Trilogy Industrial Property Trust ARSN 623 096 944
Open To Retail Investors

Trilogy Industrial Property Trust ARSN 623 096 944

Trilogy Industrial Property Trust ARSN 623 096 944

The Trilogy Industrial Property Trust is designed to provide a competitive and regular income and the opportunity for long-term capital growth.

Trilogy Industrial Property Trust ARSN 623 096 944
Min. Investment
$20,000
Objective
Growth and Income
Structure
Managed Fund
Category
Property
Liquidity
Illiquid
Closing Date
n/​a
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Min. Investment
$20,000
Objective
Growth and Income
Structure
Managed Fund
Category
Property
Liquidity
Illiquid
Closing Date
n/​a
Industry
Banking & Financial Services, Property & Construction
Funding Stage
Unlisted Mature Fund
Security Type
Unit in a trust
Target Capital
n/​a
Availability
Open for investment

Comparison Data

  1
Morningstar Overall Rating ™
N/A

Performance

1 month3 month1 year3 year5 yearSince InceptionInception Date
0.34%1.04%4.85%5.79%6.64%7.34%1 Jan 2018

Fees

Management FeePerformance FeeMorningstar Total Cost Ratio
0.5%0.1%1.5%
Performance and Fee data provided by Morningstar as of 30 Oct 2025.

Distribution Frequency
Monthly - Subject to terms in PDS
Fund size
$303 million - As of 30 September 2025
Number of properties
15 - As of 30 September 2025
Unit price
$1.0645 - As of 30 September 2025
WALE
4.74 years (by income) - As of 30 September 2025
Trust LVR
47.3% - As of 30 September 2025

Trilogy Funds is one of Australia’s leading fund managers and financiers of property-based investments. When it comes to property-based investing, we take things personally.

 

We’ve been building wealth together with Australian investors, advisers, developers and brokers for over 25 years. As we’ve grown, we’ve stayed faithful to the principles that have seen us build long-lasting relationships.

To build a portfolio of properties located in key Australian regional and metropolitan industrial precincts, by seeking to target industrial properties that have the potential to provide long-term cashflows to investors or could offer the opportunity of value-add. The primary objective is to maximise the potential investor returns diversified by both geographical location and the industries in which the tenants operate. The Trust is also open to more active construction and development of either new or existing assets within the Trust. 

As at 30 September 2025, the Trust currently holds 15 industrial properties, offering diversity in both geographic and tenant sector.

All investments in unlisted property trusts carry risk. As this product invests in industrial property, it carries the market, property, and leasing risks associated with investing in property. Please refer to section 5 of the PDS before making an investment decision.

 

Justin is Joint Managing Director of Trilogy Funds Management Limited and its parent company, Trilogy Funds Group. He joined Trilogy in 2007 as Chief Financial Officer and was appointed Chief Operating Officer in 2011, before moving into his current  role as Joint Managing Director. 

 

A Certified Practising Accountant, Justin has more than 30 years of experience in accounting and finance, including over 25 years in the financial services sector. He brings deep expertise in financial management, audit, technology, and strategic planning, and plays a key role in overseeing Trilogy Funds’ responsibilities under its Australian Financial Services License, including the operation of its managed investment schemes. 

 

Justin’s strong command of statutory reporting requirements and governance frameworks has been central to the Group’s ongoing growth and operational performance. His leadership in implementing business-critical systems and process improvements continues to drive efficiency and support the long-term strategic direction of Trilogy Funds.

 

Henry is Joint Managing Director of Trilogy Funds Management Limited and its parent company, Trilogy Funds Group. Since joining the business, Henry has played a key role in shaping Trilogy’s strategic direction and governance framework, with a particular focus on regulatory oversight, risk management, and capital structuring.

 

Henry is responsible for overseeing the Group’s AFSL obligations and engagement with internal and external stakeholders. He works closely with internal teams to ensure that appropriate controls and governance measures are embedded across the business.

 

His work spans the origination and negotiation of a range of institutional-grade transactions and partnerships, both in Australia and internationally.

 

A core requirement of Henry’s role is to bridge risk, governance, and growth strategy to support Trilogy’s long-term success in managing retail investment products and fixed income assets.

 

Our Head of Lending Clinton Arentz is also Managing Director of Trilogy Finance and a Director of the broader Trilogy Funds Group. Since joining the business in 2017 as Head of Lending and Property Assets, he has been instrumental in driving the growth and strategic direction of Trilogy’s property lending platform.

 

Clinton led the nationwide expansion of the Trilogy Monthly Income Trust, supporting the growth and management of a construction loan portfolio now exceeding $1 billion. He also played a central role in the creation and scale-up of the Trilogy Industrial Property Trust, which has grown to over $250 million in assets under management across five Australian states and territories.

 

With more than 35 years of experience in property development, project delivery, and asset management, Clinton’s expertise spans residential, commercial, and industrial sectors. Prior to Trilogy, he held senior roles with Jones Lang LaSalle and co-founded a business that reached the No. 1 ranking on the BRW Fastest Growing Private Companies list.

 

Clinton brings deep capability across the full development lifecycle—from risk assessment and funding strategy to project structuring, delivery, and asset realisation. He is also highly experienced in asset management, work-out projects, and disposal strategies.

 

Clinton holds an MBA from the Australian Institute of Business and has completed executive programs through the Securities Institute of Australia and the London School of Economics. He is committed to delivering practical, responsive finance solutions and long-term value for property developers across Australia.

3 March 2025
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30 September 2023
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As at 30 September 2025
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Please click here to view our Trust Updates.

Distributions are derived from rental income from the Trust’s properties and income from other investments. These income sources are pooled and we aim to provide a distribution to investors each month. Individual investors will be able to calculate the yield on their investment based on the entry price at which they subscribed the units.

 

See the PDS section 4.8 for more details.

Like many unlisted property schemes, the Trilogy Industrial Property Trust is an illiquid scheme and Investors may only exit upon either a Withdrawal Offer (intended to be offered every four years with the most recent offer occurring in March 2022) or an Interim Withdrawal Offer (a secondary, limited offer intended to be offered on an annual basis from 2025) from Trilogy Funds. Please refer to the PDS for further information. 
 
We will inform investors in advance regarding our intentions for a Withdrawal Offer or an Interim Withdrawal Offer, should they be provided.

There are risks associated with any investment. It is crucial to ensure the investment risk profile of your investment choice suits your personal circumstances, financial goals and tolerance for risk.

 

Please read the ‘Risks’ section of the Product Disclosure Statement (PDS) before investing in any of our products. This can be found in; Section 5 ‘Risks’ of the Trilogy Industrial Property Trust PDS dated 30 September 2023.

 

Investors should read the whole PDS and associated Target Market Determination to understand more fully the risks of investing in any Trust. We also recommend seeking advice from a licensed financial adviser before making an investment decision.

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The issuer of this product is identified at the top of this page. The PDS and target market determination for the product are available in the Documents section of this listing. Prospective investors should consider the PDS before deciding to acquire the product. This product listing was vetted by and approved by the product issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the product.

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