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Investment Strategy

Success in today’s investment marketplace depends on two key factors–solid principles and unwavering  focus. Trico III is an actively managed alternative investment vehicle providing investors with the unique  opportunity to receive quarterly cash-on-cash distributions paired with long-term growth.  Our primary  strategy is to assemble a diversified portfolio of low-risk, high cash-flow assets with the goal of delivering capital preservation, consistent income and equity growth.  We achieve this objective by acquiring,  adding-value or repositioning under-valued, mismanaged, sub-performing, improperly capitalized income producing real estate in the United States.

Trico III’s investment strategy is based on four principles:

 

Opportunistic Deployment of Capital.

Trico III utilizes its expertise in U.S. commercial real estate in order to provide its investors with secure cash flow and capital appreciation through the opportunistic deployment of capital. Trico III believes that the  current dislocation in the capital markets will provide tremendous opportunities in the coming years.

 

Building a Recession Resistant Portfolio.

Trico III targets selected geographic markets with the objective of acquiring high quality recession-resistant assets at significant discounts to replacement costs. Trico III is executing a “value-add” investment strategy that focuses on real estate properties in demand driven/supply constrained markets. The income producing real estate classes targeted by Trico III consist of mobile-home communities, self-storage, student housing, parking facilities and multi-family assets.

 

Preservation of Capital.

We are minimizing our investors’ risk of capital by employing relatively low leverage and utilizing structured debt vehicles. With a 4 to 5 year Fund term, our timeline is sufficient to bridge the current cycle, create value, and maximize the harvest of carried interest.

 

Alignment of Interest.

The partners at Trico III have committed a significant amount of their personal capital alongside investors and we strongly believe this pledge aligns with the interests of our stakeholders.  This concept is fundamental to the way Trico III operates and every decision we make is a direct reflection of this philosophy and alignment.