Business Details
39 Years
experience
Private Real Estate Investment Funds for Tax-Efficient Growth
MLG Capital has been a leader in private real estate investment for over 38 years, dedicated to preserving investor wealth through tax-advantaged income and long-term appreciation. Our approach combines a relationship-driven philosophy with a dual-sourcing strategy, enabling us to identify diverse opportunities across multifamily, industrial, retail, and office assets nationwide. With a team of seasoned professionals, we prioritize integrity, transparency, and client satisfaction, offering tailored solutions through funds like our Legacy Fund and Private Real Estate Funds.Our nationwide presence, supported by offices in Wisconsin, Texas, Florida, and Colorado, allows us to source exclusive deals while maintaining hands-on management and strategic oversight. Backed by a track record of successful acquisitions and partnerships, we focus on delivering stable cash flow, diversification, and value creation for our investors.
Services
Real Estate Investment Funds
Legacy Fund
Joint Venture Partnerships
Direct Acquisitions
1031 Exchange Facilitation
Details
- Year established: 1987
Highlights and features
- We offer 38+ years of experience in private real estate investment management.
- Our dual-sourcing strategy leverages nationwide relationships for exclusive opportunities.
- We provide tax-efficient structuring to maximize after-tax returns for investors.
- Our funds target geographic and asset class diversification to mitigate risk.
- Nationwide operational presence enables localized market expertise and execution.
What people say
Tax-deferred transaction
Strong returns
Knowledgeable team
Trust and transparency
Consistent performance
Services
Real Estate Investment Funds
Our private real estate funds provide access to diversified commercial properties nationwide, targeting stable cash flow and long-term appreciation. Through rigorous due diligence and strategic partnerships, we identify value-add opportunities across multifamily, industrial, and commercial assets. Investors benefit from low-leverage structures and tax-efficient planning designed to enhance after-tax returns.
Legacy Fund
The Legacy Fund allows property owners to defer capital gains taxes through 1031 exchanges while gaining diversified real estate exposure. Investors contribute appreciated assets for fund units, avoiding management responsibilities while maintaining passive ownership in professionally managed, geographically dispersed properties. This approach reduces risk through asset-class diversification.
Joint Venture Partnerships
We provide joint venture equity to experienced operators in targeted regions, focusing on Southeast, Mountain West, and Midwest markets. This strategy combines our capital with local expertise to execute complex transactions, offering investors access to off-market deals through established relationships and flexible capital solutions tailored to market conditions.
Direct Acquisitions
Our direct acquisition strategy targets multifamily, industrial, retail, and office assets meeting specific criteria, including minimum $10M valuations and 15%+ IRR targets. We focus on value-add opportunities in markets with strong demographic trends, leveraging 38 years of experience to identify undervalued properties with potential for operational improvements and appreciation.
Tax-Efficient Solutions
We integrate sophisticated tax strategies into real estate transactions, utilizing depreciation and write-offs to enhance after-tax returns. Our approach includes structured exits, 1031 exchanges, and fund structures designed to defer capital gains while maintaining investor control over exit timelines and diversification levels across asset classes.
People
Timothy Wallen
Principal and CEO
With decades of leadership in private real estate investment, Timothy Wallen has guided MLG Capital's strategic growth through multiple economic cycles since founding the company in 1987.
Billy Fox
Principal and President
As Principal and President, Billy Fox oversees financial operations and investment strategy, bringing CPA expertise and deep market knowledge to drive value creation for investors.
Daniel Price
Chief Investment Officer
Daniel Price leads acquisition efforts with institutional expertise, managing a team that evaluates over 2,000 annual deals to identify top-tier opportunities for fund inclusion.
Nathan Clayberg
Vice President
Recognized as a multifamily 'Rising Star,' Nathan Clayberg manages fundraising and Midwest acquisitions while also leading a nonprofit housing initiative focused on affordable homeownership solutions.
Michael Mooney
Co-Founder
As Co-Founder and Principal, Michael Mooney provides strategic oversight, leveraging decades of experience in commercial real estate investment and relationship-building across the industry.
Questions
What investment options does MLG Capital offer?
We provide real estate investment funds including the Legacy Fund for property exchanges, Private Fund VII for diversified exposure, and managed accounts with tailored tax strategies.
How does MLG Capital source properties?
Our dual-sourcing strategy combines direct acquisitions and joint venture partnerships across 35+ markets, leveraging 38 years of industry relationships to identify exclusive opportunities.
What are MLG's tax efficiency strategies?
We employ depreciation, 1031 exchanges, and fund structures to defer capital gains while using low-leverage models to optimize after-tax returns for investors.
What property types do you invest in?
We focus primarily on multifamily, industrial, retail, and office assets meeting specific criteria, including $10M+ valuations and 15%+ target IRRs.
How can I access investment information?
Registered investors gain 24/7 access to reports, distributions, tax documents, and portfolio updates through our secure online investor portal system.
What is the Legacy Fund?
The Legacy Fund offers a tax-deferred solution for property owners to exchange appreciated assets for diversified real estate exposure without management responsibilities.
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