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T•• M•••••••• R••• E••••• G••••• L•

Value add real estate managerSEC-registered adviser$1B to $5B· Dallas, Texas

Value add real estate manager, based in Dallas, Texas, reporting $2.1B of real estate gross assets across 2 vehicles.

Composed from this manager's Form ADV filings and classification.

Real estate GAV
$2.1B
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
2
Form ADV, Schedule D 7.B.(1)
Properties held
2
Deeds, filings and the manager's own site, bound to its vehicles
Institutional LPs
Not established
Vehicles (7)Holdings
As of · the latest Form ADV filing; property activity carries its own dates
Why this matters
Identifiers, size band and strategyCRD 161957 · SEC 801-75957Show
CRD 161957SEC 801-75957$1B to $5BValue addForm ADV on IAPD
What capital do they manage?
Real estate GAV
$2.1B GAV 2024sum of GAV over non-feeder, non-quarantined R••• E••••• Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
2 current, 7 ever, 5 dropped2 feeders, 0 funds of funds
First on the tape
2012the extract starts in 2011; an earlier history is not visible
Latest filing
Mar 29, 2024registered adviser
Adviser RAUM
$2.1Bthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 2
Latest vintage
2021from a fund name year or the first ADV report after the adviser's first filing
What do they say they do?
stated by the manager
Strategy
Value add
Operator model
Fund managerbasis: stated
Property types
Multifamilybasis: stated
Markets
Dallas, TX, Boca Raton, FL, Atlanta, GA, Denver, CObasis: stated
Business kind (site)
REAL_ESTATE_MANAGER
AUM in its own words
$9 billionthe manager's statement, not a DFX figure
In the manager’s own words
  • Value add: “The M•••••••• Group is a national multifamily investment firm with a 20+ year history, seeking to create trust and confidence with our partners through all economic cycles.”
  • Multifamily: “The M•••••••• Group is a national multifamily investment firm with a 20+ year history, seeking to create trust and confidence with our partners through all economic cycles.”
  • Dallas, TX: “8333 Douglas Ave., Suite 1600 Dallas, TX 75225”
  • Boca Raton, FL: “2385 NW Executive Center Drive Suite 240, Boca Raton, FL 33431”
  • Atlanta, GA: “5901 Peachtree Dunwoody Rd. Suite B-405, Atlanta, GA 30328”
  • Denver, CO: “The M•••••••• Group has corporate offices in Dallas, Texas, Boca Raton, Florida, Atlanta, Georgia and Denver, Colorado.”
Vehicles
7 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
M•••••••• R••• E••••• I•••••••• V• L•
805-6495947106
master$1.4B GAV 20243282021 to 20242021Investing
M•••••••• R••• E••••• I•••••••• I•• L•
805-5543254682
master$637M GAV 20241362017 to 20242017Harvesting
5 dropped, re-typed or historical vehicles
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
M•••••••• M••••••••• I•••••••• L•
805-9863980809, dropped 2013
fund$1.1B GAV 201212012* to 2012unknownDropped from ADV
M•••••••• R••• E••••• I•••••••• I••• L•
805-6657807780, dropped 2017
feeder$350M GAV 20161002013 to 20162013Dropped from ADV
M••• I•• I••••••••• L•
805-7044515810, dropped 2017
feeder$350M GAV 2016922014 to 20162014Dropped from ADV
M•••••••• R••• E••••• I•••••••• I• L•
805-3025781599, dropped 2016
fund$35M GAV 20151122012* to 2015unknownDropped from ADV
M•••••••• I•• R•••• L••
805-4525085369, dropped 2020
master$32M GAV 20191892014 to 20192014Dropped from ADVREIT sponsor
What do they actually own?
2 trusted of 5 candidate bindings
Owner entityVehicleProperties heldLoansEvidence
M••• V• C••• B•••• L••
FL, multifamily 10+ units
manager only1 assessed $96.5MAddress and agent
owner's tax-bill address is the manager's headquarters to the suite or floor
M••• D••••• B••••••• L••
FL, multifamily 10+ units
manager only1 assessed $109MAddress and agent
owner's tax-bill address is the manager's headquarters to the suite or floor
Properties the manager names on its site
  • L•••••• A• L••••• C••••• A••••••••• (multifamily) “••• Locked”
  • C••• B•••• a• T•••••• I•••• A•••••••••, Lake Worth, FL (multifamily) “••• Locked”
What are they buying, selling and financing?
0 acquisitions, 0 sales, 0 financings in 12 months
No attributed events yet. An event reaches this page only through a validated holding binding.
Who finances them?
0 loans, 0 lender groups
No recorded loans through trusted holdings.
Who backs them?
0 allocators, 0 rows
No institutional LP disclosure resolved to this manager.
People
Form ADV Schedule A, latest filing
  • R••••• P••• L••••• Managing Partner since 2004-08
  • J•••••• L•• G••••••• Partner since 2014-01
  • J••• R•••••• A•••••• Chief Compliance Officer since 2015-09
  • C••••••••• B••••••• Chief Operating Officer since 2023-01
  • Y••• Y••• Chief Financial Officer since 2023-01
What is changing?
  • Vehicle first reported Mar 24, 2021 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 28, 2020 (observed) ••• Locked
  • Vehicle first reported Mar 28, 2017 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 28, 2017 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 28, 2017 (observed) ••• Locked
  • Vehicle dropped from ADV Mar 29, 2016 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2014 (observed) ••• Locked
  • Vehicle first reported Mar 31, 2014 (observed) ••• Locked
  • Vehicle dropped from ADV Apr 2, 2013 (observed) ••• Locked
  • Vehicle first reported Apr 2, 2013 (observed) ••• Locked
  • Vehicle first reported Mar 30, 2012 (observed) ••• Locked
  • Vehicle first reported Mar 30, 2012 (observed) ••• Locked
  • First ADV filing on the tape Mar 30, 2012 (observed) ••• Locked
Across DFX