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 […]

Read More

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 […]

Read More

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 […]

Read More

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 […]

Read More

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 […]

Read More

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: 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 […]

Read More

Allocation Considerations for a High Net Worth Investor’s Portfolio

May 21, 2018

Achieving a productive balance between risk and return is the key to optimal allocation. This applies to both the average investor and the High Net Worth Investor. Accredited investors benefit from a wider suite of available investment options in the alternative space. This wider net of options plays a key role in meeting the criteria […]

Read More

RIA’s See Incredible Rise in Private Real Estate

May 15, 2018

  The Incredible Rise of Private Real Estate May 22nd, 2018 MLG CAPITAL: Alternative investments in private real estate are not a “one-size fits all” answer to the investment goals of all high net worth investors, yet there many situations where they can play a relevant role. Because private real estate typically performs favorably throughout […]

Read More

10 Questions to Ask When Determining the Best Investment Type for You

May 11, 2018

Building a portfolio requires an accurate assessment of your personal financial objectives, but sometimes the biggest challenge is knowing the best questions to ask. While you will need to develop additional questions tailored to your unique situation, and consult your personal professional tax, attorney, and money management team, these 10 questions can provide a framework […]

Read More

RIA’s Embrace Best Practices for Fund Platforms

May 7, 2018

RIAs Embrace Best Practices for Fund Platforms May 7th, 2018 May 7th, 2018 MLGCAPITAL: As registered investment advisors (RIAs) continue to seek new strategies to add value to their clients’ portfolio, private real estate has continued its’ rise in popularity. Clients engage with you on offerings they see in the marketplace. You see online crowdsourcing […]

Read More

5 Situations Alternative Investments in Private Real Estate Can Be the Right Choice for High Net Worth Investors

May 2, 2018

Alternative investments, specifically in private real estate, have become a more prominent part of high net worth investor portfolios in recent years. As the perception of potential investment cycles, uncertainty, and interest rate movements exist in the public markets, accredited investors have sought alternative investment strategies (such as private real estate) as vehicles to grow, […]

Read More

MLG Capital Announces Latest Investment- Sienna Springs Apartments!

April 27, 2018

PRESS RELEASE For Immediate Release Andy Sinclair Vice President MLG Capital Phone: 262-938-4418 Email: MLG Capital’s Private Fund II & III Announce Latest Investment Sienna Springs Apartments (395 Units – Phoenix, AZ MSA) April 11th, 2018 – MLG Capital is excited to announce the strategic investment into Sienna Springs Apartments, a 395-unit multifamily property. The asset […]

Read More

Considerations for Investing Through Market Cycles

April 23, 2018

While it would appear at first glance that “buying at the bottom, selling at the top” would be all you need to know with regards to investing through market cycles, this is rarely the case. There’s more to investing in real estate than timing the market. Each part of the market cycle offers a unique […]

Read More