Acquisition Services Asset Management Family Education & Mentorship Portfolio & Asset Management Portfolio Performance Review Strategic Advisory Transaction Services

PORTFOLIO REVIEW FOR 3RD GENERATION FAMILY

Background

A third-generation family office serves as the real estate investment arm of a high-net-worth family based in Seattle. Over the years, the family has successfully built a portfolio of office and retail assets. However, they sought an independent, third-party portfolio review to assess their holdings and develop a strategic plan for future growth.

Approach

Trinity completed the review of 7 commercial assets, including reviewing operating data from all the properties, completing a ten-year cash flow forecast, an estimate of fair market value as well as a review of the debt position of the assets. Trinity found that the portfolio was well run but saw that the family had a high concentration of office assets. Trinity also noted that the LTV (loan-to-value) ratio of the portfolio was quite low and that an opportunity existed to replace their low-leverage high-interest rate debt with modest leverage – and a much lower interest rate.Proceeds from that loan could then be used to acquire assets to help to better diversify their portfolio.

Outcome

The family subsequently borrowed money during the low-interest rate environment at a rate below 3% – and used it to acquire a high-quality grocer anchored center and make an investment into a multifamily asset, thus significantly aiding with their portfolio diversification.

Services Performed

Download Case Study

Recommended Case Studies

Explore how Trinity Real Estate delivers measurable value through real-world solutions. From strategic acquisitions to succession planning and portfolio optimization, our case studies highlight the impact of tailored execution for family offices and institutional partners.

View All Case Studies