Closer to harvest and when the harvest plan for your investment forest has been communicated with investors, we produce an updated Cashflow Projection for your investment based on the latest available log price series, latest cost estimates, the mix of hauler vs ground-based logging operations, and the pre-harvest inventory of your forest's log grade mix. [...]
Income earned by the limited partnership in a tax year, such as from harvest, is taxable at the investor level. This taxable income (or loss) is noted on your Tax Details Statement each year. Investors may or may not have seen any cash yet from this income. Distributions paid to investors is simply the surplus [...]
An updated Cashflow Projection is included each year in the investment’s Financial Report. The cashflow will include the projected income and expenses for each year until the conclusion of the investment, and will therefore show if any income is expected for the coming year. If you have shares in a Forest Enterprises Limited Partnership investment, [...]
The choice of company you invest with is most important. You should be looking for a company with a proven track record of adding value for their investors. As the first direct forestry investment company established in New Zealand, our record of providing quality investments speaks for itself. You can find out more information about [...]
Under New Zealand law, issuers, managers and promoters of registered Managed Investment Schemes (MIS) must hold a license to do so. Forest Enterprises Limited is licensed under the Financial Markets Conduct Act 2013 to manage Managed Investment Schemes (excluding managed funds) which are primarily invested in forestry assets. We have met (and are required to continue to meet) [...]
With many of our forest investments approaching harvesting age, this question from investors is understandable because it is an indication of when to expect investment returns. Indicative harvest dates are reported each year in the investment's annual Financial Report, and these reflect the expectations of the original Prospectus to harvest exactly at tree age 28 [...]
Of the 61 forestry investments managed by Forest Enterprises, 49 are Managed Investment Schemes (MIS), registered under the Financial Markets Conduct Act 2013 (FMC Act) and regulated by the Financial Markets Authority. Forest Enterprises Limited is licensed under the FMC Act to manage Managed Investment Schemes (excluding managed funds) which are primarily invested in forestry assets. Generally [...]
Yes, you can do both. Being able to liquidate or transfer shares prior to harvest is a key feature of a Forest Enterprises investment. We have facilitated the sale of established Forest Enterprises investments for many years and never failed to find a buyer for an investment at a price acceptable to both buyer and seller. If you are considering [...]
When the Financial Statements are prepared each year, an update is made to an investment's Indicative Value at Balance Date (for a typical share unit of 200 shares). An update to the Indicative Value may also be provided in the Investment Report prepared when a client is selling their Forest Enterprises shares. If you have [...]
Payments to investors from harvest cashflow will occur when surplus funds allow, and will be regular throughout the harvest programme. There are no set dates or amounts but we aim for quarterly payments of an economic amount. We will advise investors if any upcoming distributions in the harvest reports. These are cash payments and tax [...]