We Believe Our Investment Strategy Has the Potential to Offer Opportunities for Gain

Monticello Asset Management, LLC provides its clients a means to achieve a real estate allocation through alternative investments that we believe to be more secure and more liquid than investing in single real estate assets.

  • Has the potential to provide stable income without reliance on real estate appreciation or cap rate compression.
  • Provides greater diversity across real estate markets than investing in individual assets.
  • Bridge-to-HUD lending is anticipated to provide a potential pipeline for sourcing GMNA Securities.
Advantages of the Monticello Strategy
Bridge-to-HUD Lending

Provides exposure to the real estate market in what we believe to be a more secure and liquid position than an equity position in real estate.

Strategy is designed to take advantage of what we deem a market opportunity resulting from the current banking regulatory environment.

Renewable Energy Financing

Seeks to take advantage of inefficiencies in the financing of renewable energy assets to provide a bridge between development and permanent financing.

Loan repayment backed by power purchase agreement with third-party offtaker.