Key Takeaways
- • RealtyMogul has facilitated over $220M in cumulative debt and equity transactions since its 2013 inception, serving more than 80,000 investors with $30M+ in distributions to date.
- • The platform closed $8.6M in new transactions during August and September 2016 alone, including four multifamily equity investments across Redwood City, Brooklyn, Dallas, and Indianapolis, plus a $2.2M qualified 1031 exchange for 19 net-leased retail properties across eight states.
- • RealtyMogul launched MogulREIT I in August 2016 with a $2,500 minimum investment, offering retail and institutional investors direct real estate exposure with a diversified portfolio structure (minimum 55% debt/mortgage securities, up to 45% equity) and real-time online portfolio monitoring.
- • The platform operates a multi-strategy lending and equity investment model, providing JV, preferred equity, mezzanine, and first-position debt financing to professional real estate sponsors, positioning itself as a technology-enabled alternative to traditional real estate finance intermediaries.
Summary
RealtyMogul, a Los Angeles-based online crowdfunding platform for real estate investing founded in 2013, has surpassed $220M in cumulative debt and equity transactions under the leadership of CEO Jilliene Helman. The platform serves over 80,000 investors and has distributed more than $30M to its investor base, demonstrating meaningful capital deployment and investor returns over its three-year operating history.
In August and September 2016 alone, RealtyMogul closed $8.6M in new transactions spanning multifamily and retail asset classes nationally. The deal activity included four equity investments in multifamily properties located in Redwood City, Brooklyn, Dallas, and Indianapolis. A fifth transaction represented the platform's largest 1031-qualified exchange to date, with investors contributing $2.2M to acquire 19 single-tenant, long-term net-leased retail properties distributed across eight states. This diversification across property types and geographies reflects the platform's institutional-grade transaction sourcing and execution capabilities.
In August 2016, RealtyMogul launched MogulREIT I, its first commercial real estate fund product, targeting both retail and institutional capital with a minimum investment threshold of $2,500. The REIT structure mandates a diversified portfolio allocation of at least 55% in debt, mortgages, and mortgage-related securities, with up to 45% deployed in equity across various property asset classes. This approach provides investors direct exposure to underlying real estate assets and eliminates intermediary fees inherent in traditional channels. The fund incorporates real-time portfolio transparency via an online investor dashboard, distinguishing it from conventional real estate investment vehicles.
Beyond its crowdfunding and REIT offerings, RealtyMogul provides institutional-grade financing solutions to professional real estate sponsors, including joint venture partnerships, preferred equity, mezzanine debt, and first-position mortgage lending. This diversified business model positions the platform as a technology-enabled alternative lender and equity provider in the commercial real estate finance ecosystem, capturing both retail crowdfunding capital and institutional sponsor relationships.
In August and September 2016 alone, RealtyMogul closed $8.6M in new transactions spanning multifamily and retail asset classes nationally. The deal activity included four equity investments in multifamily properties located in Redwood City, Brooklyn, Dallas, and Indianapolis. A fifth transaction represented the platform's largest 1031-qualified exchange to date, with investors contributing $2.2M to acquire 19 single-tenant, long-term net-leased retail properties distributed across eight states. This diversification across property types and geographies reflects the platform's institutional-grade transaction sourcing and execution capabilities.
In August 2016, RealtyMogul launched MogulREIT I, its first commercial real estate fund product, targeting both retail and institutional capital with a minimum investment threshold of $2,500. The REIT structure mandates a diversified portfolio allocation of at least 55% in debt, mortgages, and mortgage-related securities, with up to 45% deployed in equity across various property asset classes. This approach provides investors direct exposure to underlying real estate assets and eliminates intermediary fees inherent in traditional channels. The fund incorporates real-time portfolio transparency via an online investor dashboard, distinguishing it from conventional real estate investment vehicles.
Beyond its crowdfunding and REIT offerings, RealtyMogul provides institutional-grade financing solutions to professional real estate sponsors, including joint venture partnerships, preferred equity, mezzanine debt, and first-position mortgage lending. This diversified business model positions the platform as a technology-enabled alternative lender and equity provider in the commercial real estate finance ecosystem, capturing both retail crowdfunding capital and institutional sponsor relationships.
Go deeper than the headline
Research every firm in this story, track the ones that matter and get the daily briefing — free for 7 days.