Trinity Real Estate

What Trinity Real Estate does

Trinity Real Estate is a privately held commercial real estate advisory and investment firm founded in 2001 and headquartered in Kirkland, Washington. The firm partners with family offices, multi-generational families, UHNW individuals, and institutional investors to deliver strategic advisory, portfolio and asset management, transaction services (including acquisitions, dispositions, 1031 exchanges, ground leases, and financing), project development oversight, and a co-investment program focused on $20M–$50M multifamily opportunities. Trinity codifies its approach through a proprietary Six-Pillar Framework for Generational Wealth and a four-stage advisory process (Discovery, Strategy, Implementation, Measure), and reports $8B+ in collective AUM across 40+ client families and institutions spanning 32 U.S. states as of mid-2025. The firm operates exclusively through relationship-driven, consultative sales with a $5M minimum investable capital threshold per client, sourcing clients via referrals from wealth managers, attorneys, CPAs, and family office consultants rather than marketplace or self-serve channels.

Name

Trinity Real Estate

Legal name

Trinity Real Estate

Website

https://trinityre.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

1–10 employees

Short description

Trinity Real Estate is a Kirkland, WA-based boutique commercial real estate advisory founded in 2001, serving family offices, UHNW individuals, and institutional investors with strategic advisory, asset management, transaction services, and a $20M–$50M multifamily co-investment program across 32 states.

Ownership category

akta.pro rank

Product category

Commercial Real Estate Advisory

NAICS

Portfolio Management and Investment Advice (523940), Other Activities Related to Real Estate (531390), Offices of Real Estate Agents and Brokers (5312)

SIC

Investment Advice (6282), Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA)

akta.pro secondary industries

Real Estate Advisory & Consulting (Strategy, Portfolio & Location) (FSAEAJAH), Real Estate M&A / Joint Venture Advisory (Platform Deals, Partnerships) (BPAJANAF), Real Estate Development & Feasibility Advisory (Highest-and-Best-Use, Entitlements Support) (BPAJANAC), Estate Planning, Trust Structuring & Governance (FSAAADAF)

Keywords

• Commercial real estate advisory
• Real estate asset management
• Family office services
• Real estate investment strategy
• Portfolio management services

Headquarters

HQ city

Kirkland

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory Fees: Fees charged for strategic advisory services including portfolio reviews, investment strategy development, succession planning, and family governance. Engagement models range from advisory-only to full-service management.
2. Asset & Portfolio Management Fees: Ongoing fees for asset management, portfolio optimization, leasing oversight, institutional-grade reporting, and benchmarking across client real estate holdings.
3. Transaction Services: Fees for acquisitions, dispositions, 1031 exchanges, ground lease structuring, and financing solutions facilitated through Trinity's vetted lender network and broker relationships.
4. Co-Investment Program Revenue: Trinity co-invests alongside clients in direct real estate deals (typically $20M–$50M multifamily), generating carried interest and transaction fees from managed co-investment structures.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Trinity Real Estate is a commercial real estate advisory and investment firm that partners with family offices, UHNW individuals, and institutional investors to deliver integrated real estate solutions. Its core offerings span Strategic Advisory, Portfolio & Asset Management, Transaction Services (acquisitions, dispositions, 1031 exchanges, ground leases, financing), Project Development, and a Co-Investment Program enabling direct partnership on multifamily deals typically in the $20M–$50M range. Engagements require a minimum of $5M in investable capital allocated to real estate and are tailored from advisory-only to full-service management.

Product overview

Trinity Real Estate operates as a unified commercial real estate advisory and investment platform that offers integrated services rather than discrete software products. The firm's core offerings include Strategic Advisory (portfolio reviews, succession planning, investment strategy, family education), Portfolio & Asset Management (portfolio creation, ongoing management, asset oversight, benchmarking), Transaction Services (acquisitions, dispositions, 1031 exchanges, ground leases, financing), Project Development (feasibility studies, development management, joint venture structuring), and a Co-Investment Program for direct partnership on institutional-grade deals. The platform combines these services to serve family offices, high-net-worth individuals, and institutional investors across commercial and multifamily real estate.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic Advisory Data-driven guidance for real estate holdings and generational objectives, covering property and portfolio advisory and review, succession planning, investment strategy development, capital allocation, risk tolerance modeling, and cross-generational family education and mentorship. Designed for family offices, UHNW individuals, and institutional investors navigating complex commercial and multifamily real estate decisions.
• Portfolio & Asset Management Commercial real estate portfolio creation, ongoing optimization, rebalancing, and diversification; strategic asset management including leasing oversight, capital planning, and institutional-grade reporting and benchmarking. Targets family offices and institutional investors requiring disciplined long-term oversight of their real estate holdings.
• Transaction Services White-glove guidance through acquisitions, dispositions, 1031 exchanges, ground lease structuring, and financing solutions, executed through Trinity's vetted network of lenders and broker relationships. Serves family offices and institutional investors executing complex real estate transactions.
• Project Development Institutional discipline across development cycles including real estate development feasibility studies and underwriting, development management oversight of timelines and budgets, and joint venture creation and structuring for strategic partnerships. Supports family offices and institutional investors evaluating or executing development projects.
• Co-Investment Program Structured program enabling family and family office investors to partner directly with Trinity on institutional-grade multifamily real estate opportunities, typically in the $20M to $50M range. Trinity sources, underwrites, and manages assets on behalf of co-investors, generating carried interest and transaction fees from managed co-investment structures.

Quantifiable outcome

• Collective AUM of $8B+ serving 40+ families and institutions across 32 states
• +7 more outcomes

Named customers7 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Port of SeattlecoreStrategic or Co-development PartnerTrinity Real Estate served as an adviser in the initial development stage of the Des Moines Creek Business Park project. The engagement was strategic in helping Port of Seattle and the City of Des Moines realize their vision and goals, including creating a predictable approval process to support future development and job creation. The project was successfully completed as a premier industrial and logistics hub serving the Seattle–Tacoma corridor.
• City of Des MoinescoreStrategic or Co-development PartnerTrinity Real Estate served as an adviser in the initial development stage of the Des Moines Creek Business Park project, working with the City of Des Moines and Port of Seattle. Scope included creating a predictable approval process to support future development and job creation in the Seattle–Tacoma corridor.
• Dr. Glenn MuellerminorStrategic or Co-development PartnerDr. Glenn Mueller, a prolific real estate researcher with 45 years of industry experience including 38 years of research, was invited to present at Trinity's annual Client Appreciation Event on November 4, 2021. Dr. Mueller is known worldwide for his market cycle research and provided market intelligence to Trinity's clients.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Northmarq: Mid-sized U.S. commercial real estate investment sales, equity, debt, and investment management firm with strong multifamily specialization. Closest comparable in firm size and CRE capital-markets focus to Trinity's boutique advisory model serving private and institutional investors.
• Marcus & Millichap: National investment real estate brokerage with deep multifamily and capital-markets coverage serving private investors, family offices, and institutions. Comparable to Trinity's transaction services and investor client base across CRE asset types.
• Heitman: Real estate investment management firm offering investment advisory, asset management, and direct investment vehicles across property types for institutional and private investors. Comparable to Trinity's institutional-grade investment advisory and asset/portfolio management services with multigenerational client overlap.

Broad incumbents

• Jones Lang LaSalle (JLL): Global commercial real estate services firm with a dedicated Capital Markets and Private Capital / family office advisory practice. Overlapping service breadth (investment advisory, asset management, transactions) and customer segment (UHNW/family offices), but vastly larger scale.
• CBRE Group: Largest global commercial real estate services and investment firm, with Capital Markets and Investor Leasing practices serving institutional and private capital investors including family offices. Overlaps Trinity on advisory, asset management, and transaction services at global scale.
• Colliers International: Global commercial real estate services firm offering investment sales, capital markets, advisory, and asset management. Comparable to Trinity in serving investors across property types with investment advisory and transaction services, with broader geographic reach.
• Newmark Group: Full-service commercial real estate firm with strong investment sales and capital markets capabilities serving institutional investors and family offices. Comparable in offering CRE investment advisory and execution at greater scale.
• Avison Young: Global commercial real estate services firm providing investment sales, capital markets, leasing, and advisory for owners and investors. Comparable service model to Trinity with broader geographic reach and additional service lines.
• Walker & Dunlop: Commercial real estate finance and investment sales firm with capital markets and investment advisory capabilities serving institutional clients and family offices. Comparable in transaction, financing, and advisory services.
• Cushman & Wakefield: Global commercial real estate services firm with capital markets, investment advisory, and asset management practices serving institutional and private investors including family offices. Overlapping service portfolio and customer type at vastly larger scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/trinity-real-estate

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Trinity Real Estate