LEADERSHIP
Rick Gradin
Leading Trinity’s project relationships and coordination, with an initial real estate focus in Florida and a perspective connecting Brazil, the United States and other international markets.
INDEPENDENT THINKING. CONNECTED EXECUTION.A GLOBAL PERSPECTIVE / 01
TRINITY
BUSINESS | INVESTMENTS | REAL ESTATE
Connecting people, capital
and opportunities
across markets.
GLOBAL PERSPECTIVE
Illustrative connections, not Trinity offices or confirmed operations.
THE TRINITY GEOMETRY02 / THE PLATFORM
Three disciplines.
One platform.
Different capabilities.
One coordinated strategy.
25° 46′ NSTRUCTURE CREATES POSSIBILITY
01 BusinessStructure for growth.02 InvestmentsCapital with perspective.03 Real estateA foundation for value.
OPPORTUNITY → EXECUTION03 / YOUR NEXT MOVE
What are you
building?
Every ambition has a starting point.
Explore the journey behind yours.
01Market accessExpand a businessStrategy · Market entry · GrowthEXPLORE THE JOURNEY
02Business formationBuild a businessStructure · Operations · ExecutionEXPLORE THE JOURNEY
03Strategic acquisitionsBuy a businessSourcing · Diligence · TransitionEXPLORE THE JOURNEY
04Capital & opportunityInvestOpportunity · Structure · PerspectiveEXPLORE THE JOURNEY
05Real assetsAcquire real estateSourcing · Evaluation · AcquisitionEXPLORE THE JOURNEY
06From land to possibilityDevelop landAcquisition · Development · DeliveryEXPLORE THE JOURNEYTHE TRINITY PROJECT JOURNEY04 / FROM VISION TO VALUE
Potential. In motion.
Follow the transformation from open land to a living community. Explore the work and decisions behind each stage.
ILLUSTRATIVE CONCEPTFLORIDA · CONCEPT PROJECT
01 / 05
STAGE 01 / ACQUIRE
See the potential.
A parcel of land. A clear investment thesis. Understand the site, its constraints and the opportunity ahead.
- Site evaluation & due diligence
- Acquisition strategy
- Feasibility & initial concept
THE NEXT DECISION STARTS WITH
A feasible acquisition thesis
Investment, property & immigration considerations
Buying land, a home, a farm or a ranch does not by itself qualify an investor for EB-5. An eligible investment must meet the applicable enterprise, capital, job-creation and other requirements. A rural designation has a specific legal definition and cannot be inferred from agricultural use.
Any immigration component requires separate assessment by qualified U.S. immigration counsel and project-specific review. Investment, tax and legal advice are provided by the appropriately authorized professionals.
USCIS · EB-5 eligibility requirementsYOUR OBJECTIVE. A COORDINATED NEXT STEP.
Where could this take you?
CAPABILITIES & SOLUTIONSTHE PEOPLE BEHIND THE PROCESS
A wider perspective.
A deeper capability.
Explore the disciplines that can support your project.
One place to see how they connect.
175 capabilities · 14 categories
Strategy & market entry14 capabilities
Trinity coordination + project specialists
- Market research
- Competitive analysis
- Market-entry strategy
- Business planning
- Feasibility analysis
- Financial modeling
- Go-to-market strategy
- Site selection
- Buy, lease, adapt or build comparison
- Commercial strategy
- Expansion planning
- Strategic partnerships
- Joint-venture coordination
- Pilot & proof-of-concept planning
Corporate & legal coordination11 capabilities
Independent legal professionals
- Entity-formation coordination
- EIN coordination
- Ownership & governance
- Corporate agreements
- Contract review
- Commercial leases
- Acquisition agreements
- Intellectual-property coordination
- Legal due diligence
- Holding & project-entity evaluation
- Licensing & permitting coordination
Accounting & tax14 capabilities
Independent accounting & tax professionals
- Bookkeeping
- Financial statements
- Payroll accounting
- Sales tax
- Corporate tax
- Individual tax
- Cross-border tax coordination
- Tax planning
- Entity accounting
- Real-estate accounting
- Investor reporting
- Financial due-diligence support
- FIRPTA coordination
- 1031 exchange coordination, where applicable
Banking & capital coordination7 capabilities
Authorized banks, lenders & financing specialists
- Banking introductions
- Account-opening coordination
- Financial documentation
- Source-of-funds coordination
- Currency & remittance coordination
- Capital & financing analysis
- Working-capital, ramp-up & contingency planning
Wealth & investment coordination8 capabilities
Authorized investment & wealth advisory professionals
- Financial planning
- Investment advisory through authorized firms
- Portfolio strategy
- Fixed-income review
- Public-market investments
- Alternative-investment review
- Retirement planning
- Estate-planning coordination
Business acquisition & franchise12 capabilities
Trinity coordination + transaction specialists
- Acquisition thesis
- Business sourcing
- Franchise selection
- Valuation coordination
- Operating due diligence
- Transaction structure
- Negotiation support
- Acquisition financing coordination
- Closing coordination
- Transition planning
- Operator alignment
- Post-acquisition development
International trade & logistics11 capabilities
Trade, distribution & logistics specialists
- Import & export planning
- Product & channel assessment
- Customs-broker coordination
- Product-compliance coordination
- Distribution planning
- Warehousing
- Fulfillment
- Logistics planning
- Commercial representation
- Supplier & partner development
- International sales
Operations, people & insurance14 capabilities
Operating partners + authorized insurance professionals
- Operating-model design
- Implementation coordination
- Opening-readiness coordination
- Human resources
- Recruiting coordination
- Payroll & benefits coordination
- Operating procedures
- Procurement
- Merchant services
- Business insurance coordination
- Property & construction insurance coordination
- Risk coordination
- Management reporting
- Business continuity planning
Technology, AI & growth14 capabilities
Technology, marketing & commercial specialists
- Technology planning
- CRM implementation
- Systems integration
- Business automation
- AI workflows
- Cybersecurity coordination
- Website & e-commerce
- Branding
- Marketing strategy
- Sales processes
- Analytics
- Customer experience
- Business development
- Data governance & privacy coordination
Immigration & executive mobility9 capabilities
Qualified immigration counsel + project specialists
- Counsel-led eligibility review
- Business & franchise-plan coordination
- Investment documentation
- Immigration source-of-funds documentation
- Executive-mobility planning
- Family & relocation coordination
- Business & immigration alignment
- E-2 evaluation, when applicable
- EB-5 evaluation, when applicable
Real estate transactions17 capabilities
Appropriately licensed brokerages + transaction professionals
- Residential property
- Commercial property
- Industrial property
- Land acquisition
- Farms & ranches
- Property sourcing
- Real-estate market analysis
- Property acquisitions
- Property dispositions
- Leasing
- Appraisal coordination
- Property inspections
- Title & closing coordination
- Property financing coordination
- Property management coordination
- Asset management coordination
- Exit planning
Land, design & approvals17 capabilities
Licensed design, engineering & land-use professionals
- Highest-and-best-use analysis
- Development market studies
- Land survey
- Environmental assessment
- Geotechnical analysis
- Zoning review
- Land-use review
- Entitlements
- Development permitting
- Subdivision feasibility
- Architecture
- Civil engineering
- Structural engineering
- Mechanical, electrical & plumbing engineering
- Traffic analysis
- Drainage design
- Utility planning
Construction & development15 capabilities
Builders, contractors & development specialists
- Development budgeting
- Cost estimating
- Construction scheduling
- General-contractor coordination
- Construction management
- Construction procurement
- Infrastructure development
- Single-family development
- Custom homes
- Spec homes
- Commercial development
- Construction inspections
- Quality oversight
- Completion & handover
- Development sales & leasing coordination
Rural & equestrian concepts12 capabilities
Rural, agricultural & equestrian specialists
- Land, soil & water assessment
- Agronomic advice
- Productive-use planning
- Rural access & infrastructure
- Agricultural facilities
- Equestrian facilities
- Rural parceling feasibility
- Rural homes
- Energy-system coordination
- Agricultural operations
- Agricultural distribution
- Property stewardship
Capabilities are assembled around each engagement. Scope, availability and participating professionals are confirmed for the project. Regulated services are provided by appropriately licensed or registered independent professionals and firms.
THE TRINITY PROTOCOLA METHOD FOR MOVING FORWARD
Clarity at every step.
A shared method connects the disciplines.
The scope is shaped around your project.
DISCOVER
Understand the context.
Bring the objective, geography, resources and constraints into view. Identify the decision that the project needs to make.
- Objectives and operating context
- Market, asset and geographic questions
- Initial requirements and specialist needs
WHAT THIS MAKES POSSIBLEA shared brief
The protocol organizes coordination and decisions. Project commitments and professional services are defined through the relevant engagements.
WORKING WITH TRINITYAN ENGAGEMENT WITH A CLEAR SCOPE
Start with a conversation.
Move forward with a plan.
A focused introductory meeting helps us understand your objective and assess the fit. From there, we propose the work, the team and the fee for your next stage.
- 01
Strategic diagnostic
A paid, defined engagementTurn the initial ambition into a decision brief: priorities, alternatives, open questions and a considered next step.
- Objectives and initial alternatives
- Questions for specialist investigation
- Recommended scope and next-stage proposal
- 02
Structuring & implementation
A proposal built around the projectCoordinate the workstreams, professionals and decisions needed to put the agreed plan into practice.
- Defined deliverables and responsibilities
- Professional coordination and milestones
- Implementation budget and reporting
- 03
Ongoing advisory
Monthly support, where appropriateMaintain continuity as the business or project develops, with a scope and review rhythm agreed in advance.
- Progress and management review
- Coordination across the professional team
- New priorities and expansion decisions
Trinity fees, independent professional costs and the capital required for your project are presented separately. Scope and pricing are agreed before each engagement begins.
A strategic diagnostic identifies the work ahead. Detailed feasibility studies, legal advice, design, financing applications and other specialist work require their own agreed scope.
ABOUT TRINITYPEOPLE. CAPITAL. OPPORTUNITY.
Perspective connects.
Coordination delivers.
Trinity brings business, investments and real estate into a shared project perspective. The work begins with the objective and brings together the capabilities required to move it forward.
Trinity coordinates the scope and the people. Legal, tax, investment advisory, brokerage, design and construction services are provided by the appropriately authorized professionals and firms involved in each engagement.