Reflecting on our wholesale investing journey

With the Merx Wholesale 1 PIE Trust, we are bringing it all together to build the fund we want to invest in when we get older.
Reflecting on our wholesale investing journey

One of the questions that we often get asked is: What are you investing in, and what opportunities are you finding in the market?

We’ve been doing this for a while now! What we have found is that, regardless of what’s happening in the economy, there will always be business owners and investors with vision and motivation looking to seize opportunities. With the Merx Wholesale 1 PIE Trust, we are staying true to our roots as private lenders, and continue to back people with sound plans, capacity to work hard, and promising futures. 

On this note, this month we thought we’d tell you more about the journey that led us here. Please have a read, and if you would like to discuss or introduce other wholesale investors who might like to partner with us, do contact us. 

REFLECTING ON WHERE WE COME FROM

Alignment of interests is at the very heart of what we are doing with the Merx Wholesale 1 PIE Trust. To us, this represents the capstone of a decade-long private lending journey. We now feel we have the capacity to create investment opportunities that align with our values and allow us to make a real difference for our clients and investors. 

Each of us partners has shared a similar path. We started as individual investors and then evolved into co-lenders, making loans to hard-working business owners and property professionals who were unable to secure funding from mainstream lenders. Over the past two years, we’ve increased our reach by moving into selling individual loans to wholesale investors – this approach has tripled the size of our books.

Now, with the Merx Wholesale 1 PIE Trust, we are bringing it all together to build the fund we want to invest in when we get older. This fund is the culmination of all that we have learned, a powerful tool that allows us to share opportunities with like-minded wholesale investors while also keeping our interests aligned and our skin in the game. 

We are excited to see where this path takes us, and grateful for the chance to share this journey with you.


Give us a call on 09 215 9364 or email us at fundgrowth@merx.co.nz if you’d like to set up a time to talk.

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