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.
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.
||Industrial assets like warehouses and manufacturing, logistics and distribution centres that align with the investment strategy.
||Established Australian industrial precincts in regional and metropolitan areas.
||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.
||Active management encompassing renegotiation of current lease terms and facilitating potential tenant-led, value-add opportunities.
||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
|Net lettable area
||2,150 square metres
||2,254 square metres
||9,813 square metres
||6,513 sqaure metres
||Industry – High impact
||Industry – High impact
||Independant Mining Services QLD Pty Ltd
||Alfagomma Australia Pty Ltd