We seek out assets with unique stories, where we can create value through an innovative approach.
Since our start in 2010, we’ve taken a steady approach to growing our diverse portfolio.
The numbers speak for themselves.
$90+million portfolio
248 investment properties to date
$56+million equity deployed
85 investment properties sold to date
$19+million invested by principals & families
14 years of consistent quarterly preferred returns
Our Value Creation Strategy
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Deploy our acquisition model to buy below intrinsic value, minimizing investment risk upfront.
Establish a new foundation for each property on which to deploy our expertise in rebuilding value. -
Utilize our in-house leasing and construction expertise to drive post-acquisition value via
property improvements, addressing deferred maintenance issues, and attracting new tenants. -
Once a property is stabilized and a new NOI baseline established, utilize senior bank debt on attractive terms to repay some or all of our upfront investment, maximizing returns to equity.
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Unlike most of the parties we buy from, we thoughtfully consider disposition opportunities
once we execute our plan for each property.
Mon Ami’s Recent Acquisition Model
Mon Ami exploits fundamental market inefficiencies inherent in its target niche to acquire properties below their intrinsic value, frequently at fractions of prices paid by previous owners. Mon Ami does not invest in riskier ground-up development nor take speculative risk on “hot” areas.
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Too small for REIT’s, too large for individuals
Concentration in class B/C retail and industrial with opportunistic purchases in other asset classes
Good properties saddled with poor capitalization and illiquidity
Abundant motivated sellers, banks, and intermediaries who value certainty, flexibility, and speed-to-close over price
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Pay all-cash and close quickly
Crossover traditional asset silos and geographies that limit the flexibility of other investors
Utilize creative deal structures to meet sellers’ unique needs
Underwrite to include substantial margin for market, interest rate, and operational risks
Leverage our reputation as a value-buyer counterparty
(a) Mon Ami has historically invested across asset types throughout its history and across its investment vehicles. Mon Ami Partners 3, LLC, launched in July 2024, will generally focus on investments in commercial properties as described above though it, and other Mon Ami funds, will continue to invest in deal sizes and asset classes based on market opportunity at Mon Ami’s discretion. (b) Internal Rate of Return (IRR) for Mon Ami investment vehicles is as of 12/31/2023, net of fund management fees and includes uninvested cash, unrealized investment gains based on projected valuations, and amounts distributed to investors. All investment involves risk, including risk of loss. Past performance is not necessarily indicative of future results. Please see additional materials later in this presentation regarding estimated IRR calculations.Strong Market Relationships
from Repeat Connections
from Our Top Five Brokers
from Direct Bank Relationships
Leveraging Our Growing Reputation
Mon Ami has cultivated a growing and synergistic network of repeat sellers and intermediaries who frequently sit on the other side of the table in its target niche. Mon Ami is the first-call, counterparty of choice who reliably delivers the confidence, speed, and flexibility our partners need. This network gives Mon Ami proprietary access to a steady and robust stream of opportunities.
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