Investor-First, Commercial Real Estate Investment Opportunities
Battle Monument Group (BMG) provides investors with access to private commercial real estate, backed by investment-grade tenants, resulting in consistent dividend yield and appreciation opportunities.
Our strategy is designed to generate stable income, while prioritizing capital preservation across marketing cycles. This approach is supported by an investor-first structure, where management fees are subordinated to the investor current yield.
Fund Benefits To Investors
Stable, Fixed Income with Upside
Tax Efficient
Structure
Private Real Estate Managed by Experts
Investor-Friendly Structure
Years In Operation
Acquisitions to Date
Investors Served
Distributions Paid On Time & On Target
Alternative Investment Strategy for a Diversified Portfolio
Our specialized real estate funds are defensive in nature, meaning our investors can expect predictable income, downside protection and capital appreciation regardless of the economic cycle.
We’ve created an opportunity for investor to incorporate real estate into their portfolio strategy without the day-to-day responsibilities of property management. We’d be honored to put your capital to work in one of our open funds.
Explore Our Open Investment Opportunities
BMG
VALUE FUND
BMG VALUE FUND
11% TARGET IRR
Designed for long-term investors seeking strong risk-adjusted returns.
1031
EXCHANGE FOCUSED
BMG 2024 DST
>6% TARGET YIELD
Designed for 1031 exchange investors seeking stable, passive income.
What to Expect
3-Step Onboarding
Accreditation verification, execution of subscription documents (via DocuSign), and capital contribution.
Investor Portal Access
Investors have access to a dedicated portal to view account details, documents, and performance updates at any time.
Direct Partner Access
Our team maintains direct communication with investors, with the General Partner serving as a consistent point of contact.
Quarterly Payouts
BMG has a proven track record of paying dividends for 40+ consecutive quarters, in full and on time.
Investor First
Investor-friendly structure with asset management fee subordinate to investor returns.
How to Invest with BMG
BMG offers multiple pathways for qualified investors to access our investment strategies.
Direct Investment Options
- Individual or joint cash accounts
- Self-directed IRA, 401k, or TSP accounts
Schwab Alternative Investment Platform
BMG Value Fund is available through the Schwab Alternative Investment platform, providing a streamlined access point for eligible investors.
Dividend Reinvestment Program
Investors may elect to reinvest distributions through our dividend reinvestment program, supporting compounded growth over time.
BMG's Simple 3-Step Onboarding Process
- Accreditation verification
- Execution of subscription documents documents (via DocuSign)
- Investor capital contribution begins working for the investor the day they fund the acount
Proudly Putting Investors’ Capital to Work
Schedule a Call With One of Our Partners Today to Learn About Our Open Funds
