RIA · CRD 281897Exempt Reporting AdviserPrivate Fund Adviser

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Trademark Property Company

Trademark Property Company rethinks the future of retail, multifamily, and mixed-use places, partnering with commercial real estate owners, investors,...

Trademark Property Company logo

Trademark Property Company

Trademark Property Company rethinks the future of retail, multifamily, and mixed-use places, partnering with commercial real estate owners, investors, retailers, and communities. Since 1992, it has transformed mixed-use properties into vibrant community spaces. The firm provides development, property services, and investments, guided by a purpose to be extraordinary stewards, enhance communities, and enrich lives.

General information

Firm type

RIA

Year founded

1992

Location

Region

North America

Country

United States

City

Fort Worth

Corporate office

Fort Worth, TX, United States

Principals

Terry Montesi

Founder and CEO

Sector focus

Real Estate

Frequently asked questions

Who runs investment decisions at Trademark Property Company?

Terry Montesi, founder and CEO, oversees all investment and development decisions. He has led the firm since its founding in 1992 and remains its principal decision-maker.

Does Trademark Property Company invest through fund structures or direct deals?

Trademark invests directly through development projects and joint ventures. It has partnered with institutional capital on specific projects but does not operate commingled funds for external investors.

What is Trademark Property Company's known posture on co-investments alongside external GPs?

The firm has co-invested with institutional partners, such as Principal Real Estate Investors, for specific developments. It structures each partnership as a project-level joint venture.

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