Business Details
28 Years
experience
Property-Backed Investment Solutions for Secure Returns
Trilogy Funds has been a leader in property-backed income investments for over 25 years, delivering consistent returns while navigating economic, property, and interest rate cycles. Our expertise lies in maximizing returns while preserving capital in credit portfolios and pursuing growth in property investments. With a team of seasoned professionals, we source high-quality opportunities for retail, wholesale, and institutional investors.Our commitment to regulatory oversight, risk management, and client-centric solutions has solidified our reputation as a trusted partner in wealth creation. We prioritize transparency, innovation, and long-term relationships, ensuring our stakeholders benefit from tailored financial products and sustainable growth in the Australian property sector.
Services
Enhanced Income Fund
Monthly Income Trust
Industrial Property Trust
Essential Retail Fund
Wholesale Investment Products
Details
- Year established: 1998
Highlights and features
- We offer 25+ years of expertise in property-backed income investments.
- Our team navigates economic cycles to maximize returns and preserve capital.
- We prioritize transparency and client-centric solutions in all our offerings.
- Our funds are backed by a proven track record of consistent monthly distributions.
- We maintain rigorous regulatory compliance and risk management frameworks.
What people say
Competitive returns
Monthly distributions
Personalised approach
Strong track record
Secure investments
Services
Enhanced Income Fund
The Trilogy Enhanced Income Fund provides diversified exposure to cash-style investments and investment-grade securities. It targets stable returns with monthly distributions, ideal for conservative investors seeking liquidity. Backed by a 25-year track record, it offers a fixed unit price and 30-day access to funds.
Monthly Income Trust
The Trilogy Monthly Income Trust invests in first-mortgage loans secured over Australian property. With a 18-year history, it delivers monthly returns and capital security. The trust emphasizes low-risk lending with a fixed unit price and competitive distribution rates.
Industrial Property Trust
The Trilogy Industrial Property Trust focuses on Australian industrial assets leased to high-quality tenants. It offers capital growth potential alongside tax-deferred income, with a proven total return of 8.42% annually since inception in 2017.
Essential Retail Fund
The Trilogy Essential Retail Fund targets convenience retail assets like neighbourhood centres. Fully subscribed and coles-anchored, it provides a forecasted 7% annual distribution, focusing on stable tenant leases and long-term income.
Wholesale Investment Products
Trilogys wholesale products cater to sophisticated investors with access to single-loan opportunities and tailored portfolios. These include the MDC Wholesale Yield Fund, delivering 10% annual returns, and upcoming private income series for customized risk-return profiles.
People
Philip Ryan
Managing Director
Philip Ryan, co-founder and Managing Director, has over 40 years in financial services. A qualified solicitor and Finsia fellow, he leads Trilogys strategic direction and product development, leveraging legal and mortgage expertise since 1998.
Rodger Bacon
Non-Executive Deputy Chairman
Rodger Bacon, co-founder and Deputy Chairman, brings 40+ years in financial services. He established Trilogys governance frameworks and previously grew Challenger Limiteds property portfolio to $2.7 billion, ensuring strategic oversight and industry leadership.
Clinton Arentz
Head of Lending
Clinton Arentz, Head of Lending, has 35+ years in property development. He scaled the Monthly Income Trusts loan portfolio to $1 billion and manages Trilogys $250M Industrial Property Trust, focusing on practical finance solutions for developers.
Justin Smart
Co-Managing Director
Justin Smart, Co-Managing Director, is a CPA with 30+ years in finance. He oversees Trilogys financial systems and compliance, driving efficiency and strategic growth since joining in 2007 as CFO.
Laurence Parisi
Head of Property
Laurence Parisi, Head of Property, has 22+ years in real estate. Former CEO of Eildon Capital, he manages Trilogys property acquisitions and asset strategies, leveraging expertise from Goldman Sachs and Credit Suisse.
Questions
What investment products does Trilogy Funds offer?
We offer property-backed funds including the Trilogy Enhanced Income Fund, Monthly Income Trust, Industrial Property Trust, and Essential Retail Fund, tailored for retail and wholesale investors.
How long has Trilogy Funds been operating?
Trilogy Funds has specialized in property-backed income investments for over 25 years, established in 1998.
Are Trilogy Funds' distributions guaranteed?
Distributions are not guaranteed but have been consistently delivered across our funds, subject to market conditions.
What is the minimum investment required?
Minimum investments range from $5,000 for the Enhanced Income Fund to $20,000 for property trusts.
How does Trilogy Funds manage risk?
We employ rigorous risk management frameworks, including regulatory compliance, diversified portfolios, and expert oversight by our Lending Committee.
Can international investors participate?
Our products are primarily available to Australian investors, with specific options for wholesale and institutional clients.
