Trilogy Industrial Property Trust

An industrial property trust that aims to provide investors with stable and regular income, and the opportunity for capital growth.

  • Status Closed
  • Unit Price $1.00
  • Minimum Investment $20,000
  • Forecast Net Rate %pa 8.50*

*Current distribution rate paid monthly to investors based on existing property portfolio until 30 June 2019.

Update – April 2018

As previously announced, the offer of the Trilogy Industrial Property Trust (Trust) under the PDS dated 17 January 2018 closed fully subscribed. The settlement of the Initial Property Portfolio has now occurred, with Investors earning monthly distributions, forecast to be equivalent to 8.50% per annum (net of taxes, fees and costs, paid monthly), commencing from the settlement date of 12 April 2018.

As the Trust is open-ended, with time, we intend to expand on its portfolio of Properties and raise further equity from new and existing Investors. This means that the opportunity to subscribe for Units in the Trust may also be available again in the future.  Please contact us to register your interest to receive the next PDS.

Investment overview

The Trilogy Industrial Property Trust (Trust) is designed to build a diverse portfolio of industrial properties located in key regional and metropolitan precincts. The Trust targets industrial properties that offer the opportunity of value-add. Its aim is to provide investors with stable and regular income, the opportunity for capital growth over the long term, and withdrawal offers intended every four years.

Investment criteria

Property type Industrial assets like warehouses and manufacturing, logistics and distribution centres that align with the investment strategy.
Location Established Australian industrial precincts in regional and metropolitan areas.
Leases Leases expected to provide a stable income stream.
Value-add tenant-led expansion opportunities Potential property construction and expansion will only be undertaken where it is ‘tenant-led’. This aims to reduce property development and construction risks.
Management Active management encompassing renegotiation of current lease terms and facilitating potential tenant-led, value-add opportunities.
Portfolio review Regular portfolio reviews to identify potential assets for sale that may provide significant returns enabling redeployment of capital.

Make an informed decision

Trilogy Funds believes everyone should be equipped with the right knowledge when it comes to making an investment decision.

All investments in unlisted property trusts carry risk. As the Trust intends to invest in industrial property it carries the market, property, and leasing risks associated with investing in property and risks relating to the structure of the fund and the offer, including that there is no guarantee that funds will be available to make withdrawal offers.

As a geared investment, the Trust carries associated financial and leverage risks. Risks can have an impact on distribution and capital returns over the term of the Trust. It is important that you read the product disclosure statement (PDS) and understand the risks of investing.

 Existing property portfolio

Asset                                    Diesel Drive Crichtons Road
Location Mackay QLD Mackay QLD
Net lettable area 2,150 square metres 2,254 square metres
Site area  9,813 square metres 6,513 sqaure metres
Zoning Industry – High impact Industry – High impact
Tenant Independant Mining Services QLD Pty Ltd Alfagomma Australia Pty Ltd

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  • What are you interested in?

The forecast return is based on the initial property portfolio and is only for the period from settlement date to 30 June 2018, and the further 12 month period ending 30 June 2019 and is net of management fees and costs and inclusive of GST (less RITCs).  The basis of forecast calculations and key assumptions are detailed in the PDS. There is no guarantee the forecast returns may be achieved, or any particular rate of return. Trilogy Funds Management Limited ACN 080 383 679 AFSL 261425 (Trilogy Funds) is the responsible entity of the Trilogy Industrial Property Trust (Trust) (ARSN 623 096 944) and is the issuer of units in the Trust. Trilogy Funds intends to issue Product Disclosure Statements (PDS) which will be available in the future. Investment in the Trust is subject to risk including loss of income and principal invested. Trilogy Funds does not guarantee the performance of the Trust. As the Trust invests in industrial property it carries the market and property risks associated with investing in property. Also, as the Trust has borrowings, it will also carry the associated financial and leverage risks. Risks can impact returns and it is important that you obtain and read the PDS and understand the risks of investing when it becomes available. Please note that any information provided by Trilogy Funds is general information only and does not take into account your objectives, financial situation or particular needs. You should consider whether this information is appropriate for you and consult your financial or other professional adviser before investing.