NZU leasing for farm foresters

The units you're holding can pay their way.

If your farm forest has earned NZUs that are parked for a future harvest liability, or sitting as the long-term nest egg, CLM will lease them from you. You receive an annual payment. The same number of units comes back to you on the agreed date.

01Annual payment, set as a percentage of your units' value at commencement
02Same number of NZUs returned, so your harvest cover and price upside stay yours
03Return obligation secured by a registered mortgage over forestry land
CLM · Lease Docket Indicative
Indicative price.
Your indicative annual payment
$27,825 / year
Over a 10-year lease $278,250 Rate 5.25% p.a.

Indicative only, based on a flat 10-year lease at 5.25% of unit value at commencement. Your rate, term and structure are set in your agreement.

The idle asset on your farm

Your NZUs are doing a job. They're just not earning while they do it.

Most farm foresters hold units for one of two reasons. In both cases the units sit in the registry account producing nothing for years.

Holding pattern 01

Cover for harvest liability

You're on stock-change accounting and you'll owe units back at harvest, so you bank them now and wait. That cover might sit untouched for ten or twenty years.

Holding pattern 02

The long-term asset

The woodlot's units are the retirement fund or the next generation's deposit. You don't want to sell. You want to keep the asset and its price upside intact.

Either way

Zero yield in the meantime

Unlike stock, land or a term deposit, NZUs pay nothing to hold. Leasing them to CLM puts an annual payment on top without giving up the units long term.

How it works

Four plain steps. Your solicitor sees everything.

STEP 01

Tell us what you hold

Your forest area, what's registered in the ETS, roughly how many units you're holding and why. Ten minutes on the phone or the form below. It costs nothing and commits you to nothing.

STEP 02

We make you an indicative offer

We calculate an annual payment as a fixed percentage of your units' market value at commencement, paid in regular instalments for the term. You'll see the rate, the term, the return date and the security in writing before anything is signed.

STEP 03

Units across, security registered

On the supply date your units transfer to CLM. CLM applies them to acquiring forestry land, and a mortgage over that land is registered in your favour to secure the return of your units. You keep your land, your trees and your ETS registration throughout.

STEP 04

Paid every year. Units back on the return date.

You receive the annual payment for the life of the lease. On the agreed return date, the same number of NZUs lands back in your registry account, in time for harvest or back in the nest egg.

Two ways to structure it

Matched to when you'll need the units back.

Both structures pay you annually and return your units in full. The difference is the shape of the return.

Flat lease

All units back at the end of the term

You lease the full parcel for the whole term, typically ten years, and receive a steady annual payment throughout. Suits owners holding units as a long-term asset, or with harvest a decade or more away.

YR 0UNITS ON LEASEYR 10
Progressive return

Units returned in stages across the term

A portion of your units comes back each year. The lease and the payment step down as your return date approaches. Suits owners with staged harvests or a known liability schedule.

YR 0UNITS ON LEASEYR 10
What stands behind the return

Your units come back. Here's what makes sure of it.

This is the question every farmer should ask first, so we put the answer in the agreement, not the brochure.

Registered security

A mortgage over real forestry land

Your leased units go towards acquiring productive forestry land, and CLM's obligation to return them is secured by a mortgage over that property, registered in your favour. You're invited to do your own due diligence on the land before you commit.

Default protection

Make-whole at the better price

If units aren't returned on the return date, you're entitled to the cash value of your parcel, calculated at the higher of the unit price at commencement or at the return date. A falling market doesn't shrink your claim.

What never changes hands

Your land, trees and ETS standing

CLM takes no interest in your farm. Your title, your trees and your ETS registration stay where they are. You keep filing your emissions returns as normal.

Who this suits

Built for the farm with a forest on it.

The woodlot on the back block

Sheep and beef country with 20 to 200 ha of post-1989 pines registered in the ETS, banking units against harvest in the 2030s.

The diversified family farm

Forestry sits alongside stock as the long-hold asset class. The units are staying in the family. They may as well earn their keep.

The averaging forester with a surplus

Units earned under averaging with no surrender ahead, held for the long term. A lease adds yield without selling down the position.

About CLM

Run by farming people, not fund managers.

Carbon Land Management is a New Zealand owned carbon investment business based in Central Otago. We come from farming, so we know what a woodlot is worth to a farm and what it takes to look after one.

We lease units from landowners and put them to work acquiring and developing forestry land. The landowner gets paid every year and gets the units back on the agreed date, with registered security over land in the meantime. It's a simple deal and we keep it that way.

Ownership100% New Zealand owned
BaseCentral Otago
FocusFarm forestry · NZ ETS
Minimum parcel10,000 NZUs
Straight answers

Questions we'd ask too.

Do I still own my NZUs during the lease?

During the lease term the units transfer to CLM. That transfer is what lets us put them to work and pay you for it. What you hold instead is CLM's binding obligation to return the same number of NZUs on the agreed date, plus the annual payment, plus registered security over forestry land backing the return. On the return date, units of the same kind land back in your registry account.

What happens if the carbon price rises while my units are leased?

You benefit. Because you get back the same number of units rather than a dollar amount, the price upside on the parcel stays yours. Your annual payment is locked at commencement, so it doesn't fall if the market does, either.

I'm holding units to cover my harvest liability. Is this safe for that?

That's exactly the situation the lease is designed around. We set the return date ahead of your expected harvest so the units are back in your account before any surrender obligation falls due, and the progressive-return structure can match a staged harvest plan. Your liability timing drives the term, not the other way around.

What security do I get that my units will come back?

Two layers. First, a mortgage over the forestry land acquired with your units is registered in your favour. That's real property security, and you can do due diligence on the land before signing. Second, if units aren't returned on time, you're entitled to the cash value of the parcel at the higher of the commencement price or the return-date price.

How is the annual payment calculated?

As a fixed percentage of your units' market value at commencement, using an independent published reference price. It's paid in regular instalments across the term. As a guide, that's around 5.25% per annum on a flat ten-year lease. Your actual rate is set out in your offer and depends on parcel size, term and structure.

What are my obligations during the term?

Keep doing what you're doing. Maintain your ETS registration, file your emissions returns, manage the forest to normal industry standard, and make sure the units you supply are free of any encumbrance. CLM carries mirror-image obligations on its side, in writing.

What if the ETS rules change mid-term?

The agreement includes a regulatory-change clause: if a law change affects either party's ability to perform, both sides negotiate in good faith to keep the deal working, with a right to exit if no solution is found within a set period. On any exit, accrued payments are settled and your units come back.

What about tax and legal advice?

Get both. We mean it. The lease has income tax consequences and the agreement is a binding legal document. We'll happily work directly with your accountant and solicitor, and nothing proceeds until they've seen the full documentation. CLM doesn't provide tax, legal or financial advice.

Get your indicative offer

Find out what your units would pay you.

Tell us roughly what you're holding and we'll come back with an indicative annual payment in writing: rate, term, structure and security.

Minimum parcel: 10,000 NZUs
We'll work in with your accountant and solicitor

Request an indicative offer

Rough numbers are fine. We'll firm them up together.

We'll only use your details to prepare and discuss your indicative offer. An indicative offer is not financial advice and is subject to formal documentation.

Received

Good as gold. We're on it.

We'll come back to you with an indicative annual payment in writing.