Trilogy Industrial Property Trust ARSN 623 096 944

Responsibilities: As co-founder and Managing Director, Philip is responsible for leading a cohesive and high-performing team across Trilogy Funds’ three offices, overseeing business compliance, and developing product offerings. He sits on the Board’s Audit Committee, Compliance, Property Investment, Lending and Treasury Committees. He also acts as General Counsel for Trilogy Funds.

Experience: Philip has over 30 years of experience in the financial services industry, across financial planning and funds management. He is a key instigator of Trilogy Funds’ products and is passionate about creating financial products within the mortgage and property sectors that generate attractive income returns, as well as assisting younger generations to achieve their financial goals.

Responsibilities: A founder of Trilogy Funds and a member of the Board’s Audit Committee, Property Investment, Lending and Treasury Committees, Rodger uses his extensive experience to add value to the Board and Executive in all aspects of Trilogy’s investment, financing, property development, marketing and customer focussed initiatives.

Experience: Prior to establishing Trilogy Funds, Rodger was an Executive Director at Challenger, where he helped establish multiple ASX listed financial services companies, developed a property portfolio worth more than $2.7 billion, and was instrumental in establishing and growing Challenger Annuities to capture 30% of annuities sales in Australia. He was also Chairman of the Credit Committee at Challenger.

Responsibilities: As founder of Trilogy Funds and member of the Board’s Audit Committee, the Property Investment Committee, and Chairman of the Treasury Committee, John is a strategic thinker whose focus on identifying opportunities to add value for consumers and the business has seen him champion transformational change at Trilogy Funds. He is also a valued mentor for the Executive and other Trilogy Funds team members.

Experience: Previously, John was involved in the establishment and ultimate growth of Challenger into a broadly based financial services company which included the $3.5 billion Howard mortgage Trust and a $2.7 billion international property portfolio. John was an Executive Director at Challenger, Head of Property and responsible for the development of the Endowment Warrants-a precursor to Instalment Receipts and the structure and establishment of Challenger’s long-term annuities. Prior to Challenger John worked in corporate finance at Morgan Grenfell Australia and Rothschilds Australia and was an Executive Director of Rothschilds Australia.

Responsibilities: Clinton has over 25 years’ experience in asset and facilities management, property development, and project delivery. He is responsible for Trilogy’s team of portfolio managers, overseeing the growth and management of the diverse construction loan portfolio, client and broker liaison and coordination, and new business development. Clinton also oversees the management of Trilogy Funds’ property assets, applying his experience in risk management, capital structuring, acquisitions and property syndications.

Experience: Prior to joining Trilogy, Clinton provided project structuring and development delivery services on commercial, industrial and residential projects in multiple locations. Several of his projects have achieved industry recognition among organizations such as Master Builders Association, Urban Development Institute of Australia, and the Property Council of Australia.

Responsibilities: Henry leverages his experience in the financial services sector, and separately as a company director of several private companies, to oversee the governance, compliance and risk framework implemented across the Trilogy Funds group. He provides oversight between the business strategy and risk management strategy. This is achieved by developing and implementing appropriate risk management measures to ensure there are appropriate controls and governance across the internal business functions.

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 Trust is an illiquid scheme and Investors may only exit upon a Withdrawal Offer from the Responsible Entity (Trilogy). Trilogy intends to make Withdrawal Offers once every four years from settlement of the purchase of the Initial Property Portfolio which occurred on 12 April 2018.

We will inform investors in advance of the date above regarding our intentions for the Withdrawal Offer, should there be one provided. Please refer to the website for this update.

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.