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| Tim Kruer, Senior Partner |
| Regents La Jolla, La Jolla, CA |
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 Realized Investments
Fund Assets
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 REGENTS LA JOLLA In 1997, Monarch acquired approximately eight acres of infill land in La Jolla, California. The site was originally zoned for a mixed-use residential and commercial development consisting of approximately 250 units and up to a thirteen-story office tower with some retail. Due to the steady influx of transplants into the Southern California region and an address coveted around the world, Monarch identified an opportunity to...  View full case study
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 MONARCH AT SCRIPPS RANCH & MONARCH CORPORATE CENTER After extensive due diligence, Monarch identified an abandoned K-Mart site as a prime location to reposition and build a mixed-use community featuring luxury apartments and office space. The Monarch-Simpson Housing joint venture team purchased the K-Mart site in 1999. From the beginning, Monarch realized a vision for this underutilized site... View full case study
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 MONARCH AT SHADOWRIDGE In 2003, Monarch acquired approximately twenty-one acres of land in Vista, California. At the time of acquisition, the site was occupied by a nursery and golf driving range. Monarch realized the potential of the site based upon its prime location adjacent to the premiere master-planned community of Shadowridge in one of the fast-growing submarkets of San Diego’s North County. Monarch also identified an opportunity to build first-class amenities similar to Regents La Jolla, as a new apartment community had not been constructed in Vista in over a decade. View full case study
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 MONARCH AT CARMEL VALLEY Through a joint venture with Simpson Housing, Monarch acquired the site in 1999. While already zoned for residential use, Monarch realized the tremendous potential of the site based upon its location in one of the most coveted enclaves of San Diego’s North Coast, only minutes away from Torrey Pines State Beach and the Del Mar Race Track. Monarch at Carmel Valley was completed in 2001. View full case study
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 PACIFIC COAST BUSINESS PARK While the site was zoned for industrial use upon acquisition in 2004, the Monarch team and select joint venture partners undertook additional entitlement work, including processing the Environmental Impact Report, developing a comprehensive Master Plan, and obtaining Final Map approval. The project team worked closely with the City of Oceanside and local community groups to create an upscale industrial park... View full case study
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 RANCHO DEL ORO SITE During the two-year investment period, Monarch oversaw the planning of a comprehensive mixed-use project consisting of 321 apartment units and approximately 20,000 sq. ft. of commercial space. View full case study
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The case studies are presented solely for illustrative purposes as examples that indicate the type of strategy targeted by Monarch Investment Funds. The discussion of these selected investments is not intended as, and should not be construed as, investment advice or a recommendation to buy or sell a particular security. Past performance is not indicative of future results, which may vary. There is no assurance that any investment of Monarch Investment Funds will achieve similar results.
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