Welcome to MLG Capital – Southeast Region
Discover exclusive events, regional insights, and investment opportunities in the Southeast. Whether you’re looking to attend a local meetup, join a webinar, or explore tailored resources, this is your hub for everything happening in your region.
Primary Contact
Brett Tracy, Vice PresidentBrett Tracy, Vice President at MLG Capital is responsible for business development with the RIA and Institutional channels.
Mr. Tracy graduated from University of Miami, Florida with a BSBA in Economics and BBA in Finance, and attended the London School of Economics and Political Science in London, England. He holds Series 7 & 63 licenses with the Financial Industry Regulatory Authority (FINRA).
Email Brett
Upcoming Events
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Meetup
506 Group Meetup | Chicago | July 10, 2025
Join us for an evening of conversation and connection with fellow 506 Group investors from the Chicago area! Representatives from MLG Capital will be on hand at Phase Three Brewing Company to share insights on our newly launched MLG Private Fund VII—the latest in our series of closed-end private real estate funds—discuss market trends, and answer any questions you may have. Should you have any questions, please reach out to Steve Kelly at skelly@mlgcapital.com or Andrew Evanich at aevanich@mlgcapital.com.
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Meetup
506 Group Meetup | Dallas-Fort Worth | June 25, 2025
On Wednesday, June 25th, the MLG team is hosting an event at Tommy Bahama Restaurant and invites members of the 506 Group to connect and network. Come learn about MLG Private Fund VII and how it aims to produce attractive risk-adjusted returns. If you’d like to attend, please register using the form below. Should you have any questions, please reach out to Andrew Evanich at aevanich@mlgcapital.com or Steve Kelly at skelly@mlgcapital.com.
Past Webinar Recordings
Downloadable Resources
You work hard to build your wealth. We use real estate to help preserve it.
Our people are at the heart of MLG Capital. A commitment to absolute integrity and making a difference while making a living drive what makes us different from any other real estate investment company out there.
GET STARTEDWhy invest with us?
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Diversification
Our investors benefit from geographic, asset type and real estate manager diversification. Our funds typically target 20-25 investments
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Prioritized Returns
In Fund V, investors accrue an 8% cumulative preferred return on invested equity, paid quarterly from available cash flow, then receive 100% return of initial investment before we share in any profits 4
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Tax Efficiency
Income from real estate investments can provide tax efficiencies depending on your personal tax situation
Investment Insights to Keep You Ahead
EXPLORE MORE INSIGHTS-
Thought LeadershipREAD MORE
Market View 2025: MLG Capital’s Strategic Outlook for Private Real Estate
By Timothy Wallen -
Thought LeadershipREAD MORE
Navigating 2025 Market Volatility: Why Private Real Estate May Offer Stability for Investors
The public markets are experiencing high volatility—driven by sweeping tariffs, geopolitical uncertainty, and investor anxiety around a potential economic slowdown. In this kind of environment, many high-net-worth investors are re-evaluating their asset allocation strategies. One increasingly popular question: Is it time to move beyond the public markets? While publicly traded REITs (Real Estate Investment Trusts) offer exposure to real estate, they behave more like stocks than the underlying real estate itself. This is because public REITs trade on exchanges and are subject to the same sentiment-driven swings as the broader equity markets. This disconnect highlights the key difference between public REITs and private real estate investments: private real estate is less correlated to public markets. At MLG Capital, we track and compare the performance of public equities, REITs, and private real estate using trusted benchmarks like the S&P 500, the IYR ETF (for public REITs), and the NCREIF Property Index (for institutional private real estate). Historically, and continuing into this volatile 2025 environment, private real estate has shown considerably lower volatility and less correlation with the ups and downs of the stock market. Overexposure to highly correlated, and currently volatile assets, may result in increased risk when compared with a…
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News & EventsREAD MORE
Meet Our Newest Principals
As we begin a new chapter at MLG Capital, we are proud to announce an expanded leadership structure under the continued guidance of CEO Tim Wallen. This change reflects our commitment to fostering long-term growth and ensuring a sustainable future for our company. Effective immediately, we are excited to welcome five outstanding team members as Principals within our organization. Billy Fox: President and Principal Billy Fox, a dedicated member of MLG for the past decade, has been named President and Principal, and will remain a key member of the Investment Committee. In this role, Billy will lead efforts to enhance team building, refine investment strategies, and improve the overall customer experience. Known for his intelligence, empathy, and hard work, Billy exemplifies the qualities of a true leader. His vision and dedication will strengthen MLG’s culture and continue the tradition of providing exceptional service to our clients and investors. Dan Price: Chief Investment Officer and Principal With 16 years in the commercial real estate industry, including four years at MLG, Dan Price has been named Chief Investment Officer and Principal. As CIO, Dan will oversee the development of diversified and attractive real estate funds, bringing his deep industry relationships and market…
