2017 IN REVIEW
We are pleased to announce several accomplishments and developments over the past year and a half. Our successes on behalf of our clients are a direct result of our relationship with you. We are thankful for your continued support and collaboration and would like to wish you a terrific 2018.
Over the last year and half, Trinity (TRE) completed 13 transactions, including four dispositions and nine strategic acquisitions. We also concluded five major (anchor) leases to realize our family and institutional clients' objectives. Additionally, we completed two major renovation projects resulting in significant value creation and property enhancement. Finally, we closed on five loans leveraging our clients' investment capital and improving their returns.
Provided below are some recent examples of completed projects on behalf of several family offices:
We are honored to inform you that several of Trinity’s real estate projects over the last 18 months received the following professional recognition for work we have done on behalf of our clients:
NEW TRINITY CLIENTS
In the past year and half, we added six new family office clients and one new institutional client. For these clients, we are enhancing their real estate portfolios through value creation and preservation of wealth. Currently, Trinity's client engagements represent $300 million of assets under management and over $100 million of client advisory assignments.
We launched our new website which articulates both our family and institutional practices. Given our conviction that our institutional experience and knowledge is beneficial to family offices, we are proactively reaching out to expand our practice in this area.
We are pleased to introduce you to the six new members on our team. These additions reflect our objective of expanding the family office practice as well as our commitment to provide exceptional services to our clients.
ROB LARSEN - Since 2005, Rob has partnered with Trinity on multiple investment and development projects. He brings nearly 40 years of experience in leading multidisciplinary teams assisting family offices, middle market enterprises, and global companies realize their goals. We are honored that Rob agreed to join us in 2017 as a Managing Partner and to become a part of our leadership team.
BRUCE HOSFORD - Bruce joined Trinity in 2017 as an advisory partner and is a long-time friend of the firm. Bruce brings over five decades of investing in the PNW commercial real estate market having been a partner at Trammel Crow and a founding partner at Spieker Properties. His relationships with key players and his discerning insight into the local market make him an invaluable adviser.
BRIDGET RAUVOLA - Bridget joined Trinity in 2017 as an advisory partner. She brings over two decades of experience of growing assets under management, developing investor relations programs, sourcing new clients, and was part of building one of the PNW's most successful private equity firms.
KHADIJA KARRAM – Khadija joined Trinity in 2016 as a Senior Property Accountant. Her calm efficient style and deep analytical skills enabled her to quickly be promoted to Controller in 2017. Khadija was previously a senior accountant at Greystar.
PAUL SHERLAND – Paul joined Trinity's analyst team in late 2015. His appraisal background and strong research capabilities allow us to efficiently evaluate opportunities. In conjunction with being on Trinity's analyst team, Paul is also obtaining his MBA from Seattle University.
ANNE HEINLEIN – Anne’s project coordination skills, gleaned from her time with JLL, combined with her extensive background in marketing are strong additions to Trinity. She has served in her role as Office Administrator since early 2016 and has become essential in keeping things running smoothly.
*2017 PROMOTION* - LEX WIENEKE has earned the position of PARTNER. Lex has been with the firm since 2013 and has been integral to sourcing and structuring numerous transactions, as well as streamlining our asset management and reporting infrastructure. We are extremely excited to have him as part of the leadership team.