Capital Management

The Morgan Companies Uses Innovative Strategies for Capital Growth

The Morgan Companies provides capital management and investment services to its investors. Our highly differentiated investment strategy, primarily concentrating on top-quality real estate assets backed by credit tenants and operators in established markets, has achieved substantial results over time. We have closed on more than $300 million of multi-sector acquisitions in the past 12 months and currently own and manage more than $500 million in real estate assets and operating companies through multiple vehicles. The principals and leaders of The Morgan Companies have been through multiple market cycles. In both good times and bad, we have devised innovative solutions that both preserve and grow capital in a responsible manner.

Morgan’s strategic portfolio is diversified1:

Property types: Retail shopping centers, office buildings, medical facilities

Geography: Eastern United States

Tenant base: Grocery stores, pharmacies, fast-food restaurants, banks, hotels, medical facilities

Operating businesses: Aviation, medical software, hospitality, commercial services

The Benefits of Working with The Morgan Companies

• Access to a diverse portfolio of income-producing and appreciating assets

• Strong alignment of interests with the manager

• Experienced manager with demonstrated track record and deep industry knowledge

• Attractive risk-adjusted returns with potential tax efficiencies

• Stable monthly distributions with upside potential

 

Existing Portfolio (as of August 1, 2017)

• $650 million portfolio

• Approximately 40 properties

• Approximately 97% leased

REPRESENTATIVE HOLDINGS

1 Diversification does not ensure a profit or guarantee against a loss.

NOT A DEPOSIT / NOT FDIC INSURED / NOT GUARANTEED BY THE BANK / MAY LOSE VALUE / NOT INSURED BY ANY GOVERNMENT AGENCY / NOT A REGISTERED FINANCIAL ADVISOR