Beginning in 2014, we set out to build fixed-income funds that are tailored to the needs of veterans and industry-leading professionals. We found that investing in stabilized, single-tenant properties with investment-grade tenants leads to consistent dividend yield. The result is a product that is easily understood, producing consistent quarterly distributions that are above market, with low underlying risk and volatility, which makes it perfect for the fixed income portion of a balanced portfolio.
Battle Monument Group has launched and manages a series of private real estate funds focused on providing stable fixed income to over 550+ investors, consisting largely of military veterans and industry-leading professionals. With a 11-year track record of consistent yield, it is no surprise that BMG experiences a nearly 70% reinvestment rate from existing investors.
Our product focus is on single-tenant commercial properties with investment-grade tenants and a long-term lease. We specialize in long-term investment in defensive assets, with an emphasis on discount retailers, like Dollar General, in secondary and tertiary markets.
These dynamics have led to an opportunity, and we have found a valuable niche in this sub-market. There are 19,000+ Dollar General Stores located in smaller markets with low price points. The market price for these properties, taken individually, is lower than their long-term value in an organized portfolio.
We would be honored to put some capital to work for you. Please use our contact form to get in touch or reach out to one of the partners to discuss our Funds.
Introducing
Battle Monument Group, LLC (“BMG”) is a specialized real estate investment manager established in 2014. The executive leadership team brings over 65 years of experience with a foundation built from the discipline, values, and leadership principles gained through serving in the United States Armed Forces after graduating from the U.S. Military Academy at West Point.
Our product focus is on single-tenant commercial properties with investment-grade tenants. We target long-term defensive assets, with proven unit-level economics. Our emphasis is on acquiring discount retailers, Like Dollar General, in secondary and tertiary markets.
Driven by an investor-first structure, the team at BMG treats this fiduciary responsibility as a sacred honor, placing it at the forefront of every business decision and operational output. Specifically, this means subordinating management fees to investor distributions and continually seeking opportunities to maximize investor yield while identifying cost efficiencies across the business.
We would be honored to put capital to work for you. Please use our contact form to get in touch or reach out to one of our partners to discuss our Funds.
These values are active, guiding principles for our business. Our duty is to serve our investors well, and we do this by practicing the following:
Trust, consistency, and fiduciary responsibility.
Team-first culture built on collaboration.
Focused on performance and results.
Proud to steward investor capital.
Committed to expertise and continuous improvement.
Supporting communities and veteran organizations.
Battle Monument Group’s leadership team brings 65+ years of experience across real estate, retail operations, fund management, and capital markets.
Guided by the discipline and leadership principles developed through service in the U.S. Armed Forces after graduating from West Point, BMG operates with a strong investor-first mindset focused on responsible capital stewardship.
Battle Monument Group’s leadership team brings 65+ years of experience across real estate, retail operations, fund management, and capital markets.
Guided by the discipline and leadership principles developed through service in the U.S. Armed Forces after graduating from West Point, BMG operates with a strong investor-first mindset focused on responsible capital stewardship.
John is a Co-Founder and Managing Partner at Battle Monument Group. He has 20 years of experience as an owner and executive in investor-funded companies as CFO, VP of Sales, and President. John served with the 82nd Airborne Division during Operation Desert Storm and is a graduate of West Point (BS) and the US Army Ranger School. He holds an advanced degree in finance from Yale (MBA), where he interned at Goldman Sachs and served as Teaching Assistant to Professor Frank J. Fabozzi.
John is a Co-Founder and Managing Partner at Battle Monument Group. He has 20 years of experience as an owner and executive in investor-funded companies as CFO, VP of Sales, and President. John served with the 82nd Airborne Division during Operation Desert Storm and is a graduate of West Point (BS) and the US Army Ranger School. He holds an advanced degree in finance from Yale (MBA), where he interned at Goldman Sachs and served as Teaching Assistant to Professor Frank J. Fabozzi.
Mike is a Co-Founder and General Partner at Battle Monument Group. He is also Co-owner at Integrity Restaurant Group. He has 25 years of experience as a principal owner of more than 100 fine-dining, fast-casual, and QSR restaurants and their owner-occupied properties. He served with the 24th Infantry Division during Operation Desert Storm, where he received the Bronze Star, and is a graduate of West Point (BS). He holds an advanced degree in business from UC Irvine (MBA), where he graduated top of his class.
Mike is a Co-Founder and General Partner at Battle Monument Group. He is also Co-owner at Integrity Restaurant Group. He has 25 years of experience as a principal owner of more than 100 fine-dining, fast-casual, and QSR restaurants and their owner-occupied properties. He served with the 24th Infantry Division during Operation Desert Storm, where he received the Bronze Star, and is a graduate of West Point (BS). He holds an advanced degree in business from UC Irvine (MBA), where he received the Irvine Award as Valedictorian.
Peter is a Principal and General Partner at Battle Monument Group. He has more than 20 years of experience in equity and debt capital markets. Peter was previously a Managing Director with Raymond James Financial, focusing on institutional equity trading and securities markets. He received a Bachelor of Science (BS) from West Point and an advanced degree in Finance from NYU Stern School of Business (MBA). A decorated veteran of Operation Desert Storm, Peter is also the Scoutmaster for Boy Scout Troop 53 in Tampa, FL.
Battle Monument Group’s new headquarters located in Richmond’s historic Shockoe Slip Richmond, Virginia, December, 5, 2025 Battle Monument Group is pleased to announce the acquisition
Battle Monument Group is pleased to announce the appointment of Robert “Rob” Forte as Chief Operating Officer…
BMG Response To Family Dollar Sale Commercial Real Estate Fund Remains Focused on Discount Retail Richmond, Virginia, March 27th, 2025- Battle Monument Group,
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