Strategic Family Office Partnership Drives Exceptional Real Estate Growth

In this case study, Trinity Real Estate (TRE) collaborates with a century-old timber family's diversified portfolio to introduce a highly successful direct real estate investment strategy. Focused on high-potential, prime location assets, TRE executed renovations and repositioning of key properties like the Kirkland Lake Building and Maram Apartments. The result? Significant value appreciation, with rents exceeding expectations by 90%, demonstrating the power of tailored, long-term real estate investment strategies for family offices.

Strategic Sale and 1031 Exchange Strengthens Multi-Generational Family Portfolio

In this case study, Trinity Real Estate helps a Seattle family navigate complex real estate decisions, from selling a long-held parking garage to managing family dynamics across generations. By facilitating a 1031 exchange, Trinity reinvested the proceeds into five high-quality assets, primarily apartments, enhancing cash flow and significantly increasing distributions to the family. Today, Trinity continues to oversee and manage the family's growing real estate portfolio, ensuring it aligns with their long-term goals and generating substantial returns.

Transforming a Historic Building into a High-Return Investment Opportunity

In this case study, Trinity Real Estate successfully acquires and redevelops Marlborough House, a 1920s building left in a semi-renovated state after foreclosure. Despite significant challenges, including mold issues and incomplete work, Trinity’s comprehensive redevelopment strategy, including luxury penthouse and rooftop garden renovations, turned the property into a sought-after 83-unit apartment complex. Within 13 months, the building was fully leased, and sold for $27 million, generating an impressive 91% investor IRR.

Tailored Real Estate Strategy and Execution for a Family Office’s Generational Wealth Building

This case study highlights how Trinity Real Estate partnered with a Seattle-area family office to develop a personalized real estate portfolio strategy to support long-term wealth enhancement. With a focus on execution and a hands-on approach, Trinity guided the family in adopting systems for efficient portfolio management, including regular meetings, reports, and analytical tools. This approach, combined with mentoring, empowered the family to confidently manage and grow their real estate investments, progressing steadily toward their goals.

Helping a Seattle Venture Capitalist Build a Strong, Value-Adding Real Estate Portfolio

In this case study, Trinity Real Estate partners with a Seattle-based venture capitalist to build a customized real estate portfolio for his family office. By acquiring and repositioning three assets, including apartment and industrial properties, Trinity added significant value while aligning with the family’s long-term goals. This collaboration not only generated substantial cash flow but also resulted in the successful transfer of management to a family member. The family office re-engaged Trinity to continue the value creation and mentorship, solidifying the firm as a trusted partner.

Revitalizing a Historic Property for Maximum Value and Community Impact

This case study follows the transformation of Anhalt Apartments, a 1930s Tudor-style building, into 39 energy-efficient units. Trinity Real Estate worked with the city, neighborhood, and preservation boards to resolve environmental issues, preserve the building’s historic façade, and gain U.S. Registry placement. The project exceeded rental expectations, leasing 20% above pro-forma projections and earning recognition with a Historic Preservation Award. With an IRR over 40%, the property continues to generate strong cash flows, providing significant returns for the family office.

Guiding a Family Through the Great Recession to Build a Stronger Real Estate Portfolio

In this case study, Trinity Real Estate helps a family navigate the challenges of inheriting a diverse real estate portfolio during the Great Recession. With assets ranging from well-performing properties to struggling ones, Trinity’s strategic approach—including recapitalizing loans, guiding property sales, and fostering family collaboration—led to a more focused and resilient portfolio. Three years later, the family emerged with a stronger, better-performing portfolio, allowing them to focus on their lives with less concern over real estate challenges.

Transforming a High-Rise Mixed-Use Development in Bellevue, WA

With 1.3 million square feet behind schedule and over budget, the solution was simple - call Trinity.

Transforming a Business Park to Boost Value and Tenant Demand

In this case study, Trinity Real Estate partners with PS Business Parks to redevelop the 212 Business Park, a nearly one-million-square-foot property in Kent Valley. By addressing critical deficiencies like low clear heights and poor circulation, Trinity's strategic redevelopment efforts resulted in a full lease-up at 100% capacity. The property saw a significant rent increase, with new rents nearly 40% higher than pre-redevelopment levels, transforming it into one of the highest-yielding assets in PS Business Parks' portfolio.