How To Form Your Investment Team After Selling Your Company

October 30, 2018

Experiencing a liquidity event after you’ve sold your company can be a highly satisfying experience. After years of putting in “sweat equity”, the time has come to cash your hard earned check! The reality may start to set in that many business owners can find difficulty in adapting to the next phase following a business […]

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The First 5 Things You Should Do After Realizing A Liquidity Event

October 8, 2018

You’ve put your all into grand dreams of growing your nest egg, whether through building your business, or through enhanced stock performance from the past several years of strong public market returns, and are now to the point of realizing or considering a liquidity event. Realizing this liquidity is empowering and greatly rewarding, after all, […]

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Should I Invest My Business Sale Proceeds Into Private Real Estate?

October 5, 2018

After selling your business, your first question may be to ask yourself “How should I invest the liquid proceeds?” You put in years of hard work now you’ve cashed the check. You’re moving into the role of investor, not an owner-operator, and with your personal board of directors to advise you, are looking for opportunities […]

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Transitioning From Active Owner To Passive Investor: The Do’s and Don’ts

September 28, 2018

Transitioning From Active Owner To Passive Investor: The Do’s and Don’ts While selling your business brings positives like liquidation of previously illiquid assets and the opportunity to pursue other interests, the transition from active owner to passive investor may bring difficulties. The hands-on work required to build your business was a contributor in its success and […]

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MLG Capital Announces Latest Investment- Trails at Creekside!

September 6, 2018

PRESS RELEASE For Immediate Release Andy Sinclair Vice President Private Equity MLG Capital Phone: 262-938-4418 Email: asinclair@mlgcapital.com MLG Capital Announces Latest Investment Trails at Creekside (444 Units – Allen, TX – DFW MSA) MILWAUKEE, WIS. September 6th, 2018 – MLG Capital is excited to announce the strategic investment into Trails at Creekside, a 444-unit multi-family property. The asset […]

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MLG Capital Announces Latest Investment- Boone Plaza!

August 10, 2018

PRESS RELEASE For Immediate Release Andy Sinclair Vice President MLG Capital Phone: 262-938-4418 Email: asinclair@mlgcapital.com MLG Capital’s Private Fund III Announces Latest Investment Boone Plaza Industrial (124,068 –  Golden Valley, MN Minneapolis MSA) MILWAUKEE, WIS. July 31st, 2018 – MLG Capital is excited to announce the strategic investment into Boone Plaza Industrial, a 124,068 square foot industrial property. The […]

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Top 5 Questions to Ask an Investment Manager Before Investing

July 31, 2018

Now more than ever, high net worth investors have endless opportunities to preserve and grow capital via private commercial real estate investments. Along with traditional real estate managers operating limited partnerships/funds, the innovations of “fintech” have brought us real estate “crowdfunding”: while past vehicles required larger capital commitments and limited scope, crowdfunding offers accredited investors […]

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How A Liquidity Event Could Impact Your Tax Strategy

July 25, 2018

The flip side to any liquidity event is the tax liability triggered from selling something you own that has appreciated in value. While there may be ways to defer taxation on the sale of a business, commonly available tax deferral options for a liquidity event from the sale of real estate are typically referred to […]

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7 Steps to Take Following a Liquidity Event

July 18, 2018

A liquidity event is much more than an event; it kick-starts a new role in your life! Whether you finally converted your “sweat equity” into cold hard cash, have just received an inheritance, or have exited a successful business partnership, the event itself is the first step in a new phase of your life. Before […]

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Why is Portfolio Diversification Important After A Liquidity Event?

July 11, 2018

A liquidity event, whether it’s the sale of a business, an initial public offering, or any other kind of asset disposition, brings on a new challenge: investing the proceeds in a manner that preserves wealth and aligns with your long-term needs. To achieve this objective, portfolio diversification is key. But before we dive further it […]

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Can Private Real Estate Investing be Right for You?

June 7, 2018

High net worth investors have a multitude of investment options to consider when addressing preserving and growing their hard-earned capital. From traditional public market investments (equities, fixed income, etc), to alternatives (private equity, private real estate, operating companies, etc), there are always opportunities to explore. While private real estate investments (such as the funds offered […]

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Private Real Estate Returns vs. Public Market Options: A Comparison

May 29, 2018

When seeking out alternative investments, the first concern investors typically have is whether alternatives can outperform the public markets as well as the correlation of alternatives to public market options. The most common public market benchmark investors use for comparisons is the S&P 500. As the S&P 500 index tracks a low entry cost, highly […]

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MLG Capital Announces Latest Investment- Landings of Carrier Parkway!

May 24, 2018

PRESS RELEASE For Immediate Release Andy Sinclair Vice President MLG Capital Phone: 262-938-4418 Email: asinclair@mlgcapital.com MLG Capital’s Private Fund III Announces Latest Investment Landings at Carrier Parkway (281 Units – Dallas, TX MSA) MILWAUKEE, WIS.. May 23rd, 2018 – MLG Capital is excited to announce the strategic investment into Landings at Carrier Parkway, a 281-unit multifamily property. The asset […]

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