Family offices can scale wealth with disciplined commercial real estate portfolios. This guide covers allocation strategy, manager selection, due-diligence checkpoints, tax-efficient structures, and risk controls to improve yield, preserve capital, and unlock multi-generational growth.
A successful commercial real estate investment portfolio doesn’t happen accidentally—it results from strategic planning, data-driven decision-making, and disciplined execution from well-trained asset and portfolio managers. At Trinity Real Estate, we use these ten core strategies to help our clients optimize performance, reduce their risk, and build long-term wealth. 1. Define a Clear Investment Strategy A […]
Deciding whether to hold or sell a commercial real estate asset hinges on cash-flow durability, cap-rate trends, debt maturity, and tax impact. This article outlines sell disciplines, portfolio triggers, and exit tactics to recycle capital at the right time, without eroding long-term value.
Ground leases are gaining momentum as traditional CRE returns compress. This article explains how land-first structures offer durable, inflation-linked cash flow and downside protection, along with key risks like rent resets and reversion, so investors can de-risk portfolios while preserving upside.
Direct real estate gives investors control, stable cash flow, and tax advantages without the fee drag and volatility of public markets. This article explains how hands-on ownership, prudent leverage, and disciplined asset management can protect capital, hedge inflation, and compound returns over time.
Key Highlights from Dr. Linneman’s Talk Recession GDP fell first two quarters of 2022, which has historically defined a recession. However, over the first eight months of 2022, the U.S. added 3.5 million jobs, saw industrial output rise by 2.7%, and witnessed real combined retail and wholesale sales growth of 3.2%. This all occurred while […]
A well-structured ground lease lets landowners convert appreciated land value into long-term, predictable income while retaining ownership and control. Trinity Real Estate’s guide explains when to choose a ground lease, the 2–2.5 year process from site marketing to lease commencement, and key terms—rent setting, financeability, term length, and obligations—that protect both lessor and lessee.
A 30-minute conversation with DJ Van Keuren—founder of Family Office Real Estate Magazine—breaks down three decades of commercial real estate trends and how family offices shifted strategies through the 2019/2020 pandemic. Hosted by Trinity Real Estate’s Richard Leider, the interview offers practical perspective on market cycles, risk, and where family-office capital is focusing now.
A 1031 exchange lets CRE owners sell an investment property and reinvest the proceeds into a like-kind asset of equal or greater value—deferring capital gains taxes and potentially boosting long-term income and wealth. This article explains how exchanges work, key rules, and practical steps to execute one confidently.
A recorded webcast with Commerce Bank examines how COVID-19 reshaped PNW commercial real estate—covering rent and vacancy trends, sector-by-sector impacts (office, retail, industrial, multifamily), the debt environment, and asset-management strategies to mitigate risk and protect performance. Watch for concise, data-driven takeaways relevant to owners and investors.
