Why Direct Real Estate

On this episode, we are joined by David Saxe, Managing Principal at Calvera Partners. We discussed the process of raising capital from Institutional Partners, and how that differs from working with Retail Investors. David also shared some of the important lessons he’s learned from his families history in real estate. California native, Dave, credits his […]

Direct Real Estate Investments Expected to Outperform Public Real Estate Market Private, direct U.S. real estate investments are expected to outperform publicly listed real estate companies, including real estate investment trusts (REITs); homebuilders; publicly listed non-real-estate securities; commercial mortgage-backed securities (CMBS); and investment-grade corporate bonds in 2015, according to real estate market experts surveyed by […]

Before I get started, a bit of a bio, first… I’m Tim Wallen, CEO of MLG Capital, a private equity firm specializing in investing in small- and mid-cap private real estate investments. We find attractive real estate investments for clients, while also structuring our deals in a tax advantageous way. Prior to joining MLG about […]

Real Estate Limited Partners (LPs) have a big challenge: increasing quality deal flow is inefficient and expensive. Pursuing new contacts, expanding operator networks, and hunting down investment opportunities is cumbersome, manual, and resource heavy. The process is inefficient but necessary.

Investors are turning to real estate en masse. “About 77 percent of investors with at least $1 million in assets own real estate…” reports Bloomberg on a Morgan Stanley finding. “Direct ownership of residential and commercial properties was the No. 1 alternative-investment pick for 2014, with a third of millionaires surveyed saying they plan to […]