WHAT WE DO
Our Long-Term Strategy Has Potential to Provide Attractive Returns for Investors
Monticello Asset Management, LLC’s objective is to provide attractive risk-adjusted returns to our investors over the long-term, primarily through dividends, maintaining a business model that is intended to evolve with market opportunities.
We believe that our diversified asset portfolio and expertise in target markets is well positioned to yield a strategy for long-term gains.
Monticello Asset Management provides short term, bridge financing for real estate assets that are in the process of obtaining permanent financing from the Department of Housing and Urban Development (HUD), as well as other state and federal programs.
Loans can be made on multifamily and healthcare assets throughout the United States.
Monticello Asset Management works with its clients to provide financing for renewable energy assets as a bridge to tax credit equity or government-backed financing.
Monticello Asset Management can also purchase tax credits for assets it finances.
Loans can be originated on solar, bio-gas, and other types of renewable energy throughout the United States.