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Trademark Property Company
TRADEMARK PROPERTY COMPANY is an SEC-registered investment adviser based in FORT WORTH, TX, established in 2018. It has been registered with the SEC since...
Trademark Property Company
TRADEMARK PROPERTY COMPANY is an SEC-registered investment adviser based in FORT WORTH, TX, established in 2018. It has been registered with the SEC since then. The firm is headquartered in Texas.
General information
Firm type
Single Family Office
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
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.
How does Trademark Property Company source proprietary deal flow?
Trademark sources deals primarily through its development pipeline. The firm identifies undeveloped or underperforming sites in high-growth corridors, then designs and manages the entitlement process — creating assets that are not available on the open market (per public record).
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 investment stages does Trademark Property Company typically target?
The firm focuses on ground-up development and redevelopment of retail and mixed-use properties, primarily in the Sun Belt. It does not typically acquire stabilized assets.
Which sectors does Trademark Property Company explicitly avoid?
Trademark does not publicly state sector exclusions, but its track record is entirely in retail-anchored and mixed-use real estate. No data indicates exposure to office, industrial, multifamily, or hospitality.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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