14 — July 2026 — Tax Issues/Accounting — Financial — M id A tlantic Real Estate Journal
www.marej.com
T ax I ssues /A ccounting
ALTIMORE, MD — MCB Real Estate, an institutional com- New division adds tax-efficient real estate offerings for high-net-worth investors MCB Real Estate launches Wealthbridge platform for 1031/DST investors B
and other tax advantaged, and income and growth offerings. “Wealthbridge isn’t just a name- it’s our mission,” said 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 Dela - ware 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 tak- ing on the usual responsi- bilities 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 Wealth - bridge is a strategic extension of MCB’s core strengths in investment management, ac- quisitions, development and asset management, opening access to institutional-quality, tax-advantaged real estate for a broader base of passive in- vestors, while creating a more efficient capital structure for future investments. MCB Wealthbridge will focus on stabilized multifam- ily, student housing, indus- trial, 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 offer- ings, DSTs and other invest - ment offerings allow for lower minimum investments, en- abling 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 op- portunities.,” said 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. Diversi - fication 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 Moun- tain 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. In a DST, and other real estate investment, landscape filled with newer, volume- driven offerings, MCB Wealth - bridge is positioning itself as a core values-driven alternative, focused on investor success, long-term trust, and dedica- tion to putting investors and their legacy first. MAREJ
mercial real estate in- ve s tmen t management firm, has announced the launch o f MCB We a l t h - bridge , a
new division of MCB Real Estate, dedicated to delivering high-quality, tax-efficient real estate investment opportuni- ties through 1031 exchange P. David Bramble
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