JRW Investments

Private Investment Firm Pasadena, California, United States ·Founded 2003

Overview

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.

Investment Focus

  • Accredited investors only
  • Long-term investment horizon

Portfolio Companies

Sprouts Farmers MarketWellMedHy-Vee

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Frequently asked questions about JRW Investments

What sectors does JRW Investments invest in?

JRW Investments invests in Financial Services and Real Estate, and is based in Pasadena, California, United States. JRW Investments is listed as a private investment firm in the ConnectSafely investor database.

What stage does JRW Investments invest at?

JRW Investments backs companies at Growth, Late Stage, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.

Which regions does JRW Investments invest in?

JRW Investments invests across United States.

Who are the partners at JRW Investments?

Team members listed for JRW Investments include Jesse Thomas (Registered Principal) and Susana Dryden (Chief Operating Officer).

What companies has JRW Investments invested in?

JRW Investments's portfolio includes Sprouts Farmers Market, WellMed and Hy-Vee.

How do I contact JRW Investments?

JRW Investments's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.

Last updated · Source: ConnectSafely investor database