This article is intended for licensed Financial Advisers only.
We are pleased to announce that the Trilogy Industrial Property Trust (Trust) achieved a ‘superior’, four-star rating by SQM Research in its inaugural review last month.
Following the review, SQM Research has classified the Trust as high investment grade.
|Star Rating||Description||Investment Grading|
|4.00 stars||Superior||High investment grade|
About the Trilogy Industrial Property Trust
The Trilogy Industrial Property Trust (Trust) is an unlisted property trust which aims to provide investors with competitive and regular income and the opportunity for capital growth over the long term.
The Trust is designed to build a diverse portfolio of industrial properties located in key Australian regional and metropolitan precincts and seeks to target industrial properties that, where possible, offer the opportunity of value-add.
Key Fund Details
Distribution rate | 7.60% p.a.* Unit Price | $1.0719^
Distribution frequency | Monthly^^ Tax Deferred | 29.45%**
WALE | 5.65 years (by income)*** Occupancy rate | 100%
Fund size | $106.28 million*** Trust LVR | 40.57%***
No. of properties | 9*** Inception date | January 2018
*Net distribution paid to investors calculated daily and paid monthly in arrears for the month ended 31 July 2021. Net distributions are variable each month and are quoted net of management fees, costs and assume no reinvestment. Past performance is not a reliable indicator of future performance.
^Unaudited Unit Price as at 1 August 2021. Variable price and may change each month.
^^Subject to terms in the Product Disclosure Statement (PDS).
**31 July 2021 audited figures.
***As at 31 July 2021.
Reading this after August 2021?
Click on the link below to view the Industrial Trust’s latest data.
Click through below to view the assets in the Trilogy Industrial Property Trust’s portfolio.
Our Head of Lending and Property Assets at Trilogy Funds, Clinton Arentz, said the Property team is focused on identifying additional, high-quality acquisitions to grow the Trust’s portfolio.
“We are actively exploring new investment opportunities in the outperforming industrial sector where we can provide our investors with competitive income, quality tenants and prospects for potential capital gains,” Clinton said.
“We seek to only invest in high quality property assets by assessing properties based on our expertise and skillset in the asset class, feedback from our network of property specialists, and monitoring the current property market state of play,” he said.
Want to learn more about the Trilogy Industrial Property Trust?
Contact a member of our Distributions team on 1800 230 099 or email firstname.lastname@example.org to find out how the Industrial Trust could suit your clients’ portfolio.
This article is issued by Trilogy Funds Management Limited ACN 080 383 679 AFSL 261425 (Trilogy) as responsible entity for the Trilogy Industrial Property Trust (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 for the Trilogy Industrial Property Trust ARSN 623 096 944 available at www.trilogyfunds.com.au. The PDS contains 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, involve risk which can lead to loss of part or all of your capital or diminished returns. Trilogy 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 are not bank deposits and are not government guaranteed.
SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. Information contained in this document attributable to SQM Research must not be used to make an investment decision. The SQM Research rating is valid at the time the report was issued, however it may change at any time. While the information contained in the rating is believed to be reliable, its completeness and accuracy is not guaranteed. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.