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Transwestern Investments
Transwestern Investments is an SEC-registered investment adviser in Dallas, TX, registered since 2012.
Transwestern Investments
Transwestern Investments is an SEC-registered investment adviser in Dallas, TX, registered since 2012. The firm manages $3.7 billion in assets, with $937 million on a discretionary basis. It has 31 employees and 25 investment advisers.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Houston, TX, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Transwestern Investments?
Transwestern Investments' investment decisions are led by the firm's executive team, which is not publicly detailed. The broader Transwestern organization is privately held by the founding family and led by CEO Larry Heard (per public record). Specific investment officers are not named in public disclosures.
How does Transwestern Investments source proprietary deal flow?
Transwestern Investments benefits from proprietary deal flow generated by Transwestern's national real estate services platform, which includes brokerage, property management, and advisory services. This vertical integration provides access to off-market acquisition opportunities and local market intelligence.
Is Transwestern Investments structured as a single family office or does it operate more like a real estate asset manager?
Transwestern Investments operates as a real estate asset manager within the privately held Transwestern organization, which is owned by the founding family. It functions like an institutional investment platform, deploying capital through private funds, joint ventures, and direct deals.
Does Transwestern Investments participate in fund commitments or only direct deals?
Transwestern Investments executes direct real estate acquisitions and developments, typically through private funds and joint ventures. It does not act as a fund-of-funds or commit to external managers; its capital is deployed directly into real estate assets.
What investment stages does Transwestern Investments typically target?
Transwestern Investments targets value-add, opportunistic, and core-plus real estate strategies, including acquisition of stabilized and distressed assets, ground-up development, and structured debt investments. It focuses on all major commercial property types across US growth markets.
Which sectors does Transwestern Investments explicitly avoid?
Transwestern Investments does not publicly disclose explicit sector exclusions, but its known focus is traditional commercial real estate—office, industrial, retail, multifamily, and healthcare—rather than niche sectors like hospitality, data centers, or life sciences.
How is Transwestern Investments related to Transwestern?
Transwestern Investments is the investment arm of Transwestern, a privately held commercial real estate firm founded in 1978. Transwestern provides services including brokerage, property management, and development, and its investment platform is a distinct but integrated division that manages capital for the firm and its partners.
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