Maximizing client and partner wealth in real estate investments.

Fidelity Approves MLG 1099 Dividend Fund IV, LLC on its platform


Milwaukee, WI – January 16, 2019 – MLG Capital (“MLG”) announced today that it has been issued a CUSIP Securities Identification number  (#55299KB24) for the MLG 1099 Dividend Fund IV LLC, following a thorough due diligence process. The MLG 1099 Dividend Fund IV LLC is creatively structured to target  the elimination of Unrelated Business Taxable Income as well as multistate tax filing requirements, which are typical concerns for investors and wealth advisors looking to access private real estate from Foundation, Endowment, or retirement type (401K, SDIRA, etc) investment entities.

“We want to provide our investors with innovative products to best meet their needs. I believe our 1099 Dividend Fund satisfies two of the most common issues with private real estate relating to utilizing Foundation, Endowment or Retirement type entities, potential exposure to UBTI and multistate tax filing, however, it still leaves a third issues, access and ease,” said MLG Capital Assistant Vice President Rick Stoll. “Obtaining our CUSIP is a major step in overcoming the access hurdle, while the dynamics of the fund satisfy these types of investors target of eliminating UBTI and Multistate Tax Filings. We believe having Fidelity as an option for platforms and custodianship will now help ease the access burden for investors, Advisors, and Wealth-Advising Professionals alike looking for low-correlation and low-volatility to typical public market products for their clients.”

Since 1987, MLG Capital credits its impressive track record to its team. MLG, the parent company of MLG Capital,now boasts more than 294 employees across all business units, consisting of seven principals (with an average tenure of 23+ years), four attorneys, eight CPAs, engineers, land planners and many other highly trained real estate investment professionals. MLG Capital has a core team of approximately 35 individuals. In addition to its internal staff, MLG Capital currently seeks partnership from more than 1,800 real estate partners nationwide fueling a sourcing strategy to yield more than 50-55 real estate deals per month for investment consideration.

Each of the MLG Private Funds acquire a geographically diverse portfolio of commercial real estate primarily consisting of (in order of preference) multifamily properties, industrial, retail, and office properties in several key U.S. markets. Since its inception, MLG Capital and its associated entities have had active, exited or pending investments of approximately 18 million square feet of total space across the United States, inclusive of more than 12,900 apartment units, with exited and estimated current value exceeding $1.6 billion*.

“Our 30-year history is rooted in absolute integrity and this shows in our clients’ results. We’re proud that our track record of favorable returns has earned us a strong reputation with hundreds of our investors. We are a real estate firm that works in finance, not a financial firm attempting to work in real estate.  Our successes are truly our clients’ successes,” said MLG Capital CEO & Principal Timothy J. Wallen.

CUSIP® is the universally accepted standard for classifying financial instruments across institutions and exchanges worldwide, providing identification for more than 44 million unique financial instruments. It essentially makes it possible to accurately and efficiently clear and settle securities. MLG Capital received its CUSIP identification number following a thorough due diligence process.

Read more about MLG Capitals latest offering by visiting:

To learn more, contact Rick Stoll, Assistant Vice President, at (262) 797-9400 or at

This article is for informational purposes only and is qualified in its entirety by reference to the Confidential Private Placement Memorandum (as modified or supplemented from time to time, the “Memorandum”) of MLG Private Fund IV LLC (the “Main Fund”) and MLG 1099 Dividend Fund IV LLC (the “Parallel Fund,” and together with the Main Fund, the “Fund”), the limited liability company agreements (the “LLCAs”) of the Main Fund and the Parallel Fund, each as may be amended and/or modified form time to time, and a subscription agreement related thereto, copies of which will be made available upon request and should be reviewed before purchasing a Units in the Fund. This article is not intended to be relied upon as the basis for an investment decision, and is not, and should not be assumed to be, complete. The contents of this article are not to be considered as legal, business or tax advice, and each prospective investor should consult its own attorney, business advisor and tax advisor as to legal, business, and tax advice. This article does not constitute an offer or solicitation in any state or other jurisdiction to subscribe for or purchase limited partnership interests in an offering.

Recipients of this summary agree that the manager and offerings, its affiliates and their respective partners, members, employees, officers, directors, agents, and representatives shall have no liability for any misstatement or omission of fact or for any opinion expressed herein. An investment into a private offering is subject to various risks, none of which are described herein

*As of 11/9/2018. Consistent of sales price & estimated current value (rounded), includes pending acquisition. Valuations may be internally prepared.


MLG 1099 Dividend Fund IV FAQ:




Investor Relations:



Media Contact:

Charlotte Luer
LJH Financial Marketing Strategies
Telephone: 239.404.6785