As experienced fund managers, we understand the forces currently shaping the industrial and logistics sector.
We invest heavily in researching potential acquisitions and performing due diligence to identify pockets of potential value.
The Trilogy Industrial Property Trust’s first properties were acquired in 2018 in Mackay, a location which had suffered from the mining downturn at the time – however we saw its potential to recover.
Our most recent acquisitions for the Trilogy Industrial Property Trust (Industrial Trust) were a 26,100 sqm warehouse and office facility located in the Sunshine Coast Industrial Park, the Sunshine Coast’s largest industrial estate, as well as a 7,300 sqm facility located in Tomago, in NSW’s Newcastle region. The acquisitions are located in key regional areas positioned for growth, and added geographic diversity to the trust
The most recent expansion project undertaken by the Industrial Trust is at 118 Colemans Road, Carrum Downs, VIC. The Trilogy team worked with the tenant, Tempur Australia, to construct a 550 sqm warehouse extension, which enabled Tempur to achieve the product line growth required to extend their lease through to August 2028.
The diversity of the Industrial Trust’s portfolio, which currently includes 15 properties spread across four states and a variety of urban and regional locations as well as various tenants across different sectors has helped it deliver competitive returns. The Trilogy Industrial Property Trust paid investors 7.50 CPU p.a.* for the month of September 2022.
We also believe that consistent, competitive property portfolio returns over the longer term depend on a high-quality, well-managed tenant base.
The Trilogy Industrial Property Trust allows investors to participate in one of the most sought-after asset classes today with a minimum investment of $50,000. It is designed to provide competitive income returns and the opportunity for capital growth over the long term.
As with any investment, there are risks associated with the potential rewards from industrial property investments and it is important to ensure the investment risk profile suits an investor’s personal circumstances. A licensed financial adviser can help investors who may be unfamiliar with this investment option. We encourage you to read the Product Disclosure Statement (PDS) and Target Market Determination (TMD) to ascertain whether this product is right for you and consult a licensed financial adviser.
This article 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 30 September 2022 and by considering the Target Market Determination (TMD) dated 30 September 2022 for the Trilogy Industrial Property Trust ARSN 623 096 944 available at www.trilogyfunds.com.au. 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 no or lower than expected returns, or a loss of part or all of your capital. 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. Past performance is not a reliable indicator of future performance.
