PRESS RELEASES

Triloma Seniors Housing Acquires Two Assisted Living Communities

(WINTER PARK, Fla.) May 14, 2019 – Triloma Seniors Housing, an affiliate of Triloma Financial Group (Triloma) focused on investing in healthcare and seniors housing real estate, has acquired The Fountains at Granite City and The Fountains at Godfrey, two seniors housing communities with a combined 135 assisted living units. Granite City and Godfrey, both in Illinois, are submarkets of the St. Louis metropolitan area.

Cedarhurst Living, LLC (Cedarhurst), based in St. Louis, Missouri, partnered with Triloma on the acquisition and will manage the communities. Cedarhurst currently operates 22 communities in Illinois, Missouri, Kansas and Oklahoma, with 10 of those communties in and around St. Louis. Triloma Seniors Housing partnered with Cedarhurst based on its strong brand recognition and successful track record in the region.

Senior financing for the acquisition was provided by Regions Bank through its Healthcare Real Estate Group.

The Fountains at Granite City, which was built in 2000 and expanded in 2006, has 72 assisted living units. The Fountains at Godfrey was built in 2006 and has 63 assisted living units. The communities have been rebranded to Cedarhurst of Granite City and Cedarhurst of Godfrey. Triloma and Cedarhurst expect to spend approximately $1.8 million to renovate the communities, including updates and improvements to the common areas.

“We believe there are compelling long-term demographic trends that support investing the seniors housing sector,” said James Hendrix, chief investment officer of Triloma Seniors Housing. “And having a well-known regional operating partner like Cedarhurst is a key opportunity to add value to the Granite City and Godfrey communities,” added Hendrix.

About Triloma

Triloma Financial Group manages and sponsors, co-sponsors or sub-advises private investment programs generally focused on real estate investments. Triloma Financial Group strives to provide thorough research, individual access and impeccable service for its customers. Triloma Seniors Housing, LLC, is a wholly-owned subsidiary of Triloma Financial Group. For additional information, please visit triloma.com.

This press release may contain forward-looking statements identified by the use of words such as “outlook,” “indicator,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “seeks,” “approximately,” “predicts,” “intends,” “plans,” “estimates,” “anticipates” or the negative version of these words or other comparable words. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in this release. Triloma assumes no obligation to update or supplement forward-looking statements that become untrue because of subsequent events or circumstances.

 

  Download


Triloma Executive Honored by Orlando Business Journal

Hope Newsome named as 2017 “40 Under 40” Honoree

ORLANDO, Fla. (Nov. 29, 2017) – Triloma’s general counsel and fund chief compliance officer, Hope Newsome, has been named an honoree in Orlando Business Journal’s “40 Under 40” class of 2017. Each year, the publication recognizes top professionals throughout Central Florida under the age of 40 who have made significant achievements in their career. Additionally, honorees must be involved in the local community through a variety of civic and charitable causes.

“I’m humbled to be named among this group of incredible leaders,” said Hope of the honor. “They are proof Central Florida is a thriving city for young professionals.”

“Since joining Triloma, Hope has built an innovative and solutions-oriented compliance program for Triloma Energy Advisors from the ground up, while simultaneously serving as chief compliance officer for the funds and general counsel for Triloma Financial Group,” said Nathan Headrick, a founder and managing director of Triloma. “Her tireless efforts, creative problem solving and commitment to working with – not against – advisors has allowed us to provide flexibility to our clients while still striving to meet all the necessary legal and regulatory requirements.”

Prior to Triloma, Hope served as chief compliance officer of Newport Group Securities, where she grew the department from one to five people, greatly expanding their compliance efforts. Prior to that, she was general counsel and chief compliance officer for International Assets Advisory, where she led the group’s conversion to a dually registered broker-dealer/RIA in response to regulatory changes. Previously, Hope was director of business practices and controls for AXA Equitable where she led the team that managed compliance controls for the distribution of financial services products through branch offices in the southern region.

Hope is actively involved in a number of local non-profit organizations. She serves on the board of ATHENA Orlando Women’s Leadership, a non-profit that strives to develop and mentor local emerging female leaders through learning from accomplished women business leaders who have made significant contributions to their professions and communities. Supporting and mentoring young female professionals is a passion for Hope who currently leads a predominantly female legal and compliance team, many of whom are just beginning their careers. Hope is committed to uplifting and advocating for women, sharing the knowledge, expertise and wisdom she has gained in her 17 years in the financial advisory industry, and mentoring them as they navigate the often-stressful early stages of their careers.

Hope is also on the board of Support Our Scholars, a non-profit that supports underprivileged young women with extraordinary potential by providing financial assistance, mentorship, and other needs throughout their college journey. Additionally, Hope is a member of the Florida Bar Ethics committee.

About Triloma
Triloma Financial Group (Triloma) is a relationship-focused investment management firm doing business to change lives. Through our partnership approach and independent model, our seasoned team is able to better anticipate client needs to help them meet their goals. We manage and sponsor a group of private and publicly offered investment programs focused on private equity, real estate and energy investments. For additional information, please visit triloma.com.

Triloma Financial Group is the parent company to Triloma Securities, a FINRA-registered broker-dealer, and Triloma Energy Advisors, an SEC-registered investment adviser, (collectively referred to herein as “Triloma”). Triloma Energy Advisors serves as the investment adviser to the Triloma EIG Energy Income Funds.

Securities offered through Triloma Securities, member FINRA/SIPC.

This press release may contain forward-looking statements identified by the use of words such as “outlook,” “indicator,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “seeks,” “approximately,” “predicts,” “intends,” “plans,” “estimates,” “anticipates” or the negative version of these words or other comparable words. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in this release. Triloma assumes no obligation to update or supplement forward-looking statements that become untrue because of subsequent events or circumstances.

TS-112717-228-INV

 

  Download


Triloma Expands Senior Housing Advisor, Hires Chief Investment Officer

ORLANDO, Fla. (August 9, 2017) – Triloma announced today the expansion of its senior housing advisor, Triloma Senior Housing, by hiring chief investment officer James Hendrix. The firm is actively looking to acquire healthcare and senior housing properties, and intends to offer 1031 exchange opportunities later this year.

Triloma has been actively raising capital for senior housing investments since 2014, and recently closed a $25 million seniors-housing focused private placement offering.

“The U.S. Census Bureau notes that by 2020, for the first time in history, people aged 65 and over will outnumber children over 5, and the aging population statistics grow more staggering from there,” said Hendrix. “This points to an unprecedented shift in demographics and opportunity in healthcare investment over the next 30 years. With a leadership team that has raised more than $2 billion of equity capital in seniors housing and shifting demographics, this expansion is both sensible and timely,” added Hendrix.

Prior to joining Triloma, Hendrix was vice president of acquisitions at ROC Seniors – a division of Bridge Investment Group that invests in seniors housing and medical property assets. Throughout his career, Hendrix has been involved in the acquisition of more than $2 billion in healthcare assets in both public and private investment vehicles. Hendrix’s first priority will be to identify and acquire seniors housing properties for future investment opportunities the firm is planning.

“Jimmy is an invaluable addition to the Triloma team,” said managing director Mike Wood. “His knowledge, relationships and experience in this sector will help us quickly expand our seniors housing and healthcare offerings, enabling us to bring additional investment solutions to our clients.”

About Triloma
Triloma Financial Group (Triloma) is a relationship-focused investment management firm doing business to change lives. Through our partnership approach and independent model, our seasoned team is able to better anticipate client needs to help them meet their goals. We manage and sponsor a group of private and publicly offered investment programs focused on private equity, real estate and energy investments. For additional information, please visit triloma.com.

Triloma Financial Group is the parent company to Triloma Securities, a FINRA-registered broker-dealer and Triloma Senior Housing (collectively referred to herein as “Triloma”).

Securities offered through Triloma Securities, member FINRA/SIPC.

The acquisition and development of senior housing communities is subject to risks associated with real estate assets, including but not limited to inflation, changes in the general economic climate, local conditions such as oversupply of or a reduction in demand for seniors housing space, the attractiveness of the developed communities to potential tenants, competition from other seniors housing communities, compliance with regulations, and the potential for liability under applicable laws or as a result of operations. There can be no assurance that the seniors housing industry will not experience adverse economic conditions.

This press release may contain forward-looking statements identified by the use of words such as “outlook,” “indicator,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “seeks,” “approximately,” “predicts,” “intends,” “plans,” “estimates,” “anticipates” or the negative version of these words or other comparable words. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in this release. Triloma assumes no obligation to update or supplement forward-looking statements that become untrue because of subsequent events or circumstances

TS-051217-092-INV

 

  Download


Triloma Continues Growth, Signs Lease for Additional Office Space

ORLANDO, Fla. (March 15, 2017) – Triloma, a Winter Park, Florida-based private investment management firm, announced today it has leased an additional 9,500 square feet of space in its current downtown Winter Park office building, bringing its total office space to over 17,000 square feet.

“Having this additional space available will allow us to accommodate our growing team,” explained managing director, Mike Wood. “More importantly, it affirms our commitment to Winter Park, and we’re excited for what the future holds for us here.”

To accommodate its rapidly growing team, Triloma has expanded its offices three times since initially leasing 1,763 square feet of space on Park Avenue in late 2013. One of the ways the firm seeks to promote a healthy work/life balance for its associates is by keeping daily commutes as short as possible, which ultimately led Triloma to its current building just a block away on New York Avenue.

Triloma now has 58 associates, each averaging 16 years of investment industry experience. The firm has two public investment offerings currently available, and will continue to offer a series of private investment opportunities this year. Additionally, Triloma intends to introduce new products for 2017 in response to the ever-changing investment and regulatory environments.

This announcement comes on the heels of Triloma reporting more than $200 million in equity capital raised in 2016, as well as plans for continued growth and increased involvement in industry advocacy in 2017.

About Triloma
Triloma is a private investment management firm providing individuals with a unique approach to alternative investment opportunities. Triloma manages and sponsors a group of private and publicly-offered investment programs focused on private equity, real estate and energy investments. Triloma specializes in thorough research, individual access, powerful partnerships and excellent service. Triloma is headquartered in Winter Park, Florida. For additional information, please visit triloma.com.

Triloma Financial Group is the parent company to Triloma Securities, a FINRA-registered broker-dealer (collectively referred to herein as “Triloma”).

Securities offered through Triloma Securities, member FINRA/SIPC.

This press release is not an offer to sell securities and is not soliciting an offer to buy securities in any state where the offer and sale is not permitted.

This press release may contain forward-looking statements identified by the use of words such as “outlook,” “indicator,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “seeks,” “approximately,” “predicts,” “intends,” “plans,” “estimates,” “anticipates” or the negative version of these words or other comparable words. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in this release. Triloma assumes no obligation to update or supplement forward-looking statements that become untrue because of subsequent events or circumstances.

TS-031317-041-INV

 

  Download


Triloma Surpasses $200 Million Equity Raise Milestone for 2016

ORLANDO, FL. (Jan. 18, 2017) – Triloma, a Winter Park, Florida-based private investment management firm, announced today it raised more than $200 million in equity capital in 2016 – its first full year of operations.

“Having the alternative investment industry entrust us with over $200 million in capital is a remarkable achievement for our first full year of operations,” said Larry Goff, chief executive officer of Triloma Securities, “and we are grateful to our extraordinary team for all their hard work and efforts getting us to this milestone. We continue to make it our priority as a firm to improve the lives of our investors, partners and associates, and we believe our success to be a direct result of this focus.”

In 2017, the firm plans to continue to expand its selling syndicate for the Triloma EIG Energy Income Funds, add additional talent to its operations teams, and further diversify its platform of products.

Triloma also will increase its involvement in the Investment Program Association (IPA), the financial service industry’s leading education and advocacy body for Direct Investment programs. The IPA has announced the appointment of Triloma managing director Nathan Headrick as chair-elect of the board, assuming the position of chair in 2018. Nick Dolya, president of Triloma Securities, was also named chair-elect of the IPA’s Private Placement Committee.

“Triloma is the youngest sponsor ever to provide this level of leadership to the IPA. We appreciate the trust the alternative investment industry has placed in us,” said Headrick of Triloma’s appointments. “We look forward to being a leader and innovator in 2017 and beyond.”

About Triloma
Triloma is a private investment management firm providing individuals with a unique approach to alternative investment opportunities. Triloma manages and sponsors a group of private and publicly-offered investment programs focused on private equity, real estate and energy investments. Triloma specializes in thorough research, individual access, powerful partnerships and excellent service. Triloma is headquartered in Winter Park, Florida. For additional information, please visit triloma.com.

Triloma Financial Group is the parent company to Triloma Securities, a FINRA-registered broker-dealer, and Triloma Energy Advisors, an SEC-registered investment adviser, (collectively referred to herein as “Triloma”). Triloma Energy Advisors serves as the investment adviser to the Triloma EIG Energy Income Funds.

Securities offered through Triloma Securities, member FINRA/SIPC.

Triloma, EIG Global Energy Partners and the Investment Program Association (IPA) are not affiliated.

This press release is not an offer to sell securities and is not soliciting an offer to buy securities in any state where the offer and sale is not permitted.

This press release may contain forward-looking statements identified by the use of words such as “outlook,” “indicator,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “seeks,” “approximately,” “predicts,” “intends,” “plans,” “estimates,” “anticipates” or the negative version of these words or other comparable words. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in this release. Triloma assumes no obligation to update or supplement forwardlooking statements that become untrue because of subsequent events or circumstances.

TS-012317-005-INV

 

  Download


Triloma Securities Names Sara Searle as Chief Compliance Officer

ORLANDO, Fla. (Sept. 28, 2016) -- Triloma Securities, a FINRA registered broker-dealer and subsidiary of alternative investment management firm Triloma Financial Group, announced today the appointment of Sara Searle as chief compliance officer.

Searle joined Triloma Securities in 2015 as director of compliance. Over the course of the last year with Triloma Securities, Searle’s track record of maintaining a collaborative approach to compliance, combined with her extensive industry experience, made her a standout choice for her new role.

“Since joining Triloma Securities, Sara has proven time and again that she is an invaluable member of our team,” said Larry Goff, chief executive officer of Triloma Securities. “Not only does she possess all of the professional qualifications necessary to fulfill the role of CCO, but she is also a phenomenal team member and an experienced leader.”

Searle’s promotion is just one in a series of strategic senior leadership expansion efforts by Triloma this year. In July, the firm announced the additions of Amy Gunter, vice president of due diligence for Triloma Securities and Jeff Karansky, vice president and portfolio manager for Triloma Energy Advisors.

About Triloma
Triloma Financial Group is a private investment management firm providing individuals with a unique approach to alternative investment opportunities. Triloma manages and sponsors a group of private and publicly-offered investment programs focused on private equity, real estate and energy investments. Triloma specializes in thorough research, individual access, powerful partnerships and excellent service. Triloma is headquartered in Winter Park, Florida. For additional information, please visittriloma.com.

Triloma Securitie sand Triloma Energy Advisors are wholly owned subsidiaries of Triloma Financial Group. Securities offered through Triloma Securities, member FINRA/SIPC.

This press release is not an offer to sell securities and is not soliciting an offer to buy securities in any state where the offer and sale is not permitted.

This press release may contain forward-looking statements identified by the use of words such as “outlook,” “indicator,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “seeks,” “approximately,” “predicts,” “intends,” “plans,” “estimates,” “anticipates” or the negative version of these words or other comparable words. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in this release. Triloma, EIG and the Funds assume no obligation to update or supplement forward- looking statements that become untrue because of subsequent events or circumstances.

TS-092316-146-INV

 

  Download


Triloma Closes Seniors Housing-Focused Investment Offering

Fund reaches maximum offering size of $25 million

ORLANDO, Fla. (Sept. 21, 2016) -- Triloma Securities announced today that Triloma Bourne Seniors Housing II (the “Fund”) reached its maximum offering size of $25 million and is now closed to new investors.

The Fund, which was offered pursuant to the private placement exemptions provided under Rule 506 of Regulation D under the Securities Act of 1933, is aimed at growth and total return, and focuses on the development of three new seniors housing communities in metropolitan Chicago and Seattle.

The Fund is one of 14 private placement offerings Triloma Securities has successfully completed in the last 12 months.

About Triloma
Triloma Financial Group is a private investment management firm providing individuals a unique approach to alternative investment opportunities. Triloma manages and sponsors a group of private and publicly offered investment programs focused on private equity, real estate and energy investments. Triloma specializes in thorough research, individual access, powerful partnerships and excellent service. Triloma is headquartered in Winter Park, Florida. For additional information, please visit www.triloma.com.

Securities offered through Triloma Securities, member FINRA/SIPC. Triloma Securities is a wholly owned subsidiary of Triloma Financial Group.

This press release is for informational purposes only and does not constitute a solicitation or offer by Triloma Securities to buy or sell any securities.

There can be no assurance that the Fund will achieve its investment objectives. This press release may contain forward-looking statements identified by the use of words such as “outlook,” “indicator,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “seeks,” “approximately,” “predicts,” “intends,” “plans,” “estimates,” “anticipates” or the negative version of these words or other comparable words. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. Triloma, BFG and the Fund believe these factors include, but are not limited to, those described under the section entitled “Risk Factors” in the Fund’s Memorandum, as such factors may be updated from time to time in their periodic filings with the U.S. Securities and Exchange Commission (SEC), which are accessible on the SEC’s website at sec.gov. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in this release and in the Fund’s filings. Triloma, BFG and the Fund assume no obligation to update or supplement forward-looking statements that become untrue because of subsequent events for circumstances.

TS-092016-143-INV

 

  Download


Triloma Announces 2015 Growth Activity

Investment firm exceeds equity raising goals in its first year of operations

ORLANDO, Fla. (Feb. 17, 2016) – Triloma Securities (“Triloma”) announced today the results of its syndication activity in 2015. The firm, which commenced broker-dealer operations on April 23, 2015, surpassed its equity raising goals for the year in just over eight months.

In 2015, Triloma raised more than $117 million in equity in 12 offerings, marking one of the quickest sponsor launches in the alternative investment industry to-date. As part of its capital raising efforts, Triloma signed 57 selling agreements with 23 different retail broker-dealer firms throughout the year, with investment offerings in energy, seniors housing and land development.

“When we founded Triloma, our goal was to create a company where we could improve the lives of our investors, partners and associates,” said Larry Goff, chief executive officer of Triloma Securities. “As we look back at an extraordinary first year for our firm, we have exceeded that goal. We are also proud to have three outstanding investment partners, and to have added to our team some of the brightest and most experienced professionals in our industry.”

In the last year, Triloma and its affiliate, Triloma Financial Group, have grown from 9 to 46 associates. These associates include industry veterans who average 15 years of experience in the investment industry. To accommodate this strategic growth, the company relocated to a larger office in Winter Park, Florida.

Plans for continued growth in 2016 are well underway, as Triloma prepares to expand its presence in the broker-dealer community.

About Triloma
Triloma Financial Group is a private investment management firm providing individuals with a unique approach to alternative investment opportunities. Triloma manages and sponsors a group of private and publicly-offered investment programs focused on private equity, real estate and energy investments. Triloma specializes in thorough research, individual access, powerful partnerships and impeccable service. Triloma is headquartered in Winter Park, Florida. For additional information, please visit www.triloma.com.

Triloma Media Contact
Lauren Bowes
Findsome & Winmore
lbowes@findsomewinmore.com
407-722-7843

This press release is not an offer to sell securities and is not soliciting an offer to buy securities in any state where the offer and sale is not permitted.

This press release may contain forward-looking statements identified by the use of words such as “outlook,” “indicator,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “seeks,” “approximately,” “predicts,” “intends,” “plans,” “estimates,” “anticipates” or the negative version of these words or other comparable words. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in this release. Triloma, EIG and the Funds assume no obligation to update or supplement forward-looking statements that become untrue because of subsequent events or circumstances.

Triloma Securities, LLC, member FINRA/SIPC, is a wholly-owned subsidiary of Triloma Financial Group.

TS-020316-006-INV

 

  Download