Guideline Portfolio

Investment Property Portfolio

Our Investment Property Portfolio details all the properties we are involved with. Many long term Guideline investors have, or are, carefully and profitably building up their diversified personal portfolio by investing in several of these properties.


Rennie Property Investor Group

Investment Structure: Proportionate Title Ownership Original Objective: Long Term Passive Income Growth Date of Inception: May 2004 Original number of Interest Holders: 12 Number of title interests: 20

Boulevard Investment Group

Investment Structure: Investment Group with all holders registered on the title Original Objective: Leveraged growth from high inflation with longer-term strong passive income growth. Date of Inception: January 1990 Original number of Interest Holders: 22 Number of title 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”.

AO Properties limited

Investment Structure: Limited Company Share and Mortgage bonds Original Objective: Long term passive income to take advantage of proximity to New Zealand’s largest airport. Income and growth. Date of Inception: May 2001 Original number of Interest Holders: 56 Number of title interests: 56

Lunn # 1 Investment Group

Investment Structure: Investment Group with all holders registered on the title Original Objective: Long-term passive income growth Date of Inception: 01/1993 Original number of Interest Holders: 19 Number of title interests: 19

Lunn # 2 Investment Group

Investment Structure: Investment Group with all holders registered on the title. Original Objective: Long-term passive income growth Date of Inception: 01/1993 Original number of Interest Holders: 19 Number of title interests: 19

Lunn # 3 Investment Group

Investment Structure: Investment Group with all holders registered on the title Original Objective: Long-term passive income growth Date of Inception: 01/1993 Original number of Interest Holders: 14 Number of title interests: 14

Mytron Holdings Ltd

Investment Structure: Limited Company Original Objective: Longer term passive income Date of Inception: 10/1992 Original number of Interest Holders: 20 Number of title interests: 20

1932 Investment Group & 1932 Land Investment Group

Investment Structure: Investment Group with all holders registered on the title Original Objective: To accumulate income from old building for redevelopment longer term investment income growth Date of Inception: January 1992 Original number of Interest Holders: 7 Number of title 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.

Tropical Holdings Ltd

Investment Structure: Limited Company Original Objective: Longer term passive income growth Date of Inception: 11/1994 Original number of Interest Holders: 50 Number of title interests: 50

11 Totara Street

Investment Structure: Registered Trust Original Objective: Long term passive income to take advantage of proximity to the Port of Tauranga. Income and growth potential. Date of Inception: Oct 2003 Original number of Interest Holders: 1 Number of title interests: 1

Advance Investment Group

Investment Structure: Investment Group with all holders registered on the title Original Objective: Long term passive income growth Leverage growth advantages of high inflation. Date of Inception: May 1989 Original number of Interest Holders: 15 Number of title 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.

30 Cameron Road

Investment Structure: Trustee Company Original Objective: Added value opportunity by change of use from residential to commercial Long-term income growth. Date of Inception: January 1992 Original number of Interest Holders: 1 Number of title interests: 1 Other Information: 1994 Converted to commercial. 1997 Extended available floor space by approximately 60%

College Park Investment Group

Investment Structure: Investment Group with all holders registered on the title Original Objective: Leveraged growth from high inflation with longer term high passive investment income growth. Date of Inception: January 1987 Original number of Interest Holders: 25 Number of title 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 Original Objective: Long-term passive investment income growth Date of Inception: May 1994 Original number of Interest Holders: 20 Number of title interests: 20 Other Information: Older CBD building with emerging development potential.

Guideline Investment Group

Investment Structure: Investment Group with all holders registered on the title Original Objective: Leveraged inflation driven growth, with longer term strong income growth. Date of Inception: April 1985 Original number of Interest Holders: 10 Number of title 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 Original Objective: Leveraged inflation driven growth and longer-term passive income growth Date of Inception: 06/1987 Original number of Interest Holders: 19 Number of title 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.

Standout Properties Ltd

Investment Structure: Limited Company Original Objective: Longer term income growth Date of Inception: 02/1996 Original number of Interest Holders: 50 Number of title interests: 50

Totara Street Partnership

Investment Structure: Partnership with partners registered on the title Original Objective: Longer term passive income growth Date of Inception: 12/1985 Original number of Interest Holders: 3 Number of title interests: 3 Other Information: Added value opportunities through use of surplus land, developed 2000, and canopy in front.

Guideline Investors

Prominence Investment Group

Investment Structure: Investment Group with all holders registered on the title Original Objective: Longer terms income growth with high initial return based on development manager. Date of Inception: 10/1997 Original number of Interest Holders: 50 Number of title interests: 50 Other Information: tel development for investors. Sold 2004

Guideline Investors

Chapel Street Investment Group

Investment Structure: Investment Group with all holders registered on the title Original Objective: Long-term passive investment income growth. Date of Inception: December 1990 Original number of Interest Holders: 15 Number of title 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. - Sold 2005

Guideline Investors

Morrin Properties Ltd

Investment Structure: Limited Company Original Objective: Redevelopment, add value, hold long term passive income growth Date of Inception: 10/02 Original number of Interest Holders: 11 Number of title interests: 11 Other Information: The investors decided to take an "out of the blue" offer and made an excellent gain. - Sold 2005

Guideline Investors

Progrowth Investment Group

Investment Structure: Investment Group with all holders registered on the title Original Objective: Leveraged, inflation driven growth and longer-term income growth Date of Inception: 06/1988 Original number of Interest Holders: 14 Number of title interests: 15 Other Information: Property on lease-hold land. Debt fully repaid in 2002. Sold 2013

Guideline Investors

A Kingsview Ltd

Investment Structure: Limited Company Date of Inception: 2005 Original number of Interest Holders: 8 Number of title interests: 8 Other Information: Project completed 2007. - Sold 2007

Guideline Investors

AKV2 Ltd

Investment Structure: Limited Company Date of Inception: 2007 Original number of Interest Holders: 10 Number of title interests: 10 Other Information: Sold 2010