Business Details
25 Years
experience
Your Trusted Real Estate Wealth Management Partner
Since 2001, Trinity Real Estate has served as a trusted advisor and execution partner for high-net-worth individuals, family offices, and institutional investors navigating complex commercial and multifamily real estate strategies. Our integrated platform combines institutional-grade precision with family-first alignment, offering capital deployment, portfolio reviews, and long-term advisory. With over 40 years of collective experience and $10 billion in collective assets under management, we specialize in real estate portfolio optimization, joint venture structuring, and capital allocation strategies aligned with both performance goals and legacy planning. Our fiduciary discipline and data-driven approach build enduring value across market cycles, supporting families and institutions at every stage of the real estate lifecycle.From strategic acquisitions to succession planning and portfolio optimization, our case studies demonstrate measurable value through tailored execution. We prioritize transparency, collaboration, and long-term alignment, ensuring every client receives strategic foresight and personalized attention. Our team brings together industry veterans with expertise spanning acquisitions, development, asset management, and capital markets, trusted by family offices, UHNW clients, and leading institutions for over two decades. We differentiate ourselves through unmatched transparency, aligned interests, and direct access to exclusive real estate co-investments, supported by a proven track record of 15.8% combined net IRR since 2010.
Services
Strategic Advisory
Transaction Services
Project Development
Co-Investment Program
Portfolio Management
Asset Management
Succession Planning
Investment Strategy
Family Education
Development Management
Details
- Year established: 2001
Highlights and features
- We offer over 40 years of experience in real estate advisory and investment.
- Our team has managed $10B+ in collective assets under management.
- We operate across 32 states, providing nationwide expertise.
- We combine institutional-grade precision with personalized family office service.
- We provide co-investment opportunities in institutional-quality assets.
What people say
Ultimate investment partner
Executed our vision
Exceptional results
Seasoned approach
Trusted advice
Services
Strategic Advisory
Our strategic advisory services empower families and institutions with data-driven guidance across all real estate holdings. We specialize in portfolio reviews, succession planning, and capital allocation strategies tailored to investment priorities. Our approach ensures alignment with long-term goals while maintaining fiduciary discipline and market adaptability.
Transaction Services
We provide white-glove guidance through every stage of real estate transactions. Our expertise includes acquisitions, dispositions, 1031 exchanges, and financing solutions. With a focus on precision and accountability, we ensure seamless execution aligned with tax objectives and investor mandates.
Project Development
From entitlement to execution, we deliver institutional discipline across development cycles. Our services include feasibility studies, JV structuring, and construction oversight. We ensure timelines, budgets, and contractor alignment meet the highest standards of quality and efficiency.
Co-Investment Program
Our co-investment program offers qualified investors opportunities to partner in institutional-quality multifamily acquisitions. With a focus on Puget Sound assets, we provide alignment of interests and proven expertise, targeting stable cash flow and long-term appreciation through strategic partnerships.
Portfolio Management
We optimize real estate portfolios through disciplined rebalancing, diversification, and institutional-grade reporting. Our services include leasing strategies, capital planning, and performance benchmarking. We ensure long-term value creation through proactive asset management and market-responsive decision-making.
People
Richard Leider
Founder & Managing Partner
Richard Leider crafts sophisticated real estate strategies with clear articulation. With decades of experience, he provides strategic foresight and personalized attention to Trinity's clients.
Pete Stone
Managing Partner
Pete Stone combines Wall Street-caliber acumen with practical expertise, delivering investment solutions tailored to sophisticated real estate investors and institutional mandates.
Lex Wieneke
Partner
Lex Wieneke brings national experience in acquisitions, development, and asset management, ensuring strategic execution across Trinity's diverse real estate portfolio.
Bruce Hosford
Advisory Partner
Bruce Hosford offers nearly five decades of market knowledge and industry relationships, providing seasoned judgment for complex real estate advisory needs.
Bridget Rauvola
Advisory Partner
Bridget Rauvola leverages 20 years of investor relations expertise to enhance Trinity's advisory services, focusing on strategic partnerships and client-centric solutions.
Questions
What is Trinity Real Estate, and how do you serve family offices and institutional investors?
Trinity Real Estate is a trusted real estate investment and advisory firm serving family offices and institutional investors since 2001. We offer end-to-end services across acquisitions, development, asset management, and family governance to preserve and grow generational wealth.
What is the minimum investment threshold to engage with Trinity?
We typically partner with clients who have $5 million or more in investable capital allocated to real estate, offering flexible investment structures tailored to sophisticated investors.
How does Trinity support intergenerational wealth planning and governance?
We help families create sustainable governance frameworks, educate rising generations, and build real estate succession strategies through our experience with multi-generational families.
What differentiates Trinity's real estate approach from other advisors or asset managers?
Trinity uniquely combines institutional-grade investment discipline with family office relationship focus, offering unmatched transparency, aligned interests, and direct access to exclusive co-investments.
Do you offer advisory-only relationships or full asset management?
We offer flexible engagement models ranging from strategic advisory-only relationships to full-service real estate asset and portfolio management, allowing client customization.
Can Trinity assist in building a portfolio of properties through direct ownership or partial equity participation?
Yes, we specialize in sourcing, underwriting, and managing direct real estate investments, with co-investment program opportunities for partial ownership in select deals.
