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Norfolk Mortgage Trust was founded in 2006 by Lawyer Jack Porus, Managing Partner of Law firm Glaister Ennor and Stu Smith, an Auckland lender, who wanted to provide their clients with an opportunity to invest in the property market. They set up a property fund that allowed investors to pool their funds and access the benefits of investing in mortgage assets.
The fund management industry underwent restructuring in 2013. In 2016, the Financial Markets Authority issued an MIS license to Norfolk Mortgage Management Limited, the Manager of Norfolk Mortgage Trust.
Norfolk moved out of the law offices, and Glenys Holden was appointed as CEO. With a focus on professional management and diversification, the property fund became a popular choice for investors looking to gain exposure with property-based assets.
Our property fund offers monthly returns, with a diversified portfolio of property-backed assets. Our experienced team carefully selects investment opportunities to minimise risk and actively manages them to maximise cash flows for our investors. Investing in Norfolk Mortgage Trust’s fund is an excellent option for those seeking to invest in the property market with minimal effort.
Norfolk Mortgage Trust’s fund is affordable and accessible, which makes it an attractive option for those seeking to diversify their investment portfolio. With a strong emphasis on professional management, diversification, and a highly personalised level of service, we are a trusted partner for investors looking for exposure in the property market.
We take pride in our highly personalised service for both investors and borrowers. We work closely with our borrowers to ensure you receive the best possible mortgage options and rates, and we actively manage our investors’ portfolios to provide you with a diversified and stable exposure to the property market.
Our relationship-first approach means we prioritise transparency, communication, and personalised service. Our team, including our CEO, are always available to address any questions or concerns you may have.
Loaning over $43 Million to real estate borrowers across diversified sectors, secured by assets worth over $100 Million.
Total mortgage assets & total property assets at the Trust portfolio level. Each mortgage is managed by the Trust & secured by specific 1st mortgage property.
40%
Investors
with us for
10+ years
17%
Growth
in our investor
base during 2022
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Units in the Norfolk Mortgage Trust are issued by the Trust’s manager, Norfolk Mortgage Management Limited. Download the Product Disclosure Statement (PDS) on our website, visit our office for a hard copy, or email us at invest@norfolktrust.co.nz to request one.
Suite D, Level 1, 7 Windsor Street
Parnell, Auckland 1052
All right reserved © Norfolk 2024
Units in the Norfolk Mortgage Trust are issued by the Trust’s manager, Norfolk Mortgage Management Limited. Download the Product Disclosure Statement (PDS) on our website, visit our office for a hard copy, or email us at invest@norfolktrust.co.nz to request one.
All rights reserved © Norfolk Mortgage Trust 2024
Suite D, Level 1, 7 Windsor Street
Parnell, Auckland 1052
Suite D, Level 1, 7 Windsor Street
Parnell, Auckland 1052
Units in the Norfolk Mortgage Trust are issued by the Trust’s manager, Norfolk Mortgage Management Limited. Download the Product Disclosure Statement (PDS) on our website, visit our office for a hard copy, or email us at invest@norfolktrust.co.nz to request one.
All right reserved © Norfolk 2023