PMG Funds

We're thrilled to announce the release of PMG's latest Sustainability Report, highlighting our unwavering commitment to environmental and social responsibility. Our proactive management initiatives and sustainable practices aim to reduce our environmental footprint and create healthier, more sustainable workplaces. These efforts not only improve workplace conditions for our tenants alongside the energy efficiency of our buildings – we are also driving value for investors and enhancing tenant satisfaction and retention. Explore the full report here: https://lnkd.in/gb7jxs27. You can learn more about our initiatives and the positive changes we're making in the communities we serve. Together, let's champion sustainability for a brighter, more sustainable future. #Sustainability #PMG #CorporateResponsibility Simi Mukherjee, CFMANZ, Susan Jamieson, Jamie Reid, Tina (Lee) Burns, Scott McKenzie, Nigel Lowe, Massimo Crestanello PFMANZ, Celia Bowling, Helena van den Berg, Jerry Louis George

We’re pleased to introduce an opportunity for wholesale investors to invest in 390 Prestons Road LP. This large-format retail development in Christchurch is anchored by Mitre 10, one of New Zealand’s most trusted names in home improvement. -12%+ p.a* target gross 3-year internal rate of return - 6% p.a* target gross cash return, paid quarterly Visit our website to learn more: https://lnkd.in/g7CXwrTZ Key investment highlights: - Secure tenancy: 20-year head lease with Mitre 10, a national home improvement brand - Strategic location: Positioned in Christchurch’s north-eastern growth area with a supportive demographic profile - Zoning advantage: Limited availability of comparable zoned land supports market demand - Quality construction: Developed by Tuatara Structures meeting Mitre 10’s specific design requirements - Experienced operator: Operated by Ferrymead Hardware, the team behind Ferrymead Mitre 10 Mega As Christchurch continues its growth trajectory, 390 Prestons Road LP represents a carefully selected opportunity for wholesale investors seeking regular income and the potential for capital growth. Reach out to explore how this offering might fit within your portfolio. Scott McKenzie Nigel Lowe Matt McHardy Mike B. Steve Williams Susan Jamieson Ben Cant Rory Diver Tina (Lee) Burns  #CommercialRealEstate #InvestmentOpportunity #Christchurch #PMG *Indicative targets only, are subject to change, and based on certain assumptions. There is no guarantee of future performance. Disclaimer: This investment opportunity is only available to “wholesale investors” under the Financial Markets Conduct Act 2013. Prospective investors will be required to provide documentation and evidence that they qualify as a wholesale investor.   The information above about PMG’s Christchurch investment opportunity is not an offer of financial products. It is not financial advice and does not take any person’s individual circumstances or financial situation into account. There are risks to every investment, and investment returns are never guaranteed. Investors should always consider obtaining their own tax, legal, and financial advice before making any investment decision.    Read the full disclaimer on this investment opportunity at https://lnkd.in/g7CXwrTZ

Being a property partner of choice means prioritising our stakeholders’ needs in everything we do. A prime example of this is our partnership with Sunergise where together we’re driving a key sustainability initiative—installing solar power systems across select commercial properties, all with no capital outlay for tenants, investors, or PMG. The result? Cleaner, more affordable energy for tenants. Here’s a glimpse of the impressive savings over just six months: • Red Beach (Early Childhood Education): 34.8% energy savings • Druces Road (Warehouse): 36.4% energy savings   You can read more about our partnership here: https://lnkd.in/g_XdVFX9 These results underscore how our commitment to renewable energy is delivering cost and energy efficiencies while attracting conscious businesses that prioritise sustainability. For investors, this approach means longer-term value creation, stronger tenant retention, and future-proofed properties that meet the growing demand for green solutions. Partnering with forward-thinking leaders like Sunergise is a step toward building a sustainable future for commercial real estate. Susan Jamieson, Simi Mukherjee, CFMANZ, Tina (Lee) Burns, Scott McKenzie, Jamie Reid, Massimo Crestanello PFMANZ, Celia Bowling, Helena van den Berg, Matt White, Lloyd Clark, Rebecca Gregg, Lauren Todd, Hayley Barnard #Sustainability #CommercialRealEstate #SolarEnergy #RenewableEnergy #PMGFunds

Spaceworks Interior Architecture has been one of our long-standing partners, and together we’ve completed over 20 projects that align with our commitment to being the property partner of choice. Our recent project at Tuam Street, Christchurch features modern, sustainable end-of-trip (EOT) facilities, designed to enhance tenant wellbeing and deliver real value. This space combines style and functionality, fully supporting our sustainability and wellness goals. A key achievement is the 60% waste diversion rate, highlighting our shared approach to environmentally responsible development while also showing our shared focus on creating spaces that attract tenants and promote wellbeing. Check out Spaceworks’ video to see how they’re helping us shape impactful spaces. We’re proud of what we’ve achieved and look forward to continuing to raise the bar. #Sustainability #TenantWellbeing #PropertyPartnerOfChoice #CommercialRealEstate #Partnership Simi Mukherjee, CFMANZ Massimo Crestanello PFMANZ Susan Jamieson Jamie Reid Tina (Lee) Burns Matt White Rebecca Gregg Helena van den Berg Hayley Barnard Lloyd Clark Scott McKenzie Lizzi Whaley Celia Bowling Lauren Todd

Ready for the NZ Property Investors Federation Conference 2024? We are! PMG is excited to be a Gold Sponsor at this year’s event in Christchurch, from 18-20 October. Be sure to visit us at Stand 1 at Te Pae Christchurch Convention Centre, where you can connect with our Investor Relationships team – Matt McHardy, Ben Cant, and Rory Diver. Let’s discuss how commercial property investment could help you achieve your financial goals. NZPIF is running two exclusive bus tours at 12pm & 2pm (two buses per tour), with stops at two of our properties 213 Tuam Street and 123 Victoria Street. Ben and Matt will provide behind-the-scenes insights into these premium, Grade-A office buildings right in the heart of Christchurch. Whether you’re a first-time property investor or an experienced pro, this is a fantastic opportunity to network, gain valuable insights, and explore exciting investment opportunities in commercial real estate. See you there – it’s going to be a great weekend! #NZPIF2024 #CommercialProperty #Networking #PMGFunds #Christchurch #PropertyInvestment Tina (Lee) Burns Scott McKenzie Kay Karl Susan Jamieson

Sustainability is at the heart of PMG’s operations, guiding our approach as a property partner of choice. Our partnership with Reclaim | Serious About Recycling, New Zealand’s largest recycler, exemplifies our commitment to fostering environmentally responsible business practices. Recently, we toured Reclaim’s Auckland facility with some of our tenants to see how they process 150,000 tonnes of recyclable materials annually, playing a key role in New Zealand’s circular economy. We’re proud to share that in FY24, PMG diverted 37.84% of our waste from landfills, totalling an impressive 271 tonnes of recycled material. While this is a significant milestone, it’s just the start of our journey. Through ongoing collaboration with Reclaim, we continue to educate and empower our tenants, driving positive environmental and financial outcomes. Learn more about how we’re making a difference in sustainable waste management here: https://lnkd.in/gG4YkKvd Join us in supporting Recycling Week (21-27 October 2024). PMG will introduce e-waste bins across our Auckland sites to encourage responsible disposal of electronic items. Together, we can make a difference! #Sustainability #RecyclingWeek #PropertyPartnerOfChoice #PMG Kristy Miller Samantha Samania Simi Mukherjee, CFMANZ Susan Jamieson Jamie Reid Scott McKenzie Massimo Crestanello PFMANZ Helena van den Berg Celia Bowling Lauren Todd Dan Weck Matt White Hayley Barnard Rebecca Gregg Tina (Lee) Burns

👋🏼 Meet the team: Luke Kinney, Investment Manager Luke joined PMG in October 2021 as a contractor before transitioning to a full-time role in October 2022. Initially working as a Property Analyst, he moved into the Investments team in February 2024 as an Investment Analyst, and now Investment Manager. Luke holds a Bachelor of Commerce, majoring in Finance and Economics, from Victoria University of Wellington, and he became a Chartered Alternative Investment Analyst (CAIA) charter holder in 2019. With nine years of experience in traditional and alternative investment management, Luke’s career includes roles at Nikko Asset Management and Milford Asset Management in New Zealand, and at the global hedge fund, Man Group, in London. Luke’s responsibilities include assisting with the investment decision-making process, from initial scoping through to settlement. He also collates research material and feasibility studies, conducts detailed financial modelling, and leads a robust due diligence process. #EmployerofChoice #Investments #FundManagerofChoice #PMGTeam #OurPeople Luke Kinney

BOP PLENTY – Business + People 2024 Over the past few years, favourable interest rates have made term deposits and savings accounts appealing options. However, as rates begin to drop, the attractiveness of keeping funds in the bank is waning. This shift prompts a reevaluation of the value of cash investments, particularly given their historically lower long-term inflation-adjusted returns compared to other asset classes. Matt McHardy | PMG Funds

Our CEO and Director, Scott McKenzie, joined Country-Wide NZ recently to discuss how farmers can diversify wealth beyond the farm by investing in commercial property. In this episode, Scott shares: ✅ How to start investing in commercial property  ✅ Why PMG Funds focuses on long-term property investments  ✅ The benefits of diversifying to manage risk Join Scott, alongside Carissa Fairbrother (Rival Wealth) and Angus Marks (Jarden), as they discuss wealth management, succession planning, and preparing for the future. #CommercialProperty #Investing #Diversification #PMGFunds   Scott McKenzie Tina (Lee) Burns Matt McHardy Mike B. Rory Diver Ben Cant Nigel Lowe Susan Jamieson

At PMG, we're all about helping investors get more value from their investments over the long term. Our retail funds are structured as multi-rate Portfolio Investment Entities (PIEs), which can offer some advantages in terms of the tax investors pay on their investment income. PIE tax, capped at 28%, could mean paying less than the standard 39% on non-PIE investments. Plus, the fund handles the tax for you, simplifying your returns. Want to know more? Check out our explainer video below or read more here: https://lnkd.in/gpqGZZVZ Remember: PMG is not a financial advisor. Always seek advice from a registered financial advisor before making any investment decisions.   #PIEtax #investment #PMG   Scott McKenzie Matt McHardy Mike B. Nigel Lowe Tina (Lee) Burns Rory Diver Ben Cant Kay Karl