Verified Investor & Investment Firm Professionals in Dallas, Texas, 2026

Tomlin Investment is a Dallas-Fort Worth based land investor and developer with 50+ years of local expertise acquiring and managing large, unimproved pre-development tracts strategically positioned in growth corridors across North Texas. The company specializes in assembling just-in-time land inventory for future vertical development in residential and industrial sectors, leveraging deep market knowledge and growth pattern analysis to deliver capital-efficient returns with low volatility risk profiles comparable to traditional development models.

Oak Stone Capital is a private equity investment firm specializing in high-conviction real estate and insurance-linked strategies, targeting 35%+ IRRs through premier residential redevelopment projects. Operating in Dallas, Texas, the firm combines disciplined underwriting with deep sector expertise to deliver risk-adjusted returns for accredited investors seeking differentiated opportunities across economic cycles.

Evergreen Realty Advisors is a Dallas-based commercial real estate investment and development firm that provides customized real estate strategies and solutions to help clients protect and build wealth. They have extensive experience investing in diverse real estate assets and employ a disciplined approach to achieve superior returns.

Phoenix Strategy is an entrepreneurial investment firm that acquires and helps grow small to medium-sized, privately-held businesses. They provide hands-on support and expertise to business owners, offering flexible solutions to meet their financial and personal objectives.

The Arnold Companies is a family investment management and services firm headquartered in Dallas, Texas that invests in a variety of industries, including real estate, retail, banking, aviation, and technology. The company focuses on acquiring and supporting high-value companies that maintain the values of integrity, leadership, efficiency, and a passion for great service.

Gruszynski Capital is a private equity real estate investment firm that provides passive investment opportunities to exclusive real estate deals, the best U.S. markets, and successful partnerships. They aim to help investors achieve financial freedom and generational wealth through investing in real estate assets that provide cash flow, low-risk diversification, attractive returns, and tax efficiencies.

Next Level Pros is an investment firm and real estate development company that provides comprehensive investment services and expert consultation for real estate transactions, ranging from individual builds to large-scale developments. They guide clients through the complex financial landscape and help them achieve clear and profitable success.

Conlon and Co. is a boutique merchant bank that focuses on principal arbitrage opportunities and executing capital markets and advisory mandates for its clients. With over 100 years of combined experience in portfolio management, banking, trading, and capital markets, the firm pursues diverse opportunities across a range of sectors, asset types, and capital structures, with a particular focus on non-economic and liquidity-driven situations.

Ocorian is a global financial services provider that specializes in fund services for private assets. They offer a range of services including fund administration, compliance, corporate, and private client services to help clients manage complex, high-value structures across multiple sectors and geographies.

Lev Investments is an investment firm that specializes in strategic real estate investments across key U.S. markets, leveraging their seasoned expertise to generate superior and stable returns for their partners through an honest and transparent approach.

CAL RE Group is a full-service property management and development company that specializes in managing a wide range of properties, including build-to-rent communities, single-family homes, small multi-family units, retail spaces, industrial properties, and land. They also provide comprehensive land planning and development services, as well as general contracting services to meet the diverse needs of their clients.

EquityJet is a real estate investment firm that specializes in buying houses and land directly from homeowners in Texas. They offer quick cash offers and a hassle-free selling process, catering to a variety of situations such as foreclosure, inherited properties, and unwanted homes.

Austplan Group is a real estate company that provides comprehensive property management services, including turnkey rental property management and residential property management, primarily in the Dallas and McKinney areas of Texas. The company also assists investors, both domestic and international, with acquiring and managing investment properties.

Shalwin Properties is a private equity commercial real estate investment firm that provides investors access to pre-vetted deals, allowing them to confidently invest in alternative assets to diversify their portfolio and build wealth. The company specializes in multifamily, self-storage, industrial, retail, and assisted living properties across Texas.

Apogee Capital is an investment firm that specializes in acquiring and managing multifamily real estate properties, with a focus on providing passive income and wealth preservation for its investors. The company leverages its expertise in property analysis, operations, and syndication to offer investors the opportunity to invest in large-scale, institutional-quality apartment communities without the hassles of direct property management.