September 1, 2022
Meet Your Investor Operations Team
At MLG, we take pride in our approach to our relationships – from our partners to our investors, we believe that building our network has been key to our success over the last 35 years. Our base of investor relationships is one of our most important assets and serving them well is key to growing relationships and maintaining a strong reputation. As the number of our investors have grown from less than 100 to over 2500, we’ve doubled down on the value we place on service and the overall investor experience. As we’re expanding our Investor Relations team to also encompass investor account management and business development, Investor Operations (IO) is a function that we will continue building over time. The IO team will include general Operations, Compliance and the Private Client Group. The Investor Operations will be your go-to for all serviced-focused inquiries, from subscription processing, capital calls to account updates in the investor portal. The people that make up our team is our competitive advantage. Not only are there several years of combined experience across multiple industries, but these individuals are also committed to maintaining the “white glove service” that MLG has been known to provide. Let’s dive...
July 29, 2021
Do You Have Your Own Board of Directors?
Wealth preservation is more than a one-person job; the advice of a diverse set of resources play an important role in creating and executing your overall wealth preservation strategy. While we’ve got real estate investment covered at MLG Capital, some of our best advice for wealth preservation is to build your own personal board of directors! Understanding the roles of those that can serve on your personal board of directors is a key starting point. Let’s review some of the most widely used types of folks that could add value to you in your life goals. Advisors: Who “runs” your money? Do you have a trusted resource to help you execute your overall financial objectives? Do you have an asset allocation strategy to ensure you’re aligned for different market cycles, cash flow needs, and a plan to manage through economic cycles? A financial advisor can provide material input when structuring your overall financial plan. Tips, tricks, and analysis on market allocation strategies merit a key seat on your personal board of directors. CPAs: There are a slew of considerations when addressing your overall tax strategies. For example, when establishing a wealth preservation plan, you’d likely want to ensure you’re operating as efficiently as...
June 13, 2019
Registered Investment Advisor (“RIA”) Private Real Estate Survey
During the first quarter of 2018, MLG Capital executives met one-on-one with RIAs throughout the United States, attended and hosted Registered Investment Advisor (RIA) events, and issued a written nationwide RIA survey to determine how the private real estate industry can better help RIAs meet their clients’ needs. Based on survey results as well as individual conversations over the years with 100+ RIAs, several clear trends emerged. “Our research uncovered a major overarching theme. Investors ask their RIAs about private real estate constantly. RIAs believe their clients should be invested in private real estate and they believe it has a low correlation to the public market. However, few are investing in it at present, primarily because they don’t know where to find information and/or have not seen the data”, said MLG Capital CEO & Principal Timothy J. Wallen. Key RIA survey findings include: 93% of RIAs believe clients should have alternative investments within their portfolio. 80% of RIAs expect alternative investments to produce between a 5-10% return. 73% of RIA’s clients invest in real estate with real estate representing 29% of all alternatives investments listed (private equity, private real estate, hedge funds, oil/gas, other). If an alternative investment product would...
June 7, 2019
MLG 1099 Dividend Fund IV Saves Time and Money for RIAs and Their Clients
MLG Capital (“MLG”) is accepting investments into MLG Private Fund IV LLC and the “MLG 1099 Dividend Fund IV,” a parallel fund that enables Registered Investment Advisors (RIAs) to gain access to private real estate via retirement vehicles while targeting to eliminate unrelated business taxable income (UBTI) and multi-state filings. Use “Income generated by retirement vehicles such as IRAs and 401ks are typically subject to UBTI when investing in passive, debt backed real estate, such as our offerings. We recognized this as a major deterrent for RIAs to expose their retirement fund clients to private real estate. As well, RIAs typically do not want to go through egregious process of filing multiple state tax returns for their retirement fund clients exposed to a real estate fund product. We created the MLG 1099 dividend fund as a way for RIAs to now expose their clients to the benefits of a diversified private real estate fund while targeting to avoiding UBTI and multistate filing,” said MLG Capital Assistant Vice President Mike Slinde. MLG Capital (“MLG”) is accepting investments into MLG Private Fund IV LLC and the “MLG 1099 Dividend Fund IV,” a parallel fund that enables Registered Investment Advisors (RIAs) to gain...
February 1, 2019
MLG Capital Introduces Private And Parallel Funds For Retirement Investment
As Featured in Financial Advisor (FA) Magazine Investment managers and their clients, wary about investing their IRA or 401(k) retirement funds in risky real estate ventures, need worry no more. With the introduction of the MLG Private Fund IV and the MLG 1099 Dividend Fund IV, a parallel fund, RIAs and their clients can reap the benefits of a diversified retirement fund. Each of the MLG Private Funds acquires, directly or indirectly, a geographically diverse portfolio of commercial real estate primarily consisting of multifamily, industrial, retail and office properties in several key U.S. markets. The MLG Private Fund IV has as its goal an internal rate of return of 12% to 16% over an estimated five- to eight-year holding period, with an estimated potential of achieving $250 million in total equity. MLG Capital Real Estate Investments is headquartered in Brookfield, Wis.