Select Page

Build your Legacy.
Contribute your commercial real estate to invest in the MLG Legacy Fund.

If you own commercial real estate and are looking to eliminate the stress of management, unwind a partnership, or update 
your estate plan while potentially building on your investment, the MLG Legacy Fund might be right for you. The Legacy Fund 
was specifically designed to provide commercial real estate owners an avenue to exit their property in a tax-efficient manner, 
while opening the door to a diversified investment opportunity.

Discover if the Legacy Fund is Right for You

$±734M

Net Asset Value 5

$+1.8B

Total Property Value 6

±13.5K

Multifamily Units 1

±13.3M

Total Square Feet 3

How the Legacy Fund Works

Owners may contribute their property via a tax-deferred transaction, utilizing IRC section 721, in exchange for units in the fund. Potential Benefits:

PASSIVE OWNERSHIP

PASSIVE OWNERSHIP

Avoid the day-to-day management 
concerns of being a landlord and rely 
on the experienced investment and 
property management of MLG Capital 
and our affiliates.

PASSIVE OWNERSHIP

TAX-DEFERRED & EFFICIENT

It’s possible to contribute real estate 
assets to the Legacy Fund without recognizing capital gains. You may also benefit from the depreciation of new 
assets acquired by the fund, potentially reducing income taxes.
PASSIVE OWNERSHIP

POTENTIAL ASSET DIVERSIFICATION 
& RISK REDUCTION

Avoid the challenges of selling appreciated assets through a 1031 exchange, which 
may result in trading into inferior assets 
due to timing constraints. Instead, invest 
in a fund that is diversified by property 
type and geography.
PASSIVE OWNERSHIP

MEMBER & ESTATE FLEXIBILITY

Provide greater flexibility for family members or partnerships with different objectives and timelines. Heirs and partners are able to hold or redeem units according to the Fund’s redemption schedule based on their individual needs.
PASSIVE OWNERSHIP

PERMANENT STRATEGY

The Legacy Fund is an evergreen fund, providing investors with a long-term strategy.
Speak with an MLG Team Member

Diversification across 
the Map

The Legacy Fund targets contributions in all U.S. markets, mainly sourcing multifamily and industrial properties, with an opportunistic view on retail and office assets.

Start Building Your Legacy
Map of United States
L

Wisconsin Headquarters

Located in Brookfield, a suburb of Milwaukee, Wisconsin, in a repurposed grocery store, our roots are grounded in grit and determination you can only find in southeast Wisconsin. That’s what sets us apart from anyone else in private real estate.

About MLG Capital

L

Denver

Soon to open late Q1 2024, we now have dedicated, local feet on the ground to assist with acquisitions and investor relations in Colorado and the Mountain West United States.

About MLG Capital

L

Dallas

Located at the heart of a strong real estate market, our office in Dallas serves as our hub for acquisitions in the Sun Belt.

About MLG Capital

L

Sarasota

Our office in Sarasota not only provides convenient access to getaways from northern winters, but also provides us an opportunity to have feet on the ground in one of America’s fastest growing states.

About MLG Capital

  • Primary Office Locations
  • Satellite Offices
  • Targeted Acquisition Markets

Past, Present, and Future: The Power of Relationships

Get to know MLG Capital and learn about our vision for the future. Discover the values that have guided us for over 38 years, including “Making a Difference while Making a Living” and “Absolute Integrity.” Understand how these principles continue to shape our success and commitment to creating lasting impact.

Learn More

Explore Legacy Fund Opportunities with MLG

Please fill the form and our team will connect with you to explore the Legacy Fund.

Name
1. As of 9/30/2025

3. As of 9/30/2025, Square Feet includes multifamily properties.

5. As of 9/30/2025. Net Asset Value (“NAV”) has the meaning given to it in the Limited Liability Company Agreement of MLG Legacy Fund LLC (as it may be amended from time to time).

6. As of 9/30/2025, Total Property Value is equal to the fair market value of assets owned (directly or indirectly) by MLG Legacy Fund LLC in accordance with the Valuation Policy outlined in the Limited Liability Company Agreement of MLG Legacy Fund LLC (as it may be amended from time to time). Total Property Value is adjusted for MLG Legacy Fund LLC’s proportionate ownership in each asset.