Transwestern Investment Management, LLC

Transwestern Investment Management, LLC (TIM) is an SEC-registered investment adviser specializing in commercial real estate investments in the United States. Established in 2010, TIM manages approximately $799 million in discretionary client assets and $3.5 billion in non-discretionary client assets as of December 31, 2024. The firm offers services primarily to institutional clients such as insurance companies, pension plans, and endowments. TIM provides strategy development, portfolio design, real estate purchases and sales, and portfolio management services. The firm's fee arrangements vary based on services provided and client-specific mandates, including flat fees, percentage fees, per-project fees, and carried interest. TIM may recommend core, core-plus, value-added, or opportunistic real estate investments, utilizing direct investments or limited partnerships. The firm's investment strategies are tailored to each client's objectives and risk tolerance. TIM has implemented policies to address conflicts of interest arising from affiliations with other real estate services firms and development companies. The firm's Code of Ethics ensures high ethical standards and compliance with securities laws. Clients may grant TIM discretionary authority for portfolio management, subject to stated commitments and guidelines. TIM does not vote proxies on behalf of clients due to the nature of real estate investments. The firm does not require advance fees exceeding $1,200 per client and has no financial commitments impairing its ability to meet client obligations.