Multi-Family OfficeRIA · CRD 314603SEC-RegisteredPrivate Fund Adviser

Updated:

Trinity Investors

Trinity Investors is a private equity firm based in Southlake, Texas. It strives to earn above-average, risk-adjusted returns through direct investment in real...

Trinity Investors

Trinity Investors is a private equity firm based in Southlake, Texas. It strives to earn above-average, risk-adjusted returns through direct investment in real estate and operating companies utilizing partners who share its values. Trinity enables wealth creation by identifying, structuring and capitalizing alternative investments that drive long-term prosperity for its investors.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Southlake

Corporate office

Southlake, TX, United States

Additional offices

Radnor, PA · Chicago, IL

Principals

Dan Meader

Managing Partner

Sanjay Chandra

Managing Partner

Sector focus

Private EquityReal EstateMultifamilySenior LivingHospitalityHealthcareRetailCommercialOfficeSingle FamilyMixed UseRestaurant

Frequently asked questions

Who runs investment decisions at Trinity Investors?

Managing Partners Dan Meader and Sanjay Chandra lead investment decisions. The firm also includes a team of vice presidents, portfolio managers, and strategic partners who co-invest alongside the principals (per the firm's website).

How does Trinity source proprietary deal flow?

Trinity sources deals through hands-on direct investing and a network of strategic partners with proven track records in their industries. These partners often co-invest alongside the firm.

What investment stages does Trinity typically target?

In real estate, Trinity targets value-add, development, core, and acquisition opportunities. For operating companies, it focuses on lower middle-market leveraged buyouts and provides flexible capital to independent sponsors.

Does Trinity participate in fund commitments or only direct deals?

Trinity makes direct investments in both real estate and operating companies. The firm does not disclose any fund-of-funds or third-party fund commitments.

Which sectors does Trinity invest in?

Trinity invests across multifamily, senior living, hospitality, healthcare, retail, commercial, office, single-family, mixed-use, and restaurant real estate. On the operating-company side, it pursues lower middle-market businesses across various industries.

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