JRW Investments

JRW Investments is a specialized advisory firm that helps real estate investors transition from actively managed, high-burden properties into professionally managed real estate portfolios designed for stability, income, and long-term peace of mind. We work primarily with investors nearing or in retirement—those who are looking to simplify their lives, reduce risk, and preserve or grow their wealth in a tax-efficient way. What makes JRW unique is our ability to source, evaluate, and curate best-in-class real estate investment opportunities from across the country, using a rigorous due diligence process that prioritizes quality, reliability, and alignment with each client’s specific goals. Beyond our investment expertise, what our clients value most is the way we care—we take the time to understand their full financial picture and what matters most to them, so that every recommendation we make supports not just a portfolio, but a life well lived. We currently steward over $25B of active real estate investments on behalf of over 3000 investors.

We create value by acting as both advisor and gatekeeper—helping clients clarify their goals, understand their options, and access only the highest-quality investments available. With deep expertise in 1031 exchanges, Delaware Statutory Trusts, and other tax-efficient strategies, we solve complex problems that most investors—and even many advisors—aren’t equipped to navigate. Our team conducts extensive market research and filters hundreds of potential investments each year, presenting only those that meet our strict criteria for quality, performance, and alignment with our clients’ needs. This disciplined approach dramatically reduces the risk of poor outcomes while allowing clients to preserve income, simplify estate planning, and live more freely. At every step, we lead with listening—because the most valuable solution is the one that starts with a full understanding of the person behind the portfolio.

As an advisor, I add value by helping clients see the full picture—guiding them beyond a single transaction to make long-term decisions that support their financial goals, lifestyle needs, and legacy plans. I bring clarity to complex issues like tax deferral through 1031 exchanges, passive income planning via Delaware Statutory Trusts, portfolio repositioning, and generational wealth transfer—offering not just recommendations, but perspective. For my professional network—including financial advisors, estate planning attorneys, real estate agents, and qualified intermediaries—I serve as a specialized resource in alternative 1031 exchange strategies. I step in when clients are selling investment real estate and need solutions that reduce management burdens, preserve wealth, and simplify life. I bring both technical fluency and relational trust to the table, working collaboratively to protect the client’s interests while adding a layer of expertise that enhances the advisor’s value. My role is never to compete, but to complement—helping professionals serve their clients more fully while expanding what’s possible through partnership.