INVESTMENT ADVISORY DIVISION
Helping our clients build wealth and their bottom line using wise financial fundamentals
The Trinity Team Investment Advisory Division provides a boutique-style, highly customized service dedicated to maximizing value for commercial real estate investors. With investor specific goals at the forefront, we provide the expertise to ease the process of acquiring, managing and building wealth using commercial real estate up to $5M in value.
No matter which asset class our investors are targeting, whether it be Commercial Multifamily, Industrial, Flex, Office or Retail, we offer comprehensive market research, advisory and full transaction services.
We like to think of our clients, colleagues and vetted resources as partners in all phases of real estate investment acquisition and management. And we believe in the power of a collaborative approach because real estate investing is the ultimate team sport.
Our clients work with our team of experts beginning with an initial consultation to solidify investment goals, conduct a portfolio analysis and draft an investment plan. We then conduct market analysis, identify properties and lead through the entire property acquisition process, all while keeping the desired investment performance at the forefront of all activities. From there, we can provide property management and portfolio performance tracking to keep tabs and assist with property decisions going forward.
As an added benefit, we have curated the best of the best vendors and resources to assist our clients in every phase of investment planning, property acquisition and management. And we stand ready to share our vetted resources:
- Lenders
- Tax Strategists/CPAs
- Cost Segregation Specialists
- Attorneys
- 1031 Exchange Specialists
- Property Inspectors
- Environmental Testing
- Survey Companies
- Space Designers/Architects
- General Contractors
The Trinity Team Investment Advisory Division is strategic, nimble, instinctive and informed. Above all, we are committed to our clients in a way that defies traditional brokerage standards.