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As an attorney for the law firm Perkins Coie, Michael Barrett represents several family offices. When those families have needed guidance in real estate investing, Michael has referred them to us.
“Trinity fills an important space in the landscape of real estate experts,” he says. “They focus on and advocate for the long-term interests of their clients. That’s different than the service a broker typically provides, where the relationship is more transactional. It’s also different than what is offered by a developer, who most likely is interested in building a specific project. Trinity has those one-off capabilities, but the really unique value they bring to a client is their concern with the big picture, with strategy. Their goal is to achieve their client’s goals, not just what may seem important at the moment, but the real, bigger goals.”
IF YOU DON'T KNOW WHERE YOU'RE GOING...
Defining goals is critical when it comes to family-office real estate investing, Michael notes.
“Families often haven’t had a conversation about what their real estate objectives are or how they fit into their overall wealth management strategy. Families may not have the tools and expertise for that kind of conversation about real estate. And different family members can have differing opinions. Trinity knows that their first objective, before they can maximize their value to a client, is to help everyone understand and agree on which direction the family is heading. They come in with no agenda other than to facilitate that conversation, which is why they are so good at building consensus within families— and then using that as their roadmap.”
VISUALIZING THE MARKET
Deep knowledge of the Northwest real estate market is another Trinity advantage, says Michael. “I have been consistently impressed by Trinity’s understanding of the current market and their ability to translate that into terms clients can understand. They provide top-notch analytics and present them in a graphic, visual way that makes it easy for families to see the pros and cons of a particular investment in relation to their overall, long-term objectives. “
ADVICE DESIGNED FOR FAMILY OFFICES
Ultimately, Michael refers clients to Trinity because no other firm he’s aware of has quite the same approach and skill-set. “Trinity has the capabilities and expertise of a much larger development firm, but their goal is to build a lasting, personal relationship based on mutual trust and respect. They give clients ample attention and sound, honest advice. They provide a broad range of services, but they are truly advisors first.
“Clients have come to me with an asset they want to make the most of or wanting to get into real estate in a serious way for the first time and I’ve referred them to Trinity, because I trust Trinity to have their interests at heart and I know Trinity will take good care of them.”