Trinity Investors
- Company typePrivate
- Founded1999
- HeadquartersSouthlake, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Trinity Investors firmographics
Firmographics- Name
- Trinity Investors
- Legal name
- Trinity Investors, LLC
- Website
- https://trinityinvestors.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Trinity Investors industry classification
Industry- Product category
- Private Equity / Alternative Investments
- NAICS
- Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239)
- SIC
- Investment Advice (6282), Investors, Nec (6799)
- akta.pro primary industry
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
- akta.pro secondary industry
- Real Assets Fund of Funds (Real Estate / Infrastructure / Natural Resources FoF) (FSAHAKAG)
Keywords
Where Trinity Investors is headquartered
LocationHeadquarters
- HQ city
- Southlake
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Trinity Investors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Underwriting Fees: Trinity and its affiliates receive underwriting fees at closing, typically 7%-8% of the investment amount. These fees are shared with financial professionals and reduce the amount available to the project entity.
- Project Management Fees: Ongoing project management fees paid to Trinity affiliates serving as managers of investment entities. These are recurring fees throughout the investment lifecycle.
- Carried Interest: Financial professionals can receive additional compensation in the form of carried interest upon liquidation, which does not have value until investors have received their preferred return and 100% of their original investment.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Typical private placement minimum investment |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels7 records
Trinity Investors product offering
Product offeringCore offering
Trinity Investors is a private equity firm that provides accredited and high net worth investors with direct investment opportunities in commercial real estate and lower middle market operating companies. The firm sources, structures, and capitalizes deals alongside operating partners, allowing investors to choose individual investments rather than committing to blind pooled funds or REITs.
Product overview
Trinity Investors is a private equity firm offering alternative investment opportunities through a direct investing approach (as opposed to funds and REITs). The firm provides two primary product lines: (1) Real Estate Investments spanning multifamily, hospitality, senior living, healthcare, retail, commercial, office, single family, mixed use, and restaurant asset classes with value add, development, and core strategies; and (2) Operating Companies investments focusing on lower middle market leveraged buyouts and flexible capital for independent sponsors. Investors access opportunities through an investor portal and can select specific deals matching their investment goals. The firm also produces the 'Insights Behind the Deal' podcast as a thought leadership resource.
Differentiator
Problem solved
Functional benefit
Brands
- Insights Behind the Deal: Podcast hosted by Trinity Investors that unpacks the strategy, relationships, and real-world impact behind the deals that shape industries and communities.
Products and services
- Real Estate Investments Direct private placement investments in commercial real estate spanning multifamily, hospitality, senior living, healthcare, retail, commercial, office, single family, mixed use, and restaurant asset classes executed through value add, development, and core strategies. Targeted at accredited investors who select individual deals.
- Operating Companies Portfolio Lower middle market leveraged buyout investments and flexible capital placements in operating companies across manufacturing, healthcare, technology, and consumer goods industries. Targeted at accredited investors partnering alongside independent sponsors and management teams.
Quantifiable outcome
- $28.8 Million+ returned to investors in 2024
- +3 more outcomes
Companies that use Trinity Investors
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles1 record
Trinity Investors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Trinity Investors partnerships and signals
Strategic signalPartnerships
18 partnerships are on record, tiered core and minor.
- Fort CapitalcoreLong-term real estate partner with 11+ joint ventures. Fort Capital sources and executes industrial and commercial real estate opportunities. Multiple acquisitions of Class B industrial portfolios in Houston, Dallas, and other Texas markets totaling hundreds of thousands of square feet.
- GVA Managementcore14+ partnerships for multifamily value-add acquisitions. GVA Management specializes in multifamily property management and acquisition. Multiple acquisitions across Georgia, Florida, North Carolina, and Colorado.
- Reserve Capital Partners (RCP)coreJoint venture partner for commercial real estate investments including office buildings like Crestview Tower in Las Colinas and Trinity Commerce Center. Multiple co-investments in commercial acquisition and development.
- Trammell Crow ResidentialcorePartnership for multifamily development including Allora River Ridge in Tampa, Florida - a 330-unit multifamily community development.
- SRH HospitalitycoreLong-term hospitality development partner with multiple hotel projects including Westin Southlake (261 rooms), Hyatt Place Fort Worth, Hyatt Place Austin, and Courtyard by Marriott Austin.
- Birtcher Anderson and DavisminorPartnered for acquisition and renovation of La Costa Meadows Business Park in San Marcos, CA - an 8-building business park.
- Avanti ResidentialminorPartnership for acquisition and renovation of Sunset Peak Apartment Homes in Thornton, CO - a 184-unit multifamily value-add project.
- AllTrades Industrial PropertiesminorPartner for development of 6 flex industrial facilities across Dallas-Fort Worth.
- IREGminorPartnered to develop and operate a 128-bed assisted living and memory care facility in Frisco, Texas.
- LaSalle GroupminorPartnered to develop and operate a 54-bed memory care facility in Austin.
- AM Behavioral HealthminorPartnered for redevelopment of Landings of Huber Heights - a 78-unit Assisted Living and Memory Care community in Huber Heights, Ohio.
- New Era Partners and DePalma Hotels & ResortsminorPartners for development of Courtyard by Marriott in Flower Mound, Texas.
- Lowen HospitalityminorPartnered in December 2013 to develop three hospitality properties.
- Sam Moon GroupminorPartnered to develop and operate a 130-guestroom Hyatt Place hotel in Fort Worth.
- Sava Holdings, Ltd.minorPartnered for development of Downtown Fort Worth's first Aloft Hotel.
- Insight Equity HoldingsminorPartnered to acquire Atmos Technologies, a specialty materials leader.
- Magnetic CapitalcoreDenver-based partner for F1 Arcade Denver development. Magnetic Capital sourced the off-market opportunity and executed the business plan. The 16,000 sq ft venue is in Denver's RiNo Arts District.
- Urban Genesis (UG)minorDevelopment partner for Bishop Phase III exit (The Poet and The Carpenter sale).
Scale indicators6 records
Recent moves7 records
Expansion highlights6 records
Trinity Investors competitors and assessment
Company assessmentDirect peers
- Origin Investments: Direct-invest real estate platform serving accredited investors with deal-by-deal multifamily and commercial real estate offerings. Closely comparable to Trinity's HNW direct-investing model and asset-class mix.
- EquityMultiple: Online platform providing accredited investors with direct access to commercial real estate debt and equity deals. Comparable in target investor (accredited HNW), direct-deal structure, and CRE focus.
- CrowdStreet: Tech-enabled commercial real estate investing platform offering individual deal selection to accredited investors. Comparable in investor segmentation, deal-by-deal model, and CRE asset classes.
- RealtyMogul: Online marketplace for accredited investors to access private commercial real estate offerings, including individual deals and funds. Comparable in accredited investor focus and CRE deal sourcing.
- Yieldstreet: Alternative investment platform offering individual accredited investors access to private market deals across real estate, marine, and legal finance. Comparable in alternative-investing focus and HNW direct-deal model.
- Belrose Capital Group: Private investment firm focused on direct multifamily and commercial real estate acquisitions for accredited investors. Comparable in direct-deal CRE focus and accredited investor base.
Broad incumbents
- Fundrise: Larger direct-invest real estate platform serving a broad retail and accredited investor base with diversified portfolios. Comparable alternative-investing thesis but broader, lower-fee structure.
- KBS Real Estate Investment Trust: Institutional private equity real estate firm that historically raised capital from accredited investors via non-traded REITs. Comparable asset-class exposure but different vehicle structure.
- Blackstone Real Estate: Largest global real estate PE platform, offering real estate strategies to institutional and HNW investors via funds and BREIT. Comparable asset classes but far larger scale and fund-based structure.
- AEW Capital Management: Diversified real estate investment manager with core, value-add, and debt strategies across CRE sectors. Comparable real estate asset-class focus and direct-invest approach at institutional scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Trinity Investors social profiles
Digital presenceTrinity Investors compliance and trust
Trust signalCompliance3 records
Trinity Investors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Trinity Investors leadership team
Management profileNumber of profiles
Profiles4 records
Trinity Investors subsidiaries and ownership
Company hierarchySubsidiaries4 records
Trinity Investors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Trinity Investors M&A and investment
M&A and investmentM&A
Investments3 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Trinity Investors
What does Trinity Investors do?
Trinity Investors is a private equity firm that provides accredited and high net worth investors with direct investment opportunities in commercial real estate and lower middle market operating companies. The firm sources, structures, and capitalizes deals alongside operating partners, allowing investors to choose individual investments rather than committing to blind pooled funds or REITs.
Is Trinity Investors a public or private company?
Trinity Investors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Trinity Investors founded?
Trinity Investors was founded in 1999. It employs 11 to 50 people.
Where is Trinity Investors based?
Trinity Investors is headquartered in Southlake, United States, in the North America region.
How does Trinity Investors make money?
Three revenue lines are on record. Underwriting Fees are the primary driver. The others are project Management Fees and carried Interest.
Who are Trinity Investors's main competitors?
Direct peers on record are Origin Investments, EquityMultiple, CrowdStreet, RealtyMogul, Yieldstreet and Belrose Capital Group. Broad incumbents are Fundrise, KBS Real Estate Investment Trust, Blackstone Real Estate and AEW Capital Management.
Does Trinity Investors have an API?
No public API is recorded for Trinity Investors.
What industry is Trinity Investors in?
Trinity Investors's product category is Private Equity / Alternative Investments. Its primary akta.pro industry code is FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions), with a secondary code of FSAHAKAG, Real Assets Fund of Funds (Real Estate / Infrastructure / Natural Resources FoF). Its NAICS code is 523940 and its SIC code is 6282.