Alternative investments in opportunistic middle and lower-middle market U.S. real estate through direct acquisitions and tactical joint ventures
We pride ourselves on being a reliable, transparent, and highly efficient counterparty and partner that excels in complex situations through nimble asset management and centralized decision making.
Our systematic and disciplined institutional investment process was designed to consistently generate attractive risk-adjusted returns and alpha for our investors while optimizing downside protection throughout market cycles.
90+ Investments / $6.4 billion Portfolio Value / 18,000+ Residential Units
9.1 million Commercial SF / 3 Verticals / 30+ Joint Venture Partners
Includes investments made by members of MSIG’s investment team while working together prior to forming MSIG
About Monument Square Investment Group
Monument Square Investment Group, LLC (“MSIG”) is a privately held alternative investment manager based in Beverly Hills, California. We make opportunistic U.S. real estate investments on a direct basis and through joint ventures with seasoned institutional sponsors across our three core verticals: Rental Housing, Industrial & Logistics, and Special & Tactical Situations.
Investment Strategies
MSIG’s investment strategy is premised on identifying dislocations in the risk-return spectrum, acquiring/developing assets that it believes are undervalued by the capital markets and have asymmetric return profiles.
We primarily target investments in the highly fragmented middle and lower-middle U.S. real estate markets, seeking to capitalize on inherent inefficiencies to generate attractive risk-adjusted returns for our investors.
-
Focus: Single-family build-for-rent, conventional apartment, and student housing communities
Scope: ±75- to 300-unit communities that are generally surface parked
Location: Suburban submarkets of primary MSAs and more infill submarkets of secondary and select tertiary MSAs; tier-I universities
Profile: Development and core-plus/value-add acquisitions
-
Focus: General warehouse, storage, manufacturing, bulk and last mile distribution, and multi-tenant light industrial
Scope: Single asset and multi-building logistics parks comprised of small box, mid box, and select big box warehouses
Location: Established and select emerging industrial/logistics clusters with high barriers to entry proximate to major ports, interstate highways, railways, and/or major population centers
Profile: Development, Value-add, and Land Aggregation/Entitlement
-
Focus: Distressed and non-performing assets/loans, programmatic co-GP platforms, covered land investments, and out of favor sectors and/or MSAs that we believe are mispriced by the capital markets
Scope: Tactical opportunities with differentiated and complex characteristics that provide the opportunity for asymmetric, arbitrage-like return profiles
Location: Generally agnostic with a preference for primary and secondary MSAs that display strong secular supply/demand and employment fundamentals
Profile: Value-Add, Development, Redevelopment, Adaptive Re-Use, and Land Entitlement
Rental Housing
The Cove at Covington
Industrial & Logistics
Harvill Logistics Center
Special & Tactical Situations
Mosaic