TRANSWESTERN INVESTMENTS

Overview

Transwestern Investments is a limited liability company focused on real estate investment management for institutional clients. Registered with the SEC in 2012, the firm operates as both an adviser to pooled investment vehicles and as a portfolio manager for businesses and institutions. Its business activities extend beyond advisory work into sponsor roles and transaction-related functions: the firm acts as sponsor, general partner or managing member of pooled vehicles and maintains affiliations as a real estate broker and sponsor of limited partnerships. The firm’s client base is institutional, and its fee schedule is mixed—percentage-of-AUM, fixed fees and performance-based fees are all part of its structure. Transwestern Investments does not identify as an active ESG investor and is not designated as a multi-state adviser. Its structure and activities indicate a focus on managing and structuring real estate vehicles rather than retail wealth management.

Assets & Accounts

Investments & Alternatives

Location & Offices