged, inflation
driven growth and longer-term income
growth.
Original number
of Interest Holders:
14
Number of Interests:
15
Other Information:
Property on lease-hold
land. Debt fully repaid in 2002.
Prominence
Investment Group SOLD
2004
Investment Structure:
Investment Group
with all holders registered on
the title.
Date of Inception:
10/1997
Original Objective:
Longer terms
income growth with high initial
return based on development manager.
Original number
of Interest Holders:
50
Number of Interests:
50
Other Information:
Motel development
for investors.
Rennie
Property Investor Group
Investment
Structure:
Proportionate
Title Ownership.
Date of Inception:
May 2004.
Original Objective:
Long Term
Passive Income Growth.
Original number
of Interest Holders:
12
Number of Interests:
20
Other Information:
Sparta
Investments Ltd
Investment
Structure:
Limited Company
Date of Inception:
05/2001
Original Objective:
Longer term
income growth with higher land
use potential
Original number
of Interest Holders:
100
Number of
Interests:
100
Other Information:
Property
partly leased, part available
for lease. 15% site coverage,
which will
be
re-addressed as an added value
opportunity on final expiry
of lease.
Standout
Properties Ltd
Investment
Structure:
Limited Company
Date of Inception:
02/1996
Original Objective:
Longer term
income growth
Original number
of Interest Holders:
50
Number of
Interests:
50
Totara
Street Partnership
Investment
Structure:
Partnership
with partners registered on
the title
Date of Inception:
12/1985
Original Objective:
Capital gains
and longer term income growth
Original number
of Interest Holders:
3
Number of
Interests:
3
Other Information:
Added value
opportunities through use of
surplus land, developed 2000,
and canopy in front.
Tropical
Holdings Ltd
Investment
Structure:
Limited Company
Date of Inception:
11/1994
Original Objective:
Longer term
passive income growth
Original number
of Interest Holders:
50
Number of
Interests:
50
GUIDELINE
INVESTORS - P 64 7 578-4807 - F 64 7 578-4806 - E info@guideline.co.nz PO
Box 268, Tauranga, New Zealand
"Investment
in well located and managed property can only be well
rewarded over the medium term.
Commenced
in 1985 and refurbished in 2001, this investment has enjoyed
tremendous capital appreciation throughout its life.
