About Us

Experienced Partners for Sustained Growth

Our mission is to foster enduring relationships and empower our partners to facilitate their success.

We are a values driven company committed to a culture of trust, integrity, teamwork, and empowerment.


Trust

Establish a culture of trust and transparency with our partners and investors.


Integrity

Exemplify high morals and ethics; work with those who are likeminded.


Teamwork

People and the team are as, if not more, critical to success than the investment itself.


Empowerment

Enable our partners, investors, and colleagues to thrive.

Trellis Capital Partners’ leadership and its advisors have over 40 years of real estate investment and private equity experience across a variety of asset classes. 

Leadership

Together, we have invested in over $10 billion of real estate assets and platforms comprising several million square feet.  Our wealth of knowledge and strong industry relationships enable us to assess investment opportunities, identify and resolve pitfalls and develop creative and flexible capital solutions.  We utilize our experience to help our partners and protect our investors.

  • Scott is the Managing Principal of Trellis Capital Partners and is responsible for all aspects of firm management and strategy.

    Prior to Trellis, Scott was an Executive Director at Commonwealth Asset Management (“CWAM”), where he sourced, originated, negotiated, and executed highly structured, platform-level transactions in the real estate space and other specialized asset classes. Earlier, he founded and served as Principal of MidBeach Capital Partners (“MBCP”), a privately held real estate investment platform focused on structured credit and subordinate debt in transitional real estate.

    Before CWAM and MBCP, Scott was a Vice President at Tall Pines Capital LLC, where he helped establish the firm’s investment platform and was responsible for the sourcing, structuring, underwriting, execution, and asset management of debt, equity, and fund-level investments totaling more than $800 million. Prior to Tall Pines, he was a Vice President at Fisher Brothers, a New York City–based owner, operator, and developer of commercial real estate, where he was actively involved in acquisitions, development, financings, and the creation of the firm’s mezzanine lending platform.

    Scott also held positions in Savills’ Capital Markets Group and PwC’s Real Estate Business Advisory Services practice. Over the course of his career, he has been involved in more than $4.0 billion of real estate transactions across major U.S. markets.

    Scott currently serves on the Board of Directors of Graham’s Foundation, a nonprofit dedicated to supporting and empowering parents of premature babies through education, resources, and community support. He holds an MBA with concentrations in Finance and Real Estate from Georgetown University and a Bachelor of Arts in Economics and Political Science from the University of Michigan.

  • Chris is a Principal at Trellis Capital Partners. Chris is also a Managing Principal at Neptune Capital Partners (“Neptune”), Navy Squared Partners (“Navy Squared”) and Vice President of Bergen Cove Realty (“Bergen”), family-held real estate investment entities with substantial holdings in multifamily, industrial, self-storage, and commercial properties. At Neptune, Navy Squared and Bergen, Chris is responsible for sourcing, originating, structuring, capital raising, and asset management of the companies’ investments.

    Prior to joining Neptune, Bergen, and Trellis, Chris spent 11 years working in institutional real estate. Chris started his investment career at Brookfield Property Partners (“BPY”) as an associate in the strategic initiatives group, evaluating and executing complex structured investments for its various funds as well as asset management responsibilities for Brookfield’s 60MM foot office portfolio. After BPY, Chris was a Vice President at Fisher Brothers (“Fisher”), a 105+ year old, New York City based, owner, operator and developer of commercial real estate. At Fisher, Chris was responsible for sourcing, originating, structuring and asset management of structured credit investments for its $200MM subordinate debt vehicle (Lionheart Strategic Management) across the top 20 MSA’s in the U.S. Additionally, Chris provided asset management and capital markets analysis for Fisher’s 7MM square foot office portfolio in NYC and Washington DC.

    After leaving Fisher Brothers, Chris was hired as the youngest Vice President for Paramount Group (NYSE: PGRE) to spearhead new business opportunities acquiring existing, Class A assets in San Francisco and New York while also originating mezzanine loans on transitional assets for its $800MM separate account fund. Throughout his career, Chris has been directly involved in over $3BN of acquisitions and loan originations.

    Chris received his bachelors of business administration (with honors) from the Sellinger School of Business at Loyola University Maryland

  • Rob is a Principal at Trellis Capital Partners. Rob is also the Founder and Managing Principal of Neptune Capital Partners (“Neptune”), Vice President of Bergen Cove Realty (“Bergen”), and Co-Founder and Managing Principal of Navy Squared Partners (“Navy Squared”), family-held real estate investment entities with substantial holdings in multifamily, industrial, self-storage, and commercial properties.

    At Neptune, Bergen, and Navy Squared, Rob is responsible for sourcing, originating, structuring, asset managing investments for the companies’ portfolios. Rob has worked on a variety of real estate acquisitions in various markets throughout the United States, including investments in commercial (1.4MM square feet), industrial (8.7MM square feet), mixed-use (1.4MM square feet), multifamily (18.6MM square feet, 18,000 units), and self-storage (333K square feet, 4,300 units). Rob is also actively engaged in the companies’ loan portfolios, where he has been directly involved in investments in mezzanine loans, preferred equity, and B-notes.  Additionally, Rob has originated and sourced direct and fund investments in private equity and venture capital across various sectors including Fintech, Healthcare, Artificial Intelligence, and Proptech. Select investments include K Health, Iterative Scopes, Lightbridge Academy, My Ollie, Onfido, and Washville.

    Rob was previously a Portfolio Manager at Frere Hall Capital Management in London. Rob joined Frere Hall as an analyst and was the company’s first front-office hire. He was responsible for all fundamental analysis, assisted in portfolio structuring, and helped with fundraising efforts, helping assets grow to over $700M. Before joining Frere Hall, Rob was an analyst at Hess Energy Trading Company (now Hartree Partners) in New York.

    Rob received a masters in business administration (with honors) from Columbia University, and bachelor’s degrees (with honors) in Philosophy and History from the University of Virginia.

  • Nathaniel is a Principal at Trellis Capital Partners.  He is also a Co-Founder and Managing Principal of Navy Squared Partners, a real estate investment company making co-GP equity investments in multi-family properties, and a Principal of Miscellany Ventures, through which he invests on behalf of himself and his family.

    In addition to Trellis, Navy Squared and Miscellany, Nathaniel holds several board positions; he is a director of Worklyn Partners, an IT and cybersecurity services holding company, as well as Fox Windows and Blinds, a Central Florida-based window installation business.

    Nathaniel previously held positions at ViacomCBS in Product Management and Data Strategy for the Advanced Advertising division as well as Li & Fung’s US subsidiary where he led sustainability efforts.

    Nathaniel received his Bachelor’s degree from Brown University, his Master’s degree in International Political Economy from the London School of Economics, and his MBA from Columbia Business School.

Our Team


Steven Wu

Associate

Steven is a member of the investment team at Trellis Capital Partners, where he is responsible for deal origination, underwriting, and ongoing asset management across the firm’s real estate credit portfolio.

Prior to joining Trellis, Steven worked as an Analyst at Marcus & Millichap, where he conducted investment analysis, built comprehensive financial models, evaluated leveraged returns, and prepared pro forma cash flow projections across multiple property types, including multifamily, retail, industrial, office, and hotel assets. Earlier, he held a role in the Wealth Management division at Morgan Stanley, where he was responsible for sourcing new client relationships and onboarding assets under management.

Steven holds a Master’s degree in Real Estate Finance from New York University and a Bachelor of Science in Economics, summa cum laude, from Texas A&M University.