JRW Investments

At JRW, we are convinced that exceptional due diligence is key to successfully protecting and growing our clients’ wealth. Only those investments that meet or exceed our highest due diligence standards earn our recommendation. Over the past 15 years, we have reviewed investment offerings with an aggregate valuation in excess of $20 billion. Less than 10% of those offerings met our standards and earned our recommendation on behalf of our clients. A worthwhile investment isn’t just one with attractive cash flow projections; it must also base those projections on sound underwriting assumptions. We have one of the largest due diligence teams in the industry so that we can dedicate ourselves to analyzing the underwriting of all of the available offerings we or our clients can find in order to uncover those select few opportunities that are worthy of our recommendation. This review process is overseen by Warren Thomas, JRW's Founder and President, and Joshua Ungerecht, JRW’s CEO and Chief Investment Officer. Warren and Joshua leverage significant backgrounds in tax, underwriting, acquisitions, asset management, and macroeconomic research on behalf of clients in providing the final assessment of each investment that the due diligence team evaluates. Our principals have over 30 years of experience in real estate, finance, securities, tax structuring, and wealth management. We are extremely proud of our team of dedicated professionals. They have devoted their careers to helping our clients find robust real estate solutions to defer capital gains taxes and protect wealth