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Trademark Property Company
Trademark Property Company is a Fort Worth-based family office that develops, owns, and operates mixed-use and retail properties across the US Sun Belt.
Trademark Property Company
Terry Montesi founded Trademark Property Company in 1992, growing it from a Texas-based retail developer into a family office with a national portfolio. The firm's wealth originates from its own real estate operations, not inherited capital — Montesi built equity through ground-up development and repositioning of shopping centers. Trademark operates as a vertically integrated platform: it handles acquisition, development, leasing, property management, and asset management in-house. The firm focuses on mixed-use, lifestyle centers, and grocery-anchored retail in high-growth US markets. Confirmed projects include the redevelopment of University Park Village in Fort Worth and the development of The Shops at Highland Village. Trademark has also partnered with institutional capital, including a joint venture with Principal Real Estate Investors. Geographically, it concentrates in Texas, the Southeast, and the Mid-Atlantic. Trademark employs roughly 120 professionals across its Fort Worth headquarters. It has not established separate philanthropic or operating-company subsidiaries disclosed publicly. A recent operational event: the firm is actively developing the mixed-use Waterside project in Fort Worth, a 50+ acre site with retail, office, and multifamily components. What sets Trademark apart from other real estate family offices is its merchant-builder DNA — it originates and develops its own projects rather than acquiring existing assets, giving it control over design, tenancy, and timing. The firm retains ownership of many projects post-development, generating recurring income rather than flipping properties.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
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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