Financial Planning For Your Life Plan | Trilogy Funds Australia

Rapid Trust uptake shows
investor confidence

Our latest offering, the Milton Office Trust has impressed in its opening weeks, with more than 400 prospective investors getting in touch for a PDS and application form since expressions of interest opened in late September.  

The Trust will hold a single asset – a $25.5 million six-storey, multi-tenant commercial property on Marie Street in Milton, Brisbane – with close to 4,000 sqm of net lettable area and 33 on-site parking bays.  

Our Managing Director, Philip Ryan believes it’s pleasing to see investors share Trilogy’s view that the near-city commercial market is full of opportunity.  

“The interest has been substantial. We’ve received reservations of more than 7 million Units in just over two weeks whilst Investors send us their completed applications. They clearly recognise the value that a multi-tenant commercial property in Brisbane’s near-city presents in the current economic climate and are confident in our product,”

“We took a helicopter view to the Brisbane market and identified the Milton asset as a property with features that would attract new investors and hold appeal for our existing clients.” 

In an improving economy, strong jobs growth and affordable leases will continue to drive demand for commercial real estate in near metro markets, such as Milton, Spring Hill and Fortitude Valley.  

And with billions of dollars being invested into infrastructure projects coming online in the next 12 months we are expecting a further tightening of the leasing market in and around the Brisbane CBD.

Providers of professional services across a broad range of industry sectors – particularly those in the resurgent construction and mining sectors – are taking advantage of the near-city commercial and light industrial offerings as their industries improve.  

Not only are tenants securing excellent locations for their Brisbane operations, but by leasing these larger office premises they are essentially buying access to more amenity per square metre in these near-city suburbs than would be possible if they limited their options purely to the CBD.

The Milton Office Trust is forecast until 30 June 2020 to provide investors with a monthly distribution yield equivalent to 7.50 percent per annum, paid monthly. 

The Trilogy team is proud of the product and is thrilled with the initial uptake and projected performance.  

“It is extremely satisfying to see investors share our vision for the Trust and have great confidence in Trilogy’s ability to manage and grow their wealth – we are here with them on this investment journey,” – Philip Ryan, Managing Director

If you’re interested in learning more about an investment in Brisbane’s near-city market, check out the Milton Office Trust.

The material on this website is intended only to provide a summary and general overview on matters of interest.  Trilogy is only licensed to provide general financial product advice on its own products and does not consider your objectives, financial situation or needs when providing any information or advice. You should consider whether the advice is suitable for you and your personal circumstances and we recommend that you seek personal financial product advice on your objectives, financial situation or needs and obtain and read the relevant product disclosure statement before making any investment decision.

Trilogy has issued a Product Disclosure Statement for the Milton Office Trust dated 24 September 2018 which is available at www.trilogyfunds.com.au or by contacting us.  Applications will only be accepted on the current application form that accompanies the PDS. You should obtain a copy, understand the risks, and seek personal advice from a licensed Financial Adviser before investing. Investment in the Trust is subject to terms and conditions, and risks which are disclosed in the PDS. These risks include the risk of losing income or principal invested. The Trust is not a bank deposit and Trilogy does not guarantee its performance. Trilogy provides only general financial product advice on its own products and does not consider your objectives.