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.

A VETERAN INVESTOR MAKES US A PARTNER.

A Seattle venture capitalist bet he could get national-level real estate expertise in his own back yard. Three thriving acquisitions later, we’ve proven him right.

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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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SURVIVING THE GREAT RECESSION

Family Office Client Needed Industrial Turn Around

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PORTFOLIO REVIEW FOR 3RD GENERATION FAMILY

Portfolio Takeover & Optimization Success

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MARLBOROUGH HOUSE

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

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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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