Family Offices & HNW Individuals
We partner with family offices and high-net-worth individuals seeking direct ownership of commercial real estate. Our clients trust us for our deep investment expertise, data-driven insights, generational alignment, and precise execution.
Trusted by Generations. Built for Complexity.
We collaborate seamlessly with you and your advisory team to provide:
- Investment strategy development
- Direct oversight of commercial real estate assets
- Comprehensive transaction execution
- Performance benchmarking and reporting
- Family mentorship, education, and succession planning
Total Return Performance
Tailored Strategy.
Trinity offers customized strategies for commercial real estate investments, delivering a compelling blend of income generation, capital appreciation, and tax efficiency. We work closely with clients to identify the most suitable asset types aligned with their specific investment goals.
- Core / Core-Plus: Focused on stable, income-generating assets for durable yield
- Value-Add: Targeting moderate risk with potential for enhanced returns through asset repositioning.
- Opportunistic: Designed for higher-growth potential through more aggressive investment strategies.
CRE Investment Vehicles
Direct Ownership.
End to End Execution.
As specialists in direct real estate investment and management, we serve families who value pride of ownership, greater control, tax efficiency, and customized execution over pooled vehicles and public REITs. We provide:
- Targeted asset evaluation and acquisition
- Structuring and execution of 1031 exchanges
- Comprehensive property asset management
- Strategic partnerships in joint ventures and development projects
Tailored Investment Strategy for Every Family
No Two Families Are Alike. Neither Are Their Portfolios.
We work closely with families and their advisors to align real estate strategies with each family’s unique risk profile, return objectives, and governance framework. Our comprehensive approach includes:
- Structuring investments to address liquidity requirements and legacy planning
- Aligning investments with the family’s risk-return objectives
- Benchmarking performance and providing transparent reporting to all family stakeholders
- Engaging all generations in understanding their properties investment profile and performance
Expertise & Services
Trinity Real Estate provides end-to-end real estate solutions for high-net-worth individuals, family offices, and institutional investors. From strategy to execution, our integrated platform is built to preserve generational wealth, enhance real estate portfolio performance, and uncover institutional-grade opportunities in every market cycle.
View All ServicesStrategic Advisory
Our advisory services empower families and institutions with data-driven guidance across all real estate holdings and generational objectives.
- Property & Portfolio Advisory & Review: Real estate portfolio performance review services and asset diagnostics.
- Succession Planning: Generational wealth transfer planning for real estate assets, leadership alignment, and continuity strategy.
- Investment Strategy Development: Capital allocation strategies and risk tolerance modeling tailored to investment priorities.
- Family Education & Mentorship: Cross-generational engagement and real estate fluency-building to support lasting governance.
Portfolio & Asset Management
Long-term performance starts with disciplined oversight.
- Portfolio Creation: Commercial real estate portfolio creation strategies based on investor objectives.
- Portfolio Management: Ongoing real estate portfolio optimization, rebalancing, and diversification.
- Asset Management: Strategic oversight including leasing, capital planning, and institutional-grade reporting and benchmarking.
Transaction Services
Execution matters. We offer white-glove guidance through every stage of the deal lifecycle.
- Acquisitions: Real estate acquisition services, due diligence, and deal structuring.
- Dispositions: Real estate disposition strategies and exit planning aligned with tax objectives.
- 1031 Exchanges: Full-service 1031 exchange planning, compliance, and execution.
- Ground Leases: Structuring and negotiating ground lease transactions for long-term value creation.
- Financing Solutions: Investment property financing and capital structuring through a vetted network of lenders.
Project Development
From entitlement to execution, we provide institutional discipline across development cycles.
- Development Evaluation: Real estate development feasibility studies and underwriting.
- Development Management: Oversight of timelines, budgets, and contractor alignment.
- Joint Venture Creation: Structuring strategic partnerships and JV agreements tailored to project needs.
Co-Investment Program
Partner directly with Trinity on institutional-grade opportunities.
Read moreCase Studies
Explore how Trinity Real Estate delivers measurable value through real-world solutions. From strategic acquisitions to succession planning and portfolio optimization, our case studies highlight the impact of tailored execution for family offices and institutional partners.
View All Case Studies
STRATEGIC TRANSFORMATION OF A MULTI-GENERATIONAL FAMILY OFFICE
Positioning a Wisconsin-Based Real Estate Family for Long-Term Growth & Sustainability
Read more
Trinity’s Advisory Framework Process
Structured to Align with Your Goals and Deliver Measurable Results
Discovery
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Clarify investment objectives and risk tolerance
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Conduct macro and market-specific intelligence gathering
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Leverage proprietary and third-party data for insight
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Define project parameters and success criteria
Strategy
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Design customized investment and operational strategies
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Prioritize initiatives based on ROI and alignment with goals
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Develop execution-ready strategic roadmaps
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Ensure complete alignment with family or institutional mandates
Implementation
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Execute with precision and accountability
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Deploy domain-specific expertise across asset classes
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Coordinate multi-stakeholder execution seamlessly
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Navigate complexity and adapt to real-time variables
Measure
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Evaluate performance against defined KPIs
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Incorporate structured feedback loops from stakeholders
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Deliver transparent, data-rich performance reporting
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Optimize strategy through continuous refinement
Customer testimonials
Hear directly from the families, advisors, and institutions who trust Trinity Real Estate to navigate complex markets, protect legacy wealth, and deliver results with integrity and insight.
Frequently Asked Questions
Find quick answers to the most common questions we hear from our customers.
What is Trinity Real Estate, and how do you serve family offices and institutional investors?
Trinity Real Estate (TRE) is a trusted real estate investment and advisory firm serving family offices and institutional investors since 2001. We offer end-to-end services across real estate acquisitions, development, asset management, and family governance, designed to preserve and grow generational wealth through strategic real estate investing.
What is the minimum investment threshold to engage with Trinity?
We typically partner with clients who have $5 million or more in investable capital allocated to real estate. Trinity offers flexible investment structures including co-investment opportunities, direct ownership, and advisory-only services tailored to sophisticated investors.
What types of real estate strategies do you offer?
We offer a broad range of real estate investment strategies, including core income properties, value-add repositioning, ground-up development, and opportunistic deals. Our approach is driven by macroeconomic trends, demographic shifts, and deep local market analysis.
How does Trinity support intergenerational wealth planning and governance?
We help families create sustainable governance frameworks, educate rising generations, and build real estate succession strategies. Trinity’s experience with multi-generational families allows us to guide effective stewardship and long-term wealth preservation.
What differentiates Trinity’s real estate approach from other advisors or asset managers?
Trinity uniquely combines institutional-grade investment discipline with the relationship focus of a family office partner. Our clients benefit from unmatched transparency, aligned interests, and direct access to exclusive real estate co-investments, supported by over two decades of proven performance.
Can Trinity assist in building a portfolio of properties through direct ownership or partial equity participation?
Yes, Trinity specializes in sourcing, underwriting, and managing direct real estate investments on behalf of clients. Additionally, through our co-investment program, clients have the opportunity to hold partial ownership in select direct deals.
What is Trinity’s process for sourcing and vetting opportunities?
Yes. Trinity specializes in building tailored real estate portfolios through direct property investments and co-investment structures. We source, underwrite, and manage assets on behalf of our clients, enabling both full ownership and partial equity participation in select deals.
Do you offer advisory-only relationships or full asset management?
Yes. Trinity offers flexible engagement models ranging from strategic advisory-only relationships to full-service real estate asset and portfolio management, allowing clients to choose their desired level of involvement and oversight.
Contact Us
We welcome inquiries from family offices, high-net-worth individuals, institutional investors, and the trusted advisors who support them. Use the form below to connect with our team and explore how Trinity Real Estate can help advance your real estate, succession, and strategic goals.
Clarity. Confidence. Results.