Episode 19

Published on:

9th Apr 2022

Interview with Jason Joseph, Managing Partner, Chief Investment Officer of Trilogy Investment Company

Jason Joseph, Managing Partner, Chief Investment Officer of Trilogy Investment Company

Trilogy Investment Company, headquartered in Alpharetta, GA, is focused on developing market-rate, Build-for-Rent ("BFR") housing communities, including both attached townhomes and detached single-family homes.

• 22+ years of entrepreneurial real estate investing experience spanning urban mixed used development and value-add repositioning.

• Development and Investment Banking experience across both residential and commercial mixed use, including asset types such as Hotel/Mixed Use, Medical Office Buildings, Retail, Office, Land Entitlements & Development, and Multi-family.

• Extensive experience in Capital Markets, development, acquisition and financial structuring capabilities and is charged with spearheading the debt and equity procurement for the strategy.

• Co-Founder at Mayfair Street Partners, with experience developing Urban Hotel/Hospitality, Retail/Mixed use, Medical Office, and Land Development

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About the Podcast

Alternative investments
ATLalts is a podcast for those interested in learning about alternative investments and alternative asset classes through interviews with investors, asset owners, and industry practitioners. ATLalts explores venture capital, private equity, real estate, credit, private debt, distressed, hedge funds, commodities, FX, currencies, infrastructure, structured products, digital assets, multi-alternatives, secondaries, collectibles, farmland, timberland, and more specialized alternative assets such as life settlements, aircraft leasing, royalties, litigation funding, and marine finance.
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About your host

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Andres Sandate

Andres Sandate is the host of ATLalts. Andres has extensive knowledge of alternative investments with professional experience working in asset management, capital markets, securities, and investment banking going back nearly 20 years. He has held senior leadership roles working in private credit, hedge funds, private equity real estate, multi-asset alternative investment and placement agents. Andres is a Registered Financial Advisor with Gramercy Park Wealth Advisors, LLC and GPWA, LLC, Member FINRA/SIPC and holds the Series 7, 66, and 79 FINRA licenses. He is Founder and CEO of Endurance Strategies, LLC (www.endurancestrategies.com) and President and Member of the Board of Directors of the Southeastern Alternative Funds Association (www.theSEAFA.com). Andres earned an MBA and a BS from The University of Kansas and is a native of Newton, Kansas. Andres and his wife Heidi (McElroy) Sandate have three school-aged children and reside in Smyrna, GA (Atlanta). Email andres@atlalts.com