Debt Portfolio Services:
Acquisitions, Management and Sales

Portfolio Sourcing

• Trilogy processes one of the most extensive databases ever assembled in the industry consisting of an established nationwide network of lending institutions.
• Trilogy has a thorough understanding of the bidding and portfolio selection process and uses it to its advantage whenever possible.
• Trilogy engages a strict portfolio selection process when determining possible bids and purchases, generally selecting only one to two portfolios out of every 10 portfolios reviewed.

Portfolio Due Diligence & Valuation Process

• Trilogy’s management team has a long standing history with most of the major lending institutions.  Trilogy maintains historical performance data that allows it to seek  specific portfolios and then price them accordingly, utilizing key historical performance criteria.
• Trilogy’s advanced portfolio stratification reports include a 20 page in-depth portfolio analysis.
• Trilogy’s portfolio pricing model yields predictable cash flow and IRR.
• Trilogy has a thorough understanding of negotiating the best possible contractual terms on behalf of itself and our investors. 

Acquisitions & Sales Contact Information

If you would like to purchase or sell a portfolio, please contact our Sales & Acquisition Department by phone at (858) 208-4541 or e-mail.  Please also download a copy of our Confidentiality Agreement, sign and fax to (858) 227-5088.