Services
Strategic Advisory
We’re different from others because we can actually implement the solutions we recommend. From acquiring and positioning property to operating or selling it, we’ll manage the details so you don’t have to. Our services include:
- 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.
Case 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
212 BUSINESS PARK
By making it more useful for more businesses, we turned a million square feet into a multimillion-dollar profit.
Read more
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.
Read more
ALIGNING LEGACY AND GROWTH
Addressing the Long-Term and Short-Term Needs of a Family Office’s Real Estate Portfolio
Read more
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.
Read morePortfolio & 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.
Case 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
CENTURY-OLD TIMBER COMPANY PARTNERS WITH TRINITY FOR DIRECT REAL ESTATE INVESTING
“Trinity Real Estate is the ultimate investment partner. They listened to our needs, executed our vision, and delivered exceptional results. Their integrity and seasoned approach to real estate investing make them an outstanding partner.”
Read more
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.
Case 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
MARLBOROUGH HOUSE
Transforming a Half-Renovated 1920s Building into 12 Floors of Opportunity
Read more
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.
Case 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
CENTURY-OLD TIMBER COMPANY PARTNERS WITH TRINITY FOR DIRECT REAL ESTATE INVESTING
“Trinity Real Estate is the ultimate investment partner. They listened to our needs, executed our vision, and delivered exceptional results. Their integrity and seasoned approach to real estate investing make them an outstanding partner.”
Read more
STRATEGIC TRANSFORMATION OF A MULTI-GENERATIONAL FAMILY OFFICE
Positioning a Wisconsin-Based Real Estate Family for Long-Term Growth & Sustainability
Read more
Who We Serve
Strategic real estate advisory for family offices and institutions committed to legacy, liquidity, and long-term value.
FAMILY OFFICES & HNWI
Whether navigating a liquidity event or structuring an intergenerational legacy, we partner with family offices to integrate investment strategy, estate planning, and governance with precision and discretion.
Read more
Institutions
From performance benchmarking to co-investment structuring, we support institutions seeking risk-adjusted returns through high-quality real estate portfolios, development ventures, and market intelligence.
Read more
Advisors & Consultants
We collaborate with wealth managers, attorneys, CPAs, and family office consultants to act as a seamless extension of the advisory team, translating complex objectives into clear, actionable real estate outcomes.
Read more
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.
