Business Details
39 Years
experience
Trusted Private Real Estate Investment Solutions
For over 38 years, MLG Capital has specialized in private real estate investments, prioritizing tax-advantaged cash flow and appreciation for our clients. Our approach combines a dual-sourcing strategy, targeting geographic and asset diversification while maintaining low leverage. We focus on building long-term relationships through integrity, expertise, and a commitment to delivering value across market cycles. Our team leverages decades of experience to identify unique opportunities, ensuring investors benefit from both income and appreciation. We emphasize transparency, tax efficiency, and active asset management to enhance after-tax returns. With offices in Wisconsin, Texas, Florida, and Colorado, we maintain a nationwide reach while fostering local market expertise.Our funds are structured to align with investor preferences, offering options like the Legacy Fund for tax-deferred transactions and Private Funds for diversified exposure. We prioritize investor education, providing comprehensive reporting and 24/7 access through our online portal. Our reputation is built on consistent performance, ethical practices, and a dedication to community through initiatives like MLG Cares. By combining institutional knowledge with innovative strategies, we aim to preserve and grow investor wealth through real estate.
Services
Private Real Estate Funds
Legacy Fund
Joint Venture Partnerships
Direct Acquisitions
1031 Exchange Facilitation
Portfolio Management
Tax-Efficient Investing
Asset Acquisition
Investment Advisory
Market Analysis
Details
- Year established: 1987
Highlights and features
- We offer 38+ years of experience in private real estate investment management.
- Our nationwide reach combines local market expertise with strategic relationships.
- We utilize a unique dual-sourcing strategy for diversified investment opportunities.
- Our tax-efficient structures aim to enhance after-tax returns for investors.
- We maintain a 90%+ investor retention rate across multiple fund offerings.
What people say
Outstanding tax efficiency
Knowledgeable team
Strong returns
Transparent communication
Long-term partnerships
Services
Private Real Estate Funds
Our private real estate funds provide diversified exposure to multifamily, industrial, and commercial assets across the U.S. These funds target stable cash flow and long-term appreciation through value-add strategies. Investors benefit from professional management, tax-efficient structures, and access to exclusive opportunities.
Legacy Fund
The Legacy Fund allows real estate owners to contribute appreciated property through tax-deferred transactions. This solution offers passive ownership, geographic diversification, and professional management while avoiding traditional 1031 exchange challenges and timing constraints.
Joint Venture Partnerships
We provide joint venture equity to experienced operators in targeted regions. This approach combines local expertise with institutional resources, focusing on 8% cash-on-cash returns and 90/10 equity splits while maintaining flexibility for unique opportunities.
Direct Acquisitions
Our direct acquisition strategy targets multifamily, industrial, retail, and office assets nationwide. We focus on value-add opportunities in established markets, leveraging 38+ years of experience and local market knowledge for optimal returns.
Investment Advisory
We offer tailored advisory services for real estate investors seeking diversification and tax efficiency. Our approach combines capital preservation strategies with market analysis to create customized solutions aligned with individual financial goals.
People
Timothy Wallen
Principal and CEO
With over 38 years in real estate investment, Timothy leads MLG Capital's strategic direction. He focuses on capital preservation and long-term growth, leveraging deep industry relationships to source unique opportunities while maintaining the company's founding values.
Billy Fox
Principal and President
As CPA and President, Billy oversees operations and financial strategy. His expertise in tax-efficient structures and investor relations ensures alignment between business objectives and client financial goals across all fund offerings.
Daniel Price
Principal and Chief Investment Officer
Dan directs investment strategy with a focus on asset selection and portfolio management. His market analysis expertise and 20+ years at MLG ensure disciplined execution of the company's dual-sourcing acquisition approach.
Nathan Clayberg
Vice President
Nathan leads fundraising and Midwest acquisitions, recognized nationally as a multifamily 'Rising Star.' He combines investment sourcing with community impact initiatives, including a nonprofit providing affordable housing solutions.
Michael Mooney
Principal and Co-Founder
As co-founder, Mike established MLG's relationship-driven foundation. His 38+ years of experience in real estate investment and management continue to shape the firm's approach to value creation and investor partnerships.
Questions
What types of real estate investments does MLG Capital offer?
MLG offers private real estate funds, joint venture partnerships, direct acquisitions, and the Legacy Fund for tax-deferred transactions.
How does MLG Capital approach diversification?
We target multiple asset classes, geographic regions, and leverage a dual-sourcing strategy to reduce market correlation and enhance stability.
Can I use a 1031 Exchange with MLG investments?
Yes, our Legacy Fund is specifically designed to accommodate tax-deferred 1031 Exchange transactions for real estate owners.
What is MLG's investment minimum?
Minimum investment requirements vary by fund; contact our team for specific details about current offerings.
How does MLG manage tax efficiency?
We employ strategic tax planning around depreciation, write-offs, and fund structures to enhance after-tax returns for investors.
What markets does MLG Capital target?
We focus on the Southeast, Mountain West, Midwest, and other high-growth markets with strong demographic fundamentals nationwide.
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