Trilogy Investment Company Promotes David Beare to Chief Investment Officer
Wednesday, May 13th, 2026
Trilogy Investment Company, a vertically integrated residential development and investment firm, has promoted David Beare to Chief Investment Officer, expanding his leadership role as the firm continues to scale its residential development and investment platform.
As Chief Investment Officer, Beare will oversee investment strategy and capital deployment across Trilogy’s growing portfolio, with a focus on sourcing new opportunities, strengthening institutional partnerships, and advancing the firm’s long-term growth initiatives.
Beare joined Trilogy in 2024 as Managing Director of Structured Credit and Investments. During his tenure, he has played a central role in advancing the firm’s structured credit strategy and executing investments aligned with Trilogy’s growth objectives over late 2024 and throughout 2025.
With more than 20 years of experience in real estate investment, development, and asset management, Beare brings a broad background across multiple asset classes. Prior to Trilogy, he co-founded ARK Residential, a New York-based build-for-rent investment and development platform. Earlier in his career, he spent nearly a decade at Midtown Equities, where he led acquisitions, leasing, and asset management for the firm’s New York portfolio.
Founded in early 2021, Trilogy Investment Company has experienced rapid expansion across the Southeast and Southwest, with a growing pipeline of Build-to-Rent and for-sale communities, while land development has played a critical role in the firm’s growth plans as the market has shifted across the home building landscape. In 2026, the firm has continued to accelerate its development activity, advancing multiple new communities across its core markets and further scaling its investment platform.
“David has been a key part of our leadership team and has helped shape the growth of our investment platform,” said Jason Joseph, CEO and Managing Partner of Trilogy Investment Company. “First and foremost, it’s a great culture fit. His ability to identify opportunities, structure capital, and lead the team has been instrumental. He will be critical as we enter into new residential asset classes in 2026 and meet our target growth objective through 2030. This promotion reflects both his contributions to date and the role he will play as we continue to grow.”
“I’m excited to step into this role at a time of strong momentum for the company,” said Beare. “Since its founding, Trilogy has built a highly active and scalable platform across multiple markets, and I look forward to helping lead the next phase of growth by expanding our investment pipeline and deepening our relationships with capital partners.”
Beare earned a Bachelor of Arts from Clark University.
To learn more about Trilogy Investment Company, visit www.trilogyic.com.
