Seattle Still A Good Investment, But Transportation Is A Big Fail

Trinity’s Managing Partner, Pete Stone, had the honor to teach a session at the Family Office Real Estate Institute executive program in December 2024. He joined a distinguished group of experienced commercial real estate leaders, investors and teachers such as Peter Linneman (Wharton School of Business), Carol Pepper (Pepper International) and Chuck Schilke (John Hopkins University).  The class focused on not only why family offices and investors should consider investing in real estate, but also different ways to invest, considerations in building a portfolio and the importance of effective asset management.

Strategic Role of Real Estate in Portfolios

Commercial real estate investments play a vital role in wealth creation, preservation and effective portfolio diversification.

Key benefits include:

• Inflation Hedge: Protects purchasing power.
• Tax Advantages: Enables depreciation and capital gains tax deferral.
• Predictable Income Streams: Ensures consistent cash flow.
• Risk Mitigation: Balances risk across the various investment categories.

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Types of Commercial Real Estate Investments

The session detailed various investment methods:

• Inflation Hedge: Protects purchasing power.
• Tax Advantages: Enables depreciation and capital gains tax deferral.
• Predictable Income Streams: Ensures consistent cash flow.
• Risk Mitigation: Balances risk across the various investment categories.

Property types explored:

• Inflation Hedge: Protects purchasing power.
• Tax Advantages: Enables depreciation and capital gains tax deferral.
• Predictable Income Streams: Ensures consistent cash flow.
• Risk Mitigation: Balances risk across the various investment categories.

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Portfolio Construction Strategy

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Commercial real estate investments play a vital role in wealth creation, preservation and effective portfolio diversification.

Key components include:

• Inflation Hedge: Protects purchasing power.
• Tax Advantages: Enables depreciation and capital gains tax deferral.
• Predictable Income Streams: Ensures consistent cash flow.
• Risk Mitigation: Balances risk across the various investment categories.

Property types explored:

• Inflation Hedge: Protects purchasing power.
• Tax Advantages: Enables depreciation and capital gains tax deferral.
• Predictable Income Streams: Ensures consistent cash flow.
• Risk Mitigation: Balances risk across the various investment categories.

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– Family SFT

Image caption goes here

Property types explored:

• Inflation Hedge: Protects purchasing power.
• Tax Advantages: Enables depreciation and capital gains tax deferral.
• Predictable Income Streams: Ensures consistent cash flow.
• Risk Mitigation: Balances risk across the various investment categories.

About Trinity Real Estate

Trinity Real Estate, founded in 2001, is a full-service real estate wealth management and investment firm with a reputation for excellence in acquisitions, dispositions, asset management, and strategic commercial real estate planning. The firm serves as a trusted partner to family offices, institutional investors, and private clients, offering tailored solutions that align with each client’s financial goals. Trinity’s seasoned team brings decades of experience and a results-driven approach to optimizing portfolio performance and unlocking new investment opportunities.

About Pete Stone

Pete Stone brings over three decades of commercial real estate expertise to the table, complemented by 11 years as a respected instructor at the University of Washington. His career includes key roles at ING Clarion, Sumitomo Life, and Trinity Real Estate, where he has honed his skills in acquisitions, asset management, and strategic commercial real estate planning.