Are you seeking a long-term investment, competitive income and the opportunity for capital growth from one of the most sought-after property asset classes?

The Trilogy Industrial Property Trust currently holds seven industrial property assets, four in Mackay and one in Carrara, one in Darra, Queensland and one in Gillman, South Australia.

The Trust is designed to build a diverse portfolio of industrial properties located in established regional and metropolitan precincts. The Trust seeks to target industrial properties that, where possible, offer the opportunity of value add. Its aim is to provide investors with competitive income and the opportunity for capital growth over the long-term. Withdrawal offers are intended every four years (calculated from 12 April 2018).

*December net distribution rate. This rate is subject to change.

1Whilst the unit price is fixed, capital losses can occur in circumstances where an asset of the Trust incurs a capital loss.

  • Open-ended unlisted property trust
  • Minimum investment $20,000

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How unlisted property trusts work

In this short video, we step you through how an unlisted property trust works and what you can expect from this style on investment.

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HIGH DEMAND

Industrial property is currently one of the most in demand property classes.

In October 2020, the Trilogy Industrial Property Trust successfully completed an $18 million capital raise.

Investment overview

Property type
Industrial assets like warehouses and manufacturing, logistics and distribution centres. Located in Australian Industrial precincts in established regional and metropolitan areas.

Leases
Leases expected to provide a stable income stream.

Management
Active management style encompassing the opportunity for renegotiation of lease terms and facilitating potential tenant-led expansion.

Portfolio review
Regular portfolio reviews to identify potential assets for sale that may provide returns enabling redeployment of capital.

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Frequently Asked Questions

What is an Unlisted Property Trust?

Professionally managed, unlisted property trusts provide an alternative to direct investment in property. In an unlisted property trust, investors pool their money by buying ‘units’ in the trust, which is managed by a Responsible Entity, like Trilogy. Trusts aim to pay distributions that are paid at set intervals (e.g. monthly or quarterly). The initial capital remains invested until the property asset(s) is sold when the trust closes, and any net proceeds are distributed among the investors according to their unit holdings.

Unlisted property trusts may be suited to investors seeking a long-term investment, potential for regular income and the opportunity for capital growth from different property asset classes.

When can I expect to receive my distribution payments?

All of our investment options aim to pay distributions monthly. Investors can expect to receive distributions on or around the eighth business day of each month, given funds are available.

Investors should note that past performance is not a reliable indicator of future performance and that risks include loss of part or all of your capital, income or diminished returns.

What is Portfolio Diversification?

Portfolio diversification is a risk management strategy that allocates investments across various asset classes, locations, industries and other categories in an attempt to limit exposure to any one particular sector. With any type of investment, there may be periods when some investments don’t perform as expected. Portfolio diversification aims to minimise the impact of any one asset’s under-performance on your portfolio and typically achieves more consistent long-term returns.

Learn more about the importance of Portfolio Diversification.

What risks are involved with investing?

There are risks associated with any investment. It is crucial to ensure the investment risk profile of your investment choice suits your personal circumstances, financial goals and tolerance for risk.

Please read the ‘Risks’ section of the Product Disclosure Statement (PDS) before investing in any of our products. This can be found in; Section 5 ‘Risks’ of the Trilogy Enhanced Income Fund PDS dated 28 July 2020, Section 6 ‘Risks’ of the Trilogy Monthly Income Trust PDS dated 17 December 2018.

Investors should read the whole PDS to understand more fully the risks of investing in any Trust. We also recommend seeking advice from a licensed financial adviser before making an investment decision.

Investors should note that funds are not guaranteed. Risks include the loss of part or all of investors’ capital or diminished returns.

Current property portfolio

The Trust currently holds seven industrial property assets, six in Queensland and one in South Australia.

Diesel Drive, Mackay Queensland

A modern, high-specification industrial building with 16 metre clearance and two gantry cranes.

The property was purpose built in 2014 for the current tenant. In 2019, Trilogy completed construction on a value-add extension which added an additional 900 square metres (approximately) of net lettable area.

Since completion of the additional warehouse, the tenant, Independent Mining Services QLD Pty Ltd entered into a lease which expires on 31 July 2031.

Crichtons Road,  Mackay Queensland

A single industrial complex with an attached two-storey office.

The property was purpose built in 2011 for the current tenant Alfagomma Australia Pty Ltd (Alfagomma). Alfagomma’s lease term is for five years and is due to expire on 31 July 2022. Alfagomma has the option for one further three-year lease term.

Bedford Street, Gillman South Australia

A property completed in 2018 comprising two industrial units and a gross lettable area of 8,844 square metres.

The major tenant, Tyremax Pty Ltd (Tyremax), has a five year lease expiring in December 2023, with two options for a further five-years each. Tyremax occupies 6,400 square metres of lettable area.

The second tenancy is leased to Plasdene Glass-Pak Pty Ltd (Plasdene) which is a glass packaging and distribution business. The initial five-year lease is due to expire on 30 June 2024 and covers 2,456 square metres of lettable area. At the end of the initial term Plasdene will have three two-year options.

Bosso Street, Mackay Queensland

Purpose built office, warehouse and workshop facility and land. 19-29 Bosso Street is a purpose-built office, warehouse, workshop and track press facility with a total site area of 12,510 square metres. The property also features a modern concrete tilt panel facility. This site is leased to Komatsu Australia Pty Ltd (Komatsu) and is its main Mackay Customer Support facility, offering sales, track repairs, service and parts. Komatsu currently has a lease which is set to expire on 20 December 2023, with options for two further terms of five years each.

The adjoining property, 15-17 Bosso Street, comprises land of approximately 4,336 square metres. It is leased to Joy Global Australia (a subsidiary of Komatsu) for storage of plant machinery on a month by month basis.

Elysium Road, Carrara Queensland

Modern office facility and industrial premises. The property comprises multiple freestanding structures including the administration building and multiple workshops totalling 16,380 square metres. The property is leased to Mineral Technologies Pty Ltd, a subsidiary of top 100 ASX listed parent company Downer EDI Limited. This tenant has occupied this site since 1996, and the current lease expires on 30 June 2027, with an option for a further term of 5 years, reinforcing its commitment to the location.

37 Gravel Pit Road, Darra QLD

Located in one of Brisbane’s core industrial precincts, the Darra property is a modern industrial facility currently tenanted by Stoddart Group. Stoddart Group describe themselves as being recognised as a market leader in the supply and installation of numerous building products encompassing steel house framing, roofing, cladding, garage doors, solar power solutions and much more.

37 Gravel Pit Road, Darra comprises a total of 15,300 sqm including a highbay warehouse with crane rails and a commercial grade office over two levels.

The Darra precinct, just 17.6 kilometers south west from the Brisbane CBD, is also expected to benefit from the $80 million Sumners Road Interchange Upgrade, delivering further road network benefits.

Important Information

Please visit here for important updates regarding the Trilogy Industrial Property Trust.

Should you have any questions, please feel free to contact our Investor Relations team on 1800 230 099 or by emailing investorrelations@trilogyfunds.com.au.

Regulatory Guide 46

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Annual Report

Download your copy of the Trilogy Industrial Property Trust Annual Financial Report as at 30 June 2020.

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