The Milestone Real Estate Group LP

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The Milestone Real Estate Group LP ✚
CRD #	161957
SEC #	801-75957
CIK #
AUM	2,429.3 M (2026-04-23)
Employees	33 (39% Investors, 0% Brokers)
Fees
Minimum
Phone	214-442-8150
Address	8333 Douglas Avenue Dallas, TX 75225
Source	[IAPD] [Website]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
RE	Milestone Real Estate Investors VI LP	[2025-03-26]	0.1 M	579.3 M
	Offered $125,000 · Filed 2024-12-23 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000 · Duration One year or less · Commission $6,250 · Revenue Decline to Disclose
RE	Milestone Real Estate Investors V LP	[2021-03-24]	750.0 M	1,604.1 M
	Filed 2021-05-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
RE	Milestone Real Estate Investors IV LP	[2017-03-28]	47.8 M	245.9 M
	Filed 2016-09-12 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
RE	Milestone III REIT LLC	[2014-03-31]	23.9 M	31.8 M
	Offered $250,000,000 · Filed 2012-08-10 (D) · Exemption 506, 3(c), 3(c)(7) · Remaining $226,150,000 · Duration One year or less · Commission $35,500 · Net Assets Decline to Disclose
RE	MREI III Investors LP	[2014-03-31]	23.9 M	350.5 M
	Offered $250,000,000 · Filed 2012-08-10 (D) · Exemption 506, 3(c), 3(c)(7) · Remaining $226,150,000 · Duration One year or less · Commission $35,500 · Net Assets Decline to Disclose
RE	Milestone Real Estate Investors III LP	[2013-04-02]	23.9 M	350.5 M
	Offered $250,000,000 · Filed 2012-08-10 (D) · Exemption 506, 3(c), 3(c)(7) · Remaining $226,150,000 · Duration One year or less · Commission $35,500 · Net Assets Decline to Disclose
RE	Milestone Multifamily Investors LP	2012-03-30		1,073.9 M
RE	Milestone Real Estate Investors II LP	2012-03-30		34.5 M

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	3	2.4
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	3	2.4
By Discretionary
Discretionary	3	2.4
Non-Discretionary	0	0.0
Total	3	2.4
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		2.4
Total	3	2.4

Form D Directors	Role	# Filings	# Firms
Jeffrey Goldberg	Executive Officer	49	2
Robert Landin	Executive Officer	43	2
John Ascenzo	Executive Officer	15	2
The Milestone Real Estate Group LP	Director	2	2
Tmg Investors GP LLC	Director	2	2
The Milestone Group LLC	Director	2	2
Mrei GP III LLC	Director	2	2
Milestone Investors LP	Director	2	2
Mrei III Investors GP LLC	Director	1	1

Firm Profile (Form ADV)
Discretionary AUM	$0.4B
Serves	Institutional
Fund Types	Real Estate

Comparable Firms	State	AUM
Breakthrough Services LLC ✚	CA	2,692.7 M
Marcus Partners LLC ✚	MA	2,678.5 M
Berkadia Capital Advisors LLC ✚	PA	2,656.3 M
Mesirow Re-Ia Inc ✚	IL	2,643.2 M
AJ Capital Management LLC ✚	TN	2,636.8 M
3650 REIT Investment Management LLC ✚	FL	2,432.6 M
Sterling Investment Management LLC ✚	FL	2,413.0 M
Whitman/Peterson LLC ✚	CA	2,366.6 M
Vanbarton Group LLC ✚	NY	2,280.8 M
Maxim Capital Group LLC ✚	NY	2,189.3 M

The Milestone Real Estate Group LP

Assets, Funds, Holdings