Trifecta Multifamily | Private Multifamily Investments
Private Multifamily Investments

Direct access to value-add multifamily, built for patient capital.

Trifecta Multifamily partners with family offices and accredited investors to acquire, improve, and operate apartment communities in U.S. growth markets, alongside an operating partner who has owned and operated more than 700 units.

701
Units acquired & operated by our principals
2.98x*
Reported equity multiple on a 10-year hold
17+
Years of multifamily ownership & operations
20+
Years in real estate, market analysis & capital deployment
Our Approach

We work with a small circle of capital partners, and build each relationship to outlast a single deal.

Trifecta Multifamily is the investor partnership arm of Trifecta Equity Partners. We source, underwrite, and oversee value-add apartment investments, and we bring them first to the people who already know us.

We're built for family offices, wealth advisors, and private investors who want real assets with durable cash flow, tax efficiency, and a sponsor they can call directly. We keep the circle intentionally small, so every partner gets the attention a meaningful allocation deserves.

Start a conversation
01

Aligned Interests

We invest alongside our partners in the deals we sponsor. When our capital sits next to yours, the incentives take care of themselves.

02

Direct Access

No layers, no call centers. You speak directly with the principals who underwrite, acquire, and manage every asset.

03

Disciplined Underwriting

Conservative assumptions, stress-tested debt, and clear reporting, shaped by backgrounds in trading, portfolio management, and risk.

04

Tailored Participation

For family offices and larger commitments, participation can be structured around your objectives, from LP positions to co-investment.

Renovated apartment clubhouse lounge with floor-to-ceiling windows
NOI ↑Higher net operating income drives higher property value. That is the whole thesis.
The Strategy

We buy well, improve with intent, and force appreciation.

We target established, occupied communities where hands-on ownership can unlock value the market hasn't priced in yet.

I

Acquire

Stabilized assets, typically 80%+ occupied, in markets with strong population and employment growth.

II

Improve

Interior renovations, amenity upgrades, and operational efficiencies that raise rents and lower expenses.

III

Operate

Active asset management focused on occupancy, resident experience, and steady distributions.

IV

Realize

Refinance or sell once value has been created, returning capital and gains to partners.

Within 1–2 hrs of a major airport Population & job growth Diversified employers Value-add upside
Principal Track Record

701 units, operated with discipline through every cycle.

Selected multifamily investments owned and operated by partner Jeffrey Herter, including one held for a full decade and one navigated through a global pandemic.

Owner / Operator
151units
10-year hold
2.98xEquity multiple
11.54%IRR

Owned and operated for ten years, from acquisition through stabilization and beyond. Patient ownership and steady execution nearly tripled investor equity.

Value-Add Acquisition
550units
Acquired 2019
1.80xEquity multiple
11.30%IRR

When COVID-19 disrupted the renovation plan, the strategy pivoted to protecting occupancy. The team still renovated roughly 275 units, half the property, and delivered a double-digit IRR.

Discipline matters most when the plan changes.

Pro formas are easy to write. What separates operators is how they respond when markets don't cooperate. Our principals have managed through a pandemic and multiple market cycles, protecting investor capital first and adjusting the business plan second.

*Returns shown are as reported by the principal for investments made prior to and independent of Trifecta Multifamily. They are not a projection or guarantee of the results of any future investment. Past performance is not indicative of future results.

Leadership

Operators, analysts, and investors ourselves.

Two complementary backgrounds: market selection and investor stewardship on one side, capital markets and hands-on multifamily operations on the other.

Tina Gantz
Founder & Managing Partner

Tina Gantz

Asset Management & Investor Relations

Tina brings more than 20 years of experience at the intersection of real estate and franchise development, where she became an expert in market analysis, territory selection, and helping investors deploy capital effectively.

After advising thousands of prospective owners who had capital to invest but no desire to run an operating business, she saw what most of them really wanted: passive, durable income. That insight led her to multifamily and to founding Trifecta Equity Partners. Today she leads market selection, broker relationships, and investor relations.

Market AnalysisAsset ManagementInvestor Relations
Jeffrey Herter
Partner

Jeffrey Herter

Principal, Providence Real Properties, LLC · Boston

Jeffrey has more than 17 years of experience investing in and operating multifamily real estate, with a focus on value-add communities across the United States. His record spans 701 units across two investments.

A cum laude graduate of Boston University's Questrom School of Business, he began his career in derivatives trading, co-founding a relative-value trading firm, and later launched a long/short equity hedge fund. He has served as partner, head trader, and portfolio manager at Cygnus Atratus, founder of Herter Capital Management, and chief investment officer at Guin Financial.

Multifamily OperationsCapital MarketsRisk Management
How a Partnership Begins

A considered process, at your pace.

1

Introductory Conversation

A confidential call to understand your goals, and to share how we source, underwrite, and operate.

2

Investor Profile

We align on objectives, accreditation, preferred structure, and timeline so we only bring you opportunities that fit.

3

Early Access

Partners get a first look at new opportunities, with full underwriting, market analysis, and direct time with the principals.

4

Invest & Receive Reports

Review the offering documents with your advisors, subscribe, and receive regular reporting throughout the hold.

WisdomIntegrityTransformation
Private Investor Network

Let's start with a conversation.

Opportunities are offered first to our private network. Tell us a little about your goals, and we'll share what we're evaluating and whether there's a fit. No obligation.