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 Education & Mentorship Construction Management Joint Venture Structuring Clear
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

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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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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

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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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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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Fully stocked fresh produce section inside grocery store highlighting tenant stability for family office retail investment

Family M

Portfolio Evaluation & Investment Strategy: Multiple Properties, One Vision.

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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

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