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.

Family Governance & Structuring Disposition Services Joint Venture Structuring Clear
Three generations of a family gathered around an outdoor table, symbolizing multi-generational wealth planning through real estate investment

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.

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Exterior of stabilized retail strip center with ample parking and modern facade, part of income-producing real estate for family office portfolio

PROBLEM SOLVING LEADS TO PORTFOLIO ENHANCEMENT

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Exterior of Bellevue Congregational Church campus surrounded by urban residential and commercial development in downtown Bellevue WA

BELLEVUE FIRST CONGREGATIONAL CHURCH

Out with the Old, in with the New: Teamwork and Creativity Provide a Solid Foundation for a Church on the Move

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Close-up of business handshake in suits representing trusted advisor partnership and family office real estate collaboration

SURVIVING THE GREAT RECESSION

Family Office Client Needed Industrial Turn Around

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Exterior view of stabilized industrial warehouse facility with large parking lot and loading docks, part of a family office real estate portfolio

FAMILY KIG

Family Office Client Needed Industrial Turn Around

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Lincoln Square retail and entertainment complex in downtown Bellevue featuring Cinemark IMAX, Henredon store, and mixed-use development

Lincoln Square

Transforming a High-Rise Mixed-Use Development in Bellevue, WA

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Historic Marlborough House apartment building in Seattle with ornate brick architecture and high-rise multifamily units

MARLBOROUGH HOUSE

Transforming a Half-Renovated 1920s Building into 12 Floors of Opportunity

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Entrance signage of Polynesia Condominiums surrounded by lush landscaping in a residential community in Shoreline, Washington

POLYNESIA CONDOMINIUMS

The Whole is Greater than the Sum of its Parts

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Aerial view of Gig Harbor marina with boats and waterfront property, highlighting coastal real estate investment opportunity

ALIGNING LEGACY AND GROWTH

Addressing the Long-Term and Short-Term Needs of a Family Office’s Real Estate Portfolio

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