News and Announcements
Opportunity to invest in the sought-after Australian industrial property asset class
- Published August 16, 2021 12:00AM UTC
- Publisher Wholesale Investor
- Categories Company Updates
Supported by strong underlying fundamentals of robust demand and modest supply, the Australian industrial property space is one of the most sought-after asset classes currently available, and property experts don’t see demand changing soon.
Leveraging this opportunity, Trilogy Funds, one of Australia’s leading fund managers of property-based investments, has once again opened its Trilogy Industrial Property Trust to new investment.
CBRE Industrial and Logistics Vacancy Report H1 2021 forecasts that an additional 2,500,000 sqm of industrial space will be required in Australia over the next five years to support the growth of online shopping alone.
Trilogy Funds Managing Director, Philip Ryan, also sees demand for industrial property in Australia should continue to rise, ‘particularly as institutional investors gear their strategies toward greater exposure in the industrial sector and build their investment portfolios.’
The Trilogy Industrial Property Trust provides the opportunity to invest in the highly sought-after industrial space without the significant capital normally required for industrial assets, particularly when compared with the residential market.
The fund is designed to build a diverse portfolio of industrial properties in both regional and metropolitan locations and currently holds nine properties spread across Queensland, Victoria and South Australia. All properties currently have 100% tenancy rates with tenants of good covenant.
As at 31 July 2021, the fund delivered a distribution of 7.60% p.a. annualised and has, since inception, successfully delivered monthly distributions to investors.
The Trust’s primary objective is to maximise potential investor returns diversified by both geographical location and the industries in which the tenants operate. Where possible, the Trust intends to invest in properties that provide the potential for value add. This could include tenant-led expansion, refurbishment, or improvement works.
Designed to appeal to investors looking for a long-term property investment, the Trust offers competitive income returns, portfolio diversification, the opportunity for capital growth over the long term and proactive risk management.
* Subject to terms as set out in the Product Disclosure Statement (PDS). **As at 31 July 2021.
***Unaudited Unit Price as at 31 July 2021. Variable price and may change each month.
^July 2021 net distribution rate annualised. Past performance is not a reliable indicator of future performance. Variable rate.
The Trust may suit investors looking for
- Competitive income
- Monthly distributions*
- Access to the highly sought-after Australian industrial property asset class
- Assets with long leases and tenants of good covenant
- Opportunity for growth over the long term
- Potential for tax-effective income
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About Trilogy Funds
Trilogy is one of Australia’s leading fund managers that has delivered competitive returns for investors through property-based investments for more than 23 years.
Seeking income and managing risk on behalf of our investors and borrowers has remained at the heart of everything we do.
Our goal is to build our clients’ wealth by delivering transparent, value-added property and mortgage-based investment solutions.
We aim to provide income-focused solutions via proactive management of our mortgage trusts, diversified income funds and property trusts.