Hunting Alpha

We all know we import more than we export. This leaves mountains of shipping containers sitting empty and taking up space.  What others saw as clutter, Brian Dieringer and Stephen Shang saw as an opportunity.  They knew there was a near-endless supply of sturdy containers in need of a second life. This is the story of the incredible success of Falcon Structures and why Trinity became an early investor.      Hunting Alpha is a podcast about achieving higher than market returns.  It's we believe Private Equity is the best investment, and a great way to invest in growing companies without using the stockmarket.  Hunting Alpha is Produced by TRINITY Investors in Southlake, Texas. I'm your host, Gene Gates

Have you heard of the Silver Tsunami?   There are an estimated 70 million baby boomers driving economic growth like never before.    Their impact is estimated at 62 trillion and growing.   This market segment is driving incredible investments and jumbo-sized returns.    Today you meet two people making a huge slash in the Silver Tsunami. Patrick McGonigle and Joel Sherman from Harbert South Bay Partners have reimaged the senior living experience.    Once you meet them, you'll understand why we decided to invest in South Bay Partners.    Whether you invest in the surge or build a business to take advantage of it, a percentage of your portfolio should include this asset class.    Welcome to the Hunting Alpha podcast. A show about achieving higher than-market returns and minimizing the risk.    Hunting Alpha is Produced by Trinity Investors.   Trinity was founded in 2006 by Dan Meader and Sanjay Chandra, and  has an investment portfolio of nearly 6 billion dollars (as of January 2023).   Trinity invests in a variety of privately owned companies and holds a large real estate portfolio focused on Multi-Family, Senior Living, Hospitality, and Commercial Properties.   Trinity's annual return to investors runs in the 20s.

Bank instability, Interest rates, and a recession storm brewing continue to worry investors.    This unstable environment is why some private equity investments will thrive and create wealth.    In today's episode, we share an inspiring story of how a twenty-something, Scott Everett, built his massive company and inspired trust from his investors.    Welcome to the Hunting Alpha podcast. A show about achieving higher than-market returns and minimizing the risk.    Hunting Alpha is Produced by Trinity Investors.   Trinity was founded in 2006 by Dan Meader and Sanjay Chandra, and  has an investment portfolio of nearly 6 billion dollars (as of January 2023).     Trinity invests in a variety of privately owned companies and holds a large real estate portfolio focused on Multi-Family, Senior Living, Hospitality, and Commercial Properties.   Trinity's annual return to investors runs in the 20s.

  How much money do you need to live a stress-free life?   That might depend on how well your investments are performing. ‘   In this episode, we talk to the Director of Marketing, Liz Goldreich.   And Trinity co-founder Sanjay Chandra.    Sanjay credits his success to his education at the University of Texas and his achievement as an Eagle Scout.    Today you will learn why he gave such a sizable donation to UT,  how he can always tell when he meets an Eagle Scout and his secret to living a stress-free life with financial stability.    This is Hunting Alpham, a podcast for investors who demand a greater than the market return on their investments.    KEY TAKEAWAYS   1. Investing doesn't have to be stressful. You can choose to grow your wealth without the stock market or the stress that comes with it.    2. When you invest in specific projects with specific people, it's easy to know what's happening with your investment. When you have a defined return amount and date, it can be very peaceful.   3. 97 to 99% of Trinity Investors are self-made. They created their wealth, so they like having a say in where their money goes and where it doesn't.    4. Eagle Scout is one of the only things from your youth that stays with you forever. It's a great investment because it develops discipline and tenacity, and it never goes down in value.    5. Like Liz Goldreich says, what's wealth without health? Be brave, go to the doctor, listen to them, and take their advice.   You'll not only sleep better at night knowing you're healthy, but being healthy will help you sleep better at night.   Remember to subscribe and like this podcast series so you'll get alerts when new episodes are available. 

Bob Schlegel sold his company Pavestone for $540 million dollars, or did he? This sale is not his first rodeo. Bob and his wife Myrna famously sold People Care Heritage Centers in 1994 for enough money to be set for life for him and his kids. But $540 million for Pavestone? That's a whole new level! The sale of Pavestone came with unbelievable challenges and delays. In Bob's new book, Angels and Entrepreneurs, he shares his story of growing up on a farm in Canada, being the first in his family to finish high school, and immigrating to America to write his own American dream story.  The book is bursting with great advice, and he shares some of that advice on today's show, along with Trinity Investors Co-Founder Sanjay Chandra, an immigrant himself. 

What do you do when you're spending 100 million dollars to build a brand new Westin hotel, and COVID hits? Do you mothball the project, scrap it, or continue on? This is the amazing story of the Westin Hotel in Southlake, Texas. Hear how they built a gorgeous hotel during COVID that was on time and on budget, despite supply chain issues, labor shortages, and absolutely no idea when things would get better.  Business is not always predictable, and being successful doesn't mean you have the Midas touch where all things effortlessly turn to gold. Success means facing unforeseen challenges and calling on years of experience with steady partners to make the right decision at the right time. This is Hunting Alpha, a podcast for investors who demand a higher than market rate return. Hunting Alpha is produced by Trinity Investors, a Private Equity Firm. 

We think of the markets as safe right? We buy stocks in reputable companies and it feels responsible,  but is that true?  Is buying stock in a publicly-traded company actually safer than buying in the private markets? Today we're chatting with Suraj Jagannathan, a strategic partner at Trinity, and Liz Goldreich, the Marketing Director at Trinity. Suraj is interesting because he grew up in the public markets, and now, not only does he own and operated his own retail business, but he also advises investors and celebrity investors on how to grow their wealth through private equity.  This, is Hunting Alpha, a podcast for investors that demand a higher than market rate return.    

Maybe you're both? The thing I love about watching Shark Tank, is learning about all of the great business ideas I wish I would have thought of, or invested in.  Today we share one of the businesses Trinity invested in and why.  There were characteristics that some might consider red flags, but not to Trinity, and that's the reason I'm excited to share this story. Trinity hunts for businesses that WE want to invest in. Once we decide we ARE going to invet, we share the opportunity with Trinity Clients to invest too.   Each investor is like a shark, and they decide deal by deal if they want to invest too.    In today's episode, you'll meet Simon Hartzell, VP commercial portfolio manager at Trinity, and Ted Rea.  Ted is one of 5-co-founders of All Trades Industrial Properties,    It's a brilliant solution to a common problem I didn't even know existed.   This, is Hunting Alpha, a podcast for investors that demand higher than market returns. It explains why we believe Private Equity is the best investment, and it shows you how to invest in growing companies without using the stock market.   Hunting Alpha, is Produced by Trinity Investors.

What's the most you would ever spend on a car? Someone recently spent $48.4 million dollars for a 1962 Ferrari 250 GTO at Monterey Car Week in Pebble Beach, making it the most expensive car ever sold at auction.  Ray Larson is a successful investor at Trinity, and one of his hobbies is collecting and investing in cars. It's one of the pleasures he can now afford after selling his successful business and receiving a sizable exit.  Rays is a smart guy, and he pivoted his business at the right time and into the right lane. Today, we share Ray's story with you to see how it might help you navigate your future and grow your wealth. 

Bob Baumann went from truck driver to top salesman for famed motivational speaker Zig Ziglar. What did Zig see in Bob that he didn't see in himself? Today we tell you the remarkable story of Trinity investor Bob Baumann,  And the six things he learned that might change your life.  

Some have asked why we changed our name from Trinity Private Equity to Trinity Investors. This is the third time we have changed our name, so it seems fitting for trinity, doesn't it? In today's episode, we hear from Liz Goldreich, the Director of Marketing, Jay Fuquay, Senior Vice President, and co-founders Dan Meader and Sanjay Chandra. 

Have you heard about Single-Family Rentals or SFRs?  They are one of the hottest trends in real estate fueled by covid and the rapid adoption of remote working and distributed teams.   COVID and work from home have changed the real estate market. The house is no longer just a place to live but also a place to work. People are spending more time in their homes, so there is a desire for something better.  With multi-family and other income-producing real estate, you can raise rents to react to inflation and higher interest rates.

How do you decide which deals you want to invest in?  Trinity has invested in 150 deals, and they have only lost money on one. In this episode, we talk about how Trinity vets deals.

Should You Be Investing In Alternative Investments? Today we peel back the casing, to see how the private equity sausage is made at Trinity Investors.  You'll get good advice on investing in alternative investments, and learn why the richer you are, the more your portfolio will be invested in alternatives. 

This episode is about investing in private companies and finding huge financial returns!   In this episode, we meet Kevin Lackey, the founder, and CEO of Freedom Powersports, on track to doing $250 million in sales this year.    It's a story about investing in private equity and speaking unimaginable success into existence.   

How much do your children know about your net worth? In this episode, we talk about how much you should share with your children about your wealth. We were surprised by how little financial literacy many high-net-worth individuals share with their children. We talk to three different people about preparing kids who will receive substantial inheritances.

How do you achieve a higher rate of return and reduce risk?  That is the passion that led Dan Meader and Sanjay Chandra to form Trinity Investors, a private equity firm that has internal rates of returns in the 20s.