Don Wenner and a full panel of DLP leaders—spanning development, construction, finance, investments, and operations discussed current market dynamics, active developments, and fund-level changes designed to drive long-term returns and income potential.
The session opened with an overview of the current housing landscape, including employment trends, expectations around future interest rates, and the growing affordability challenges that continue to push more families toward rental housing. The team also highlighted the ongoing slowdown in new housing supply and how this tightening pipeline reinforces the Fund’s focus.
Project Highlights Covered in the Webinar Include:
Dream Marine Creek – Fort Worth, TX
Dream Winter Haven – Winter Haven, FL
Living Fully Sevierville – Sevierville, TN
Living Fully Orchard Farms – Fort Worth, TX
Living Fully St. John’s Cottages – St. Augustine, FL
A major segment of the webinar was dedicated to Gateway Jax, the fund’s largest and most transformative development. Gateway Jax CEO Bryan Moll provided updates on the nine-block mixed-use district, including Publix’s commitment as a grocery anchor, more than 500 multifamily units actively under construction, and the upcoming launch of the Ambassador Hotel restoration. Retail interest across the district continues to accelerate as vertical construction progresses.
The team revealed several structural Fund enhancements that will take effect at the start of the new year—designed to improve income consistency, strengthen projected returns, and better align distributions with investor preferences. These updates represent some of the most significant improvements made to the Fund since its inception, walking viewers through exactly what’s changing, why now, and the benefit.
The session concluded with a look at what’s ahead for the Fund, including upcoming 2026 investor tours, how capital deployment is shaping up for the next phase of projects, and a thoughtful Q&A that touched on concessions, supply-chain trends, and the team’s approach to managing development risk. Watch the replay to hear for yourself how the Fund is positioning itself for Q4 and beyond.