On Herb Alston’s podcast, Erica Blue, Regional VP at Trilogy Real Estate Group, shared an inspiring perspective on the company’s focused and intentional approach to real estate investment and development. From her formative years in Orange County, California, to her current role in tackling multifamily housing challenges, Erica’s passion and expertise stands out.
Guided by a steadfast mission, Trilogy specializes exclusively in multifamily properties, creating vibrant communities enriched with high-end amenities like rooftop theaters, co-working spaces, and dog parks. It’s a strategy that not only addresses America’s housing shortage but also caters to a diverse range of renters, from millennials to empty nesters.
Herb and Erica also discuss Trilogy’s innovative investment solutions, including Delaware Statutory Trusts (DSTs) and Opportunity Zones, which provide stability and growth for investors. These strategies are paired with a commitment to quality construction in regions of demand, such as the Midwest and Florida.
What shines through is Trilogy’s belief in creating more than just properties; they are fostering lasting communities that bridge gaps in housing, deliver comfort, and offer opportunity, emphasizing connection and care.
Listen in on the full conversation with Herb Alston for an inside look at how Trilogy blends vision, community, and resilience to redefine modern real estate development.
About Erica Blue
Erica Blue, with 15 years of experience in alternative investments, is known for guiding real estate investors toward innovative strategies. A top wholesaler recognized six times, she specializes in Delaware statutory trusts, opportunity zone funds, and non-traded REITs, helping clients achieve financial goals with clarity. A UC Irvine graduate and holder of a Master’s in Real Estate from Georgetown, Erica combines analytical expertise with a genuine commitment to meaningful client relationships.
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Because investor situations and objectives vary this information is not intended to indicate that an investment is appropriate for or is being recommended to any individual investor.
This is for informational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the sponsors Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities.
This material is not to be interpreted as tax or legal advice. Please consult your legal or tax professional regarding your individual situation.
There are material risks associated with investing in private placements, Delaware Statutory Trusts (“DSTs”) and real estate securities including the potential loss of the entire investment principal, illiquidity, tenant vacancies impacting income and revenue, general and real estate market conditions, lack of operating history, interest rate risks, competition, including the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and investors should read the PPM carefully before investing paying special attention to the risk section.
Certain Qualified Opportunity Zone (QOZ) areas may not be able to appreciate as predictably as more established areas. Some neighborhoods may be more accommodating to development than others, impacting the success of the investment. Development and redevelopment of real estate traditionally have more risk than other types of real estate strategies. The availability and cost of construction and development financing is uncertain and represents a risk inherent in the execution of a QOF strategy. The rules and regulations of the QOZ Program are complex, compliance with the QOZ Program comes with significant challenges. QOFs tend to be illiquid investments for ten or more years. Any discussion regarding “Qualified Opportunity Zones” — including the viability of recycling proceeds from a sale or buyout — is based on advice received regarding the interpretation of provisions of the Tax Cut and Jobs Act of 2017 (the “Jobs Act”) and relevant guidance’s, including, among other things, two sets of proposed regulations and the final regulations issued by the IRS and Treasury Department in December of 2019. A number of unanswered questions still exist, and various uncertainties remain as to the interpretation of the Jobs Act and the rules related to Opportunity Zones investments. We cannot predict what impact, if any.
Securities offered through Concorde Investment Services, LLC (CIS) Member FINRA/SIPC. Advisory Services offered through Concorde Asset Management (CAM), an SEC registered investment advisor. Insurance products offered through Concorde Insurance Agency, (CIA). Thornwood Financial is independent of CIS, CAM and CIA.
