Trinity Acquires 50% Stake in Omni San Diego Hotel

Trinity and Oaktree Acquire Hyatt Regency Indian Wells Resort & Spa

April 4, 2022

Restaurants & Hospitality

Funds managed by Trinity Real Estate Investments (Trinity) and Oaktree Capital Management acquired the 530-key Hyatt Regency Indian Wells Resort & Spa in Indian Wells, California. The joint venture plans a multi-million-dollar capital improvement program to reposition the resort while Hyatt continues to manage the property under a long-term management agreement.

Ascendant Capital Partners Acquires Embassy Suites by Hilton San Diego La Jolla

January 13, 2026

Real Estate

Ascendant Capital Partners purchased the 340-room Embassy Suites by Hilton San Diego La Jolla from BioMed Realty (owned by Blackstone) for $111 million. Ascendant plans roughly $20 million of renovations to modernize guest rooms, meeting spaces and public areas; BioMed said the sale reflects a shift in focus to other redevelopment projects.

Citizens Financial Group Acquires Assets of Trinity Capital

February 13, 2020

Financial Services

Citizens Financial Group, through its wholly-owned subsidiary Citizens Capital Markets, Inc., has agreed to purchase the assets of Los Angeles-based advisory firm Trinity Capital. The deal expands Citizens' corporate finance and capital markets advisory capabilities—adding sector expertise in restaurants, retail, food & beverage and agriculture—and Trinity will operate as a division of Citizens Capital Markets upon closing; terms were not disclosed and the transaction is expected to close later this quarter subject to regulatory approval.

iM Global Partner Takes Minority Stake in Trinity Street Asset Management

April 22, 2024

Wealth Management

iM Global Partner has acquired a non-controlling minority stake in London-based Trinity Street Asset Management, which had approximately US$8.6 billion in assets under management as of 31 March 2024. The Trinity Street partners will retain the substantial majority and continue to operate independently; the transaction is subject to FCA approval and is intended to expand iMGP's European product offering and global network.

Nuveen Acquires Omni Holding Company's Affordable Housing Portfolio

May 9, 2023

Real Estate

Nuveen, the asset manager for TIAA, is acquiring a portfolio of affordable housing assets and operating capabilities from Omni Holding Company, expanding Nuveen’s affordable housing AUM to $6.4 billion. The deal transfers Omni’s development, construction, maintenance and management capabilities to Nuveen and strengthens the firm’s ability to preserve and expand high-quality affordable housing across U.S. urban markets.

Certares Affiliate Acquires Majority Interest in Hyatt Regency Greenwich from Trinity Investments

August 20, 2025

Real Estate

An affiliate of Certares Real Estate Management LLC has acquired a majority interest in the Hyatt Regency Greenwich from Trinity Investments. Trinity completed a $35 million renovation while owning the property and will partner with Certares to drive future growth and capitalize on favorable market dynamics in the Fairfield/Westchester region.