WT Mitchell Group creates investment funds on behalf of private pension funds, high net worth individuals, and family owned companies. These discretionary real estate funds are invested in real estate projects with operating and development partners, commonly known as joint venture equity. WT Mitchell Group provides hands-on asset management and monitors each investment throughout the entire investment cycle, communicating portfolio performance through timely and transparent reporting to investors. Mitchell Group funds provide a real estate investment vehicle for those seeking more control and exposure to this asset class.
Mitchell Group has completed approximately $100 million worth of real estate investments on behalf of the Mitchell Group Funds. The integrity of these investments is a direct result to the past experience we have as a developer, builder, and owner of real estate. We bring an owner’s long term perspective to all of our investments.
Investors choose WT Mitchell Group due to our ability to assess risk and on size, which allows them greater flexibility and control over the individual assets being invested. We pride ourselves on the long term relationships we have built with our clients.
11 western states with a focus on metropolitan areas with populations of 250,000 to 1 million
Medical office, industrial, retail and multi-family.
$5-50 million (total project costs)
Joint venture equity, preferred equity or mezzanine debt
Acquisitions, repositions, development, and recapitalization of income producing real estate
Leveraged Yield Targets: High-teens+
WTMG Fund Characteristics:
Investing a high percentage of our own capital
Non-bureaucratic decision-making process
Underwriting a deal from beginning to end