For more than 36 years, our core focus has been preserving our investors’ wealth and producing tax-advantaged income and appreciation over time through investment in private real estate. Learn more about investing in our fund offerings.
Our people are at the heart of MLG Capital. A commitment to absolute integrity and making a difference while making a living drive what makes us different from any other real estate investment company out there.
We’re excited to be your guide through private real estate investment.
Our funds provide access to investment opportunities that aim to produce generous, tax-advantaged cash flow and appreciation over time. These opportunities are thoroughly reviewed and vetted by our team and through the lens of our 35+ years of experience.
Our funds target investments in multiple asset types, states and even with multiple real estate managers. Our Private Fund structure targets 25-30 investments.
Generally, private real estate has a low correlation to the public markets and is uniquely positioned to perform in a growing economy.
We wrap quality tax planning around our transactions. Our team utilizes a range of sophisticated strategies targeted to address tax burden and maximize after-tax cash flow.
Real estate takes time. The time spent building a real estate portfolio is rewarded by producing cash flow and appreciation over time through the execution of business plans to improve asset cash flow.
Reliable income from real estate can potentially make a greater return comparative to markets, with less volatility.
The ability to use depreciation and other write-offs can create powerful tax benefits and enable investors to maximize their after-tax returns. Learn More.
During times of inflation, private real estate can perform well. Short term leases in multifamily and other asset classes allow for the consistent ability to move rents with inflation.
See below for a comparison of the S&P 500 (public equities index), IYR ETF (public REIT index), and NCREIF (private real estate) over the last 20+ years. Private real estate has performed steadily relative to the volatility in other asset classes.
Source: Yahoo Finance | NCREIF
We’ve proven our competitive advantage lies within the relationships we’ve developed for over three decades. Our experienced professionals are able to leverage these relationships to consistently source exclusive and differentiated opportunities in these targeted markets for our investors. We have offices located in Wisconsin, Texas, Florida and Colorado.
Data below as of 6/30/2024
Whether you are looking to sell a multifamily, industrial, retail, office, or another real estate asset, seek a partner for a joint venture, or contribute your owned asset to our Legacy Fund – we want to learn more about your property and deal.
The term “J-curve” is a concept often used to describe the typical investment performance trajectory of private equity and real estate funds over time. It represents the pattern of cash flows and returns that investors can usually expect during the lifecycle of these types of funds. The J-curve’s name is derived from the shape of the curve, which resembles the letter “J” when plotted on a graph, with time on the horizontal axis and returns on the vertical axis. When applied to real estate funds, the typical J-curve illustrates an initial dip in performance, a gradual increase, and eventual positive returns (as demonstrated on the graph below). Understanding the J-curve is important for investors, fund managers, and related parties as it provides insights into the expected timing of returns and the associated risks of investing in private real estate. The Stages of the J-Curve Stage 1: Investment Period (Capital Deployed into Markets) Stage 2: Value Creation (Operational, Financial, and Managerial Improvements) Stage 3: Harvest Period (Exit Investments to Realize Gains) Stage 1: Investment Period This initial downturn is primarily due to the upfront costs associated with establishing the fund and acquiring real estate, such as organizational costs, administrative costs, acquisition…
Annual report helps investors navigate the private real estate market and provides MLG’s outlook on opportunities and challenges facing the industry Brookfield, Wis. (September 24, 2024) – MLG Capital – a national leader in private real estate investments – today announced the release of its annual “2024 Market View,” a robust report featuring the firm’s insights on the multifamily, industrial, retail and office sectors, along with current trends in capital markets. The market view provides an inside look for investors on the state of the private real estate market, including where opportunities may exist and calling out important trends. The following is a summary of key findings in select sectors, and the full report can be viewed and downloaded here. Multifamily sector offers long-term stability amid short-term supply wave According to MLG, the multifamily sector continues to demonstrate resilience, even as broader economic challenges persist. The ongoing appeal of multifamily investments is supported through the following: Sustained Demand: Continued population and household formation growth combined with increasing unaffordability of single-family homes is pushing more people into renting. Further, many individuals are renting for longer as marriage and children are pushed out to later ages, bolstering the multifamily market. Short-Term Supply Headwinds, Near- and Long-TermTailwinds: The multifamily market is enduring all-time highs in new deliveries that are expected…
I’m thrilled with our relationship with MLG Capital and the Legacy Fund. At a time when our family needed a solution for reinvesting our capital, MLG Capital was there to provide a solution. MLG went above and beyond my expectations to facilitate our transition into the MLG Legacy Fund.
We have had an investment relationship with MLG Capital for over 15 years and during that time have invested and partnered in over 20 real estate transactions. While the team has grown in number, capability, experience, and breadth of coverage area, the core focus on finding unique “diamond in the rough” types of real estate opportunities providing current yield and capital appreciation with reduced downside risk has remained unchanged. The organization is built on a partner-centric foundation that starts at the top and permeates through every level and which has been successfully tested in both good and challenging economic environments.
We have personally invested with MLG Capital for many years as it offers a great alternative and diversification within an overall investment portfolio with outstanding tax efficiency. We have also introduced many of our clients to MLG and many of them have invested into the MLG Private Real Estate Funds for the same reasons. MLG is very astute & knowledgeable in all aspects of real estate investment & management and we completely trust them to manage the real estate portion of our portfolio.
Initially, I invested in the MLG Capital fund as part of my diversification strategy. I’m not a real estate pro, so when given the opportunity to invest in real estate through an organization I know and trust, it was an easy decision. My first investment was small as I wanted to “get my feet wet” and gain experience with real estate investing. Returns in the fund have been strong and the experience has far exceeded my expectations. The talented MLG Capital team finds opportunities to create value in the marketplace. Their capabilities continue to grow and expand, and I have made additional, larger investments in the subsequent funds, and referred family members and friends. Many have invested and are also very pleased with their decisions. Investing in MLG Funds is clearly the best investment decision that I have made in the past several years; it’s now a core element of my investment plan.
My family has millions invested in various segments of the market. Of all our investments, we feel most comfortable with the money in MLG when considering return on investment versus risk. Our family has worked closely with MLG for more than five years and I highly recommend investing with Mike Mooney and his knowledgeable group.
Investing with the MLG group has proved to be a smart business decision. Their knowledgeable team has a proven track record for investing in the right properties at the right time and knowing how to grow asset value over time. I have enjoyed working with and learning from the wonderful people at MLG. They are honest, efficient, caring and knowledgeable—the true secret sauce for success!
MLG Private Fund real estate investments have been a great addition to our portfolio, creating a steady stream of cash flow and tax deferral benefits. Since we are conservative investors in retirement we liked MLG’s business plan of leveraging properties well below others. Their knowledge of the real estate market has provided us with a first class list of diversified properties. We look forward to continued success with the MLG family for many years to come.
While diversifying our portfolio, my wife and I had the good fortune of being introduced to Tim Wallen, CEO of MLG Capital. Our returns have been consistent thanks to their intelligent, comprehensive, nationwide investment strategy in commercial real estate development. I wish our paths would have crossed 20 years ago.
Consult the experts in private real estate investing and asset acquisition. We can walk you through the ways real estate can benefit your investment needs.
