Wholesale funds
Trilogy Northern Logistics Fund
An opportunity to access a core, income-focused industrial asset located within one of Australia’s most strategically important logistics precincts. The asset is supported by a long WALE, fixed rental growth and a blue-chip tenant covenant, offering a compelling combination of income and potential capital growth.
Available exclusively to wholesale investors, limited allocations available.
Trilogy Nominee
Services
Trilogy Nominee Services Pty Ltd CAR 1282215
Authorised Representative of
Trilogy Funds Management Limited AFSL 261425
Trilogy Nominee Services manages a range of funds catering to wholesale investors.
These include a range of closed-end funds in the large format and convenience retail sector, wholesale exposure to private credit via a pooled trust and a platform in development that will provide self-selection investment opportunities into single-loan investments.
Private real estate credit
Self-selected Private Credit Exposure
Trilogy Private Income Series
Trilogy Private Income Series is a platform being developed to give investors full control over their loan exposure.
Through the platform, investors can select individual mortgage-backed loans to include in portfolios.
This facility provides investors with the opportunity to dial up or down potential returns exposure to match their risk appetite.
Convenience retail – Coles-anchored
TNS Harpley Town Centre Property Trust
Harpley Town Centre
This Coles-anchored Convenience Retail facility is located 40 minutes southwest of Melbourne’s CBD in Werribee, Victoria. The newest in the portfolio, this Coles Centre opened in November of 2024, offering local consumers an Anytime Fitness, Dan Murphys, Australia Post Parcel lockers and 29 other retail stores and eateries, with more stores, restaurants, and a medical center on the way.
The Trilogy TNS Harpley Town Centre Property Trust provides investors with:
- Ownership in a large A-grade shopping centre asset, via an unlisted direct property fund
- Cash distributions paid to Investors on a quarterly basis
EAM Caboolture Property Fund
Big Fish Junction Shopping Centre
This Coles-anchored Convenience Retail facility is located 30 minutes north of Brisbane in Caboolture. The Coles Centre commenced trading in November of 2022, with KFC and a Large Format Retail Centre, anchored by PetStock & SuperCheap Auto, commencing in 2023. The Coles Centre is supported by 11 specialty shops along with a Chemist Warehouse.
The Trilogy EAM Caboolture Property Fund provides investors with:
- Ownership in a large A-grade shopping centre asset, via an unlisted direct property fund
- Cash distributions paid to Investors on a quarterly basis, over the 7-year investment term
- Opportunity for capital growth, represented in the Fund’s NTA
- Long-term lease with a forecast Weighted Average Lease Expiry of 10+ years (100% occupation)
EAM Elara Village Property Fund
Elara Village Shopping Centre
This Coles-anchored Convenience Retail facility is located within Stockland’s Elara Masterplan Estate in Marsden Park, NSW. The centre commenced trading in November of 2021. The flagship Coles is supported by The Castle Hill Medical Centre, Goodstart Childcare, Snap Fitness, Desi Hatti Indian Grocer, Subway and many more specialty shops. The Fund provides investors with:
- Ownership in a large A-grade shopping centre asset, via an unlisted direct property fund
- Cash distributions paid to Investors on a quarterly basis, over the 7-year investment term
- Opportunity for capital growth, represented in the Fund’s NTA
- Long-term lease with a forecast Weighted Average Lease Expiry of 10+ years (100% occupation)
Large format – BMW
EAM Berwick Motor Trust
Berwick BMW
A state-of-the-art Large Format Retail facility offering a full range of BMW products and services, including New Vehicle Sales, Pre-owned Vehicle Sales, BMW Finance and Insurance, Service and Parts. The Trilogy EAM Berwick Motor Trust provides investors with:
- Ownership in a large commercial property asset, via an unlisted direct property Fund
- Cash distributions paid to Investors on a quarterly basis, over the 7-year investment term
- Opportunity for capital growth, represented in the Fund’s NTA
- Long-term lease with a forecast Weighted Average Lease Expiry of 15 years (100% occupation)
