Capri Capital Advisors, a real estate investment advisory firm, has acquired Trilogy Capital Advisors, a Kansas City-based real estate securities hedge fund.
Trilogy will now operate as a wholly owned subsidiary of Capri, and the advisory entity for Trilogy will be called Capri Real Estate Securities. CharterMac, a real estate firm that maintains a strategic alliance with Capri, provided a portion of the deal's financing. The deal allows Capri to offer clients exposure to the growing market of publicly traded real estate companies.
Capri invests in and manages commercial real estate portfolios. The firm's institutional assets totaled $2.3 billion