Investment Details
Investor Type
Private Investment Firm
Asset Class Focus
Real Estate, Private Equity
Stage Focus
Growth, Late Stage, Buyout, Turnaround, Distressed
Geographical Focus
United States
Industries Focus
- Financial Services
- Real Estate
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 2003
JRW Investments is a client-focused real estate investment firm specializing in customized 1031 exchange transactions, sourcing net-leased and passive income properties, and uncovering value-added and opportunistic investments. With over 80 years of combined experience in real estate, finance, securities, tax structuring, and wealth management, the firm has overseen more than $1 billion in client asset acquisitions. Their mission is to help clients effectively defer taxes and protect and grow their wealth through comprehensive investment support.
The firm's investment strategy focuses on real estate and private equity, targeting growth, late-stage, buyout, turnaround, and distressed opportunities. They have built a nationwide network of real estate developers, owners, lenders, investment providers, asset managers, attorneys, and real estate professionals to meet clients' investment and tax needs. JRW Investments is committed to always putting clients' interests ahead of their own, aiming to build lifelong relationships and protect and build wealth for generations to come.
While their primary focus is on real estate investments, JRW Investments also offers alternative investment strategies, including absolute return, tactical management, hedge funds, and option strategies. These alternatives provide clients with diversification into assets that are typically not correlated with traditional investments, such as stocks and bonds. The firm's principals are committed to investing personal capital into the same wealth management investments they recommend to clients, ensuring alignment of interests and a shared commitment to success.
Requirements
- Accredited investors only
- Long-term investment horizon
Contact
[Official Website Hidden]
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Portfolio Companies
- Sprouts Farmers Market
- WellMed
- Hy-Vee
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