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  • Have your say and win big!

    Complete our survey for your chance to score a VIP double pass to the 2026 Toyota AFL Grand Final!

    Thanks to Trilogy Funds, Official Finance and Investment Partner of the Hawthorn Football Club, one lucky winner will receive:

    • Premium reserved Grand Final seating for two
    • Access to an exclusive Hawthorn pre-game Grand Final Brunch
    • A $1,500 travel voucher to get you there in style

     

  • Section 1 of 6 - About your business

    Please tell us about your business
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  • Section 2 of 6: Commercial real estate (CRE) fund structures, investment objectives and liquidity

    The next few questions relate specifically to clients for whom you would typically recommend commercial real estate (CRE) exposure.
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  • For clients more concerned with income, what is more important - that income distributions are strictly tied to the cashflows of the underlying assets, or that income distributions remain as stable as possible, even if it means using fund inflows to return capital / distribute capital gains.
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  • How influential is ESG in recommending CRE funds?

  • Section 3 of 6 - Returns expectations

    The next few questions related to returns expectations your or your clients have regarding CRE investments.
  • What is an appropriate target INCOME return for a CRE investment?
  • What is an appropriate target GROWTH return for a CRE investment?
  • What is an appropriate target TOTAL return for a CRE investment?

  • Section 4 of 6 - Investment exposure

    The next few questions relate to preferred subsectors, geographic exposure, gearing and risk mitigation.
  • Which of the following CRE sectors do you have a preference for in client portfolios? (Select multiple):
  • Which of the following geographies do you have a preference for with regards to CRE? (Select multiple):
  • For commercial real estate trusts, what do you think is the maximum appropriate level of (internal) gearing?

  • Section 5 of 6 - Allocation requirements

    What requirements must be met with respect to research houses, APLs and platforms for you to be able to allocate to a fund?
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  • APPROVED PRODUCT LIST: Are your investment recommendations limited to an Approved Product List?
  • PLATFORMS/DIRECT: Which of the following platforms (or direct investment) do you use (Select multiple):

  • End of survey

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