Trivium Fund I

With an investor-centric fund structure, accredited investors can invest their money in Trivium Fund I with confidence. Our fund targets diversification, prioritized cash flow, and opportunistic yields.

$30M

Targeted Equity

$70M

Targeted Asset Value

10%+

Targeted Cash on Cash Returns

16%+

Targeted IRR Returns

6-10

Targeted Investments

Simple, Investor-Centric Investment Model

Our private fund investment model is structured to put our investors’ returns first. Trivium targets 10%+ cash on cash and 16%+ IRR for a 10-year hold.

Most private funds charge a management fee and an interest in the fund’s profits, generally referred to as a “carried interest.” The most typical private fund fee structure is a “2 and 20,” meaning the fund charges a 2% asset management fee (based on committed or invested capital) and a 20% carried interest (meaning the fund manager will take 20% of the fund’s profits or upside (typically paid after investors receive a preferred return percentage between 6%-8% on their invested capital).

In an effort to simplify our fee structure and ensure that our investors realize the entirety of upside potential of the fund, Trivium’s fee structure is:

  • Management fee of 2% on committed capital; and

  • No carried interest

Target Investment Opportunities

Trivium Fund I is primarily focused on build-to-core multifamily and mixed used projects in the Mountain West region. The Mountain West is poised for extraordinary growth, containing 5 of the 6 fastest growing states in the United States (Utah, Idaho, Colorado, Nevada, and North Dakota).

  • "Mountain Megas"

    A 2008 Brookings Institute study (Blueprint for American Prosperity: Mountain Megas) emphasized the beginnings of major growth within the Mountain West, stating that “[a] fundamental transformation was underway” in the region with regard to population growth, economic growth, and demographic trends.

    The Brookings study has proven to be prescient. Since 2010, Utah has been America’s fastest-growing state with 23.88 percent  growth in adult population. Idaho, Colorado, North Dakota, and Nevada round out the top 6 fastest growing states (along with Texas), while Arizona ranks ninth at 15.45 percent.  By comparison, the U.S. grew by approximately 10 percent in that same period.

    As cited by Brookings, U.S. Census Bureau projections anticipate that the Mountain West will continue to grow the fastest of all America’s divisions through 2030.

  • Utah’s notable attributes – including a booming economy, advanced infrastructure, and quality education – make it a well-rounded state that offers opportunities to thrive in different aspects of life.  Utah’s consistency and well-rounded nature allowed Utah to maintain it’s spot as the No. 1 state in America in the U.S. News & World Report’s Best States rankings for 2024 (the rankings analyze more than 70 metrics across eight categories, including fiscal stability, health care, infrastructure, and crime and corrections).

  • Idaho broke into the top ten on U.S. News & World Report’s Best States rankings thanks to strong growth prospects.  Moody’s expects its $81b economy to grow an average of 3.5% for the next five years – more than any other state.  Major industries include food processing, lumber/wood products, chemicals, paper, mining, and tourism.  One of the biggest sectors is science and technology led by semiconductor maker Micron Technology.  Other companies with a major tech presence in Idaho include Oracle, Hewlett-Packard, and ON Semiconductor.

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