Invest with Peak Living
Join provincial Kiwis across New Zealand choosing a Peak Living Retirement Village Fund.
A Peak Living Retirement Village PIE Fund invests in the future of your community. Structured as a unit trust and overseen by an independent trustee, your investment directly funds the development of your chosen retirement village. This model not only supports the construction and early operation phases but also ensures that your capital is managed with the highest standards of integrity and foresight.
What will my investment be used for?
The Peak Living Blenheim Retirement Village PIE Fund (the "Fund”) has been specifically set up to fund the development of a new retirement village by Peak Living Blenheim Limited (the ”Developer") through a lending arrangement.
Amounts raised from the issue of Units will be loaned (on a secured but subordinated basis) to the Developer. The Developer will then use these funds (alongside funding from other sources as needed) for design, consent, land acquisition, materials, construction and other Incidental costs required to complete the Village build and operations until self- funding.
Amounts held by the Fund will be advanced to the Developer as needed. Unutilised invested funds, that is the Fund‘s available cash not needed by the Developer at that time, will be invested with third party institutions in interest bearing deposits.
Our goal is to build a network of retirement villages that enable Kiwis to retire comfortably within their local communities, while also providing an alternative to investing in the New Zealand property market.
Why Invest with Peak Living?
RETURN ON INVESTMENT
When investing in our fund you can expect to receive a return from regular distributions similar to receiving an interest payment. The amount will be dependent on the stage of the retirement village’s development through to when the village is completed and operating at its anticipated potential. Additional to this regular distribution will be the anticipated property value movements similar to your community’s residential property market. As an example, as of May 2025, the median house price in Marlborough was $750,000. This is up from $275,000 ten years earlier. This represents an average increase in property values each year of 9.1%.
FUTURE FLEXIBILITY
“I like that I have choices to occupy or invest depending on how I feel in the future.”
On average, 80% of people moving into a retirement village will need to sell their home first in order to release funds. This can cause a great deal of stress if your decision to move coincides with one of the frequent ebbs in the property market. With a Peak Living investment, and dependent on the amount invested, it helps prepare for your retirement as it is designed to move with the local retirement village unit prices. Keep it as a rental investment, or enjoy the flexibility of waiting for the right buyer - all while living the dream in your Peak Living village.
"NO SUPRISES" REASSURANCE
As an investor you may consider becoming a Peak Living Village resident. If you do, you’ll be invited to attend regular village meetings to stay informed about what is happening in your chosen village. Through this, you’ll build a good understanding of the goings on in your village, the wider industry and how the Peak Living fund is performing, long before you become a resident.
PEAK BENEFITS
While the Peak Living Blenheim Retirement Village's objective is to deliver an innovative design, comfort and security as well as a full range of care options, they are not resting on their laurels. While they could change in the future, Peak Benefits are currently expected to include reduced deferred management fee options and priority access into the Village If there is a wait list, among other benefits. T's & C's apply.
Calculate Your Return
What makes Peak Living different?
PEAK LIVING HELPS YOU TAKE CONTROL OF YOUR FUTURE BEFORE SOMEONE ELSE HAS TO.
Peak Living is seeking to provide a fresh alternative to how residents approach their retirement.
The Peak Living model focuses on early planning, on your terms, with the goal of helping you to avoid surprises and stress when you decide to move into the Village.
Being able to plan where you want to live can provide significant peace of mind.
And if you do not want to move into a retirement village (Peak Living or elsewhere) you can ask to withdraw your investment including any accrued capital movement. Note that withdrawals are at Peak Living’s discretion and may be limited.
Withdrawals are not intended to be permitted while the Village is under construction.
Investors in the Fund retain the value of any movements in the average priced unit in Peak Living’s retirement village up until the point they choose to move into the Village, another or withdraw completely.
IMPORTANT NOTES
The Peak Living Blenheim Retirement Village PIE Fund will be managed by Peak Living Funds Management Limited and administered by Bancorp Wealth Management Limited.
An investment in the Peak Living Blenheim Retirement Village Fund will only be available to wholesale investors in terms of clause 3(2) or 3(3)(a) of Schedule 1 of the Financial Markets Conduct Act 2013. Applications for investment will be made available on request through the Peak Living Blenheim Retirement Village Fund Information Memorandum. Expressions of interest are welcome, and do not involve an obligation or a commitment to invest.
Peak Living Management Limited being the promoter intends to apply for registration of the village under the Retirement Villages Act 2003 in or around mid 2026. We are unable to make any offers of occupation in the village to the public at this stage.
0800 PEAK LIV (0800 732 558)
info@peakliving.co.nz
Peak Living Management Limited
P.O. Box 67-042, Mt Eden Post Centre, Auckland 1349