Introducing the
Trilogy Industrial Property Trust
An award-winning Trust offering exposure to an exciting sector of the property market. The Trilogy Industrial Property Trust holds a diversified portfolio of industrial properties and has delivered capital growth and tax-effective, monthly income payments to investors, for over 6 years.
Well-established investment themes
The Trust invests in Australian industrial properties – this sector exploits well-established trends and themes including:
Historical performance
Data provided in the below table is current as at 28 February 2025.
| Historical Performance 2,3 | |||||||
|---|---|---|---|---|---|---|---|
| 1 month | 3 month | 6 month | 1 year | 3 year | 5 year | Inception | |
| Income | 0.61% | 1.83% | 3.65% | 7.23% | 7.12% | 7.32% | 7.58% |
| Growth | (0.25%) | (1.06%) | (0.47%) | (3.36%) | 0.13% | 1.37% | 1.29% |
| Total | 0.36% | 0.77% | 3.18% | 3.87% | 7.25% | 8.69% | 8.87% |
IMPORTANT INFORMATION
Distributions are variable each month, net of management fees, costs and assume no reinvestment. Distributions are paid monthly in arrears. Total return = (Unit pricet – Unit pricet-1 + Distribution per unitt)/ Unit pricet-1
2. Past performance is not a reliable indicator of future performance. Total returns measured from first distribution payment – May 2018.
3. 3-year, 5-year and inception data are reported on a per annum basis.
Sophisticated management approach
From asset selection through to ongoing management, we focus on a range of considerations including:
High quality tenants representing strong brands including:
Tax-effective investment
Non-cash deductions such as depreciation, allow the Trust to distribute income that includes a “non-assessable component” for tax purposes.
This component is not assessed for income tax purposes when the income is distributed. However, capital gains tax may be payable if and when a capital gains event is triggered in the future – hence the term “tax-deferred income”.
When tax-deferred income is distributed, the cost-base of an investor’s holding in the Trust is reduced by the tax-deferred income amount. If units in the Trust are later redeemed, the reduced cost-base has the impact of increasing any applicable capital gain, which would in turn impact capital gains tax payable.
A capital gains tax discount of 50% for individuals and 33.3% for complying superannuation funds may apply if the units were held for more than a year.
Capital gains tax liability may be further reduced if the superannuation fund is in pension phase or if there are losses against which to offset the gain.
Industry accolades
Not sure where to start?
Whether you’re considering an investment in a property trust, a diversified income fund or a private real estate credit fund, each of our products aim to provide investors with a competitive monthly income.
Our team are happy to explain each of our investment solutions, so you can decide what works best for you.
Our property portfolio
The property is located in the Sunshine Coast Industrial Park, the region’s largest industrial estate. [...]
A large industrial landholding improved with an office and warehouse building completed in 2020 and [...]
The property is located approximately 19 kilometres northwest of Newcastle’s CBD, and seven kilometres east of the [...]
The property is located in the Narangba Innovation Precinct within the Moreton Bay Regional Council [...]
Located in one of Brisbane’s core industrial precincts, this property is a modern industrial facility [...]
The property is a modern, freestanding warehouse facility split into two tenancies, incorporating ambient warehousing, [...]
Located in one of Brisbane’s core industrial precincts, this property is a modern industrial facility [...]
A modern, high-specification industrial building with 16 metre clearance and two gantry cranes. The property was [...]
Important documents
Trust updates
| Date | Document | Type |
|---|---|---|
| 03.03.2025 | New Product Disclosure Statement (PDS) – March 2025 | Investor Update |
| 03.03.2025 | New RG46 report – March 2025 | Investor Update |
| 11.10.2024 | Annual Report 2024 | Investor Update |
| 30.06.2024 | New RG46 report – June 2024 | Investor Update |
| 30.05.2024 | 45 – 53 South Pine Road, Brendale Queensland| Settlement of 45 – 53 South Pine Road, Brendale Queensland occurred on Thursday 30 May 2024. | Acquisition |
| 01.05.2024 | RG46 report – December 2023 | Investor Update |
| 01.03.2024 | 2024 INTERIM WITHDRAWAL OFFER | The 2024 Interim Withdrawal Offer period is now closed. Applications closed at 5pm (AEST) Thursday 29 February 2024. Full details relating to the offer can be found here | Investor Update |
| 11.09.2023 | PDS – September 2023 , TMD – September 2023 AND RG46 report – June 2023 | Investor Update |
| 28.02.2023 | RG46 report – February 2023 | Investor Update |
| 14.12.2022 | STUART HIGHWAY, BERRIMAH, NORTHERN TERRITORY | Settlement of Stuart Highway, Berrimah, Northern Territory occurred on Wednesday 14 December 2022. | Acquisition |
| 02.12.2022 | STUART HIGHWAY, BERRIMAH, NORTHERN TERRITORY | A contract was signed for a new property to add to the Trust in Berrimah, Northern Territory on Friday 2 December 2022. | Investor Update |
| 30.09.2022 | Product Disclosure Statement – September 2022 | Investor Update |
| 30.09.2022 | RG46 report – August 2022 | Investor Update |
| 30.09.2022 | TMD – September 2022; Click here for historical TMD | Investor Update |
| 12.09.2022 | MARTIN DRIVE, TOMAGO, NEW SOUTH WALES | Settlement of Martin Drive, Tomago, New South Wales occurred on Monday 12 September 2022. | Acquisition |
| 05.09.2022 | MARTIN DRIVE, TOMAGO, NEW SOUTH WALES | A contract was signed for a new property to add to the Trust in Tomago, New South Wales on Monday 5 September 2022. | Investor Update |
| 26.07.2022 | Supplementary product disclosure statement – July 2022 | Investor Update |
| 30.06.2022 | Annual Report 2022 | Investor Update |
| 10.06.2022 | RON PARKINSON CRESCENT, CORBOULD PARK, QUEENSLAND | Settlement of Ron Parkinson Crescent, Corbould Park, Queensland occurred on Friday 10 June 2022. | Acquisition |
| 26.05.2022 | RON PARKINSON CRESCENT, CORBOULD PARK, QUEENSLAND | A contract was signed for a new property to add to the Trust in Corbould Park, Queensland on Thursday 26 May 2022. | Investor Update |
| 12.04.2022 | CARRINGTON ROAD, TORRINGTON, QUEENSLAND | Settlement of Carrington Road, Torrington, Queensland occurred on Monday 11 April 2022. | Acquisition |
| 12.04.2022 | COLEMANS ROAD, CARRUM DOWNS, VICTORIA | A 550 square metre extension to the existing warehouse at the Carrum Downs property will be constructed to support the tenant, Tempur Australia, with product expansion. The construction project will commence in coming months and is due for completion in August 2022. | Property Update |
| 17.03.2022 | CARRINGTON ROAD, TORRINGTON, QUEENSLAND | A contract was signed for a new property to add to the Trust in Torrington, Queensland on Thursday 17 March 2022. | Investor Update |
| 02.02.2022 | 2022 Withdrawal offer | The 2022 Withdrawal Offer period is now closed. Withdrawal applications must be received no later than 5pm (AEST), Tuesday 1 March 2022. Please ensure you have read the full details of the offer here. | Investor Update |
| 02.02.2022 | 2022 WITHDRAWAL OFFER FREQUENTLY ASKED QUESTIONS | Investor Update |
| 09.12.2021 | MAGNESIUM STREET, NARANGBA, QUEENSLAND | Settlement of Magnesium Street, Narangba, Queensland occurred on Thursday 9 December 2021. | Acquisition |
| 09.11.2021 | MAGNESIUM STREET, NARANGBA, QUEENSLAND | A contract was signed for a new property to add to the Trust in Narangba, Queensland on Tuesday 9 November 2021. | Investor Update |
| 14.10.2021 | GALLEGHAN STREET, HEXHAM, NEW SOUTH WALES | Settlement of Galleghan Street, Hexham, New South Wales occurred on Thursday 14 October 2021. | Acquisition |
| 01.10.2021 | Target Market Determination – October 2021 | Investor Update |
| 24.09.2021 | GALLEGHAN STREET, HEXHAM, NEW SOUTH WALES | A contract was signed for a new property to add to the Trust in Hexham, New South Wales on Friday 24 September 2021. | Investor Update |
| 31.08.2021 | DACMAR ROAD, COOLUM BEACH, QUEENSLAND | Settlement of Dacmar Road, Coolum Beach, Queensland occurred on Tuesday 31 August 2021. | Acquisition |
| 02.08.2021 | PUBLICATION OF UNIT PRICE & DISTRIBUTION RATES |Unit price and distribution rates will be published on the website on or around the 7th business day of each month. Investors who submitted completed applications (including receipt of cleared funds in the Trust’s account) by 4.00 pm on the last business day of the previous month will receive confirmation of units issued via their preferred communication method on or around the 9th business day of each month.In line with the PDS, distributions are paid on or around the 8th business day for investors. |
Investor Update |
| 29.07.2021 | DACMAR ROAD, COOLUM BEACH, QUEENSLAND| A contract was signed for a new property to add to the Trust in Coolum, Queensland on Thursday 29 July 2021. | Investor Update |
| 09.07.2021 | MOOREBANK ROAD, WELLCAMP, QUEENSLAND | A contract was signed for a new property to add to the Trust in Wellcamp, Queensland on Friday 9 July 2021. | Investor Update |
| 01.07.2021 | Product Disclosure Statement – July 2021 | Investor Update |
| 30.06.2021 | Annual Report 2021 | Investor Update |
| 28.06.2021 | CARRUM DOWNS, VICTORIA | Settlement of Colemans Road, Carrum Downs, Victoria occurred on Monday 28 June 2021. | Acquisition |
| 31.05.2021 | RG46 report – May 2021 | Investor Update |
| 16.10.2020 | GRAVEL PIT ROAD, DARRA, QUEENSLAND | Gravel Pit Road, Darra is part of the Trilogy Industrial Property Trust (Trust) portfolio occurred on Friday, 16 October 2020. | Acquisition |
| 25.09.2020 | CLOSED FOR INVESTMENT | Within two weeks of opening for investment, we are pleased to announce that the Trust has reached full subscription of $18.155m and is now closed for investment. | Investor Update |
| 09.10.2020 | OPEN FOR INVESTMENT | The trust is now open for investment. $18.155 M offer amount. | Investor Update |
| 30.06.2020 | Annual Report 2020 | Investor Update |
