Fund Details

“Fund IV” Structure

Our investment structure intentionally puts our investors first. If we do not meet our investor obligation, quite frankly, MLG Capital does not share in any profit. We prioritize cash flow to investors, ensuring we only transact on the best possible market deals. 100% of the available cash flow distributions are paid to our investors first Learn more

$570M Total Assets

Approximate target

$200M Equity

Ability to expand to $250M

65% Debt

Loan to Cost target

200 Units

at $1 million/investment unit

Unit size (Fractional Units allowed)

12–16%

TARGETED IRR

Projected Overall Pre-Tax Return

Investor 

Returns Distribution

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Diversification enables investment protection.

Diversification mitigates risk in an investment portfolio, so individual investments are uncorrelated to each other. Our Fund IV investors benefit from geographic, asset type and real estate manager diversification. The Fund targets 20-25 investments.

We currently target opportunities all across the U.S., with a primary focus on multi-family, industrial, retail and office. Utilizing our historic relationships of over 33 years, we are a vertically integrated owner-operator in Wisconsin, Texas and Florida. In all other acquisition markets, we leverage our extensive long-term local relationships.

These combined strategies total more than 1,800 relationships throughout the country, enabling us to review more than 55 opportunities per month.

The geographic diversification of MLG Capital’s investment portfolio mitigates risk.

MLG Private Fund IV investors benefit from geographic, asset type, and real estate manager/sponsor diversification. The fund targets 20-25 investments during the life. The identified markets are simply a target.

MLG Capital Historic Investment Exposure1, 2

$1.96B

MARKET VALUE

14,613+

MULTI-FAMILY UNITS

19,656,000

TOTAL SQUARE FEET

15

STATES

Two Options—Private Fund IV or 1099 Dividend Fund IV

You should weigh your considerations with your trusted advisors and complete your own due diligence. The 1099 Dividend Fund IV LLC is targeting to eliminate UBTI and Multi-state Tax Filing for retirement fund, charities, IRAs , 401(k), and other investors.

Private Fund IV

1099 Dividend Fund IV

UBTI

Yes

No

Multi-State Tax Filing

Yes

No

Use Passive Activity Losses

Yes

No

K1

Yes

Yes

Taxable Income

Rental

Dividend

“Fund IV”, or, The MLG Private Fund IV LLC and the MLG 1099 Dividend Fund IV LLC, combined, will invest side-by-side in each investment. 1099 Dividend Fund IV FAQs

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