Institutional Investment Management Firm Expands into a Thriving Retail Investor Tax Advantaged Marketplace

MCB Real Estate, an institutional commercial real estate investment management firm with nationwide holdings, has announced the launch of MCB Wealthbridge, a new division of MCB Real Estate, dedicated to delivering high-quality, tax-efficient real estate investment opportunities through 1031 exchange and other tax advantaged, and income and growth offerings.

“Wealthbridge isn’t just a name- it’s our mission,” says P. David Bramble co-founder and managing partner of MCB Real Estate. “We are offering investors the chance to bridge wealth from one generation to the next, and to provide a trusted path forward for those looking to preserve their legacy through tax advantaged real estate investment.”

Designed with high-net-worth individuals in mind, MCB Wealthbridge arrives at a pivotal moment. With one in four baby boomers owning commercial property, many are seeking to exit active property management while avoiding the heavy tax burden of capital gains. Completing a 1031 exchange using a Delaware Statutory Trust (DST) structure allows them to sell their properties and reinvest the proceeds into high-quality assets, many of which produce investor income, without taking on the usual responsibilities of direct ownership. Investors have potential to receive monthly distributions, preserve their equity, and enjoy the peace of mind that comes with passive investing.

The launch of MCB Wealthbridge is a strategic extension of MCB’s core strengths in investment management, acquisitions, development and asset management, opening access to institutional-quality, tax-advantaged real estate for a broader base of passive investors, while creating a more efficient capital structure for future investments.

MCB Wealthbridge will focus on stabilized multifamily, student housing, industrial, retail and other select properties—asset classes with durable income profiles and strong fundamentals. As with all its holdings, MCB’s portfolio will only include properties that meet the highest standards of location, quality, tenant strength, and income stability. And unlike traditional real estate offerings, DSTs and other investment offerings allow for lower minimum investments, enabling broader participation and diversification.

Leading the new division as CEO and member of its investment committee is Mike Waddell. He has overseen more than $6 billion in DST and TIC transactions across multifamily, industrial, office, retail, and healthcare asset classes and previously served as president of Capital Square, helping grow the firm into one of the nation’s largest 1031 exchange sponsors.

“This platform is purpose-built as a bridge, for high-net-worth investors looking to build wealth, into MCB’s deep real estate expertise and its vast investment opportunities.,” says Waddell. “They want tax advantaged real estate investments that perform providing income and growth, stability, peace of mind, and an opportunity to diversify their assets. Diversification can help manage risk, and MCB Wealthbridge aims to earn its place in investor portfolios as a go-to option for 1031 exchanges and other real estate investments.”

MCB’s timing to launch the new division could not be more ideal. According to Mountain Dell Consulting , DST offerings raised more than $8.4 billion in 2025. So far, approximately $3.75 billion in equity has been raised year-to-date through May 2026, a significant increase from the $3 billion raised over the same period in 2025, and 2026 is on pace to be a record-breaking year, with annual projections reaching as high as $11 billion.

MCB Wealthbridge is run by an experienced sponsor team and backed by the full resources of MCB Real Estate, including its national acquisition pipeline, asset management team, accounting, finance, capital markets, and disciplined investment committee. That combination of people, process, and performance creates a unique advantage for investors and their registered representatives and advisors seeking trusted tax advantaged investment opportunities.

“We invite our broker-dealer and RIA communities to dig into MCB’s history,” adds Waddell. “When they do, they’ll see a company that has delivered time and again—in investment management, acquisitions, asset management, dispositions, development and in results. They’ll also see a team committed to putting investors first, not just in words but in every aspect of execution.”

In a DST, and other real estate investment, landscape filled with newer, volume-driven offerings, MCB Wealthbridge is positioning itself as a core values-driven alternative, focused on investor success, long-term trust, and dedication to putting investors and their legacy first.

About MCB Real Estate
Founded in 2007, MCB Real Estate is a community-centric, privately held national commercial real estate investment management and development firm headquartered in Baltimore, Maryland. MCB boasts a nationwide portfolio of $4 billion in assets under management totaling approximately 22 million square-feet with almost six million square-feet in its development pipeline. Property types include industrial, office, retail, mixed-use, multi-family and healthcare. The firm offers a seamlessly integrated suite of commercial real estate investment services, including acquisitions, development, construction, asset management, property management, leasing, marketing, financing and legal expertise, thus ensuring comprehensive support throughout every stage of an asset’s lifecycle. www.mcbrealestate.com

About MCB Wealthbridge
MCB Wealthbridge is a division of MCB Real Estate, focused on offering high-net-worth investors with institutional-quality, tax-advantaged real estate assets through 1031 exchange Delaware Statutory Trust (DST) and other real estate offerings. The division, with its well-experienced sponsor team, is built on MCB Real Estate’s decades of experience in commercial real estate investment including its investment management, national acquisition pipeline, asset management team, and disciplined investment committee. Prioritizing the needs of the investor, MCB Wealthbridge is focused on stabilized multifamily, student housing, industrial, retail and other select properties, offering asset classes with durable income profiles and strong fundamentals. www.mcbwealthbridge.com.

Explore MCB Wealthbridge

 

Securities offered through WealthForge Distributors, LLC, Member FINRA/SIPC. MCB Wealthbridge and WealthForge Distributors, LLC are not affiliated entities. There are material risks associated with investing in real estate backed private securities which are considered speculative.  Investments are illiquid, involve a long hold period, and may result in the loss of principle.  This is not a solicitation or an offer to see any securities. Diversification does not guarantee profits or protect against losses. Please read the Private Placement Memorandum (PPM) in its entirety, paying careful attention to the risk section prior to investing.

 

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