Sam Bates recently became a realtor and will focus his efforts in both residential and commercial sales. Before Sam obtain his realtor license in 2020, he ha proven to be a savvy real estate professional for the past 10 years.
Mr. Bates is a partner of Trinity Capital Group that is based in the Dallas Fort Worth area. Sam’s background is in financial services, state and local taxes, and real estate. He has been directly involved in the acquisition, rehabilitation, disposition, and management of around $75 million dollars in multifamily and single-family real estate since 2009.
Mr. Bates spent 11 years in Corporate America where he honed his business acumen and developed many characteristics that have helped him succeed in the real estate industry. Sam began his career at UBS Financial Services where he cultivated his knowledge about the financial markets. He directly worked with advisors that had over $3 Billion in assets under management. One of his proudest accomplishments at UBS was helping an advisor grow his total assets under management from $500 million to $850 million through multiple marketing campaigns. After graduate school Mr. Bates transitioned his career to state and local taxes.
During his tax career he helped companies save more than $45MM in transaction tax overpayments to local and state jurisdictions.
Mr. Bates started his real estate career as a limited partner in a 208-unit value-add apartment syndication in Dallas. The syndication under performed and Sam knew he needed to take his financial future in his own hands and not rely on other people. This led Sam to investing in single family homes. From 2010 to 2013, Mr. Bates purchased 17 single family homes. He used multiple strategies to acquire these homes and he still has 9 in his rental portfolio.
In 2016, Sam started Trinity Capital Group with two other gentlemen. Trinity Capital is committed to developing lasting relationships with investors by providing them with
exceptional customer service and wealth building opportunities through quality real estate investments. Trinity creation value through development or value-add opportunities we find in the market.
Over the last three years, Trinity Capital has been involved with 11 projects to create value for their investors. The projects cover the spectrum of commercial real estate.
Apartment acquisitions – 3
Apartment developments – 5
Retail development – 1
RV Park acquisition – 1
Subdivision development – 1
Sam plays a vital role in many aspects of these transactions. His responsibilities include sourcing and underwriting all acquisitions and dispositions, being the liaison with attorneys, brokers, investor relations, and asset management.
Sam graduated from Texas A&M University with a BBA in Finance, an MS in Personal Financial Planning, and an MBA from Texas Tech University.
About Me
Service Areas
Collin, Dallas, Tarrant
ZIP Codes
Neighborhoods
Representation
and Sellers
Languages
English