MONARCH INVESTMENT FUNDS

Monarch at Carmel Valley, San Diego, CA
ON THE RISE.
About Monarch Investment Funds Our People Fund Series Case Studies News Contact Us
Monarch Partners I, L.P. Investment Strategy
INVESTMENT STRATEGY

Monarch’s founding partners have endured multiple real estate cycles and have established a profitable long-term track record. They have been successful at all stages of the real estate cycle based upon anticipating market trends, identifying opportunities unseen by others, and applying a rigorous due diligence approach honed through decades of real estate investment, development, construction, and property management-related experiences. Their reputation and extensive local, regional, and national relationships provide exclusive sourcing for unique, off-market investment opportunities unknown to or unseen by the rest of the investment community which is an invaluable competitive advantage.

Monarch seeks opportunistic investments with a geographic focus on the Western United States, including California, Arizona, and Hawaii. Monarch primarily targets markets with high barriers to entry, including San Diego, Orange County, Los Angeles, and the Bay Area Region. Monarch is highly selective and targets only the most promising investments, including:

  • Land entitlement — well-located urban and suburban infill properties for residential, commercial, industrial, and mixed-use assets
  • Development — multifamily rental housing and mixed-use projects, including green and adaptive re-use
  • Value-add acquisition — multifamily rental housing and mixed-use assets
  • Condominium reversions — under construction, recently completed, and “broken” conversions
  • Bank/government-owned assets and distressed debt with clear path to ownership
  • One-off and portfolio offerings
  • Special situations — recapitalizations, forced asset sales, and workouts

The Monarch team executes its investment strategy and aggressively sources unique real estate opportunities with the goal of achieving attractive risk-adjusted returns throughout all market cycles.