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.


$350+million portfolio


345 investment properties to date


20% net IRR*


87 investment properties sold to date


$19+million invested by principals & families


15 years of consistent quarterly preferred returns

*Internal Rate of Return (IRR) for Mon Ami investment vehicles is as of 6/30/2024, net of fund management fees and includes uninvested cash, unrealized investment gains based on projected valuations, and amounts distributed to investors.

Our Advantage

  • Niche Target

    We focus on 'mid-market’ assets, typically < $20M that are generally too large or complex for individual investors and yet too small to attract significant institutional interest.

  • Pipeline of Motivated Sellers

    Pipeline of Motivated Sellers

    We gravitate towards properties that require some element of repositioning or restructuring - either the capital structure or market positioning.

  • Strong Market Relationships

    We have cultivated a growing and synergistic network of repeat sellers and intermediaries, giving us proprietary access to a steady and robust stream of investment opportunities, many of which are off market.

  • Efficient Vertical Integration

    By having an in-house team of experts across the project life-cycle, we are able to actively and efficiently manage our assets and quickly execute transactions.

Investment Criteria

Historically, we've built a strong track record acquiring real estate across asset classes throughout the US. We leverage our network to acquire many off-market and strategic one-off investment opportunities.

Asset Classes:

  • Retail

    Growth Focus:
    Multi-tenant Value Add

  • Industrial

    Growth Focus:
    Single Tenant Net Lease

  • Office

  • Residential

  • Land

Target Property Criteria:

  • Purchase price below replacement cost

  • Below market rents

  • High vacancy properties

  • Competitive price-per-square-foot deals

Featured Properties

Leadership Team

  • Anand Sheth

    FOUNDER & MANAGING PARTNER

  • Evan Epstein

    CHIEF LEGAL OFFICER & SENIOR VICE PRESIDENT, OPERATIONS

  • Annette Kastner

    CHIEF FINANCIAL OFFICER

  • Patrick Lockman

    SENIOR VICE PRESIDENT, INVESTMENTS

  • Ajay Patel

    PRINCIPAL & VICE PRESIDENT OF PROPERTY OPERATIONS

  • Garrick Shum

    PRINCIPAL & VICE PRESIDENT OF INVESTOR RELATIONS