Investment Funds

Trinity Capital Value Fund II, LLC

Trinity Capital Value Fund II, LLC is a $25,000,000 value added real estate opportunity equity fund that focuses on the development, acquisition, and redevelopment of industrial, office, and mixed use properties.  The fund will acquire or develop up to $350 million of assets, and will target direct, co-invest, joint venture, and majority equity investment opportunities in the metropolitan areas of North and South Carolina. Fund II offers Trinity’s investor partners the diversity offered by a fund invested in multiple properties, each achieving superior risk adjusted returns while being actively asset managed by Trinity Capital.

The Fund will invest in the following ways:

Direct Investment
TCVF II will directly invest in acquisitions and developments originated by Trinity Capital. No joint venture operating or equity partners are involved in direct transactions.

Joint Venture
TCVF II will co-invest directly with another joint venture partner, most often in a mixed or multi-use project where another developer (multi-family, retail) brings a specific expertise.

Sponsor Co-Invest Equity
In transactions structured between Trinity as local operating partner ('Sponsor') and an institutional real estate investor (i.e. opportunity fund, pension fund, etc.). TCVF II as sponsor will provide co-investment capital required by the institutional investor, who typically provides the majority of the project equity.

Majority Equity
As a limited partner, TCVF II provides approximately 80-90% of the total equity required for select acquisitions and developments as required by local operating partners.

For inquiries related to TCVF II:
Gary Chesson
704/295-0447
gkc@trinitycapitaladvisors.com

Fund Status Closed December 1, 2008

[ back ]