MEET YOUR TRINITY REPRESENTATIVE
Pat serves as a Compliance/Strategic Partner at Trinity Private Equity Group, focusing his efforts to increase Trinity’s presence and assets in Coastal and South Texas.
Pat brings over 35 years of investment analysis and wealth management experience to serve Trinity’s clients. From 1993 to 2019, Pat served as partner, senior portfolio manager and securities analyst with Oxbow Advisors and its predecessor, King Investment Advisors, in Houston. In the early nineties, he was an investment underwriter for US WEST’s corporate finance group, analyzing securities and managing portfolios of high yield bonds, leveraged loans, and private placements. Pat began his investment career as a corporate banker at RepublicBank Dallas (now Bank of America) before moving to ABQ Capital Markets, where he managed a portfolio of high-yield bonds and leveraged loans. He attained the rank of Captain in the US Air Force, negotiating contacts at Hughes Aircraft Company in Los Angeles.
In 2018, Forbes selected Pat as one of the top 15 wealth advisors in Texas. In 2019, the magazine named him one of the top 10 wealth advisors in South Texas.
Pat is a CFA charterholder, elected to serve as the President of the CFA Society of Houston in 1999 and as the President of the CFA Societies of Texas in 2017. He also served as governor of the Investment Advisor Association (IAA) for nine years. Presently, Pat serves as chair of the Advocacy Committee of the CFA Societies of Texas.
Pat graduated from the United States Air Force Academy with a BS in Economics in 1979 and earned his Master of Business Administration from Pepperdine University in 1982. He and his family currently reside in Houston, Texas.
Trinity Investors, founded in 2006, strives to earn above-average, risk-adjusted returns through direct investment in real estate and operating companies. Trinity's current portfolio includes 16 operating companies and over 140 real estate holdings with a combined market value of over $6 Billion. To date, Trinity has distributed $1.25 Billion back to investors.
OUR MISSION is to enable wealth creation by identifying, structuring, and capitalizing alternative investments that drive long-term prosperity for our investors.
WHAT WE DO
Trinity works with experienced real estate developers in both new development and value-add projects across various real estate classes. We currently have over 140 unique assets in our real estate portfolio.
Trinity partners with operating management to make both control and growth capital investments in high quality companies. Our portfolio includes 16 active operating companies.
WHAT WE OFFER
INVESTMENT OFFERINGS & OPPORTUNITIES
Value-Add Real Estate
Operating Company Investments
ASSET CLASSES WE INVEST IN
MINIMUM REQUIREMENTS TO INVEST:
Investor must be a U.S. Citizen or U.S. Permanent Resident
Investor must meet the minimum investment amount for each deal (typically $50,000 - $75,000)
Investor must be an Accredited Investor
MORE ABOUT TRINITY INVESTORS
Pat Swanson is a Principal for TPEG Securities, LLC