Contact

925 S. Kimball Avenue, Suite 100

Southlake, Texas 76092

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about our firm

WHAT WE DO

Trinity helps investors improve the performance of their portfolios by providing access to alternatives to traditional stocks and bonds.

HOW WE DO IT

Trinity creates compelling risk-adjusted returns by working with partners who share and live by our core values. We combine this approach with exhaustive due diligence and an active and direct investing style which differs from many pooled investment vehicles such as funds and REITs. Providing investors with a multitude of choices allows individuals to retain investment discretion.

WHY WE DO IT

Trinity believes that investors deserve a better investment experience (we like to call it the “Trinity Experience”).

CORE VALUES

Access. Invest. Prosper.

  • We put our investors’ interests first

  • We commit to complete transparency

  • We build and sustain long-term business partnerships, grounded in trust and respect

  • We align our interests alongside investors by co-investing significant capital in every Trinity deal

 

INVESTMENT

PROCESS

We tailor our process to each opportunity, understanding that each investment is unique. 

 

After several discussions and meetings with management, an independent private equity sponsor, or a commercial real estate sponsor, Trinity begins an intensive due diligence process that includes financial modeling, capital structuring, conversations with industry experts and advisory partners, and research on underlying investment factors.

 

Upon a signed letter of intent or term sheet, we send an executive summary of the offering to our expansive investor base. This document provides an overview of the investment opportunity for investors to review and assess interest.

HOW TO PARTICIPATE IN A NEW TRINITY DEAL

1

NEW OFFERING

A member of the Trinity team will provide you with an Executive Summary of our latest offering.

4

REVIEW + TOUR

You are encouraged to review the PPM, attend the asset tour if possible, and participate in the webinar. Afterward, a link to the webinar recording will be distributed, as well as the FAQ.

2

EXPRESS INTEREST

If you would like more information about the investment, please respond to the email and express your interest in the opportunity.*

3

FOLLOW-UP EMAIL

A follow-up email will be to sent to you containing important information about the investment, including critical dates, deadlines and the PPM (Private Placement Memorandum). Mark your calendar for the property tour and webinar.

5

RESPOND TO OFFERING

Make a decision on whether you wish to participate in the investment.

YES
NO
  • Complete Subscription Agreement by the deadline

  • Submit Funds

  • Respond that you are passing and will wait for the next Trinity investment

*Note: A response is important so we know who should receive updates like date changes, etc.