Monte Lee-Wen


As Principal, Monte is a leader within the global real estate community, and provides vision and high-level strategy within Upside Avenue and all of Casoro Group’s family of companies.

Having had a historically institutional, investor mix, Monte works closely with pension funds, sovereign wealth funds, fellow family offices and other institutional partners. He brings this mix of rich experience working on nearly a billion in multi-family real estate to Upside Avenue’s investment selection committee—enabling all investors the ability to invest like a billion-dollar institutional real estate company.

Monte champions a unique investment philosophy which involves evaluating and taking advantage of opportunities where superior risk-adjusted returns can be realized. This approach has allowed the company to earn tremendous returns on investments.

Monte effectively combines his investment experience and philosophy with the creative talent required to renovate and reposition properties for success. He has an extensive knowledge of property assessment and transaction due diligence that further contributes to his winning track record and continued triumphs in the real estate investment sphere.

Having started and run several companies since the mid-1990s, Monte is a seasoned entrepreneur with a vested interest in supporting new business enterprises. He is heavily involved in board positions and guidance committees of many private and public initiatives nationwide, and is also an active member of the Austin chapter of the World Entrepreneur’s Organization.

Monte has been publicly recognized for his leadership and achievement in the field of real estate investment as a recipient of the Austin 40 Under 40 Award.