TriVest McNeil Real Estate

What TriVest McNeil Real Estate does

TriVest McNeil Real Estate is a privately held, fully integrated real estate investment management firm headquartered in Richardson, Texas, specializing in multifamily apartment communities. The company operates a portfolio of 15 properties across Texas (13 communities) and North Carolina (2 communities) and delivers four service modules: Community Management, CPA-led Accounting Services on GAAP and/or tax basis, Asset Management with portfolio business planning, and Due Diligence services for acquisitions. Its stated customer base includes institutional owners such as AIG Global Real Estate and Transwestern Investment Management, as well as regional and local ownership groups, while residential renters occupy the communities under management.

The company's technology stack centers on web-based property management and accounting software systems that produce customizable financial reporting and a centralized platform intended to remove administrative tasks from field personnel. Each of the 15 communities maintains a dedicated branded website supporting online leasing applications with SSL encryption, indicating a distributed digital acquisition approach at the property level. Back-office operations rely on standard third-party SaaS for payroll, retirement, training, and employee recognition rather than proprietary infrastructure.

Revenue is generated through property management fees from owners, supplemented by asset management and accounting service fees under quote-based, non-publicly-disclosed pricing. Distribution to institutional owners occurs through direct B2B sales, while distribution to residential renters occurs through community websites, organic search, and on-site leasing offices. The firm employs 101-250 staff, has operated for over a decade since founding circa 2013, and discloses no funding rounds, ownership structure, or financial performance data.

Name

TriVest McNeil Real Estate

Legal name

TriVest McNeil Real Estate

Website

https://trivestcares.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

101–250 employees

Short description

TriVest McNeil Real Estate is a Richardson, Texas-based private multifamily property investment manager operating 15 apartment communities across Texas and North Carolina. It delivers community management, CPA-led accounting, asset management, and due diligence services to institutional owners and local ownership groups.

Ownership category

akta.pro rank

Product category

Multifamily Real Estate Investment Management

NAICS

Residential Property Managers (531311), Real Estate Property Managers (53131)

SIC

Operators Of Apartment Buildings (6513), Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

Multifamily Apartment Property Management (BPAJAFAA)

akta.pro secondary industry

REITs & Listed Real Estate Securities (FSAAAKAD)

Keywords

• Multifamily property management
• Real estate investment management
• Apartment community management
• Real estate accounting services
• Asset management services

Headquarters

HQ city

Richardson

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Property Management Services: Comprehensive community management services for multifamily apartment communities including disciplined management, hands-on style, and tailored operating plans. Revenue generated through management fees from property owners.
2. Accounting Services: CPA-led accounting department providing accurate and timely financial reporting on GAAP and/or tax basis using state-of-the-art web-based property management and accounting software systems.
3. Asset Management: Asset management services to maximize value of multifamily assets by integrating yearly operating plans into comprehensive business plans, acting as custodian for client investments.
4. Due Diligence Services: Due diligence services ranging from initial validation of targets, detailed on-site visits, to development of comprehensive management plans for potential acquisitions.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

TriVest McNeil Real Estate is a fully integrated real estate investment management company that provides community management, CPA-led accounting, asset management, and due diligence services for multifamily apartment communities. The company manages 15 apartment communities across Texas and North Carolina on behalf of institutional owners and regional/local ownership groups, generating revenue through management fees.

Product overview

TriVest McNeil Real Estate is a fully integrated real estate investment management company specializing in multifamily apartment homes. The company offers four integrated service modules: Community Management (hands-on property and resident management), Accounting Services (CPA-led financial reporting using web-based software), Asset Management (portfolio business planning and value maximization), and Due Diligence (acquisition support and validation). The company manages 15 multifamily apartment communities across Texas and North Carolina, providing comprehensive real estate solutions to institutional owners and local ownership groups.

Differentiator

Problem solved

Functional benefit

Products and services

• Community Management Disciplined, hands-on property management with tailored operating plans designed to unlock intrinsic value in each multifamily asset and create caring communities for residents. Targeted at institutional owners and regional/local ownership groups seeking a trusted management partner.
• Accounting Services CPA-led accounting department providing accurate and timely financial reporting on GAAP and/or tax basis, using state-of-the-art web-based property management and accounting software. Reporting is tailored to each owner's needs.
• Asset Management Custodian services that maximize the value of each multifamily asset by integrating yearly operating plans into a comprehensive asset or portfolio business plan, ensuring best possible stewardship of client investments.
• Due Diligence Due diligence services ranging from initial validation of acquisition targets, to detailed on-site visits, to the development of comprehensive management plans for potential multifamily acquisitions.

Quantifiable outcome

• Exceed expectations of sophisticated property owners through management expertise and resources
• +1 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature1 record

Scale indicators3 records

Recent moves3 records

Expansion highlights3 records

Broad incumbents

• Greystar Real Estate Partners: Largest third-party multifamily property manager in the U.S., managing hundreds of thousands of units globally. Directly comparable as a multifamily property management and investment management firm serving institutional owners, but with dramatically greater scale and a national platform.
• Lincoln Property Company: Large diversified real estate services firm with a major multifamily management division serving institutional owners. Comparable multifamily PM services but operates across broader commercial and residential real estate as well.
• Cushman & Wakefield (Multifamily): Global commercial real estate services firm with a multifamily investment management and property management business serving institutional owners. Comparable multifamily PM and asset management but embedded in a much broader real estate services platform.

Direct peers

• Asset Living: Houston-based third-party multifamily property manager serving institutional investors and owners. Closely comparable to TriVest McNeil in model (third-party multifamily management for institutional + local owners) and in Texas geographic overlap.
• RPM Living: Texas-based multifamily property management firm serving institutional owners and investment groups. Directly comparable as a multifamily PM firm rooted in Texas with national expansion ambitions.
• BH Management Services: Multifamily property management firm managing a large national portfolio for institutional owners. Comparable in serving institutional owners with third-party multifamily management plus accounting and asset management services.
• FPI Management: Multifamily property management company serving institutional clients and private owners across the U.S. Directly comparable third-party multifamily PM with institutional client focus.
• Bozzuto Group: Multifamily property management, development, and construction firm serving institutional owners. Comparable in providing third-party multifamily management with integrated accounting and asset management services.
• Bell Partners: Multifamily investment and property management firm operating for institutional capital partners. Comparable institutional owner focus and vertically integrated multifamily platform.
• Morgan Properties: Multifamily real estate investment and management company operating a national portfolio for institutional capital. Comparable in institutional multifamily PM plus asset management, with greater scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/trivest-mcneil-real-estate-llc

Revenue estimate

Valuation estimate

Number of profiles

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 TriVest McNeil Real Estate