Wholesale Investments for Income-Focused Investors
Regular distributions from stable, income-generating investments
Find wholesale investments designed to generate regular income through monthly or quarterly distributions. Ideal for retirees, those building passive income streams, or investors seeking cash flow alongside growth. Includes private credit, mortgage funds, and income-focused property investments with predictable distribution schedules.
26 Matching Opportunities
Compare Top Opportunities
Active Long Term Growth Fund
by ForthCo
Mid-market PE with quarterly liquidity
Collinson Wealth New Zealand Investment Fund - Growth Business Loans
10-14% p.a. from growth lending
Williams Corporation Completed Homes LP
10% p.a. secured by completed homes
Williams Corporation First Mortgage Investments
10% p.a. first mortgage returns
Williams Corporation Capital
10% p.a. returns secured by property
MyFarm Solar Fund Limited Partnership
Solar infrastructure with 10-12% returns
Squirrel Specialised Income Fund
by Squirrel
Over 9% p.a. returns from diversified property lending
Peninsula Credit Fund II LP
9-12% p.a. quarterly distributions
Finbase PIE Fund
by Finbase
9% p.a. with first mortgage security
Finbase Direct Lending Opportunities
by Finbase
Choose individual first mortgages - 8-8.5% p.a.
MA NZ Growth Fund
13+ years investment migration leader
Newland Credit Fund
by Newland
Working capital & growth loans
ACIF NZ Investment Fund
by ACIF
AU$800M proven track record
Hunter Diversified Private Credit Fund
8-11% p.a. with monthly liquidity
Pioneer Capital Private Debt 2
8-12% p.a. from proven debt strategy
Greener Pastures Diversified Fund
8-12% p.a. tailored for AIP visa
PCG Diversified New Zealand Private Debt Fund
by PCG
8-10% p.a. with weekly liquidity
Castlerock Partners Fund
8% distributions + capital growth
Fidelity Capital Sustainable Energy Fund
BBB equivalent credit supporting clean energy
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 Construction Loan Fund
by Squirrel
Bank rates + 2.25% p.a. from construction lending
Squirrel Wholesale Home Loan Fund
by Squirrel
Bank rates + 1.75% p.a. from residential mortgages
FMT Wholesale Fund
30 years, no capital losses, bonus returns
Blossum Wholesale Fund
by Blossum
Midlands Income Wholesale Fund
Frequently Asked Questions
How reliable are income distributions?
Reliability depends on the underlying assets. Mortgage funds backed by secured loans typically offer stable monthly distributions. Property funds depend on rental income which can be consistent. Always review the fund's distribution history and policy in their disclosure documents.
Are distributions taxed as income?
Yes, distributions are generally taxable in the year received. PIE funds offer tax advantages for many investors by taxing at your PIR (often lower than marginal rate). Non-PIE distributions are taxed at your marginal rate. Consult your tax advisor for specific guidance.
Can I reinvest distributions?
Many funds offer distribution reinvestment plans (DRP) that automatically purchase additional units with your distributions. This compounds returns over time. Alternatively, you can receive cash distributions to meet living expenses or invest elsewhere.
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.