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Simon Hartzell, Trinity Investors

SIMON HARTZELL

Vice President, Commercial

Portfolio Manager

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simon@trinityinvestors.com

Call: 484-554-3553

Text: 817-442-2343

MEET YOUR TRINITY REPRESENTATIVE

Simon Hartzell is a Financial Representative for TPEG Securities, LLC

 

Simon serves as Vice President – Portfolio Manager of Commercial Real Estate at Trinity. Prior to joining Trinity, Simon worked for a division of C-III Capital Partners, NAI Global, where Simon led the development of the firm’s global commercial real estate advisory platform and network.  Within five years Simon grew the organization’s recurring revenue by adding over 90 new NAI advisory firms with 100 offices on five continents.  Simon also worked closely with many owners and users of real estate to assist those clients with their capital market needs and the repositioning of commercial real estate assets either for direct use or developing specific investment strategies.

 

Simon brings a diverse background in multiple real estate disciplines (finance, capital markets, development and advisory), along with the persistence to continuously grow relationships within the real estate industry.  Outside of Trinity Simon’s passion is to enjoy the outdoors, engage in group fitness activities (e.g. – cycling, triathlons, etc.), a foodie and traveling the world.

ABOUT TRINITY

Trinity Investors, founded in 2006, strives to earn above-average, risk-adjusted returns through direct investment in real estate and operating companies. Trinity's portfolio, valued at $6.9 billion*, includes 17 operating companies and over 145 real estate holdings. To date, Trinity’s all time distributions to investors is $1.28 Billion.** 

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

REAL ESTATE

Trinity works with experienced real estate developers in both new development and value-add projects  across various real estate classes. We currently have over 145 unique assets in our real estate portfolio.

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OPERATING COMPANIES

Trinity partners with operating management to make both control and growth capital investments in high quality companies. Our portfolio includes 17 active operating companies.

WHAT WE OFFER

INVESTMENT OFFERINGS & OPPORTUNITIES

  • Mezzanine Debt

  • Preferred Equity

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ASSET CLASSES WE INVEST IN

  • Multifamily

    • Value Add​

    • Core

    • Development

  • Industrial

  • Office

  • Healthcare

  • Hospitality

  • Senior Living

  • Operating Companies

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 investment opportunity (typically $75,000 - $100,000)

  • Investor must be an Accredited Investor

MORE ABOUT TRINITY INVESTORS

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*The listed Portfolio Value represents the combined value, at inception, of all active investments in which Trinity Investors offerings have participated. The underlying portfolio investments are not revalued periodically. The listed Portfolio Value is only representative of the aggregate value of the subject projects at the time that Trinity Investors offerings invested in the projects. Thus, the current market value of the portfolio may be higher or lower than the listed Portfolio Value.

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**All Time Distributions includes all distributions made to investor accounts by Trinity Investors since March 15, 2009. 

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