Trilogy’s expert Lending team continues to proactively source loans secured by first mortgages held over Australian property for the Trilogy Monthly Income Trust.
The performance of each construction loan financed by Trilogy underpins the returns provided to investors in our pooled and contributory mortgage funds.
As at 31 July 2020, the Trilogy Monthly Income Trust’s funds under management (FUM) were approximately $403 million, increasing by approximately $96 million since 31 July 2019*. This provides a healthy availability of funds for finance.
What is currently in the Trilogy Monthly Income Trust’s property portfolio?
Geographic spread
There are currently 87 loans across Australia’s eastern seaboard that make up the Trilogy Monthly Income Trust. Queensland is home to 52% of these, with 25% in New South Wales.
Since appointing a Portfolio Manager in Melbourne, we have seen an increase in the number of loans in Victoria. As at 31 July 2019, Victoria represented 6% of the drawn loan book value, whereas at 31 July 2020 Victoria now accounts for 23% of the Trilogy Monthly Income Trust loan book*.
Loan diversification
Trilogy is one of Australia’s leading non-bank lenders specialising in property development and construction loans. We offer financing options to the residential, commercial, industrial, and retail property sectors. Currently, residential construction makes up 52% of Trilogy’s loan book*. We are continually reviewing new loan requests, considered through our comprehensive review process by our experienced loans team and lending committee members.
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*All figures are based on unaudited figures as at 31 July 2020 and may be subject to change. Past performance is not a reliable indicator of future performance. Please note figures have been rounded to the nearest percent.
This email has been prepared by Trilogy Funds Management Limited (Trilogy) ABN 59 080 383 679 AFSL 261425. Trilogy is not a licensed credit provider and does not make loans regulated by the National Credit Code. The source of Trilogy’s loans may include managed investments schemes registered with ASIC, as well as other private lending arrangements with high net worth investors.
