David Beare, VP of Investments and Structured Credit with Trilogy Investment Co. (TIC) and Trilogy Credit Group, joins host Carol Morgan on this week’s Atlanta Real Estate Forum Radio episode. In this podcast segment, Beare talks about TIC’s new office in New York and its strategic credit program.

“What we do at Trilogy is really look at the highest and best use of an asset and investment,” said Beare. “And that could be land development and build-to-rent, or it could just be developing land and selling it to a public homebuilder, and then when you layer in what we’re doing on the credit side, it allows us to really participate in different parts of the stack and take advantage of opportunities and not necessarily be one dimensional.”

How does the structured credit program help Trilogy Investment Company stand out?

Beare emphasizes that TIC’s unique development expertise helps create connections between investors and borrowers. He describes the homebuilding finance sector as a “hybrid between debt and equity.” There is a shortage of finished lots in the Atlanta market; however, the need for capital and investments is often a hindrance for homebuilders to get homes on the ground. TIC is combating that obstacle for builders by seeking out land opportunities and offering balance sheet debt.

Beare said, “Because of this lack of housing, the housing shortage, as well as a need for finished lots, there just is a huge opportunity.”

What is TIC looking for in institutional investors and strategic partners?

TIC recently opened a New York office, presenting opportunities for more institutional capital partnerships. Beare has been in the New York investor scene for over 20 years and has greatly influenced the firm’s reach into the city. Not only does the new office allow for industry connections, but it also provides additional space for TIC to grow.

The firm is currently seeking new partnerships that align with its long-term vision. Beare says that scalability and synergy are key factors in choosing new partners.

“It’s really aligning with groups that have a similar vision and really want to create something that’s repeatable,” said Beare. “And finding that balance is challenging, but we’re finding success there and we’re excited about the partnerships that we’re forging.”

He explains that TIC is very particular about its investments to provide the best strategy for partners. From acquisition to execution, TIC maintains its “buy box” criteria which directly results in a seamless investment process.

What trends can homebuyers expect to see in 2025?

Beare anticipates build-to-rent to continue growing this year. While it’s still young, build-to-rent housing has introduced volume to the Atlanta market and appeals to tenants that seek a high-quality product without a long-term commitment. He points out that investors are still unsure of build-to-rent and raising capital around it, but it’s still a very coveted asset class.

He says build-to-rent is successful due to a lack of housing affordability. There are areas in metro Atlanta where it is cheaper to rent than investing in homeownership. Lower maintenance is also a major selling point.

Beare said, “Having that flexibility is critical and a lot of people are putting value into other things like travel or whatever it is, more lifestyle, as opposed to home ownership.”

Tune in to the whole episode to learn more about Trilogy Investment Company. For more information about Trilogy Credit Group, visit www.TrilogyIC.com.

About Trilogy Investment Company

Led by a team of investment, development, and construction professionals, TIC is a vertically integrated residential investment and development company specializing in build-to-rent, for-sale, multi-family, and land development. TIC builds communities in desirable areas near great schools with major economic drivers; these communities offer luxurious finishes and coveted amenities for like-minded families, young professionals and empty nesters desiring opportunities beyond traditional residential living.

Podcast Thanks

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About Atlanta Real Estate Forum Radio

Atlanta Real Estate Forum Radio, presented by Denim Marketing, highlights the movers and shakers in the Atlanta real estate industry – the home builders, developers, Realtors and suppliers working to provide the American dream for Atlantans. For more information on how you can be featured as a guest, contact Denim Marketing at 770-383-3360 or fill out the Atlanta Real Estate Forum contact form. Subscribe to the Atlanta Real Estate Forum Radio podcast on iTunes, and if you like this week’s show, be sure to rate it.