Property Fund Attracts FUM of $100M+ for Assets in 3 Years | Delivered 7.6% p.a. Distribution | 100% Tenancy Across 10 Properties

“When we formed Trilogy Funds in 2004, John Barry, Rodger Bacon, and I focused on developing investment products that aimed to deliver competitive income streams from a sector we collectively knew, were experienced in, and could ultimately provide value in – that sector is property.

We specialise in products designed to provide investors with regular and competitive income through Australian property-based investments.

With more than $865M# in assets under management and more than 10,000 investors, I’m proud to say we have grown to become one of Australia’s leading fund managers and financiers of property-based investments.”

Philip Ryan, Managing Director, Trilogy Funds

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Executive Summary

The Trilogy Industrial Property Trust (Trust) provides investors with the opportunity to take advantage of one of the most sought-after asset classes currently available.

Designed to deliver competitive returns and the opportunity for capital growth through diversification across geographical locations, tenants, and industry sectors, the Trust has grown close to $132M# in assets under management in over three years.


Investment Highlights

Growing Asset Class 

With limited stock and growing demand, industrial property is a highly desirable property asset class and one where demand is expected to continue to grow.

Industry analysts CBREexpects that up to 2,500,000 sqm of industrial space will be required in Australia over the next five years. A recent report by Knight Frank2 sees that demand is expected to remain robust due to sustained growth rates in e-commerce usage and supply-chain investment.

Fund Objective 

The Trust is designed to provide investors with a competitive and regular income and the opportunity for long-term capital growth. It aims to achieve this by building a diverse portfolio of industrial properties in regional and metropolitan locations across Australia with long leases and good covenant tenants.

Tax Effective Income Opportunity 

The Trust is designed to deliver a competitive monthly income to investors and the potential for capital growth.

The Trilogy Industrial Property Trust (Industrial Trust) paid investors 7.60 CPU p.a.* annualised for the month of September 2021. This is equivalent to a yield of 7.10% p.a. annualised based on the unit price of $1.0703 as of 1 September 2021.

* Distribution amount for the month ended 30 September 2021. Net distributions are variable each month and are net of management fees, costs, and assume no reinvestment. Distributions are paid monthly in arrears. Please note, past performance is not a reliable indicator of future performance.

Geographic Spread 

The Trust currently holds 11^ properties in Queensland, Victoria, South Australia, and New South Wales, and the Trilogy Funds property team continues to explore opportunities to grow the Fund.

Weighted Average Lease Expiry (WALE) | 5.66 years (by income) 

#All properties currently have 100% tenancy. The company seeks assets with long leases and good covenant tenants.

Investment Offering

The Trilogy Industrial Property Trust is an open-ended Trust offering investors the opportunity to access the highly sought-after Australian industrial asset class.

  • Minimum investment – $50,000
  • No entry or exit fees

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Disclaimer *: The communication is issued by Trilogy Funds Management Limited ABN 59 080 383 679 AFSL 261425 (Trilogy Funds) as responsible entity for the Trilogy Industrial Property Trust ARSN 623 096 944. Application for investment can only be made on the application form accompanying the Product Disclosure Statement (PDS) dated 1 July 2021 and by considering the Target Market Determination (TMD) dated 1 October 2021 for the Trilogy Industrial Property Trust ARSN 623 096 944 available at The PDS and the TMD contain full details of the terms and conditions of investment and should be read in full, particularly the risk section, prior to lodging any application or making a further investment. All investments, including those with Trilogy Funds, involve risk which can lead to loss of part or all of your capital or diminished returns. Trilogy Funds is licensed to provide only general financial product advice about its products and therefore recommends you seek personal advice on the suitability of this investment to your objectives, financial situation and needs from a licensed financial adviser. Investments with Trilogy Funds are not bank deposits and are not government guaranteed.
#As of 30 September 2021
^As at 14 October 2021