Trion is a trusted real estate advisory firm, dedicated to creating value by providing comprehensive advisory, restructuring and capital markets services

About Us

  • We are strategic advisors providing independent advice on real estate strategies and portfolios to a diverse clientele, including banks, family offices, UHNWI, and semi-institutional investors.

  • We offer custom-made services tailored to address the specific needs and goals of each client.

  • Through our financing services, we connect our clients with a network of traditional and non-traditional lenders, such as banks, private debt funds, and other financial institutions, to secure optimal financing for their assets.

  • Our advisory services range from transaction services, financing services and asset management.

  • Our restructuring services provide solutions for clients to address and structure their funding needs. We also assist banks and institutional lenders, including pension funds, in restructuring their loan positions.

Our Services

At Trion, we treat our clients' portfolios as our own. We act as strategic advisors, guiding our clients through every stage of the real estate investment lifecycle – from financing and acquisition to asset management and exit. Our comprehensive and personalized approach ensures bespoke solutions tailored to each client's unique needs.

  • We provide institutional-grade financing solutions for our clients, connecting them with a diverse network of lenders. Our expertise spans both traditional and non-traditional sources of capital, including banks, pension funds, family offices, and private debt funds. We go beyond simply facilitating introductions; we actively position and market our clients' assets to these lenders, highlighting their unique strengths and investment potential. We also help our clients structure hybrid capital solutions such as preferred equity or convertibles to address their financing needs.

  • We guide clients through challenging situations, providing expertise in developing and implementing effective restructuring strategies. For investors and asset owners, we analyze financial positions, develop restructuring plans to address liquidity issues or operational hurdles, and negotiate with lenders to protect their interests. We also advise on optimizing asset performance to enhance recovery. For lenders, we offer independent loan reviews, develop workout strategies, and provide negotiation support to maximize recovery on distressed loans.

    This version is more aligned in length with your other subsections. It maintains the core message of your restructuring expertise while presenting the information in a more concise and balanced manner.

  • We provide end-to-end investment and transaction management, adhering to the highest institutional standards. Our services begin with establishing tailored sourcing channels to identify prime investment opportunities, including residential, logistics, retail and other in key German cities.

    We then produce in-depth underwriting and investment proposals aligned with private equity benchmarks. Our expertise extends to conducting comprehensive commercial due diligence and offering bespoke structuring solutions that support each client's specific investment strategy. This meticulous approach ensures precision and value at every stage of the transaction.

  • Our asset management approach is focused on actively enhancing value throughout the entire asset lifecycle. We uncover and leverage value-creation opportunities within portfolios, particularly in residential properties, where strategic initiatives unlock significant potential. In addition to operational improvements, we optimize the financing structure of each asset, ensuring that capital is efficiently deployed to maximize returns. We also integrate ESG principles and partner with property management to ensure top-tier efficiency and long-term value creation.

Our Clients

  • Trion works closely with family offices to provide highly personalized investment strategies that address their unique objectives, including legacy planning and wealth preservation. We offer solutions tailored to their long-term goals, ensuring flexibility, discretion and optimized returns.

  • We provide personalized investment solutions for Ultra-High-Net-Worth Individuals, tailored to their personal circumstances. We handle all operational aspects, allowing clients to focus on their priorities while we manage their investments, ensuring risk-adjusted returns without the need for day-to-day involvement.

  • We serve institutional clients, including insurances, pension funds, endowments and foundations, by tailoring investment strategies to meet their specific needs and preferences. We offer flexible approaches to fit different risk profiles, ensuring sustainable, risk-adjusted returns aligned with their long-term goals.

  • We advice banks and alternative lenders on their real estate exposure. We identify and restructuring non-performing loans and sub-performing loans. We support our clients on dispotion strategies and help them to connect with alternative lenders, who are willing to buy these positions.

Our Team

The team at Trion possesses exceptional expertise, gained through years of experience at renowned investment banks, real estate investors, and international hedge funds.

Together, our founding team has successfully deployed over €2 billion of equity & debt across Europe, leveraging our collective expertise to drive value creation for clients.

Simon Tozman

Partner

  • Before joining Trion, Simon Tozman served as an Investment Manager at Signa, following roles at Hines, J.P. Morgan, and Deutsche Bank in Berlin, London, and Frankfurt.

  • He has played a key role in transactions exceeding €1 bn, with significant contributions to deal structuring, financing, and underwriting. Simon has been actively involved in the asset management of large portfolios.

  • Simon holds a Bachelor's and a Master's degree in Finance, with distinction, from the University of Warwick.

Timur Bokari

Partner

  • Before joining Trion, Timur Bokari held roles in funding advisory and strategic growth at re:cap, where he supported technology companies in navigating financing strategies and scaling operations. He was previously a real estate Investment Professional at Hines.

  • At Hines, Timur participated in financial analysis and transaction execution, where he worked on deals amounting to several hundred million euros. He also worked in investment banking at Stifel, BNP Paribas, Deutsche Bank and UBS.

  • Timur holds a Master’s degree in Banking and Finance as well as a Bachelor’s degree in Business Administration from the University of St. Gallen. He also completed graduate studies in International Management at Fundação Getulio Vargas in Brazil.

Contact Us

Trion Advisory Holding GmbH (currently: SA Real Estate I GmbH)

D-10119 Berlin