Forest & Investment Details
| Indicative initial offer | $26,830 for 400 shares |
| Projected return at harvest | $55,476 distributions for 400 shares |
| Projected harvest date(s) | Until 2034 |
| Projected future contributions (Calls) | $0 per annum |
| Location | 55km north of Gisborne |
| Established net stock area | 145 hectares |
| Year(s) planted | 1990, 1996, 1997 |
| Investment structure | Limited Partnership (registered Managed Investment Scheme) |
| Balance date | 31 March |
| Next forest visit | To be scheduled |
About Woodgate Forest -Tenders close 5pm 19 Mar. - post 1 April 2026 settlement
Indicative Initial Offer
An indicative Offer of $26,830 represents a projected 8% tax paid compounded return per annum over the remaining investment term. This indicative valuation is for a holding of 400 shares in Woodgate Forest and represents twice the net present value of the Cashflow Projection set out in the Investment Report, assuming a marginal tax rate of 33 cents in the dollar. This indicative value is updated when shares are listed for sale.Projected Return at Harvest
The projected distributions at 6 March 2026 is $55,476 at log prices to 31 March 2025. Note tax is payable on this amount, at the investors marginal tax rate. Harvest is underway. The projected pre-tax return is reviewed when shares are listed for sale.Investment Structure
Woodgate Forest Investment is a registered Managed Investment Scheme (MIS) under the Financial Markets Conduct Act 2013 – Scheme Number SCH10941. It is structured using our Limited Partnership (LP) investment structure.LPs are a form of partnership involving General Partners (who are liable for all the debts and liabilities of the partnership) and Limited Partners. The liability of Limited Partners (investors) is limited and they are only liable to the extent of their capital contributions (funds invested), plus any other obligations expressed in the Limited Partnership Agreement.
Projected Future Calls
With annual income being received from both harvesting and New Zealand Carbon Leasing (No 1) Limited for carbon rental in Woodgate Forest, future annual Calls are expected to be $0.Tax
Each May, investors are sent a Tax Details Statement advising their tax position for the year, to be included in their annual tax return.Annual Report
The financial year for the Woodgate Forest Investment is to 31 March. The Annual Investment Reports - comprising the requisite Annual Report plus Financial Report (including the financial statements) - are available 4 months from this balance date. These reports and the investment's governing documents are available from the Companies Office Disclose Register at www.companiesoffice.govt.nz/disclose.Forest Visits and Informal Meetings
The next visit is not yet scheduled. These visits enable investors to view their growing forest and to meet and ask questions of the Forest Enterprises management team.Location
Download Forest Location Map
