Investment Strategy
Value-Oriented Situational Investing
TriGate is a value-oriented situational investor focused on the middle market. We seek opportunities that require capital to solve capital structure issues or to further an asset or company business plan. Our approach combines conservative leverage with accretive business plans to preserve capital while generating attractive risk-adjusted returns.
What We Look For
Middle-market opportunities across asset types, geographies, and capital structures.
Asset Types
Multifamily, retail, mixed-use, office, and operating companies
Geography
Nationwide, with deep expertise in Sun Belt and gateway markets
Deal Size
$10M–$200M (middle market focus)
Situations
Recapitalizations, repositionings, distressed debt, note purchases, corporate carve-outs, partner buyouts
Capital Solutions
Equity, preferred equity, mezzanine debt, structured joint ventures
Investment Process
A disciplined, repeatable approach from sourcing through realization.
Sourcing
Proprietary relationships with brokers, lenders, and operators nationwide
Underwriting
Rigorous analysis of real estate fundamentals, capital structure, and business plan
Structuring
Creative solutions tailored to each situation
Execution
Discretionary capital enables certainty and speed of close
Value Creation
Integrated team manages repositioning and asset management
Realization
Disciplined exit strategy to maximize investor returns