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.

Multi-generational family walking barefoot through lush greenery, symbolizing legacy stewardship and long-term real estate vision

BUILDING LONG-TERM WEALTH THROUGH REAL ESTATE INVESTING

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

Bellevue Way NE street sign with modern high-rise buildings in the background, highlighting urban redevelopment in downtown Bellevue

PORTFOLIO REVIEW FOR 3RD GENERATION FAMILY

Portfolio Takeover & Optimization Success

MARLBOROUGH HOUSE

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

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

Skyline of Madison, Wisconsin with State Capitol building at sunset, representing family office real estate investment in urban core

STRATEGIC TRANSFORMATION OF A MULTI-GENERATIONAL FAMILY OFFICE

Positioning a Wisconsin-Based Real Estate Family for Long-Term Growth & Sustainability

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.