Case Studies
Through real-world solutions and tailored execution, Trinity has consistently delivered impactful results for family offices and institutional partners. From strategic acquisitions to succession planning and portfolio optimization, our case studies showcase the value we’ve created and how we can do it again.
SEATTLE 1031 EXCHANGE BUILDS 8-PROPERTY PORTFOLIO
See how Trinity Real Estate helped a Seattle family trade two downtown garages for an 8-property portfolio. Using strategic advisory and a tax-efficient 1031 exchange, the team boosted cash flow, diversified risk, and set up long-term growth with disciplined, compliant execution
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FAMILY OFFICE REAL ESTATE STRATEGY, MOVING FORWARD, TOGETHER
To meet its ambitious goal of building wealth for the next generation, one Seattle-area family office wanted best-inclass real estate guidance combined with a personal touch. We supplied a tailor-made portfolio strategy, systems for
bringing it to life, and a ready ear on the other end of the phone.
ALIGNING LEGACY AND GROWTH
Addressing the Long-Term and Short-Term Needs of a Family Office’s Real Estate Portfolio
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GROCERY CHAIN REAL ESTATE STRATEGY
Portfolio Evaluation & Investment Strategy: Multiple Properties, One Vision.
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STRATEGIC TRANSFORMATION OF A MULTI-GENERATIONAL FAMILY OFFICE
Positioning a Wisconsin-Based Real Estate Family for Long-Term Growth & Sustainability
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ANHALT APARTMENTS
How to restore a Tudor gem to its former luster? Work with the city and the neighborhood to create 39 energy-efficient apartments, resolve environmental issues, and secure historic-landmark designation.
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