Wholesale Investments for First-Time Investors
Accessible entry points into wholesale investing
Starting your wholesale investment journey? These opportunities offer lower minimum investments, established fund managers, and more accessible structures for investors new to the wholesale market. Build experience and confidence with proven strategies before committing larger amounts.
14 Matching Opportunities
Compare Top Opportunities
Icehouse Ventures Seed Fund IV
Backing brave Kiwi founders
Awatea Forest Fund
by Roger Dickie
Forestry with 11.8% returns + carbon credits
Booster Innovation Fund
by Booster
Back NZ innovation going global - Listed PIE
MyFarm Solar Fund Limited Partnership
Solar infrastructure with 10-12% returns
Blairlogie Pine Investment LP
Carbon forestry with 9.8% IRR over 30 years
Squirrel Specialised Income Fund
by Squirrel
Over 9% p.a. returns from diversified property lending
CQuest Forestry Fund Limited Partnership
Forestry with carbon credit potential
Jasper Industrial Income Plus Fund 1.0
by Jasper
Industrial properties with passive income
Obsidian Contributory Mortgage Scheme
Choose your own mortgages - 7.71% current returns
Squirrel Wholesale Home Loan Fund
by Squirrel
Bank rates + 1.75% p.a. from residential mortgages
Squirrel Wholesale Construction Loan Fund
by Squirrel
Bank rates + 2.25% p.a. from construction lending
IV Sustainable Technology Fund
Impact investing with sustainability outcomes
Icehouse Ventures Seed Fund IV LP
NZ's most active early-stage VC
Blossum Wholesale Fund
by Blossum
Frequently Asked Questions
What should I know before my first wholesale investment?
Understand you're investing without retail investor protections. Read the Product Disclosure Statement thoroughly, understand the fee structure, liquidity terms, and risk factors. Consider starting with a smaller allocation to learn before committing more capital.
How do I verify I'm an eligible wholesale investor?
You qualify if you have: $1M+ net assets, $200K+ annual income for 2+ years, or are investing $750K+ in a single transaction. A qualified accountant or lawyer must certify your status for most funds.
How do I decide on an allocation?
Allocation decisions depend on your individual circumstances, investment objectives, risk tolerance, and time horizon. Wholesale investments carry different risks than traditional investments. We strongly recommend consulting a licensed financial advisor before making investment decisions.
Important Information
This website is an information directory only and does not constitute financial advice. The information provided is general in nature and does not take into account your individual financial situation, objectives, or needs. Past performance is not indicative of future results.
Investment in wholesale products involves risk, including possible loss of principal. Wholesale investors do not have the same protections as retail investors under the Financial Markets Conduct Act 2013.
Before making any investment decision, you should seek independent financial, legal, and tax advice from appropriately qualified professionals. Wholesale Investor does not recommend or endorse any particular investment or fund manager.