Trivium Capital Partners for Investment Advisors

Partner with us to build, expand, or diversify your clients’ investment portfolio to include private real estate. Take advantage of working with experts with extensive industry experience.

  • Trivium does not take any of the profit from client investments. Most private funds take a "carried interest" wherein the fund manager takes 20%-30% of the fund's upside. Trivium returns 100% of the fund's profit to fund investors.

  • Trivium manages fees and creates a low, simple fee structure for its investors.

    • 2.0% asset management fee on committed capital

    • Market property-level fees

  • Trivium has built relationships with proven developers and operators to ensure that it always has access to unique and exclusive deal-flow.

    • 24-hour access to fund-level reporting through Trivium's investor portal.

    • Annual audits, providing investors comfort over financials.

    • Dedicated service team to ensure positive investor experience.

    • Customized communication preferences allow investment advisors to determine the depth and frequency of communications based on preferences.

  • Trivium uses a range of strategies to maximize after-tax cash flow, including cost segregation studies, bonus depreciation, and opportunity zone investments.

Our Funds

With multiple ways to serve your clients, we have real estate investment solutions that help advisors create and maintain wealth.

Trivium Fund I

With an investor-centric fund structure, accredited investors can invest their money with confidence in a fund that targets diversification, cash flow, and tax efficiency.

Diversification

The fund invests in multiple asset types in different geographic areas. The fund targets 6-10 investments.

Cash Flow

Real Estate takes time. The time spent building a real estate portfolio is rewarded by producing cash flow and appreciation over time through the execution of business plans to improve asset cash flow.

Low Market Correlation

Private real estate is uniquely positioned to handle a growing economy.

Special Purpose Funds

Our special purpose funds are specifically designed to provide solutions to investor needs, including federal opportunity zone benefits, 1031 exchanges, and the contribution of real property via tax deferred transactions in exchange for an interest in the fund.

Passive Ownership

Assist your clients avoid the day-to-day management of being a landlord and instead rely on the professional management of Trivium Capital Partners and their trusted partners.

Tax Benefits

Special Purpose Funds include opportunity zone funds, partnerships specifically formed to accept the contribution of real property, and 1031 exchanges.

Risk Management

Assist your clients avoid the liability concerns associated with owning and managing rental properties and instead enjoy the benefits and protection and professional property management.

Frequently Asked Questions

  • Our minimum investment for Fund I is $250,000. However, smaller contributions may be considered on a case-by-case basis.

  • Our target project-level returns are 14%+ IRR (10-year) and 8%+ stabilized cash on cash with quarterly distributions of available cash flow and refinance proceeds.

  • Trivium Capital Partners is a little unique regarding timing because we are typically in favor of long-term holds in properties that generate cash flow. Periodic refinancings allow us to harvest appreciation without liquidating the asset and allow us to distribute tax-free capital.

  • Our professional staff seeks to structure all acquisitions and operations in the most tax efficient way possible, including cost segregation studies, front-loaded depreciation, and using cash out refinancings to harvest appreciation.

  • Real Estate Investment Trusts (REITs) are highly correlated to the S&P 500 and are exposed to public market risk and volatility. Trivium's private fund model reduces risks related to public markets.

All questions and answers noted on this page are generated by TCP Marketing, LLC and are not assumed to be fully correct. If there is any inconsistency between these FAQs and any offering Private Placement Memorandum, Subscription Document Booklet, all which can be amended from time to time, the applicable Private Placement Memorandum and Subscription Document Booklet will govern. Recipients are encouraged to review the entire PPM of Fund I and relevant fund supplements, which are available upon request.
“Manager” means Trivium Capital Partners LLC, the manager of Fund I.
“Fund I” means Trivium Fund I LLC, a Utah limited liability company.
“PPM” means the Confidential Private Placement Memorandum for the Fund, as updated by the most current Supplement.

Let’s Partner

We have owned and operated real estate while managing through multiple economic cycles. Partner with us if you’re awesome.